w*****e
发帖数: 748 | 1 有意者请将简历寄到: [email protected]
/* */
Responsibilities
- Keep up with ecommerce and social trends in mobile. Develop and drive
partner strategy to grow DHgate m-commerce platform via partners.
- Achieve monthly KPIs that align with the growing DHgate m-commerce
platform of partners who develop winning ecommerce solutions in markets.
- Explain structure, benefits and potentials of DHgate m-commerce platform
to prospective partners
- Understand, explain, and drive initial aspects of technical i... 阅读全帖 |
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s******d
发帖数: 323 | 2 ☆─────────────────────────────────────☆
shiznit (大坏蛋) 于 (Thu Feb 15 02:30:18 2007) 提到:
beat the market 其实很容易：
因为历史上average US market return is 10% a year, 其实你只要over-leverage
the market portfolio, 就可以长期beat the market，但是这并不给你任何risk
reduction
所以一般的fund manager追求的是alpha
然而，如果你能利用beta去beat the market, 为什么不可以呢？
所以现在也有一些追求beta的hedge fund了
☆─────────────────────────────────────☆
shishi (shishi) 于 (Thu Feb 15 07:32:35 2007) 提到:
good. I leverage as I have mortgage and still invest.
☆───────── |
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h*9
发帖数: 38 | 3 As Grantham points out, a bubble needs two things: excellent fundamentals
and easy money.
"The mechanism is surprisingly simple," he wrote. "Perfect conditions create
very strong 'animal spirits,' reflected statistically in a low risk premium
. Widely available cheap credit offers investors the opportunity to act on
their optimism."
And it becomes self-sustaining. "The more leverage you take, the better you
do; the better you do, the more leverage you take. A critical part of a
bubble is the rei |
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g*****g
发帖数: 34805 | 4 GLD is kind of cyclic, full of manipulation. No one can manipulate
SPX over a multiple year run. It's a different story.
To tell a bull market from bear market is called timing, and it doesn't
matter if it's yield is slightly less than index. You can always use
leverage. Double, triple your return in bull market and stay away from
bear market, or even short in bear market, and you are above water most of
the time.
Now if you can't time it, though you can also use leverage in bull market,
you ha |
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b****e
发帖数: 28 | 5 no,I made this plan
(1:1 leverage,+/- 1% bet) after the previous lesson&big loss
in my new profit model below,
打算靠新闻前建仓，猜大小+-1%止盈止损，兑现以后就平仓， 头寸=本金
basically I cannot be having big losses >1% of acc, because no leverage |
|
p******h
发帖数: 1783 | 6 挑点刺：
"the shares will go up", 对那些毒资产，这个信心从哪儿来？一个公司破产前股票
跌得非常低，也有人这么想着来抄底
"the market is undervalued", 到底是泡沫时候overvalued, 还是泡沫破灭时候
undervalued? 哪个是合理价格？如何确定？
关于spiral down, 这个问题不是由m2m引起的，真正的原因是over leverage, 你用自
己的钱冒险哪来什么margin call? 取消m2m只会鼓励不负责任不记风险的high
leverage,最终只会让危机扩大，问题暴露推迟。 问题是出在监管不力，现在到底是要
加强监管还是放松监管？是要一次到位还是再吹再破再来一轮？01年之后的熊市，03年
之后的牛市以及现今的熊市根本就是同一个熊市中的大波动。如果股指不是用美元，而
是用黄金来标价，连这个大反弹都不存在。
一个泡沫吹出来(大了)，于是有措施出台限制(晚了),泡沫破灭(惨了), 问题不是归咎
于吹泡泡而是使泡泡破灭的措施(傻了)，要取消措施再弄些泡沫出来解决所谓的泡沫破
灭问题(有才)，不知道掩耳盗铃到底 |
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d*****z
发帖数: 114 | 7 Hmmm...
Until last year, I had got an even better strategy. Leverage my capital at 1
and buy any residential mortgage pool or mortgage-backed securities. I had
backtested to at least 1935. Since no single year of the 70+ year had a YOY
housing price decline (measured as consecutive YOY decline for more than 6
month), my investment's max draw down is <10% (even for leveraged capital).
