Author

Topic: ZT; 索罗斯正欲逃离华尔街 (Read 1786 times)

sr. member
Activity: 269
Merit: 250
June 03, 2014, 12:45:42 AM
#28
还以为是 权力的游戏 中的索罗斯。。。
newbie
Activity: 71
Merit: 0
June 02, 2014, 10:02:18 PM
#27
比特起飞 Cheesy
member
Activity: 93
Merit: 10
June 02, 2014, 01:23:39 PM
#26
他要进来玩,那就不得了了,不过盘面太小,我觉得不会入他法眼
member
Activity: 90
Merit: 10
June 02, 2014, 09:23:16 AM
#25
索罗斯只不过是投机者,哪里钱多去哪里
legendary
Activity: 1386
Merit: 1016
June 02, 2014, 05:45:31 AM
#24
索罗斯再精明现在也快90岁了,脑子已经全面褪化了,做出的决策不值得关注
不见得!僵还是老的辣!
newbie
Activity: 44
Merit: 0
June 02, 2014, 04:46:14 AM
#23
这种老滑头会说真话么
半真半假才更容易让你相信啊。
不会说话能出名么 哈哈
hero member
Activity: 490
Merit: 500
June 02, 2014, 04:41:10 AM
#22
索罗斯再精明现在也快90岁了,脑子已经全面褪化了,做出的决策不值得关注
人家钱多,可供参考。
newbie
Activity: 28
Merit: 0
June 02, 2014, 12:12:34 AM
#21
索罗斯再精明现在也快90岁了,脑子已经全面褪化了,做出的决策不值得关注
888
sr. member
Activity: 322
Merit: 250
June 02, 2014, 12:08:07 AM
#20
这种老滑头会说真话么
半真半假才更容易让你相信啊。
full member
Activity: 171
Merit: 100
June 01, 2014, 11:59:48 PM
#19
这种老滑头会说真话么
sr. member
Activity: 266
Merit: 250
June 01, 2014, 11:40:46 PM
#18
不知道他现在进入比特币市场的话,能够吸到多少货

很有可能正在研究中 Grin
sr. member
Activity: 266
Merit: 250
June 01, 2014, 11:39:37 PM
#17
索罗斯很精明的,可以关注一下
888
sr. member
Activity: 322
Merit: 250
June 01, 2014, 10:30:56 PM
#16
虚拟市场现在正是起航的时刻。
member
Activity: 62
Merit: 10
June 01, 2014, 06:16:27 PM
#15
最好都来虚拟币
很长时间。虚拟币都没能进入主流的视线。
hero member
Activity: 770
Merit: 500
June 01, 2014, 01:01:33 PM
#14
George Soros dumps his bank stocks while Bitcoin grows aggressively

Author: Ivan Raszl
Date:  Saturday, January 4, 2014 - 22:45

http://bitcoinowl.com/george-soros-dumps-his-bank-stocks-while-bitcoin-grows-aggressively

According to several news sources billionaire George Soros recently sold nearly all of his bank stocks, including shares of JPMorgan Chase, Citigroup, and Goldman Sachs. Between the three banks, Soros sold more than a million shares. Billionaire John Paulson dumped 14 million shares of JPMorgan Chase (appr. 750 million dollars). Other billionaires are pulling out of US stocks too.

We can only speculate about the reasons why this is happening but surely there is a growing discomfort about the all time high levels of stock market prices. Some are expecting a massive correction. Even if there is no good reason for it, fear could make such predictions a reality.

At BitcoinOwl we of course speculate that the growing success of crypto currencies and their promise to revolutionize the financial and other systems could be a factor as well. Just like email threatened the business model of the postal services and file sharing scared the music labels, crypto currencies without a doubt cause some anxiety to financial institutions who see Bitcoin as a competitor instead of an opportunity to reinvent themselves.

