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一刀客
2020-04-08
留底
抱歉,原内容已删除
一刀客
2020-04-07
?为毛涨,理由?
抱歉,原内容已删除
一刀客
2020-03-30
这个不错
@许哲:不对称责任下的疯狂套利
一刀客
2020-03-26
记录一下。
@小虎通知:【重要通知】原油ETN-UWT和DWT即将进入清算
一刀客
2020-03-26
没法关注?
抱歉,原内容已删除
一刀客
2020-03-07
一点干货都没的泛泛而谈型文章
抱歉,原内容已删除
一刀客
2020-02-25
高级……黑?
抱歉,原内容已删除
一刀客
2019-09-21
$三倍做多黄金矿业指数ETF-Direxion(NUGT)$
今天见识到了散户的疯狂~
一刀客
2019-09-18
$三倍做多黄金矿业指数ETF-Direxion(NUGT)$
多空博弈中
一刀客
2019-09-16
开盘跳空高开后瞬间一泻千里是什么操作…
一刀客
2019-09-11
入金第一天,模拟第一周~
去老虎APP查看更多动态
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"images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/921611680","repostId":"1122756933","repostType":4,"isVote":1,"tweetType":1,"viewCount":2726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":929533024,"gmtCreate":1585504186368,"gmtModify":1704358118611,"author":{"id":"3530240513207604","authorId":"3530240513207604","name":"一刀客","avatar":"https://static.tigerbbs.com/37b65815822d405a6beb5b75b6ef3600","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3530240513207604","authorIdStr":"3530240513207604"},"themes":[],"htmlText":"这个不错","listText":"这个不错","text":"这个不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/929533024","repostId":"929501335","repostType":1,"repost":{"id":929501335,"gmtCreate":1585472162602,"gmtModify":1717195855696,"author":{"id":"3453943051225490","authorId":"3453943051225490","name":"许哲","avatar":"https://static.laohu8.com/c46141457152637805577175903002ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453943051225490","authorIdStr":"3453943051225490"},"themes":[],"title":"不对称责任下的疯狂套利","htmlText":"作者:许哲 链接:https://zhuanlan.zhihu.com/p/114540200 来源:知乎 著作权归作者所有。商业转载请联系作者获得授权,非商业转载请注明出处。 最近我在一个投资者朋友群里分享的一些看法,莫名其妙的被很多很多群到处转发,非常意外。你们大部分人应该见过了 其实里面的内容大部分我在下面这个回答里说过: 美股近四天暴跌超过10%对美国和全球经济有什么影响?(zhihu.com/question/375237651/answer/1049530175) 服务“打死不点击外部链接星人”,大概的意思重复一下,因为还在市场激战,没空收集数据+整理图标,凑合看吧。 前面的知乎问答里的论点:所有的股灾的根本原因是估值过高,而不是其他。有人说新冠病毒是原因,我认为只是诱因,新冠病毒前的股市估值已经很离谱了,突发的黑天鹅事件是刺穿泡沫的一个导火索。当然,这个事情本身的体量也是大得惊人。本来盈利水平已经对不起这个估值了,更何况全世界的经济活动要停摆半年,会让本来已经过高的估值的基准——上市公司盈利水平,更加雪上加霜。从而使得股灾,更加火上浇油。 上面那个问答里用几个指标衡量了股市高估的程度,但没有具体展开讲为什么估值会被一路推高,仅仅列举了美联储资产负债表的扩张和利率不断走低的事实,没有展开讲路径。被四处传的微信聊天记录里简单描述了一下,也不是很全面。大致来讲和次贷危机的处理方式有关: 当初次贷危机是一次大规模的“甩锅”行为。 银行本来给买房者放贷,然后收取买房者每个月缴纳的本息,获得利润。这个过程很漫长,鉴于提高资金周转率的目的。银行会把这笔“债权”打包成证券,转让给其他愿意等待,而自己缺乏资产的金融机构。 注意,这里的资产的定义是:“能够持续产生现金流的东西”。 房贷的债权包装的债券,就是符合这种定义的。只要你持有房贷打包债券,就可以每个月收入到按揭买房者支付的","listText":"作者:许哲 链接:https://zhuanlan.zhihu.com/p/114540200 来源:知乎 著作权归作者所有。商业转载请联系作者获得授权,非商业转载请注明出处。 最近我在一个投资者朋友群里分享的一些看法,莫名其妙的被很多很多群到处转发,非常意外。你们大部分人应该见过了 其实里面的内容大部分我在下面这个回答里说过: 美股近四天暴跌超过10%对美国和全球经济有什么影响?