b********y 发帖数: 5829 | 1 http://seekingalpha.com/article/183844-why-now-is-the-time-to-buy-goldman-sachs
This may be a record. Never before has one of my stories become so relevant, so quickly.
It was just Wednesday that I highlighted Charles Kirk's wonderful
interpretation of his reader survey: People feared government and hoped for
a correction.
Amazingly, both are coming true. Will investors act upon their hopes?
Quite a number of prominent pundits predicted a big market rally if Brown
won in Massachusetts. The theor |
i********y 发帖数: 346 | 2 个人浅见,现在可以考虑long WFC,GS C。暂时不要碰BAC MS JPM
relevant, so quickly.
for
【在 b********y 的大作中提到】 : http://seekingalpha.com/article/183844-why-now-is-the-time-to-buy-goldman-sachs : This may be a record. Never before has one of my stories become so relevant, so quickly. : It was just Wednesday that I highlighted Charles Kirk's wonderful : interpretation of his reader survey: People feared government and hoped for : a correction. : Amazingly, both are coming true. Will investors act upon their hopes? : Quite a number of prominent pundits predicted a big market rally if Brown : won in Massachusetts. The theor
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k*******n 发帖数: 8891 | 3 why?
【在 i********y 的大作中提到】 : 个人浅见,现在可以考虑long WFC,GS C。暂时不要碰BAC MS JPM : : relevant, so quickly. : for
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i********y 发帖数: 346 | 4 GS 主要是投资银行业务,WFC 主要是商业银行业务,C变卖了很多投资银行业务,且重
点已经放在emerging market的业务上,所以应该不会受到太多影响。但是,这其中投
资银行一旦将来面临风险可能不再有too big to fail的保障,从这个意义上来讲,GS
也许有更高risk伴随更多reward。但是即使投资银行业务受到冲击,MS面临的风险大概
会比GS更多,GS是投行的老大。基本上只要有一个投行能生存,那应该就是GS,从这个
意义上讲,GS也是比较安全的。
【在 k*******n 的大作中提到】 : why?
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g*****u 发帖数: 14294 | 5 你这个和在一起谈有点乱。
GS,MS是一类。
WFC,BAC,C,JPM是另外一类。
当然也有交集。例如BAC并了美林就有了投行一块。
GS
【在 i********y 的大作中提到】 : GS 主要是投资银行业务,WFC 主要是商业银行业务,C变卖了很多投资银行业务,且重 : 点已经放在emerging market的业务上,所以应该不会受到太多影响。但是,这其中投 : 资银行一旦将来面临风险可能不再有too big to fail的保障,从这个意义上来讲,GS : 也许有更高risk伴随更多reward。但是即使投资银行业务受到冲击,MS面临的风险大概 : 会比GS更多,GS是投行的老大。基本上只要有一个投行能生存,那应该就是GS,从这个 : 意义上讲,GS也是比较安全的。
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p*****d 发帖数: 560 | |