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    August 18

    frontrunning Aug.17

    最近帮老板做一个ppt 演示完后 听众纷纷举手提问 猛然发现我这老板原来是celebrity……大家都问什么样的人可以和他亲自见面 要什么级别……有趣……开完会我就逗老板……celebrity……他特别窘迫的说……I really don't know what happened……哈哈 挺好玩的一个犹太老头.

     

    这两天全球股市比较波动。美国这边还是在争论到底“green shoot”来了没有……恩 “green shoot”是美联储主席的一个发明词 大体就是说经济复苏 春天来了那个意思……现在美国的主流媒体自然都是吹捧经济形式好的 我的一个经理直言不讳说这些新闻就是 “financial porn"……金融毛片……还有好事者提出了“green shootism”的说法……来嘲讽媒体的猛力吹捧……前两天涨的都傻了……在zero hedge论坛上有个哥们愤怒的回复道:

     

     

    As long as they beat expectations nothing else matters, a loss, a big loss, a HUGE loss, no matter as long as the MEGA loss was expected that buy buy buy

     

    中 国股市跌的很好 这次简直完美波段了~精准的顶端离场 简直像穿越!不过大家都在看股市到底能到多少点 有号称到2700, 2500等等。不过我只能无情的指出:一切这样的预测都是胡扯。自己yy一下倒是没有问题 但确实没有任何人能预测股市的动态。别说多少点 连预测股市上涨还是下跌都不可能做到。大家能yy的 就是看自己蒙的是不是凑巧符合股市所表现的。各类各样的人看多了 无论是国内的基金经理 美国的hedge fund manager, pension fund的manager,没有任何人能给出哪怕一丝确定的预测。一些牛人 可以预测某只股票的走势 三年之后的指数 但绝对无法预测第二天的涨跌。所谓asset management,就是选好合理的配置和仓位 然后等待市场给与我们一个回报。希望如果回报是正 能多收获一点。如果回报是负 能少损失一点。

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