It may take years before Bitcoin makes any noticeable dent in Citigroup's profits, but Bitcoin's existence alone raises some uncertainty about the future of such financial institutions and their profit margins. Some players like Western Union have already been forced to drop their fees drastically in response to Bitcoin's extremely low transaction fees.

The question is where does all that money pulled out of the stock market will go? Many investors like Kevin O'Leary publicly said that they've put a few percents of their money into Bitcoin already. His Bitcoins were without a doubt his best performing asset in 2013. It's likely that most billionaires pulling out of the stock market will put a small part of their wealth into crypto currencies as it's highly independent from other assets which is important for healthy diversification.

Let's just see how much money are we talking about. Let's assume only a fraction of those stock dollars will be funnelled into cryptos. Half percent of NYSE's total market cap is 83 billion dollars.

If 70% of that 0.5% would flow into Bitcoin it would increase BTC's market capital 7 fold raising the price of Bitcoin to over $5,000. If 10% of it went to Litecoin it would increase LTC's market capital by 13 times raising the price to $325. And we're talking about just 0.5% of one stock exchange in the world.

Potentially it is also possible that the crash of stock market prices will scare crypto currency investors too. Although, it's hard for me to find a plausible reason why this would happen.

It will be interesting to see how the predicted decline in the stock market will influence the valuation of the popular crypto currencies.



最近英文水平下降了 看都不想看了 给个翻译吧

learning by doing  Grin
member
Activity: 101
Merit: 10
June 01, 2014, 11:06:06 AM
#13
不知道他现在进入比特币市场的话,能够吸到多少货
legendary
Activity: 896
Merit: 1000
June 01, 2014, 03:44:22 AM
#12
George Soros dumps his bank stocks while Bitcoin grows aggressively

Author: Ivan Raszl
Date:  Saturday, January 4, 2014 - 22:45

http://bitcoinowl.com/george-soros-dumps-his-bank-stocks-while-bitcoin-grows-aggressively

According to several news sources billionaire George Soros recently sold nearly all of his bank stocks, including shares of JPMorgan Chase, Citigroup, and Goldman Sachs. Between the three banks, Soros sold more than a million shares. Billionaire John Paulson dumped 14 million shares of JPMorgan Chase (appr. 750 million dollars). Other billionaires are pulling out of US stocks too.

We can only speculate about the reasons why this is happening but surely there is a growing discomfort about the all time high levels of stock market prices. Some are expecting a massive correction. Even if there is no good reason for it, fear could make such predictions a reality.

At BitcoinOwl we of course speculate that the growing success of crypto currencies and their promise to revolutionize the financial and other systems could be a factor as well. Just like email threatened the business model of the postal services and file sharing scared the music labels, crypto currencies without a doubt cause some anxiety to financial institutions who see Bitcoin as a competitor instead of an opportunity to reinvent themselves.

It may take years before Bitcoin makes any noticeable dent in Citigroup's profits, but Bitcoin's existence alone raises some uncertainty about the future of such financial institutions and their profit margins. Some players like Western Union have already been forced to drop their fees drastically in response to Bitcoin's extremely low transaction fees.

The question is where does all that money pulled out of the stock market will go? Many investors like Kevin O'Leary publicly said that they've put a few percents of their money into Bitcoin already. His Bitcoins were without a doubt his best performing asset in 2013. It's likely that most billionaires pulling out of the stock market will put a small part of their wealth into crypto currencies as it's highly independent from other assets which is important for healthy diversification.

Let's just see how much money are we talking about. Let's assume only a fraction of those stock dollars will be funnelled into cryptos. Half percent of NYSE's total market cap is 83 billion dollars.

If 70% of that 0.5% would flow into Bitcoin it would increase BTC's market capital 7 fold raising the price of Bitcoin to over $5,000. If 10% of it went to Litecoin it would increase LTC's market capital by 13 times raising the price to $325. And we're talking about just 0.5% of one stock exchange in the world.

Potentially it is also possible that the crash of stock market prices will scare crypto currency investors too. Although, it's hard for me to find a plausible reason why this would happen.

