w*******a
发帖数: 21 | 1 有点不太明白，不知道GS 怎么突然不成了，据说他们就是做CDS 来short subprime 的 |
s*****g
发帖数: 323 | 2 哪里的消息说不成勒？
？
有点不太明白，不知道GS 怎么突然不成了，据说他们就是做CDS 来short subprime 的
【在 w*******a 的大作中提到】
: 有点不太明白，不知道GS 怎么突然不成了，据说他们就是做CDS 来short subprime 的
|
w*******a
发帖数: 21 | 3 今天的股市就是因为GS吧。。
【在 s*****g 的大作中提到】
: 哪里的消息说不成勒？
: ？
:
: 有点不太明白，不知道GS 怎么突然不成了，据说他们就是做CDS 来short subprime 的
|
s*****g
发帖数: 323 | 4 那赶紧short 阿，
或者买put...
【在 w*******a 的大作中提到】
: 今天的股市就是因为GS吧。。
|
g******s
发帖数: 14 | 5 It's all about off-balance-sheet exposures, which supposed to be hedged or
bear low risk, turned out to
be very risky under the current circumstances.
【在 w*******a 的大作中提到】
: 有点不太明白，不知道GS 怎么突然不成了，据说他们就是做CDS 来short subprime 的
|
w*******a
发帖数: 21 | 6 i just don't understand why the asset can be off-balance-sheet?
how VIE is different from SPV? why people didn't invent VIE before?
【在 g******s 的大作中提到】
: It's all about off-balance-sheet exposures, which supposed to be hedged or
: bear low risk, turned out to
: be very risky under the current circumstances.
|
n****8
发帖数: 23 | 7 The GS price drop is not about expectation of their immediate loss, it is
more about their future earning potential. It is expected they won't make
such miracle as 80% profit increase this quarter as last quarter.
The GS PE, LBO, prime brokerage, fixed income trading are all likely to not
perform well under the current credit crunch and collapsing of a lot of
hedge funds.
It is not about expecting losses of their bet on CDS. |
