w******u
发帖数: 486 | 1 文/饭统戴老板 私募从业人员 授权转载
次贷危机已经过去了9年，随着电影的《大空头》的热映，人们又开始重新讨论这个话
题。笔者很早就读完了原著，现在也跟风写一篇不是影评的影评，不谈电影中的情节和
表演，只谈那场决战中的人物、背景和故事，这不仅是在回顾过去，更重要的是在当下
扑朔迷离的宏观环境下，增强对大势的判断，避免落入从众的窠臼。
1. 究竟谁才是真正的大空头?
《大空头》电影中刻画了四路做空次贷的团队，分别是：① Scion Capital的基金经理
Michael Burry ② 德意志银行交易员Greg Lippmann，电影中改名叫Jared Vannett
③ FrontPoint Partners LLC的Steve Eisman，电影中改叫Mark Baum ④Cornwall
Capital的Jamie Mai、Charlie Ledley和Ben Hockett。
这四路人马最后的获益如何呢？Michael Burry的基金以6亿的规模在2007年为投资者赚
取了7.5亿美金；Greg Lippmann并非投资者，而是做空工具CDS的交易员和做市者，他
2007年... 阅读全帖 |
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S*********i
发帖数: 8614 | 2 Jose Mourinho has praised Manuel Pellegrini as a "good coach" ahead of Real
Madrid's meeting with Malaga on Thursday but said finishing second with a
club-record 96 points last season only made him the "best loser".
Associated
Jose Mourinho is determined to see his side take all three points after the
slip-up against Deportivo
• Mourinho values points over records
Pellegrini endured a difficult 2009-10 campaign, losing out to Barcelona by
three points in La Liga despite winning 31 of their... 阅读全帖 |
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d*****u
发帖数: 17243 | 4 Nearly Half Of U.S. Births Already Covered By Medicaid
By Matthew Mientka | Sep 8, 2013 12:14 AM EDT
Nearly Half U.S. Births Covered By Medicaid
(Creative Commons) As politicians continue to debate Medicaid expansion,
researchers say nearly half of American babies are born in situations
covered by the federal health program.
A new analysis of federal health data shows that Medicaid paid for nearly
half of all births in the United States in 2010, a rate that continues to
increase.
The federal he... 阅读全帖 |
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K**********i
发帖数: 22099 | 5 【 以下文字转载自 USANews 讨论区 】
发信人: daigaku (๑۩۞۩๑), 信区: USANews
标 题: 2010年美国48%新生儿依赖Medicaid
发信站: BBS 未名空间站 (Mon Sep 9 19:56:22 2013, 美东)
Nearly Half Of U.S. Births Already Covered By Medicaid
By Matthew Mientka | Sep 8, 2013 12:14 AM EDT
Nearly Half U.S. Births Covered By Medicaid
(Creative Commons) As politicians continue to debate Medicaid expansion,
researchers say nearly half of American babies are born in situations
covered by the federal health program.
A new an... 阅读全帖 |
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q**j
发帖数: 10612 | 6 For Mr. Pellegrini, 53-years-old, who now runs his own hedge fund after
leaving Paulson just over a year ago, the trade has worked out well.
In late 2007, he took his new wife on vacation in Anguilla, an island in the
West Indies. Stopping at a cash machine in the hotel lobby to withdraw some
cash, she checked the balance of their checking account. On the screen was
a figure that startled her: $45 million, newly deposited in their joint
account. It was part of Mr. Pellegrini's $175 million bonus |
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p****e
发帖数: 607 | 7 前阵子头脑发热买的
Organic Chemistry I (Cliffs Quick Review) [Paperback]
By: Frank Pellegrini (Author) $9.95
Organic Chemistry II (Cliffs Quick Review) [Paperback]
By: Frank Pellegrini (Author) $9.99
Calculus (Cliffs Quick Review) [Paperback]
By: Bernard V. Zandy (Author), Jonathan J. White (Author) $9.99
Kaplan PCAT 2008-2009: Pharmacy College Admission Test (Kaplan Pcat) [
Paperback] $29.70
一套目前还是全新的。一共59.63. 以45块(包括shipping)转让
感兴趣的 给我头条 多谢 |
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O*****g
发帖数: 1257 | 8 今天最新消息，pellegrini 跟 ACA 说了paulson 要做空的
看SEC怎么办 |
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p******o
发帖数: 9007 | 9 The critical piece of this case comes down to that:
did Fabrice Tourre misrepresent the trade to ACA and IBK in that he told
them Paulson & Co. was longing the CDO (or specifically the equity tranche).
If this is true, GS is in trouble.
What Pellegrini can make himself clean, but can not save GS. |
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y****t
发帖数: 10233 | 10 如果这个是真的,SEC基本可以跪安了...
再看留言,无知小左们都快疯掉了.嘿嘿...
