當花旗跌破一美元時

似乎第二波金融海嘯,已經殺到埋身。

Bloomberg:Darth Wall Street Thwarting Debtors With Credit Swaps

通用汽車集團的核數師對通用汽車能否繼續營運感到質疑,福特汽車的CDS(Bloomberg已經將投資CDS嘅人稱呼為Darth,有睇過《星球大戰》知道果啲係乜)已經升到破產級數時,依家投資HSBC時,HSBC Balance Sheet上的美國消費信貸,作為投資者應該Write Down做零,因為福特、通用汽車破產,成班友諗住賭CDS刮番筆時,HSBC Balance Sheet明年再大幅減值幾乎係肯定。所以Citigroup今天的股價,一度跌破一美元,無咗SmithBarney之後,乜花旗仲有渣剩嘅咩?

Bloomberg: HBOS, RBS U.K. Deposits Fell; Government Banks Gained

最大鑊係以上消息,成班英國存戶將存款搬到全面國有化嘅存款機構,好似HSBC咁堅拒國有化嘅竟然被存戶懲罰,你話無天理都好,如果呢個趨勢蔓延落去,咁HSBC會在歐洲市場持續失血,一如依家好多香港人將HSBC存款搬到果啲借錢俾人唔負責任嘅財仔同細銀行一樣,結果就係HSBC隨時係供股都救唔番。仲想話二度供股,我怕到時真係英國政府要好似國有化RBS咁國有化HSBC。

香港散戶們,好戲依家至開始⋯⋯

2 thoughts on “當花旗跌破一美元時

  1. I’m going to continue to play Devil’s Advocate and disagree with you here, so please go ahead and accuse me of being a “true hearted HSBC plastic”, no offense will be taken. 😉

    In a bull market, anyone who warns that the stocks are too high will get ridiculed.

    Now, in this bear market, anyone who even mentions some positives gets accused as being crazy. Of course, there are some idiots who will say HSBC will bounce back tomorrow and go to $150 next month. But is every optimist really that “plastic”?

    Yes, you were of course right to warn about the dangers during a bull market, but right now, I have four words for you, Martin: 矯枉過正. I feel this pessimism is overdoing it, in my humble opinion.

    Just as it is unfair to compare HSBC with the pricks at PCCW, it is also unfair to compare them with the irresponsible goons at Wall Street. At least Steve Green admitted they made an error with HFC, but has the idiots in Wall Street ever apologized for their mess? (Whether Mr Green should resign or not is another debate altogether. )

    Yes, HFC is one very, very big mistake, but the way HSBC is getting lampooned for it is just overkill. It’s like saying Real Madrid will ultimately fail and will get relegated because they signed a useless player like David Beckham that cost them to lose the league title for 1-2 years.

    I am neither extreme bullish or extreme bearish, I see myself as a realist who knows the economy goes in cycles. So what if HSBC looks bad in the next few months or 1-2 years?

    The show begins now, we’ll see if your warning is correct.

  2. Sam Webb美國共產黨主席說,兩個月來Obama的做法符合該黨理念,雖然他並非 communist.

    國有化,社會主義,再加前日白高頓與他會談後提出”Global New Deal”,嚇到華爾街走夾唔透.

    Bank of America 已在呻笨,攞著”援助”買美林,現在限制多多,累死自己.

    “不要讓嚴重危機浪費掉”就是鳌霸螞白宮死黨Rahm的 motto. 經濟越差,越多人會向政府求助,左派大政府主義,社會主義,馬克思主義的鳌霸螞就發了.

    不是左派的,可以上這裏去看看
    http://canadafreepress.com/index.php/article/8713
    “A Contrived Crisis? – You Decide”
    Out of no-where, in the space of less than 2 hours, the Federal Reserve noticed a tremendous drawdown of money market accounts

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