Given the spread between libor and mortgage rate, the avearge return for
capital should be at least 10%. Does it |
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s********n
发帖数: 1962 | 8 Max drawdown is a measure of risk. It's the most important measurement
for a mechanical strategy.
One usage of max drawdown is to determine how much you can leverage
up your strategy. If you have a strategy with 1% yield and 2% max drawdown,
you might feel comfortable to leverage it by 10 so you can get 10% yield.
But if you have a strategy with 15% yield but 50% max drawdown, you'd
better think twice if you ever want to use it.
The other usage is to function as a warning/stop signal. If you his |
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s**********n
发帖数: 868 | 9 不停卖covered call根本就不是在“投资”股票，而是相当于在开保险公司，你持有股
票就是你所需要的本金，每年偶发事故出现时的赔付（股票暴跌你亏的钱）减去你卖
call收的钱就是你提供保险服务赚的premium。
options是一种流动性非常好的保险，人人都能提供，所以它的premium非常低，你作为
保险提供方如果不上leverage的话（你卖covered call的话就只是1:1而已）估计根本
连银行利息都beat不了。
大机构之所以能卖options赚钱是因为人家能上leverage，人家手上有1B本钱就敢卖5B
甚至10B面值的各种call和put，总是东方不亮西方亮的，最后实在不行大不了破产，你
这个私人小作坊型保险公司怎么跟人家竞争？
你如果真的能看准现在是接近底部，当然是坚决hold股票，卖call的话可不合算。 |
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m*********a
发帖数: 3299 | 10 Strong economic growth leads to decrease of risk, which makes leverage-up
attractive. With pretty large amounts of money created in recession,
speculative leverage becomes possible and will be very profitable. So much
money chasing limited amounts of resources causes inflation. I hope this
time it is not hyerinflation, in which case it wipe out everybody.
don'
one
concern |
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s**********n
发帖数: 868 | 11 But the problem is there will not be any "good assets" at all in a totally
destructive deflation, at least in the early stage. Good assets turn bad
when deleveraging continues so that no one dare to vulture anything, except
the government.
The problem is till what point the deleveraging can stop, and real vulture
investors can come in. It may not be at the final natural point (almost no
leverage at all), but given the massive leveraged nature of our economy, I
do think a
factor of 10 is not mere |
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c*l
发帖数: 1433 | 12 除了长期投资，他有leverage，不光是把他1962年的一百万变成今天的几十billion。
首先他替股东管钱，盈利是有分成的。其次，他有巨大的保险业务，这些保费都用来投
资了，赚的钱当然不是返还保户了。这比从银行借钱leverage利息要低得多。
俺还是相信他的价值投资。 |
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l**********t
发帖数: 5754 | 13 Actually positive feedback loop exists in the market (due to herding,
leverage, limited arbitrate, etc). the market boom & bust cycle (and the "
black swan" tail events) is just the manifestation of it. IMHO, recent
democratization of the stock market (discount brokerage with low txn cost,
index fund, leveraged ETF, access to futures & options) increases the
frequency of the cycle. For example, if most retail investors a) believe
shorting the financial sector stocks is a sure-bet and b) have eas |
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h****d
发帖数: 358 | 14 What you said is absolutely correct, there are many things to worry about as
a landlord. But there are a few important advantages:
1. the leverage. Given the low interest environment, the leverage
may increase your return in the long run. 2% increase in value could mean 8% return of your initial down payment.
2. Your monthly payment is fixed, but the rent will go up. Your cash flow will improve along the time.
3. Part of your rental income will be "tax-sheltered" by the depreciation of your ren... 阅读全帖 |
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p*****y
发帖数: 529 | 15 TBT is 2x leveraged and it doesn't track the benchmark closely in the long
run. So the hedge is not effective at all. There doesn't seem to be a cheap
solution to short treasuries without leverage.
Without an effective way to hedge interest rate, I would rather to avoid all
fix coupon bonds especially long bonds for now. I think the relative value
analysis is too technical for individual investor and it may not payoff.
As to emerging market bond, I think the current yield priced in a lot of
expe... 阅读全帖 |
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g*****g
发帖数: 34805 | 16 When you get margin call, you are wiped out. It's not that you can't
leverage and win. It's that you can't leverage and avoid volativity. |
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n******h
发帖数: 2482 | 17 I'm tired of arguing on this but here is my final say.