Paolo Pellegrini told the government that he informed ACA Management that
Paulson intended to bet against, or short, a portfolio of mortgages ACA was
assembling.
http://www.cnbc.com/id/36685026/comid/2#comments_top |
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Z****e
发帖数: 2999 | 11 没看太明白，Pellegrini干什么的？一年bonus那么多？ |
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j********l
发帖数: 551 | 12 Paulson is indeed making bets on real estate's upside now. But this time, he
is w/o Pellegrini.
http://www.marketfolly.com/2009/05/john-paulson-starting-real-estate.html
has
now
before
.
years to unwind, and get rid of these non-deserving "owners".
Government's as of today is getting credit rating below coorperate.
Artifical supporting the housing market is draining government, and has been
withdrawn last week, and coming end of month. The yield shot up 0.25 last
week in a high unemployment env |
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e*******e
发帖数: 9616 | 13 http://www.databasefootball.com/players/bycollege.htm?sch=Harva
Azelby, Joe (1984 - 1984)
Birk, Matt (1998 - 2010)
Burnham, Stan (1925 - 1925)
Caron, Roger (1985 - 1986)
Clark, Charlie (1924 - 1924)
Craven, Bill (1976 - 1976)
Dadmun, Harrie (1920 - 1921)
Dawson, Clifton (2007 - 2008)
Dockery, John (1968 - 1973)
Eitzmann, Chris (2000 - 2000)
Etelman, Carl (1926 - 1926)
Evans, Earl (1925 - 1929)
Fitzpatrick, Ryan (2005 - 2010)
Gehrke, Erwin (1926 - 1926)
Horween, Arnie (1921 - 1924)
Horween, Ralph... 阅读全帖 |
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e*******e
发帖数: 9616 | 14 http://www.databasefootball.com/players/bycollege.htm?sch=Harva
Azelby, Joe (1984 - 1984)
Birk, Matt (1998 - 2010)
Burnham, Stan (1925 - 1925)
Caron, Roger (1985 - 1986)
Clark, Charlie (1924 - 1924)
Craven, Bill (1976 - 1976)
Dadmun, Harrie (1920 - 1921)
Dawson, Clifton (2007 - 2008)
Dockery, John (1968 - 1973)
Eitzmann, Chris (2000 - 2000)
Etelman, Carl (1926 - 1926)
Evans, Earl (1925 - 1929)
Fitzpatrick, Ryan (2005 - 2010)
Gehrke, Erwin (1926 - 1926)
Horween, Arnie (1921 - 1924)
Horween, Ralph... 阅读全帖 |
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m*****g
发帖数: 12253 | 15 ☆─────────────────────────────────────☆
guvest (我爱你老婆Anna) 于 (Thu Feb 23 21:24:59 2012, 美东) 提到:
中产以上看篮球的真的不多.
尤其是Jordan退役之后.
不信你们看看当年电视合同谈判时候的具体市场分析.
从周围的人来看,我身边的工程师们,没1个regular time看篮球的.
只有少数几个看看小牛的总决赛.
☆─────────────────────────────────────☆
StevenLow (CrossLayer) 于 (Thu Feb 23 21:25:54 2012, 美东) 提到:
spike lee
☆─────────────────────────────────────☆
albertchang (albertchang) 于 (Thu Feb 23 21:25:57 2012, 美东) 提到:
高产的都是看冰球是吧
☆─────────────────────────────────────☆
guvest (我爱你老婆... 阅读全帖 |
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t***o
发帖数: 19256 | 16 Inter To Appoint Manuel Pellegrini As Next Coach - Report
The Chilean is the latest coach to be linked with the post...
Inter president Massimo Moratti has already named several potential
successors to Jose Mourinho on the Nerazzurri bench, with England
manager Fabio Capello at the forefront of the queue.
Turkey coach Guus Hiddink, Barcelona's Pep Guardiola, Zenit St.
