转一个喊顶的

ByStander

这年头喊顶的都是被嘲笑的对象. 不过这位当初喊底喊的很成功. 那他现在又喊顶了,你信吗???

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daowei

re

CoolMax

呵呵，喊顶比喊底难一百倍。

layschips

好文，多谢老大

偶信，但是心动也不敢随便行动

siocsioc

thanks

zleyre22

RR12

re

Noname

15

CoolMax

15
Noname 发表于 2009-8-26 12:33 PM

这位同学，灌水请去龙门。

这里:
http://www.hutong9.com/forumdisplay.php?fid=78

小亥

Nice article. It's good to know how he think about the problem. Do you have any information on where to get the housing affordability data for free? How he get"35-to-1 leverage at almost every level in both private and public sectors"? Is that a free data? Thanks.

ByStander

Nice article. It's good to know how he think about the problem. Do you have any information on where to get the housing affordability data for free? How he get"35-to-1 leverage at almost every level i ...
小亥 发表于 2009-8-26 12:46

Sorry, I have no idea where to get the data that he mentioned

dara

I got more and more bearish now.
Look at Japan, from 37000 to 7000, even now is only 10000.

I truly believe DOW 5000 in some day.

stepture

1# ByStander


ding ding ding

oreo

trapped

1# ByStander


rere

chiate

thanks

TXK

Nice article. It's good to know how he think about the problem. Do you have any information on where to get the housing affordability data for free? How he get"35-to-1 leverage at almost every level i ...
小亥 发表于 2009-8-26 12:46

I believe this refers to the bank's liabilities/equity ratio (or assets/capital ratio), which is around 30-35:1 in the most banks. Furthermore, the two big semi-government agencies: Fannie Mae and Freddie Mac (FNM & FRE) has the leverage ratio as high as 55:1. I do not have the data at hand, but you can find easily from Fed.'s website.

JANETTAO

1# ByStander

Who is Kass? what is his full name?

刁得一

1# ByStander
好。就跟盼望抄底一样，我现在就盼着抄顶呢。明天如果再涨，就开始建空仓。

ByStander

1# ByStander

Who is Kass? what is his full name?
JANETTAO 发表于 2009-8-26 14:07

Doug Kass