Vanade peerude (väljendist peer group?) peamiseks veaks näib olevat arusaam, et kui asjad on peetis, on see oma olemuselt alati deflatsiooniline.
http://www.thedailymash.co.uk/news/society/why-i-am-leaving-the-empire,-by-darth-vader-201203145007/
Üldiselt see GSi tegelane võis lihtsalt ketsi saada, sest ta "vingus nagu eit." Nüüd siis kirjutab, et asjad olid NII ja siis nad olid NAA.
See isik on liiga kaua jäänud ühte kohta. Ta eksib ja eksib rängalt. Kui ta arvab, et miski muutub, et tema lahkumine on märk, siis ta pole selgelt a) ammu muutnud töökohta b) arvab, et miski muutub kellegi lahkumisega
Sellistel juhtudel on kõige parem minna ja lahku ja minna edasi. Siin ei ole head ega halba, siis on väärtushinnangud ja nendega kohanemine / mitte kohanemine.
Sachs ja treiderite osas meenub kaks head artiklit.
Goldman secret Greece loan shows sinners - GS ja Kreeka võlaprogramm ja mõjud. Pinnapealne, aga vähemalt heidab valgust siseelule.
Trader who lost £17m in one day told ‘tough luck, dude, pull yourself together’ when he confessed to bosses he was suicidal - £4,2mln aastas teeninud suurpanga kaupleja läbipõlemise ja kohtuloo lugu. Kuskjuures ainuüksi see fakt, et ta teenus £4,2mln aastas jätab enamuse tavainimestest kaastundeta ja ütlevad, et ise ta selle ameti valis, pidi ka pinget ette teadma.
I hope this can be a wake-up call to the board of directors. Make the client the focal point of your business again. Without clients you will not make money. In fact, you will not exist. Weed out the morally bankrupt people, no matter how much money they make for the firm. And get the culture right again, so people want to work here for the right reasons. People who care only about making money will not sustain this firm — or the trust of its clients — for very much longer.
Sellistel juhtudel on kõige parem minna ja lahku ja minna edasi. Siin ei ole head ega halba, siis on väärtushinnangud ja nendega kohanemine / mitte kohanemine.
Sachs ja treiderite osas meenub kaks head artiklit.
Goldman secret Greece loan shows sinners - GS ja Kreeka võlaprogramm ja mõjud. Pinnapealne, aga vähemalt heidab valgust siseelule.
Trader who lost £17m in one day told ‘tough luck, dude, pull yourself together’ when he confessed to bosses he was suicidal - £4,2mln aastas teeninud suurpanga kaupleja läbipõlemise ja kohtuloo lugu. Kuskjuures ainuüksi see fakt, et ta teenus £4,2mln aastas jätab enamuse tavainimestest kaastundeta ja ütlevad, et ise ta selle ameti valis, pidi ka pinget ette teadma.
veidi offtopic küll, sest ei ole otseselt kauplemise teemasse puutuv, lihtsalt näide sellest kuidas gurud kipuvad viimasel ajal eksima
http://online.wsj.com/article/SB10001424053111903352704576539093167112076.html
For months, Mr. Gross has taken highly visible public positions against owning Treasurys, comparing owners of government bonds, in one instance, to frogs being slowly boiled alive, unaware of the dangers of owning U.S. debt.
Since his moves, the U.S. Treasury market has embarked on one of the most remarkable rallies in recent memory.
The Total Return Fund has handed investors a return of 2.99% this year through Wednesday, ranking 157th out of 179 funds in the category of intermediate-term bond funds tracked by Lipper.
Over the past three months through Friday, the fund had a return of 0.16%, compared with a return of 2.78% for the benchmark Barclays Capital Aggregate Bond Index, according to data from Morningstar Inc.
Over the past 20 years, the Total Return fund underperformed the benchmark index only four times based on yearly returns, according to data from Lipper—in 1994, 2002, 2006 and 2008. Over the past 15 years, the fund has handed investors a return of 7.5%, beating 6.43% from the benchmark index and outshining all its comparable rivals, according to Morningstar.
http://online.wsj.com/article/SB10001424053111903352704576539093167112076.html
For months, Mr. Gross has taken highly visible public positions against owning Treasurys, comparing owners of government bonds, in one instance, to frogs being slowly boiled alive, unaware of the dangers of owning U.S. debt.
Since his moves, the U.S. Treasury market has embarked on one of the most remarkable rallies in recent memory.
The Total Return Fund has handed investors a return of 2.99% this year through Wednesday, ranking 157th out of 179 funds in the category of intermediate-term bond funds tracked by Lipper.
Over the past three months through Friday, the fund had a return of 0.16%, compared with a return of 2.78% for the benchmark Barclays Capital Aggregate Bond Index, according to data from Morningstar Inc.
Over the past 20 years, the Total Return fund underperformed the benchmark index only four times based on yearly returns, according to data from Lipper—in 1994, 2002, 2006 and 2008. Over the past 15 years, the fund has handed investors a return of 7.5%, beating 6.43% from the benchmark index and outshining all its comparable rivals, according to Morningstar.
Kas ma saan õigesti aru, et sama võimatu nagu teleportatsioon on objektiivselt kirjutada GS siseelust. Lihstalt ei ole võimalik ja kõik?
priitp, allikakriitiline tuleb olla. Üks tegelane võib isiklikust kibestumusest lihtsalt otsida tähelepanu ning küsimusi teda vaevavatele vastustele.
P.S. Teleportatsioon on teoreetiliselt võimalik. Küsi suvaliselt füüsikult.
P.S. Teleportatsioon on teoreetiliselt võimalik. Küsi suvaliselt füüsikult.
Ahvid Citigroup'is...
JPM:
W]e are downgrading shares of Citigroup to Neutral from Overweight following the Fed’s refusal to approve Citi’s capital return plan. Increased capital return in 2012 has been one of the key tenets to our Overweight rating on Citigroup. In addition, we think this denial also hurts management credibility, which had been tarnished following 4Q earnings when expenses were above expectations. Valuation remains attractive, but we see limited upside in the near term until Citi can begin to return capital. We are trimming our estimates to reflect lack of share buybacks in 2012 and little lower repurchases in 2013–2012 to $4.25 from $4.28 and 2013 to $4.75 from $4.90. We are reducing our YE’12 price target to $42.50 from $46.50 to reflect a lower price to tangible book multiple due to the delay in capital return.
JPM:
W]e are downgrading shares of Citigroup to Neutral from Overweight following the Fed’s refusal to approve Citi’s capital return plan. Increased capital return in 2012 has been one of the key tenets to our Overweight rating on Citigroup. In addition, we think this denial also hurts management credibility, which had been tarnished following 4Q earnings when expenses were above expectations. Valuation remains attractive, but we see limited upside in the near term until Citi can begin to return capital. We are trimming our estimates to reflect lack of share buybacks in 2012 and little lower repurchases in 2013–2012 to $4.25 from $4.28 and 2013 to $4.75 from $4.90. We are reducing our YE’12 price target to $42.50 from $46.50 to reflect a lower price to tangible book multiple due to the delay in capital return.
Error oli jälle. Topeltpostitus...
Eilne päevakangelane.
Ema töötab sotsiaalalal. Kahtlane. Sotsiaal.... :-D