Gold is money. Silver is money (partially). Silver is just like gold, but
with more leverage. You don't make real money by buying gold because gold
only preserves the value. You do, however, make money by buying silver
because it's, basically, leveraged gold! With higher beta!
There are higher-return assets but they may not be available to everyone.
For example, you started a great business and it grows 200% annually. Of
course that offers h... 阅读全帖 |
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p********r
发帖数: 1980 | 18 I think it depends. Emergency cash is most important, after that...
If the house is worth $500K and you have 10 millions. I would recommend
paying off the house because it is such a small portion of your asset. If
you only have $500K, no way you want to pay off your house (i.e. you reject
a government subsidized loan and put all your money into an asset that is
very slow in appreciation.)
It is also OK to pay off the house, if you want to use the credit line to
buy a bigger house. Having a small... 阅读全帖 |
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s**********n
发帖数: 868 | 19 The only way to fairness is to trade goods to goods as we did thousands of
years ago. Whenever you attempt to 'save' any 'money', you are counting on
others' promise to deliver something in the future. No, you don't have a
contitutional right to exchange today's goods to tomorrow's in equal amount.
No one offers free storage service with zero risk.
In some sense, saving (under your pillow) is a crime in modern economy,
because a penny saved is a penny not participating in economic activities.
An... 阅读全帖 |
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z****7
发帖数: 880 | 20 除了股还有债，如果Brk.B的买股票的钱都是借来的，它的equity是资产减负债，为0。
如果Brk.B的买股票的钱是自有的，他的equity也并不因为买别的公司的发生变化（假
设AXP，WFC股价没发生变化），
交叉持股主要影响股票的波动性，因为Leverage变大，能看到Market Cap大于equity的
比如Brk.B，也有很多高Leverage股票Market Cap小于账面价值的
BRK |
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z**i
发帖数: 5276 | 21 NLY的leverage其实算保守的，所以崩盘的可能性不大。
主要是利率的影响。不过从最近一系列国家降息的动作来看，美国不大可能升息。
fed大部分成员都预计2014年底以前一直保持低利率，所以综合看来，NLY很安全
leverage |
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b******l
发帖数: 299 | 22 数据来源不一样，结论也不一样。下面是Yahoo数据 （http://finance.yahoo.com/q/pr?s=PTTDX+Profile）：
Holdings as of Jun 29, 2012 Get Holdings for:
Overall Portfolio Composition (%)
Cash: 13.82
Stocks: 0.00
Bonds: 68.35
Other: 2.37
即使按照你的数据，leverage也不过是127%，这样的leverage在基金中很常见。 |
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x****e
发帖数: 53 | 23 google cash flow; the power of real estate is leverage. Of course return is
low if you don't leverage (borrow money) |
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x****e
发帖数: 53 | 24 google cash flow; the power of real estate is leverage. Of course return is
low if you don't leverage (borrow money) |
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k**o
发帖数: 15334 | 25 Not sure what you mean, MF global had a complete different problem
than lehman, both are completely different from AGNC. AGNC method of
financing is same as every other mreit, issuing new shares, then leverage
the funds. Yes AGNC's leverage is on the high end in the mreit world,
but that's also the reason its performance can be so good. Classic
high risk, high reward model.
HUGE.
just |
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r****m
发帖数: 1204 | 26 To add another point, MPT doesn't preclude leverage, in fact it states that
investors should first find the highest Sharpe ratio portfolio possible,
then leverage or deleverage it to achieve your desired return level.
Sharp ratio = (R-Rf)/(sigma of R) |
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r****m
发帖数: 1204 | 27 I question the conventional wisdom of stock/bond (x/100-x) portfolio, as I
think it's too conservative for young/middle aged investors.
Generally, in a low interest rate environment, a smart investor should take
leverage (stocks) rather than de-leverage (bonds).
A day like today is a good opportunity for long term stock holders with DCA
approach.
I think Bill Gross made smart moves to stocks ... |
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E******w
发帖数: 2616 | 28 Let me ask you this.
