해당 상품설명 :

위의 그래프는 Europe의 LIBOR입니다. LIBOR는 은행들이 서로 돈을 빌려줄때 받는 이자율이죠. 주식시장은 계속 오르고 있으나 LIBOR는 내리지 못하고 있네요.

완전 Enron같은 짓을 하고있습니다.

Dell은 어제 SEC와 settlement했죠...Dell은 인텔에서 다른 회사 상품을 사용하지 않는다는 조건으로 돈을 받았습니다. 인텐에서 받은 돈이 아니였으면 2002년부터 2007년까지 어닝은 전부 미스였습니다. 미치지 않고 어떻게 이런짓을 할수있을까요... ;;;;  

는 월가의 가장 Bullish 아날리스트였습니다. 근데 오늘 더블딥의 확율이 40%-60%나 된다고 말하네요.

그리고 JPM에대해서도 쓴소리를 하네요.

"if the economy is going to expand, how is it going to expand when the money supply is shrinking. If you can't come away with a strong feeling that this economy can plough right through a decline in money supply and continue to grow, then you better not be reducing reserves by $1.5Bn in a particular quarter." On the economy: "There is a "40-60% shot we are going to double dip. If they can't get money supply to turn around and go up there is a very high probability we double dip." The reason: "The Fed has lost total control of money supply and it's in the hand of the banks. The banks make money supply going up by lending money. If you want to force the banks to increase their capital ratios, they can't increase their loans. If they don't increase their loans, you don't get an increase in the money supply. If you don't get an increase in the money supply, it is very difficult to see how the economy can be robust going forward."

"I would say Jamie Dimon missed it completely on housing. If you look at his housing loan losses there is no indication whatsoever that JPM understood what was going on in the housing market. If you look at the numbers today, the loan losses on prime mortgages are still going up. To assume that Jamie Dimon understood what was going on in housing would be totally contrary to what happened." His conclusion on JPM: "I think JPM took reserves down too dramatically given the fact that we do not have a clear picture where this economy is going to be on December 31 of this year."  

기대하는 S&P500의 세일즈 입니다. 요번 분기에 세일즈가 늘어난다고 기대하고 있고 예전과 비교해볼때 상당히 높은 기대치를 보이고 있습니다. 제가 보기에는 요번 어닝시즌은 기대치가 너무 높은 관계로 시장이 올라진 아는것 같습니다.

뉴욕 소호에있는 트럼프 타워입니다. 390개의 유닛이 있고, 1년에 160일(?)만 살수있고 나머지는 호텔로 사용하는 빌딩이지요. 현제 390 유닛중에서 11 개의 유닛이 팔렸다고 하는데.. .산 사람들의 반이 아시안 게통이네요..   

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