公司业绩好于预期限制美股向下回调空间就像近来的很多事情一样，美国股市虽然出现了七周来的首次回调，但其力度也没有达到市场预期。
股市自3月9日以来飙升29%已经令很多人因为没有抓住机会而懊悔不已，如果此刻股市能够像很多人预计的那样出现回调，不仅能够让这轮迅猛的涨势恢复一点可信度，还能因为撇去一些泡沫而让后来入场的人也能从中分一杯羹。
市[阅读全文]
子夜读书心筆
写日记的另一层妙用，就是一天辛苦下来，夜深人静，借境调心，景与心会。有了这种时时静悟的简静心态， 才有了对生活的敬重。
博文
(2009-04-28 01:34:14)
(2009-04-28 01:16:28)
Ongoingconcern:TheAsianCFO’sdebthangoverByStevenDewhurst|28April2009
Asiamaybefacinganoncomingcorporatedebtmaturitycrisis.WillCFOsbeheldresponsible?
"Materialadversechanges,whichraisesubstantialdoubtaboutitsabilitytocontinueasagoingconcern"isoneexampleofafairlyinnocuousphrasewhichcanhaveprofoundimplicationsforacorporation’ssurvival.Itisanauditor’sgoingconcernqualification–somethingchie...[阅读全文]
(2009-04-28 00:44:30)
EricRosenfeldwasatraderandprincipalintheLong-TermCapitalManagementhedgefund,alandmarkWallStreetdisaster.PriortoLTCM,RosenfeldwasaninstructoratHarvardUniversity.AboutoneyearafterLTCM'srescue,in1999,hejoinedJohnMeriwetherasapartnerinJWMPartnersLLC,whichstartedoperationswithabout$250millionundermanagement.HeleftJWMPartnerstojoinPalomaPartners,aGreenwichfund-of-funds.In2007,RosenfeldfoundedQuantitativ...[阅读全文]
(2009-04-28 00:39:16)
Honestlynothingreallynewbutgoodtoreadforthe1sttimewhatanoldwisemindthinks.Btw,hewasDr.DoombeforeRoubinibecamefamous:)InterestinglybotharesomehowconnectedwithNYUHowlibertariandogmaledtheFedastray
ByHenryKaufman
Published:April27200919:16|Lastupdated:April27200919:16
TheFederalReservehasbeenhobbledbyatleasttwomajorshortcomingsthatwereprimarilyresponsibleforthecurrentandseveralpreviouscre...[阅读全文]
ByHenryKaufman
Published:April27200919:16|Lastupdated:April27200919:16
TheFederalReservehasbeenhobbledbyatleasttwomajorshortcomingsthatwereprimarilyresponsibleforthecurrentandseveralpreviouscre...[阅读全文]
(2009-04-27 23:48:38)
FedPushesCiti,BofAtoIncreaseCapital
http://online.wsj.com/article/SB124088901025362487.html#mod=djemalertNEWS
RegulatorshavetoldBankofAmericaCorp.andCitigroupInc.thatthebanksmayneedtoraisemorecapitalbasedonearlyresultsofthegovernment'sso-calledstresstestsoflenders,accordingtopeoplefamiliarwiththesituation.ThecapitalshortfallamountstobillionsofdollarsatBankofAmerica,basedinCharlotte,N....[阅读全文]
(2009-04-27 23:31:17)
GarthwaiteonSwineFluKeymessages:
1.Howbig?Dr.JohnMcCauley,virologistattheNationalInstituteforMedicalResearch,believestheestimateof120mnfatalitiesfromthecrisisis"notunreasonable"(NM:thatis~2%ofglobalpopulation,andgiventhatmortalityis~2%forswineflu,themathdoesnotaddup).Garthwaitehasnoestimate,buthighlightstheSpanishflupandemic
(1918-20)killed50mnpeople(2.5%ofworldpopulation)-couldhavebeenexa...[阅读全文]
1.Howbig?Dr.JohnMcCauley,virologistattheNationalInstituteforMedicalResearch,believestheestimateof120mnfatalitiesfromthecrisisis"notunreasonable"(NM:thatis~2%ofglobalpopulation,andgiventhatmortalityis~2%forswineflu,themathdoesnotaddup).Garthwaitehasnoestimate,buthighlightstheSpanishflupandemic
(1918-20)killed50mnpeople(2.5%ofworldpopulation)-couldhavebeenexa...[阅读全文]
(2009-04-27 23:23:44)
张召忠：曾有一套弹射器随二手航母进入中国(组图)新华网
核心提示：今天绝大多数的中国海军军人依旧没有机会亲眼见到航空母舰。原因很简单，中国海军还没有这种战舰，迄今为止也没有任何一艘外国航母访问过中国大陆。4月28日报道“墨尔本号”和航母梦的开始今天绝大多数的中国海军军人依旧没有机会亲眼见到航空母舰。原因很简单，中国海军还没有这种战舰，迄[阅读全文]
(2009-04-27 02:16:12)
CommentsontheUSStressTestFrameworkThestresstestframework(otherwiseknownasSupervisoryCapitalAssessmentProgram)putoutbytheFedReservelastFridaywasbriefondetailswhilebaselineassumptionsarehardlystressful,inourview,withUSgrowthassumptionof-2.1%in2009and+2.1%in2010.Theadversecaseisforgrowthof-3.3%in2009and+0.5%in2010.Incontrast,intheIMF'sestimatesofwritedownsforbanks,thebasecaseassumesUSGDPbottomingouta...[阅读全文]
(2009-04-27 00:06:35)
MarketOverview:CapexNotCollapsing,BondYieldsAreBouncing,EquitiesStillCheapbyCalafiaBeachPundit
CapexNotCollapsingThemostimportantthingaboutagrowinglistofthingsthathavebouncedfromyear-endlows(e.g.,commodityprices,industrialmetalsprices,oilprices,retailsales,containershipments,homebuilders'stockprices(+75%),junkbonds,emergingmarketdebt,Applestock,andnowcapitalgoodsorders)isthateconomicactivityis...[阅读全文]
(2009-04-27 00:04:16)
ACloserLookatBankingStressTestMethodologybyLarryMacDonald
OnFriday,theFederalReserveissuedawhitepaperoutliningthemethodologybehindthestressteststhatexaminersusedtoassesstheabilityofthe19largestU.S.bankstocopewithbaselineand“worsecase”macroeconomicscenariosfor2009and2010.Theywillmakethefindingsofthestresstests,calledtheSupervisoryCapitalAssessmentProgram(SCAP),publiconMay4.Thefirstsentencegoe...[阅读全文]
OnFriday,theFederalReserveissuedawhitepaperoutliningthemethodologybehindthestressteststhatexaminersusedtoassesstheabilityofthe19largestU.S.bankstocopewithbaselineand“worsecase”macroeconomicscenariosfor2009and2010.Theywillmakethefindingsofthestresstests,calledtheSupervisoryCapitalAssessmentProgram(SCAP),publiconMay4.Thefirstsentencegoe...[阅读全文]