(zhihu.com/question/375237651/answer/1049530175) 服务“打死不点击外部链接星人”,大概的意思重复一下,因为还在市场激战,没空收集数据+整理图标,凑合看吧。 前面的知乎问答里的论点:所有的股灾的根本原因是估值过高,而不是其他。有人说新冠病毒是原因,我认为只是诱因,新冠病毒前的股市估值已经很离谱了,突发的黑天鹅事件是刺穿泡沫的一个导火索。当然,这个事情本身的体量也是大得惊人。本来盈利水平已经对不起这个估值了,更何况全世界的经济活动要停摆半年,会让本来已经过高的估值的基准——上市公司盈利水平,更加雪上加霜。从而使得股灾,更加火上浇油。 上面那个问答里用几个指标衡量了股市高估的程度,但没有具体展开讲为什么估值会被一路推高,仅仅列举了美联储资产负债表的扩张和利率不断走低的事实,没有展开讲路径。被四处传的微信聊天记录里简单描述了一下,也不是很全面。大致来讲和次贷危机的处理方式有关: 当初次贷危机是一次大规模的“甩锅”行为。 银行本来给买房者放贷,然后收取买房者每个月缴纳的本息,获得利润。这个过程很漫长,鉴于提高资金周转率的目的。银行会把这笔“债权”打包成证券,转让给其他愿意等待,而自己缺乏资产的金融机构。 注意,这里的资产的定义是:“能够持续产生现金流的东西”。 房贷的债权包装的债券,就是符合这种定义的。只要你持有房贷打包债券,就可以每个月收入到按揭买房者支付的","text":"作者:许哲 链接:https://zhuanlan.zhihu.com/p/114540200 来源:知乎 著作权归作者所有。商业转载请联系作者获得授权,非商业转载请注明出处。 最近我在一个投资者朋友群里分享的一些看法,莫名其妙的被很多很多群到处转发,非常意外。你们大部分人应该见过了 其实里面的内容大部分我在下面这个回答里说过: 美股近四天暴跌超过10%对美国和全球经济有什么影响?(zhihu.com/question/375237651/answer/1049530175) 服务“打死不点击外部链接星人”,大概的意思重复一下,因为还在市场激战,没空收集数据+整理图标,凑合看吧。 前面的知乎问答里的论点:所有的股灾的根本原因是估值过高,而不是其他。有人说新冠病毒是原因,我认为只是诱因,新冠病毒前的股市估值已经很离谱了,突发的黑天鹅事件是刺穿泡沫的一个导火索。当然,这个事情本身的体量也是大得惊人。本来盈利水平已经对不起这个估值了,更何况全世界的经济活动要停摆半年,会让本来已经过高的估值的基准——上市公司盈利水平,更加雪上加霜。从而使得股灾,更加火上浇油。 上面那个问答里用几个指标衡量了股市高估的程度,但没有具体展开讲为什么估值会被一路推高,仅仅列举了美联储资产负债表的扩张和利率不断走低的事实,没有展开讲路径。被四处传的微信聊天记录里简单描述了一下,也不是很全面。大致来讲和次贷危机的处理方式有关: 当初次贷危机是一次大规模的“甩锅”行为。 银行本来给买房者放贷,然后收取买房者每个月缴纳的本息,获得利润。这个过程很漫长,鉴于提高资金周转率的目的。银行会把这笔“债权”打包成证券,转让给其他愿意等待,而自己缺乏资产的金融机构。 注意,这里的资产的定义是:“能够持续产生现金流的东西”。 房贷的债权包装的债券,就是符合这种定义的。只要你持有房贷打包债券,就可以每个月收入到按揭买房者支付的","images":[{"img":"https://static.tigerbbs.com/75c9fcd516e5437c8f1158ecc63141ad"},{"img":"https://static.tigerbbs.com/1770f2d16d684be9975db77f678ddd04"},{"img":"https://static.tigerbbs.com/aed356f33df24243b9b3d4c24509e1d8"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/929501335","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":929900166,"gmtCreate":1585184578555,"gmtModify":1704357280584,"author":{"id":"3530240513207604","authorId":"3530240513207604","name":"一刀客","avatar":"https://static.tigerbbs.com/37b65815822d405a6beb5b75b6ef3600","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3530240513207604","authorIdStr":"3530240513207604"},"themes":[],"htmlText":"记录一下。","listText":"记录一下。","text":"记录一下。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/929900166","repostId":"967449830","repostType":1,"repost":{"id":967449830,"gmtCreate":1584687174819,"gmtModify":1704355619307,"author":{"id":"37000856390400","authorId":"37000856390400","name":"小虎通知","avatar":"https://static.laohu8.com/40ff9573326cbdce8ed2a4976ed63455","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"37000856390400","authorIdStr":"37000856390400"},"themes":[],"title":"【重要通知】原油ETN-UWT和DWT即将进入清算","htmlText":"<a 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