It will be interesting to see how the predicted decline in the stock market will influence the valuation of the popular crypto currencies.



最近英文水平下降了 看都不想看了 给个翻译吧
hero member
Activity: 770
Merit: 500
June 01, 2014, 03:39:43 AM
#11
George Soros dumps his bank stocks while Bitcoin grows aggressively

Author: Ivan Raszl
Date:  Saturday, January 4, 2014 - 22:45

http://bitcoinowl.com/george-soros-dumps-his-bank-stocks-while-bitcoin-grows-aggressively

According to several news sources billionaire George Soros recently sold nearly all of his bank stocks, including shares of JPMorgan Chase, Citigroup, and Goldman Sachs. Between the three banks, Soros sold more than a million shares. Billionaire John Paulson dumped 14 million shares of JPMorgan Chase (appr. 750 million dollars). Other billionaires are pulling out of US stocks too.

We can only speculate about the reasons why this is happening but surely there is a growing discomfort about the all time high levels of stock market prices. Some are expecting a massive correction. Even if there is no good reason for it, fear could make such predictions a reality.

At BitcoinOwl we of course speculate that the growing success of crypto currencies and their promise to revolutionize the financial and other systems could be a factor as well. Just like email threatened the business model of the postal services and file sharing scared the music labels, crypto currencies without a doubt cause some anxiety to financial institutions who see Bitcoin as a competitor instead of an opportunity to reinvent themselves.

It may take years before Bitcoin makes any noticeable dent in Citigroup's profits, but Bitcoin's existence alone raises some uncertainty about the future of such financial institutions and their profit margins. Some players like Western Union have already been forced to drop their fees drastically in response to Bitcoin's extremely low transaction fees.

The question is where does all that money pulled out of the stock market will go? Many investors like Kevin O'Leary publicly said that they've put a few percents of their money into Bitcoin already. His Bitcoins were without a doubt his best performing asset in 2013. It's likely that most billionaires pulling out of the stock market will put a small part of their wealth into crypto currencies as it's highly independent from other assets which is important for healthy diversification.

Let's just see how much money are we talking about. Let's assume only a fraction of those stock dollars will be funnelled into cryptos. Half percent of NYSE's total market cap is 83 billion dollars.

If 70% of that 0.5% would flow into Bitcoin it would increase BTC's market capital 7 fold raising the price of Bitcoin to over $5,000. If 10% of it went to Litecoin it would increase LTC's market capital by 13 times raising the price to $325. And we're talking about just 0.5% of one stock exchange in the world.

Potentially it is also possible that the crash of stock market prices will scare crypto currency investors too. Although, it's hard for me to find a plausible reason why this would happen.

It will be interesting to see how the predicted decline in the stock market will influence the valuation of the popular crypto currencies.

sr. member
Activity: 622
Merit: 251
love coins
June 01, 2014, 03:34:35 AM
#10
 Roll Eyes比特起飞
legendary
Activity: 1750
Merit: 1004
June 01, 2014, 03:33:14 AM
#9
索罗斯不是老喜欢做空什么的吗?索罗斯很厉害的一个!
只要有钱赚,他肯定也做多
legendary
Activity: 1750
Merit: 1004
June 01, 2014, 03:32:47 AM
#8
比特币欢迎各位金融专业人士  Grin
来吧,欢迎。
legendary
Activity: 1750
Merit: 1004
June 01, 2014, 03:32:28 AM
#7
come on, 都来比特币吧,保证不会让你们失望 Roll Eyes 比特币一周,就像股市一年
呵呵,索罗斯是聪明人
member
Activity: 62
Merit: 10
June 01, 2014, 03:26:37 AM
#6
来比特币做多吧,哈哈
full member
Activity: 149
Merit: 100
June 01, 2014, 03:22:00 AM
#5
比特币欢迎各位金融专业人士  Grin
member
Activity: 71
Merit: 10
June 01, 2014, 01:46:46 AM
#4
最好都来虚拟币
888
sr. member
Activity: 322
Merit: 250
June 01, 2014, 01:08:40 AM
#3
索罗斯不是老喜欢做空什么的吗?索罗斯很厉害的一个!
member
Activity: 60
Merit: 10
June 01, 2014, 12:01:47 AM
#2
come on, 都来比特币吧,保证不会让你们失望 Roll Eyes 比特币一周,就像股市一年
hero member
Activity: 770
Merit: 500
May 31, 2014, 11:59:45 PM
#1
索罗斯正欲逃离华尔街  Cheesy

