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2019-08-22
这篇文章不错,转发给大家看看
@option铁血军:投资、成本会计和悬崖勒马
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href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a>今天下午,spy的超短期看跌期权大量交易,都谁在买?个个如雷贯耳....黑天鹅基金(真正的数学金融实践者、教父级别交易员)....桥水....瑞士国家银行...野村控股....摩根士丹利....这必须跟上二百块,感觉买到了偶像演唱会的vip门票....演唱会上要是还有钱捡,怎么说,嘿嘿嘿。当然,真实情况是什么我们的阶层不得而知,看个热闹也值了。⬇️TLT<a href=\"https://laohu8.com/S/TLT\">$债券20+美公债指数ETF-iShares Barcla(TLT)$</a>的上升空间(shock!)今天下午TLT的看涨期权大量成交了。⬇️美股回购的下降美股的回购到底变了什么帽子戏法,增加了无数公司财报中的收益?(虚增利润)好比苹果现在的收益与2015年持平,股价呢?其中数学问题就不讲了,大家心里有数就行,回购推动了美股的牛市是毫无疑问的。2018年,标普500指数成份公司回购了8064亿美元,并获得了4563亿美元的股息,两个都创下新纪录。 股息仍然强劲,在今年第二季度创下14.24美元/股的新纪录。 但去年的回购狂热已经被证明不可持续。现在q2报告之后,回购与去年狂热比较开始较大下降了,巧妇难为无米之炊,永远那句话,钱在哪儿 哪儿涨⬆️保证金债务降温 7月份,FINRA保证金债务环比+58亿美元,达到6,021亿美元。 然鹅,标普涨到历史新高时保证金债务远未达前期高位。 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过去这两者基本会一起移动。⬇️墙街曲线恐慌?收益率曲线利率倒挂,把很多人吓尿了。实际上,1960年","images":[{"img":"https://static.tigerbbs.com/518060f9fabdd6e0b04961e575e63a23","width":"1242","height":"718"},{"img":"https://static.tigerbbs.com/569caf8e094496cfc422f99d27c87e7a","width":"800","height":"572"},{"img":"https://static.tigerbbs.com/83e9159468d48e8dd67ddfc0d33e133a","width":"983","height":"609"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/994099081","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}