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2019年4月27日星期六

九流分析員

美國著名看淡對沖基金經理Kyle Bass唱淡港滙有崩潰危機,港官嘲笑其不了解本港銀行體系運作。使我記起1998年曾蔭權(當時為財政司)話洋鱷是九流分析員,聖誕節前香港經濟就會回復正常,因而有了[聖誕權]的稱號,結果就不用多說了。
今時確不同往日,香港經濟實力比98年強了很多,但道高一尺,魔高一丈,洋噩打的是財技,這方面他們是[祖師爺],當年挑戰港府的量子基金和老虎基金,其實彈藥亦不多。但他們的威力我們早已領教過,高官們勿掉以輕心。何況當時中、美關係比現在好得多,小心政治凌架在經濟之上。

6 則留言:

  1. Billy Sir,

    Our government's response to K.B. was correct ... to minimise K.B.'s attacks and its followers.

    There may be some solutions already done by our government at the same time, but certainly have not been disclosed publicly.

    I have no worry at all about this.

    ^_^

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    1. 彈藥足,但帶兵者是港府不吃人間煙火的公務員,而對手是身經百戰的洋鱷!

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    2. I believe every individual stock investor is basically just an ordinary person.

      If the enemy is already full of successful trading experiences, should he be richer than Warren Buffett?

      ^_^

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    3. P.S. I trust basic financial information of individual stocks, and I recommend investors to do long run investment for dividends income.

      ^_^

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  2. Move some money out of hkd as a hrdge should be fine...

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