If you can control yourself to only use index fund, that means you know
yourself and can control your "greed". Then, why you think you will not be
able to control your greed if you enter the ground of active trading and
using leveraged tools like options and futures?
I know you choose not to touch these things. But is it really hard to
believe that some people can still control their greed even if they do
active trading and use leveraged tools?
Many people like to drink alco... 阅读全帖 |
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s********n
发帖数: 1962 | 29 【 以下文字转载自 Stock 讨论区 】
发信人: sephiroth (SOLDIER), 信区: Stock
标 题: 关于股市（本来想回帖，结果越写越多）
发信站: BBS 未名空间站 (Sat Feb 13 22:02:56 2016, 美东)
现代世界金融规则基本是90年代初建立起来的,90-91年几件大事包括苏联倒台,海湾战
争全面确立了美国的国际霸主地位.从此国际金融秩序都是在美元主导下直至今日.所以
归根结底一切问题都要回到美元的monetary policy.
1990年以前USD的M2 Money Supply基本和US Nominal GDP 吻合, 换句话说velocity of
money supply长期稳定.今天和1990年以前比大概有30%的gap. 91-94年格林斯潘时期
衍生品大爆发加上Fed一些列policy的变更迅速扩大market leverage ratio. 1995年美
元印钞机开动money supply重回5-7%增速,但已经确立的金融杠杆没有明显减少,直接导
致接下来两次bubble. IT和地产都只是花街的媒体,钱多了总归要... 阅读全帖 |
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s*******h
发帖数: 1361 | 30 I see a few misunderstandings about investing, and in particular fixed
income investing in this post. Some have been debunked, but others are not
clarified and more are created in the replies. Hope my two cents can help op
and others with a better understanding.
1) We are in a low rates environment, and Fed says rates will surely go up
in the next year, in the next 10 years and even maybe in the next 100 years.
Therefore if I buy a bond (or a bond fund) and hold it, my position will
lose value w... 阅读全帖 |
|
s*******h
发帖数: 1361 | 31 I see a few misunderstandings about investing, and in particular fixed
income investing in this post. Some have been debunked, but others are not
clarified and more are created in the replies. Hope my two cents can help op
and others with a better understanding.
1) We are in a low rates environment, and Fed says rates will surely go up
in the next year, in the next 10 years and even maybe in the next 100 years.
Therefore if I buy a bond (or a bond fund) and hold it, my position will
lose value w... 阅读全帖 |
|
n*****r
发帖数: 159 | 32 svxy，tqqq这样的leveraged ETF的return可以用VXY, QQQ参考不同比例的cash来实现
，还有额外的坏处-高额持有成本-leveraged position需要finance.这些都是短期投机
对冲工具，不能拿来做长期投资的。
如果 |
|
发帖数: 1 | 33 我觉得还是不能等同于qqq加cash吧？这种策略明显应该更适合波动率大的任何股票。
比如说tqqq降了50%，又涨了100%，这种策略能赚到差不多50%。如果是买100%qqq就基
本就没变化。
另外的50%不一定真要cash，可以买波动率高的股票或者存high interest saving也有5
%的稳定收益。
能说明下为什么等于qqq加cash吗？具体是什么样的比例？
：svxy，tqqq这样的leveraged ETF的return可以用VXY, QQQ参考不同比例的cash来实现
：，还有额外的坏处-高额持有成本-leveraged position需要finance.这些都是短期投
机对冲工具，不能拿来做长期投资的。 |
|
发帖数: 1 | 34 leveraged ETF适合一直半仓或者定投吗？会不会损耗很大？SVXY也算是leveraged ETF
吧？
：看到你这个贴，也进来说说。
： |
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p********l
发帖数: 214 | 35 POSITION: EMI R&D Leader
COMPANY DESCRIPTION
This UK-based company is the world's leading producer of EMI/RFI
shielding materials and related products for the telecommunications,
computer, electronics, networking equipment, aerospace, defense, and
medical equipment industries. It supplies products that shield against
electromagnetic interference (EMI), such as conductive foam, printed
circuit board grounding devices, and gaskets. It also offers antenna
components and thermal reduction devices.
W... 阅读全帖 |
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t******4
发帖数: 266 | 36 If interested, you can send me a message.
