tag:blogger.com,1999:blog-1064873911627910155.post7357525046960215481..comments2023-10-31T16:46:01.851+08:00Comments on 拉利Larry的投資日記: 匯控供股 供吾供好?Larry Hunghttp://www.blogger.com/profile/06357107936026660698noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-1064873911627910155.post-69903310853947108502009-03-04T22:58:00.000+08:002009-03-04T22:58:00.000+08:00Hetty: I agree with your point that banks are taki...Hetty: <BR/><BR/>I agree with your point that banks are taking way too much leverage. Lehman Brothers and Bear stearns fell because they all took way too much leverage. The worst thing is that there are no investments that are worthwhile to go into: Gold's price is too high although people are forecasting that its price will exceed 1k. All the commodities' prices were down roughly 50%. New house sales in the mainland China had declined significantly....etc However, I think if there's oversold in the market and if you do not invest 100% of your capital, there should be opportunities in the current stock market.Unknownhttps://www.blogger.com/profile/10295698688725979343noreply@blogger.comtag:blogger.com,1999:blog-1064873911627910155.post-79513745287007378432009-03-04T21:25:00.000+08:002009-03-04T21:25:00.000+08:00HETTY:我也非常擔心東歐的情況,我確實很怕東歐會出現問題,假若真的出問題的話,全球經濟將出現巨大...HETTY:<BR/><BR/>我也非常擔心東歐的情況,我確實很怕東歐會出現問題,假若真的出問題的話,全球經濟將出現巨大震盪。當然,歐元還是令人關注的。Larry Hunghttps://www.blogger.com/profile/06357107936026660698noreply@blogger.comtag:blogger.com,1999:blog-1064873911627910155.post-86747496016499340892009-03-03T15:48:00.000+08:002009-03-03T15:48:00.000+08:00larry,滙豐是第一家提出次按問題的銀行,尚且要如此大規模地集資,其它銀行更不用說了.美國的房地產...larry,<BR/><BR/>滙豐是第一家提出次按問題的銀行,尚且要如此大規模地集資,其它銀行更不用說了.美國的房地產價格一日不穩定下來,整個金融業的系統性風險依然存在,并且很有可能惡化.外界所說的40倍高槓杆活動,我估計遠遠不止40倍.看港府今年財政預算案都不多派糖,我想作為個人更要留錢傍身.德國,法國不也一樣,財政政策救市的錢還不到GDP的1.5%,我看東歐若出問題,它們–定不幫忙,歐元還真令人擔心呢.Anonymousnoreply@blogger.com