Petersburg boss Luciano Spalletti and Roberto Baggio are among the other
trainers to be linked with the post, but the Spanish med |
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r*****y
发帖数: 53800 | 17 http://www.iffhs.de/?20e22b04ff3700e46b55a76917f7370eff3702bb1c
1. Arsène Wenger France 156
2. Sir Alexander Ferguson Scotland 148
3. José Mário dos Santos Mourinho Felix Portugal 135
4. Fabio Capello Italia 120
5. Guus Hiddink Nederland 112
6. Carlo Ancelotti Italia 108
7. Luiz Felipe Scolari Brasil 101
Marcelo Alberto Bielsa Argentina 101
9. Rafael Benítez España 97
10. Marcello Lippi Italia 88
11. Vicente del Bosque España 85
12. Franklin Rijkaard Nederland 80
13. Sven-Göra... 阅读全帖 |
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r*****y
发帖数: 53800 | 18 http://www.iffhs.de/?20e22b04ff3700e46b55a76917f7370eff3702bb1c
1. Arsène Wenger France 156
2. Sir Alexander Ferguson Scotland 148
3. José Mário dos Santos Mourinho Felix Portugal 135
4. Fabio Capello Italia 120
5. Guus Hiddink Nederland 112
6. Carlo Ancelotti Italia 108
7. Luiz Felipe Scolari Brasil 101
Marcelo Alberto Bielsa Argentina 101
9. Rafael Benítez España 97
10. Marcello Lippi Italia 88
11. Vicente del Bosque España 85
12. Franklin Rijkaard Nederland 80
13. Sven-Göra... 阅读全帖 |
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a*****y
发帖数: 1488 | 19 曼联传奇博比-查尔顿爵士说：“我一直说，我们希望下一任主教练是一个真正的曼联
人。大卫-莫耶斯深切理解这一点，他知道曼联之所以是曼联的精髓。我们需要确保一
名教练长期承诺留在曼联，并为球队的未来着眼。稳定才能够收获成功。大卫-莫耶斯
有着极强的个性，而且他也意识到培养球队青训体系的重要性，让年轻球员在世界级球
星身边慢慢成长。在曼联，我认为大卫有能力展现自己，我很高兴他接受了曼联的邀请
，我很期待和他一起共事。”
看看皇家马德里1996年以来的历任教练：
卡佩罗(Fabio Capello) 意大利 1996-1997
海因克斯(Jupp Heynckes) 德国 1997-1998
希丁克(Guus Hiddink) 荷兰 1998-1999
图沙克(John B. Toshack) 威尔士 1999
博斯克(Vicente del Bosque) 西班牙 1999-2002
奎罗斯(Queiroz) 葡萄牙 2003-2004
卡马乔（Antonio Camacho） 西班牙 2004
雷蒙（García Remón） 西班牙 2004
卢森博格（Luxemburgo） 巴西 20... 阅读全帖 |
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e*******e
发帖数: 9616 | 20 "But today (Wednesday) we are so, so happy for our performance. It's nice
for Bayern, coming in this country that loves football so much and playing
like we have played today."
However, although he conceded that he had seen his side's best performance
of the season to date, Guardiola warned that his players will need to
improve their defending of set pieces if they are to repeat last season's
triumphs.
"Our set-up plays was a catastrophe, was terrible. We have to improve that,"
he said.
View gal... 阅读全帖 |
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I******8
发帖数: 3174 | 21 Arsene Wenger (Coach, Arsenal) - “Who is the Best Player in the World? Leo
Messi. Who is the Best Player Ever? Leo Messi!”
Diego Maradona (Ex Argentina) – “I have seen the player who will inherit
my place in Argentine football and his name is Messi. Messi is a genius and
he can become an even better player.”
Wayne Rooney (ManUnited) – “Messi is a Joke, for me the Best Ever!”
Pele (Ex Brazil) - “At the moment, Messi is the Best!”
Juan Sebastian Veron (Ex Argentina) - “I see Maradona every time he... 阅读全帖 |
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z*a
发帖数: 1681 | 22 Manuel Pellegrini has said he will leave Manchester City at the end of the
season. |
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i*********5
发帖数: 19210 | 23 http://www.slowtwitch.com/Training/Swimming/Your_Best_Freestyle
Written by: Gary Hall, Sr.
Added: Sun Jan 30 2011
In life there are lumpers and splitters. Lumpers like to simplify everything
, perhaps to a fault, while splitters like to differentiate everything down
to the finest detail, perhaps to an obsession. Neither is necessarily right
or wrong, but for the moment, to describe the act of performing freestyle,
where admittedly, everyone appears to have a different stroke, I am going to
be a ... 阅读全帖 |
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K******S
发帖数: 10109 | 24 Some people just can't wrap their heads around the fact that a 16-year-old
Chinese girl, Ye Shiwen, beat the almighty American Ryan Lochte in the last
50m freestyle leg in 400 meter IM. Here comes a little help.
Although Lochte won the event in London, his last split of 29.10 sec suck
big time. In fact four swimmers in that final beat him in the last 50m:
Yuya Horihata (27.87), Thomas Fraser-Holmes (28.35), Michael Phelps (28.44),
Kosuke Hagino (28.52). Guess what, all four of them were faste... 阅读全帖 |
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F*Q
发帖数: 3259 | 25 News from the National Academy of Sciences
May 2, 2017
FOR IMMEDIATE RELEASE
National Academy of Sciences Members and Foreign Associates Elected
The National Academy of Sciences announced today the election of 84 new
members and 21 foreign associates in recognition of their distinguished and
continuing achievements in original research.
Those elected today bring the total number of active members to 2,290 and
the total number of foreign associates to 475. Foreign associates are
nonvoting members... 阅读全帖 |
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