=================================================
1. Visual Designer and R&D Engineer
In this position, we expect you are 'a visual designer and HCI R&D engineer.
' Our work will push the limits of the latest technology to create new user
experiences and empower users to access data in revolutionary ways. You will
explore interface workflows which leverage the latest in data visualization
. You will lead the charge of creating elegant and functional User... 阅读全帖 |
|
c*******n
发帖数: 112 | 37 My team is hiring. Please send me (m**********[email protected]) your word-formate resume
along with a short description of yourself (for microsoft referral).
When you send me your short description, please help me with the following
questions:
1: *Please provide additional job/candidate information (i.e. applicable
Requisition Number(s), Standard Job Title, how you know the candidate, etc.)
.
2. Please provide any additional information regarding the candidate’s
experience, skills, and knowledge th... 阅读全帖 |
|
m***c
发帖数: 637 | 38 招聘：世界500强上海研发中心诚聘以下物理化学生物医药海外留学人士。
If you are interested, please email your CV to d****[email protected] with the
position that you are applying as the title.
Assistant Research Scientist-Food Science
Assistant Research Scientist-Polymer
Assistant Research Scientist-Rheology in Deposition
Assistant Research Scientist-Water Purification
Assistant Research Scientist –Deposition
Product Development Technologist-Skin GDC护肤类产品开发研究(For Skin
Category)
Research Associate (Medical & clinical trial management)
As... 阅读全帖 |
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x****t
发帖数: 1729 | 39 location: Seattle downtown
can sponsor H1b and Greencard
Listed 3 positions below:
send your resume to x****[email protected]
and let me know which position you would like to apply.
software Engineer:
This job requires strong communication skills (interpersonal, written
and
spoken), a compulsive respect for deadlines, creative imagination,
serious
technical chops, and an ability to roll with and contribute to a
disciplined
-but-entrepreneurial work environment. If this sounds like you, read on.
Primar... 阅读全帖 |
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D**********9
发帖数: 195 | 40 SW Engr
PRINCIPAL DUTIES AND RESPONSIBILITIES:
Work on an agile software development team that develops automated test
solutions & support tools for engineering & manufacturing test operations
leveraging primarily the .NET development environment. Designs & develops
software solutions that interface with Hardware as well as industry standard
& custom designed test equipment hardware. Involved in all phases of the
software development lifecycle including requirements analysis, design,
coding, tes... 阅读全帖 |
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m**d
发帖数: 14 | 41 Responsibilities include:
Write software code based on functional specification and technical design;
adhere to development techniques and standards. Conceive and document
technical design for software in development; adhere to architectural
standards and develop designs that consider impact with other aspects of the
software and appropriately leverage existing code
Produce and review High-Level and Detailed Technical Designs following Apple
standards for a range of subject areas (e.g., requirem... 阅读全帖 |
|
n******y
发帖数: 25 | 42 Contract opportunity with Expedia (Seattle Area) - Senior Marketing Analyst
大概是6-12月的contract，salary待定
Expedia is looking for statistics and data science support for one of our
key marketing channels. The primary objectives of the role is two fold –
the first, to assist the channel in its review of algorithmic based 3rd
party tools used to optimize marketing efficiency and secondly, drive the
team to the next level of by developing predictive and forecasting models to
inform an automation engin... 阅读全帖 |
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f**********d
发帖数: 33 | 43 If interested, contact me.
POSITION SUMMARY
Manage the development of reports to support business groups
including Planning, Finance, Stores and Production. Develop business
intelligence reports for decision support to all business groups. Manage the
development cycle from requirements capture, design, QA to deployment.
