30年来，在中国财富流转史上，至少有6个城市的6个高大的财富丰碑矗立在我们面前，足以让未来者们看清这样一个事实，财富最终会流转到什么样的人手中？北京柳传志30年来，在中国财富流转史上，至少有6个城市的6个高大的财富丰碑矗立在我们面前，足以让未来者们看清这样一个事实，财富最终会流转到什么样的人手中？6座城，6个人。北京柳传志全球的希望是在新兴[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
(2008-03-25 06:31:04)
30年来，在中国财富流转史上，至少有6个城市的6个高大的财富丰碑矗立在我们面前，足以让未来者们看清这样一个事实，财富最终会流转到什么样的人手中？北京柳传志30年来，在中国财富流转史上，至少有6个城市的6个高大的财富丰碑矗立在我们面前，足以让未来者们看清这样一个事实，财富最终会流转到什么样的人手中？6座城，6个人。北京柳传志全球的希望是在新兴[阅读全文]
(2008-03-19 03:00:36)
MyDiary391---DigestingFedStatement;CheckingCreditFundamentals;FindingMarketBottom;TestingDollar&CommodityMarch20,2008Contrarytothemarketexpectationofa100bpratecut,theFeddeliveredonlya75bpcutwithtwodissents.Thequestioniswillsuchanaggressiveratecutwork?Itseemsthatthemovementsofstockpricesandcreditspreadsbefore&aftertheEasterHolidayarethekeysignalsofhowsuccessfultheFedcutappears…Ifassetprice...[阅读全文]
(2008-03-18 01:40:52)
MarketThoughts---BenBernankevsPaulVolckerYes,thistimemaybeoneoftheworstcrisisinthehistory,butIstilldon'tseetheeffectivenessofaggressivemonetarypolicyinthisenvironment.Onceagain,myargumentsare---Itisaconfidenceortrustissueifpeopleunderstandwhatcreditis?Youneedcredibilitytorunthemarkets,butpeoplearepanicbecauseofsignalsofbank'sinsolvency(BSC)andthelatest"biddingwar"numberfortheamountoftota...[阅读全文]
(2008-03-17 07:43:13)
MyDiary389---ABarelyStandingCompany(BSC);TheBottom-lineofFed’sToolkits;TheChinese-ShareFalls;AMillionDollarQuestionMarch17,2008AspointedoutbyMessrs.Bernanke,MishkinandKohnrecently,therisksofan"adversefinancialmarketfeedbackloop"totherealeconomyisstillalongwayfromover……Thesecommentsunderpinnedmyargumentsinpreviousdiariesthatglobalfinancialconditionsareabouttoundergoanotherroundoftighte...[阅读全文]
(2008-03-14 07:54:38)
打破白人男性垄断 女性华裔基金经理驰骋华尔街
据美国《世界日报》报道，过去十多年，进入华尔街工作的华人越来越多，部分人位居基金经理高位。在这个传统的“男人俱乐部”里，华裔女性基金经理已是“小荷才露尖尖角”。因此，记者特别访问三位华裔女性基金经理，介绍她们不同的人生路程。
高梅是纽约富尔投资管理公司的合伙人和首席基金经理。她独[阅读全文]
(2008-03-13 07:57:04)
MyDiary388---ToSaveLastFund;WhatistheNextMove;ChinaisBelow4000;HongKongisSofteningMarch13,2008TheexcitementisdefinitelyoverasthebiggestbounceinequitiessinceMar2003onlylastoneday……Overnight,rumorsofDrakehedgefunddefaulting,renewedrumblingsaboutBSC,plusUSD/EURdroppedtorecordlowonspeculationontheFed’splanwon'tworkhammeredourregionalmarkettoday…MSCIAPfell2.2%,thebiggestdropsince07Mar(-13%Ytd),whil...[阅读全文]
(2008-03-12 19:46:23)
如果忘却可以是一种解药，为何我还是这样痛
ByChrisJunYiLing
清晨的第一抹光透过窗帘的缝隙折射进屋里，小腹的阵痛又一次刺醒了我。人说女人前世一定是犯下了不可饶恕的罪，今生才要遭受月月红灾的侵袭。草草起了身，梳洗，更衣，化妆，出门。一如往常地重复着所有的动作，唯一一次我出门在先，还是习惯性地吻了他的额头。显然，他也累了，疲惫到无法睁开双眼[阅读全文]
ByChrisJunYiLing
清晨的第一抹光透过窗帘的缝隙折射进屋里，小腹的阵痛又一次刺醒了我。人说女人前世一定是犯下了不可饶恕的罪，今生才要遭受月月红灾的侵袭。草草起了身，梳洗，更衣，化妆，出门。一如往常地重复着所有的动作，唯一一次我出门在先，还是习惯性地吻了他的额头。显然，他也累了，疲惫到无法睁开双眼[阅读全文]
(2008-03-11 06:18:57)
MyDairy386---TheJapaneseMoral;TheMarketProphet;TheChineseWeek;TheNextBullsMarch11,2008Therehavebeenvarioussignsofincreasedcreditstressesduringrecentweeks,includingfailedmargincallsathedgefunds,andcreditspreadscontinuetoblowout(iTRAXXAxJHY@634bpall-timehigh)astheFed’saggressivereflationeffortssofararebeingoffsetbyrisingriskpremiums…Allthesenowleadtofurtherassetpricesdecline,liquidityshrinkage,de-...[阅读全文]
(2008-03-11 01:46:59)
IsFannieMaetheNextGovernmentBailout?ByJONATHANR.LAING
IT'SPERHAPSTHECRUELESTOFironiesthatintheU.S.housingmarket'sgreatesthourofneed,themajorentitycreatedduringtheDepressiontobringliquiditytohousing,FannieMae,mayitselfsoonbeinneedofbailout.Fannie,ofcourse,occupiesacuriousmiddlegroundbetweenthepublicandprivatesectorasaresultofitsprivatizationin1968asaGovernmentSponsoredEnterprise,orGSE.Whileowne...[阅读全文]
(2008-03-07 04:59:19)
MyDiary385---TheDecouplingofCentralBanks;WhoistheNext;WeAreinBearMarket;TheLostofConfidenceMarch7,2008ThedaybeforeUSpayrollsisveryuglyacrossvariousmarkets……AsIwroteinmypreviousdiaries,alltheuncertaintysurroundingthecreditcrunchwillcomingbackagaintoUSandweareinfrontofanotherwaveofcredit-led-cycling……Overnightnewsflowswerealsobad,including1)Fortis’4Q07profitfell45%duetoEUR1.5bn($2.31bn)inwrite-...[阅读全文]
