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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。
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Abigbear:Markets'waytoooptimistic'PeoplesayheisDr.Doom;hesaysheisrealisticTheydon'tcalleconomistNourielRoubiniDr.Doomfornothing.TheNewYorkUniversityprofessorhasriddentheglobalfinancialcrisistocelebritystatusandprivilegedaccesstotheworld'spoliticalandbusinesselite,thankstohisearlywarningsanddepressinglyaccurateforecastsaboutexplodingbubblesandcreditfreezes,datingbackto2005.Infact,he'ssuchaprominent...[阅读全文]
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信贷市场仍对银行业心存疑虑有件事情叫人想不清楚。各国政府已经采取了前所未有的经济刺激计划,向银行体系注入了上千亿美元,还实施了一系列的方案来清理银行业资产负债表,并提供融资渠道,但为何信用违约掉期(CDS)市场还是如此惧怕银行业呢?一言以蔽之,市场、至少是信贷市场仍对银行业缺乏信心。
这一点清楚地体现在一些经济指标中。在欧洲,iTraxx金融类[阅读全文]
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美国股市还有反弹空间吗?自股市3月9日触底以来,主要股指的反弹幅度至少都达到了20%。这轮回升行情形成得非常迅速,股指走势或多或少都出现了急转,投资者因此也以谨慎的目光关注着这次反弹,并注意到:鉴于金融类股和非必需消费品类股领涨这一事实,空头回补应是反弹的原因之一。
4月份伊始,在股市连续两天上涨之后,投资策略师开始认同这次反弹。资产管理[阅读全文]
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美股乐观情绪升温现实问题受忽视上周美国股市还是实现了连续第四周的上扬,这对那些之前虽然遇挫但仍抱定这不过是一次熊市反弹想法的投资人士来说,无疑又是一次打击。但或许不久之后事实就会证明他们的想法是正确的。
这一点从股市现在已经较3月9日低点上涨25%就可见一斑:在短短19天里,经济前景难道一下子真的变得如此光明了?这个问题尽管合理,但眼下却[阅读全文]
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MyDiary366---TheSignstoWatch;ThreeReasonstoBid;WheretoPlaceBets;GoldIsNot“Good”
April5,2009
“TheAprilRally:cycleswillturn,sentimentswillchange,anddawnwillfollowdusk”---Likeitornot,itisjustsmelllikethelastAprilwhenriskyassetsralliedallaroundandlaterpeteredoutwithnewlows.Overall,themarketsaresingle-mindedfocusingon+VEsanddesensitisedto-VEnews,evidencedbymarketsrallyingdespiteUShousingpri...[阅读全文]
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LookingBackinOrdertoLookAhead
WhenthecreditcrisisbrokeoutinQ32007,wewereremindedaboutthehorrendousmistakesofthepastastherealculpritbehindthebubble-manyofusblamedMrGreenspan!Centralbanksvowednottorepeatthosemistakeswhilehandlingtheproblem.Butasweslippeddeeperintothemess,theoldmistakesgotrepeated-thistimewithmuchhighermagnitudeandwidergeographicalspread.Nowthatthepaniclevelsareeasing,itistimetol...[阅读全文]
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真是左右为难,我到底该如何选择国籍?(组图)无忧博客
  夕子/一直以来,关于改不改国籍,是一个很让人为难的选择。
  移民加拿大,连续住满三年以上就有资格申请加拿大公民。最近夕子也面临这个选择,是保留中国国籍、延续加拿大永久居民的身份;还是放弃中国国籍,入加籍?  在双重国籍的问题上,中国的法律不像其他许多国家和地区那样往往都是采[阅读全文]
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SurveyrevealsETFreceptionislukewarmByJameDiBiasio|3April2009
Exchange-tradedfundsaretoutedasthisyear’sbigsellerinAsia,butoursurveywithCliffordChancequestionsthedepthofdemand.
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Conventionalwisdomhasitthatthisyear'sbigsellerwillbeexchange-tradedfunds.Theyarelow-cost,efficientwindowsintoavarietyofequitymarkets,aswellasusefultoolsforportfoliomanagement,constructionandtransiti...[阅读全文]
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HedgeFundsGetEarfulFromClientsAboutFees,Withdrawals
2009-04-0304:01:01.5GMT
BySaijelKishanandKatherineBurton
April3(Bloomberg)--Twoyearsago,GermaninvestmentadviserDieterKaiserhadtoboardaplaneboundforNewYorktospeakwithseniorU.S.hedge-fundexecutives.
Thesedays,thosesamemanagersvisitKaiser,thedirectorofinvestmentmanagementforFeriInstitutionalAdvisersGmbH,athisofficeinBadHomburg,about1...[阅读全文]
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Mark-to-MarketRuleGivesMoreClarity,NotLess:JohnM.Berry
2009-04-0304:01:01.7GMT
CommentarybyJohnM.Berry
April3(Bloomberg)--Mark-to-marketaccountingrulesarebeingbroughtalittleclosertoeconomicreality--accompaniedbymisplacedhowlsofoutrage.
True,theostensiblyindependentFinancialAccountingStandardsBoardyesterdayagreedtoalteraportionoftherulesonlyunderextremepressurefromCongress,andthat’...[阅读全文]
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