ESSENTIAL JOB FUNCTIONS
• Provide all aspects of Project Management for reporting solutions
• Create reports using Microsoft Reporting Tools – Reporting Services
, An... 阅读全帖 |
|
i***0
发帖数: 8469 | 44 【 以下文字转载自 Seattle 讨论区 】
发信人: iq350 (iq350), 信区: Seattle
标 题: 西雅图ebay 需要很senior的pm ,需要有工作经验的
发信站: BBS 未名空间站 (Tue Aug 26 19:05:21 2014, 美东)
看下面的几个位置
Senior Product Manager, Shipping
Primary Job Responsibilities
eBay Inc. has initiated a large scale strategic initiative to build a next
generation shipping and logistics platform that will serve sellers across
eBay, Paypal, and Magento on a global scale. This new platform will support
the growth of business across international borders for our se... 阅读全帖 |
|
c***z
发帖数: 6348 | 45 【 以下文字转载自 Working 讨论区 】
发信人: chaoz (晨钟暮鼓), 信区: Working
标 题: 最近的一些职场心得
发信站: BBS 未名空间站 (Wed Dec 3 19:58:11 2014, 美东)
算是抛砖引玉，大牛看了别笑，欢迎大家批评指教。
1. Create leverage.
Usually, the leverage you have is your expertise. Build a marketable
skillset using company time is important.
If your manager doesn't sponsor your Spark training, and doesn't like it
that you watch coursera in office hours, leave.
2. Take control.
Don't just follow orders. A professional like you and me must take control
of how the work... 阅读全帖 |
|
c*****5
发帖数: 10 | 46 Software Engineer – Java/JBoss/Middleware
Consortium Health Plans (CHP)
Sponsor H1B and GC. However, the company is not E-verified.So we can't
support OPT extension.
The company is located at Columbia, MD. Local candidates are preferred.
Thanks.
------------------------------------------
Position Summary
The Software Engineer designs, develops, and implements software solutions
primarily leveraging JBPM and Drools/Fuse to support business and technical
requirements. The Software Engineer follows... 阅读全帖 |
|
d******5
发帖数: 42 | 47 更新一下HR给的组。。让我从这几个组里选，谢谢各位了！
Corporate Applications
Corporate Applications is responsible for integrating a complex Human
Resources and Financial Systems ecosystem of systems with both custom and
third party components. We create and own the full implementation from the
servers to the customer experience in the browser, from the SQL to the HTML.
We scale to millions of near real time transactions. We work with our
senior leadership to prioritize and execute on an aggressive systems
enhancement ba... 阅读全帖 |
|
d******5
发帖数: 42 | 48 更新一下HR给的组。。让我从这几个组里选，谢谢各位了！
Corporate Applications
Corporate Applications is responsible for integrating a complex Human
Resources and Financial Systems ecosystem of systems with both custom and
third party components. We create and own the full implementation from the
servers to the customer experience in the browser, from the SQL to the HTML.
We scale to millions of near real time transactions. We work with our
senior leadership to prioritize and execute on an aggressive systems
enhancement ba... 阅读全帖 |
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w*****e
发帖数: 748 | 49 有意者请将简历寄到: [email protected]
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Responsibilities
- Keep up with ecommerce and social trends in mobile. Develop and drive
partner strategy to grow DHgate m-commerce platform via partners.
- Achieve monthly KPIs that align with the growing DHgate m-commerce
platform of partners who develop winning ecommerce solutions in markets.
- Explain structure, benefits and potentials of DHgate m-commerce platform
to prospective partners
- Understand, explain, and drive initial aspects of technical i... 阅读全帖 |
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h*********n
发帖数: 11319 | 50 看看老印怎么帮老印再来说话。
某些国人最奇葩的就是：
总想把白人老板的公司，印度mgr的项目，当成自家成果，主人翁意识贼tm强，天天想着
怎么替自己的老板和mgr把好关，做出最优质的活计。
这种人就得多碰壁两次才能认清自己的位置，然后才能明白不加班不刷题的印度人凭什
么牛逼---靠多出活讨好老板根本是条死路。在美国任何场合你都得有leverage才能混
得下去。现在老印的leverage就是人数优势和抱团。
发信人: duduhaha (starwithme), 信区: JobHunting
标 题: 说说烙印面烙印的题目。
发信站: BBS 未名空间站 (Thu Apr 30 15:21:09 2015, 美东)
公司一个烙印准备跳槽，和我交流了下他的面经，看看烙印是怎么对自己人的。
1. 某个social networks公司， 店面就一个题目，就是数组rotate k 步。 我看了他
发的代码，他思路都不对，没写完。拿到onsite..
2. 某以base高著称的公司的第一轮 onsite, 2道编程题 array to binary tree,
binary tree ... 阅读全帖 |
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