在国际金融市场中,资本大鳄的一举一动始终备受关注。随着一季度持股材料的曝光,股神巴菲特、金融大佬索罗斯等资本大鳄调仓路径逐渐浮出水面:索罗斯已经着手“逃离”华尔街,巴菲特则增持盈利逐渐企稳的电信股。

对此现象,《第一财经日报》文章显示:“金融股近日跌跌不休,主要是受疲软的业绩拖累,而这些大佬的(提前)出逃可谓是相当精准;做多电信股,则说明大佬们看到了这些企业经过调整业务后的稳定盈利能力。”
  
近日金融股的弱势正好应验了投资大佬们的投资智慧。索罗斯就是一位典型。公开资料显示,索罗斯基金管理公司第一季度出清多只银行类股,如摩根大通、美国银行和花旗集团等。数据显示,自从4月1日以来,摩根大通下跌7.4美元,跌幅逾12%,美国银行下跌2.69美元,跌逾超15%,花旗集团下跌1.16美
元,跌幅超2%。
  
值得注意的是,索罗斯基金前一个季度刚刚买入摩根大通和花旗集团的股票,截至去年12月31日,索罗斯基金共持有280万股摩根大通和230万股花旗集团的股票。

“索罗斯的家族理财室以及Tudor Investment Corp等资产管理机构在第一季度减持了金融服务类股,在这些股票因业绩不佳而大幅下挫前顺利逃跑,再次体现了投资大鳄的智慧。”某外资银行人士表示。
  
此前公布的一季报数据显示,固定收益交易业务下滑拖累了一些美国大型银行的业绩,其中包括高盛集团、摩根大通和美国银行。这一趋势在本季度可能会延续,摩根大通本月早些时候表示,第二季度的债券和股票交易收入将比上年同期下降约20%。
  
除了索罗斯之外,一连串美国对冲基金都在今年一季度抛售或减持银行股。
  
季度报告显示,波士顿的对冲基金公司Arrowstreet Capital
LP在今年一季度出清了摩根大通股份并减持了花旗集团和美国银行。另一家波士顿的基金公司Adage Capital Management
LP则抛售了美国银行、高盛集团以及摩根士丹利的股份。Jon Jacobson旗下的Capital Management
LP则减持了摩根大通的股份,但增持了花旗集团。
  
对此,有业内人士称,其实金融股在下跌的过程中,也能看到一些机会,一季报数据表明,有些对冲基金则只是调仓金融股,不是逃离,二季度或许会有更多机构进军该类股票。
  
资料显示,Moore Capital Management LP公司出售了大部分Capital One Financial Corp。的股权,将其上季度末的持仓降至5980万


美元,而三个月前的这一数字为1.47亿美元。但是该公司增加了摩根大通的持股,一季度末持股价值达2.913亿美元,同时增加了花旗集团和富国银行的持
股;Tudor Investment Corp则是削减了花旗集团、PNC Financial Services Group
Inc。和美国银行的股权,但同时增加了高盛集团和摩根大通的股份。

此外,索罗斯基金管理公司还出清了美国铝业公司(AA)和彭尼公司(JCP)股票,并减持了Liberty Global、Zynga(ZNGA)、微软(MSFT)和通用汽车(GM);大幅增持康宝莱(HLF),从320万股增持至490万股。

http://site.6park.com/finance/index.php?app=forum&act=threadview&tid=13790801
Jump to: