[改编原创]本版装B宝典

hedge

以下是引用klex在2008-10-18 14:31:00的发言：

算了算了,别生气了.这个版面最近是很乱.

特别是金融危机,愤青全出来了,这两个月全世界都在骂我们.

犯不着和这些人一般见识.别因为网络上的一些人坏了现实的好心态.

不好意思，兄台，我在金融危机之前就唱空投行了，不是这两个月的事情。

另外，请照照自己，你能代表投行吗？

hedge

以下是引用emoer在2008-10-18 12:48:00的发言：

hedge你赶紧滚蛋吧 真的 太2了你  真受不了你这么不要脸的人

zhuang B

jkmbe

everyone just relax, don't be so serious, treat here as wenxuecity or people magazine, if you want to have meaningful discussions about the market, macro economics, fiscal policies, upcoming election, i am sure all of you can find better audience around you, chasedream is basically a website for tofel and gmat takers, most people come here to prepare for their tests and get advice on how to improve their applications, somehow i just find those come to this site regularly, and yet don't give a shit about overseas education and experiences amusing, i guess they might either be retarded or just have too much time at their disposal, i don't know about anyone else, but i doubt i am capable of dealing with either two types of individuals.

the world is not going to an end, things will get better, for those banks manage to survive the turmoil, they can make a lot of money simply because assets are cheap and companies don't have the same easy access to the capital market as they use to, they would have to pay banks more to borrow money, as for hedge funds (actual hedge funds), things are not that great these days, portfolio liquidation and fire sale at ridiculous levels, you really have to see it to believe how a small 100mm fund turns into 800k in one wk, for once i am glad i am not at the buyside in this kind of environment.

one note on blackstone, i personally consider the investment as tuition, no pain no gain, if we didn’t have the foreign direct investment over the past two decades, i doubt the chinese economy can be the way they are today, you can argue billions of profits are being sent back to the us every year, but i guess the real question is whether you like 100% of 0, or 50% of 100 billion.  learning ways to invest china’s huge foreign reserve is not like managing your personal portfolio, paying some tuition fees to learn best practices can payoff in the long run, plus most of the losses are merely paper loss, cic is not a hedge fund, there is no redemption pressure, hold it for 3 yrs and everyone will be just fine, this is just my theory, blackstone allows chinese money to engage a lot of the transactions which china might not have access to otherwise.

klex

以下是引用hedge在2008-10-18 16:30:00的发言：

不好意思，兄台，我在金融危机之前就唱空投行了，不是这两个月的事情。

另外，请照照自己，你能代表投行吗？

还真是条疯狗,见人就咬.

大爷我就在societe generale,你爬进来了，随时叫保安打断狗腿.

[此贴子已经被作者于2008-10-19 11:56:08编辑过]

hedge

以下是引用jkmbe在2008-10-19 2:37:00的发言：

one note on blackstone, i personally consider the investment as tuition, no pain no gain, if we didn’t have the foreign direct investment over the past two decades, i doubt the chinese economy can be the way they are today, you can argue billions of profits are being sent back to the us every year, but i guess the real question is whether you like 100% of 0, or 50% of 100 billion.  learning ways to invest china’s huge foreign reserve is not like managing your personal portfolio, paying some tuition fees to learn best practices can payoff in the long run, plus most of the losses are merely paper loss, cic is not a hedge fund, there is no redemption pressure, hold it for 3 yrs and everyone will be just fine, this is just my theory, blackstone allows chinese money to engage a lot of the transactions which china might not have access to otherwise.

Too much tuition! After all, Chinese government don't go to the market directly, but hire portfolio managers! so the boss need not to have any experience.

the government hire so many WALL STREET ELITE! they are considered well-educated, smart, experienced in this field, and most of them holding MBA-degree from top business school!  wow! so cold! so wonderful! so high salary! that's our dream!

but what is reality? market trend tear those elite into pieces, and take away the money, u call tuition.

Who knows where Chinese money goes? 

emoer

哈哈哈哈哈哈  楼上的太逗了

hanl

以下是引用emoer在2008-10-19 18:05:00的发言：
哈哈哈哈哈哈  楼上的太逗了

不管hedge平时怎么样，至少他还提提市场，提提现状

怎么我看到得你发的帖子全都是忙着人身攻击了。

lazyratcn

A good summary!

edwen

还真是条疯狗,见人就咬.

大爷我就在societe generale,你爬进来了，随时叫保安打断狗腿.

"£$%£%^^*&*(*)(_(()*&^%$"££$%^"%

[此贴子已经被作者于2008-11-2 2:01:29编辑过]