The Greatest Trade Ever 在线电子书 图书标签: 金融 JohnPaulson 投资 对冲基金 次贷危机 传记 华尔街 房地产泡沫
发表于2024-12-22
The Greatest Trade Ever 在线电子书 pdf 下载 txt下载 epub 下载 mobi 下载 2024
把做空房市而赚大钱这一寂寞枯燥同时压力山大的工程描写得深入浅出而又引人入胜,作者文笔可见一斑。10年之后的今天正是重温历史的好时候
评分扫读了前几章 交易逻辑的重构虽然有了1手珍贵的访谈资料但是并不完整 考虑到街上成功人士的自大和傲慢 难免加了很多事后的英雄式的回忆 读着虽然有料 但是感觉夸张的不舒服 赌CDS是一场和Timing的比赛 时间点的拿捏和运气比一把梭重要多了
评分傻B马屁文,在美国的时候听Paulson言谈就知道此人外行。后来很多人跟他对赌成功也证明了这一点。喜欢金融的孩纸们不要乱把一部分投资人神化了(这并不能让你更加高级),踏出这个圈子你会发觉高人多的是,也才会明白金融这玩意单单拿出来说是多么狭隘,而放之回其政治社会背景又有多么复杂。
评分感觉应该和《confidence game》类似,john paulson和bill ackman都是那种做出判断后逆势抗压且能坚持下去的人。 粗略了看完后,再次感叹美帝WSJBLOOMBERGCNBC等出身的财经记者水平的确很不错,对比国内,能达到这样水平的好像很少。 以及,认定的事就坚持不动摇,完美的诠释了Paulson的这一宗大trading。可是知易行难。现在回头看,2007年或之前应该有很多人看空美国的房地产及CDS等衍生品市场,但是赚了6个billion的只有Paulson。这样的故事人生中有那么一次就足够了,awesome&fascinating!
评分把做空房市而赚大钱这一寂寞枯燥同时压力山大的工程描写得深入浅出而又引人入胜,作者文笔可见一斑。10年之后的今天正是重温历史的好时候
In 2006, hedge fund manager John Paulson realized something few others suspected--that the housing market and the value of subprime mortgages were grossly inflated and headed for a major fall. Paulson's background was in mergers and acquisitions, however, and he knew little about real estate or how to wager against housing. He had spent a career as an also-ran on Wall Street. But Paulson was convinced this was his chance to make his mark. He just wasn't sure how to do it. Colleagues at investment banks scoffed at him and investors dismissed him. Even pros skeptical about housing shied away from the complicated derivative investments that Paulson was just learning about. But Paulson and a handful of renegade investors such as Jeffrey Greene and Michael Burry began to bet heavily against risky mortgages and precarious financial companies. Timing is everything, though. Initially, Paulson and the others lost tens of millions of dollars as real estate and stocks continued to soar. Rather than back down, however, Paulson redoubled his bets, putting his hedge fund and his reputation on the line.
In the summer of 2007, the markets began to implode, bringing Paulson early profits, but also sparking efforts to rescue real estate and derail him. By year's end, though, John Paulson had pulled off the greatest trade in financial history, earning more than $15 billion for his firm--a figure that dwarfed George Soros's billion-dollar currency trade in 1992. Paulson made billions more in 2008 by transforming his gutsy move. Some of the underdog investors who attempted the daring trade also reaped fortunes. But others who got the timing wrong met devastating failure, discovering that being early and right wasn't nearly enough.
Written by the prizewinning reporter who broke the story in The Wall Street Journal , The Greatest Trade Ever is a superbly written, fast-paced, behind-the-scenes narrative of how a contrarian foresaw an escalating financial crisis--that outwitted Chuck Prince, Stanley O'Neal, Richard Fuld, and Wall Street's titans--to make financial history.
这一个礼拜,从头到尾一口气的看完了这本书,总共错过了2次回家的地铁,但觉得还是值。 这本书讲述的是John Paulson这个原本默默无分的对冲基金管理人,如何在2007-2008这个房地产金融风暴里个人狂赚60亿美金的故事。他一下此成为历史上在单宗买卖里赚钱最多的人。1992年索罗...
评分金融界,水太深,只可远观不可亵玩焉。 外行人,初看此书时感慨学到了很多高端的金融知识,一路百度百科走过来,竟也对次贷危机、对冲基金,金融衍生品CDO,CDS有了非常浅显的认识;同时,谢谢作者讲故事一样的口吻,让外行人也被次贷危机中华尔街几个比较关键人物的生平经历...
评分金融界,水太深,只可远观不可亵玩焉。 外行人,初看此书时感慨学到了很多高端的金融知识,一路百度百科走过来,竟也对次贷危机、对冲基金,金融衍生品CDO,CDS有了非常浅显的认识;同时,谢谢作者讲故事一样的口吻,让外行人也被次贷危机中华尔街几个比较关键人物的生平经历...
评分这一个礼拜,从头到尾一口气的看完了这本书,总共错过了2次回家的地铁,但觉得还是值。 这本书讲述的是John Paulson这个原本默默无分的对冲基金管理人,如何在2007-2008这个房地产金融风暴里个人狂赚60亿美金的故事。他一下此成为历史上在单宗买卖里赚钱最多的人。1992年索罗...
评分读完这本书有两个感受: 1. 技术层面的。辨认房地产泡沫不难,但是如果操作并从中获利是最难的。把握两点:1. 获利的工具。CDS:损失可以确定,但是接近无限的上行空间并且可以直接赌房地产贷款。2. 时点:购买房屋价格走平时设计,BBB级的MBS。这类MBS对风险最敏感,最容易违...
The Greatest Trade Ever 在线电子书 pdf 下载 txt下载 epub 下载 mobi 下载 2024