废话几句+图1张。。

oliverzeno

1.For 2008, credit crunch would continue, more and more structure finance stuff would get unwind..The world of SF would end in tear and sub-prime is only the catalyst..

2. CBs shd not cut but they hv to cut more, the more important thing is they would panic more when they find out that it is not a liquidity problem but a systemic one..

3. EM will not decouple regardless how strong they appear, keep ur eye on those domestic driven names and IR sensitive names in EM..

4. Keep ur short in the western financial world tho there has been a lot of price-in concern, it is still far away from over yet..

5. 千言万语1张图：

[ 本帖最后由 oliverzeno 于 2008-1-5 01:36 编辑 ]

我是老人

拿着词典，一边仔细读，一边查，
连蒙带猜，还是似懂非懂．
鄙视自己一下，英语太差．

不过图看的太明白了．

谢谢分享．

cattor

看不懂，看来是高人间的交流。:)

黑山老妖

Thank you oliver.

黑山老妖

原帖由 cattor 于 10/1/2008 15:16 发表
看不懂，看来是高人间的交流。:)

It's more macro economic.

吃喝拉撒睡

很有感触。谢谢谢谢。

jwashing

详细分析。