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Baie des AngesDecember 10 #$%(^*&Q！！！！！！****本博客开张以来最劲爆内容，链接内含有大量18+英文词汇（虽然多为法律术语），点击前请慎重考虑****
对于链接中提到的关于交易员江平同学的各种事迹，我无法核实，贴出该链接也绝无赞同支持其内容的意思。。。仅供各位参考（或开眼。。。反正今天我和一帮同事看到这个的时候是开眼了）。同事中还有两个与江同学有过一面之交的（当年江同学在雷曼的时候是交易墨西哥比索起家的），回忆起来都说雷曼时代的江是他们见过的最PROFITABLE的交易员之一，不过人有点古怪。
P.S. 今天的另一火辣劲爆话题如下，Mr Bean，哦不对，是Alistair Darling 同学顶住万恶的金融业游说集团的压力，不顾手中RBS股票两天内一路狂跌，悍然，不对，毅然对资本主义寄生虫的代表，年入奖金GBP25K+以上的BANKER们的奖金库开征50%的暴利税。该项举措预计将给英政府带来5.5亿英镑的收入，足够其填补RBS股票大跌给政府造成的损失的三分之二。
November 14 。。。某大投行的中国经济学家来访，照例带来一本PRESENTATION。经济学家的STORY本身没什么特殊（年初的时候，投行们一个比一个BEARISH CHINA，现在则是一个比一个BULLISH CHINA），但是那PRESENTATION BOOK却与众不同--厚度差不多是其他投行平均的两倍（虽然至少有一半内容可以被砍掉），里面还充斥着五光十色的图表，包括一个巨大的FLOW CHART，据事后统计共有圆形、方形、菱形和三角形32个，外带黑色、红色和蓝色箭头若干。老实说，直到现在，我还没有搞清所有箭头的精确含义。经济学家大哥PRESENT的时候干脆就把那一页跳了过去。
注意到该图表的当然不只我一个。某strategist出身的同事开口了：“这个恐怕是我看到过的最精美的flow chart了。不过。。。感觉有点奇怪，不像是投行的风格。”
另一个同事也插进来：“没错，这个让我想到咨询公司，事实上简直就像Mckinsey出品的一样。。。”
经济学家大哥嫣然一笑：“对头，整个PRESENTATION都是我的ASSOCIATE做的，他读MBA以前就是Mckinsey的。。。等我回头把电子版发给你们，flow chart那一页是有动画效果的，那才叫精美。。。” June 21 继续。。。BBC竟然播了一个很客观的纪录片叫China's Capitalist Revolution，里面对于某事件的描述（以及使用的视频资料），70%-80%都算是比较准确公允的。当然还是摆了一些小小的乌龙，不过较之于去年该公司报道另一些事件时采取的态度，这些乌龙完全可以看作无恶意的错误。
链接摆在这里，供有兴趣及有能力打开的各位参考：
June 14 Recently...对《南京 南京》极其失望。抛开导演的立意等等不谈，从最直观的角度，对我来说，这是一部浅薄，乏味，完全没有能力打动观众的电影。
《鬼子来了》仍然是我最欣赏的本土抗战题材影片。没有《南京 南京》的宏大叙事背景，但是对人性的刻画却痛入骨髓，其震撼力是《南京 南京》望尘莫及的。也许这就是它至今未能公映的原因。
《赤壁》要在英国上映了。。。从预告片来看，估计英国人要把它当成《300》（best case) 或者《Azumi》（base case) 。
被问了很多关于某事件的问题。我的看法，信息公开是一定要的，但是凭着想当然就跳出来义愤填膺，也很扯淡。我可以大言不惭地说，在我所认识的年纪相同（或更小）的人群里，还没有谁达到或者超过我对该事件的直观了解程度。而我对这一事件本身的态度是，你越是（装）悲情，越是觉得正义在自己一边，就越是可笑。因为事实远远不是黑和白那么简单。 February 26 Paper Planes by M.I.A原来印度人(更准确地说,是斯里兰卡人)就是这么玩Hip-hop的,有点Raggae的风格,不过更浓重的是咖喱味...
我如果喜欢一部电影,十有八九也会喜欢它的配乐 -- 不知是不是爱屋及乌. Slumdog Millionaire算是个例外,因为对印度音乐从来就不感冒. (比如,那首拿了奥斯卡的Jai Ho,一群印度同学高喊ajar ajar...) 但是这首Paper Plane不同,属于越听越有味道的. 另外一段不错的配乐,是Latika's Theme.
歌手M.I.A. (大名Mathangi "Maya" Arulpragasam),出生在英国的第二代斯里兰卡移民 (业余时间还给Marc Jacobs客串模特). Paper Planes出于她07年的专辑Kala,08年又成为她的数字专辑 Paper Planes - Homeland Security Remixes EP 的主打歌.
顺便说一下... 08年是好电影辈出的一年 -- Changeling, In Bruges, The Reader, Slumdog Millionaire, Milk, The Curious Case of Benjamin Button, Revolutionary Road, Waltz with Bashir... 接下来该看Eastwood老大爷的Gran Torino了.
YOUTUBE的链接(还是不知道怎么把MP3放到BLOG上):
I'll fly like a paper, get high like planes
Catch me at the border, I got visas in my name If you come around here, I'll make'em all day
I'll get one down in a second if you wait I'll fly like a paper, get high like planes Catch me at the border, I got visas in my name
If you come around here, I'll make'em all day I'll get one down in a second if you wait Sometimes I feel sitting on trains Every stop I get to, I'm clocking that game
Everyone's a winner, we're making our fame Bona fide hustler making my name Sometimes I feel sitting on trains Every stop I get to, I'm clocking that game Everyone's a winner, we're making our fame Bona fide hustler making my name All I wanna do is And a, and take your money All I wanna do is And a, and take your money All I wanna do is And a, and take your money All I wanna do is And a, and take your money Pirate skulls and bones Sticks and stones and weeds and bombs Running when we hit'em Leathal poison for their system Pirate skulls and bones Sticks and stones and weeds and bombs Running when we hit'em Leathal poison for their system No one on the corner has swagger like us Hit me on the bunner
Prepaid wireless We pack and deliver like UPS trucks Already going hell Just pumping that gas All I wanna do is And a, and take your money All I wanna do is And a, and take your money All I wanna do is And a, and take your money All I wanna do is And a, and take your money M.I.A., third world democracy M.I.A. Yeah, I got more records than the KGB So, uh, no funny business, are you ready? Some, some, some I, some I murder Some I, some I let go Some, some, some I, some I murder Some I, some I let go All I wanna do is And a, and take your money
All I wanna do is And a, and take your money All I wanna do is And a, and take your money All I wanna do is And a, and take your money January 10 布什同学语录有些段子,看过无数次之后再看,还是那么经典...
你最喜欢哪一句?
The 'misunderestimated' president?
All politicians are prone to make slips of the tongue in the heat of the moment - and President George W Bush has made more than most. The word "Bushism" has been coined to label his occasional verbal lapses during eight years in office, which come to an end on 20 January. Here are some of his most memorable pronouncements. ON HIMSELF "They misunderestimated me."
"There's an old saying in Tennessee - I know it's in Texas, probably in Tennessee - that says, fool me once, shame on... shame on you. Fool me - you can't get fooled again."
"There's no question that the minute I got elected, the storm clouds on the horizon were getting nearly directly overhead." "I want to thank my friend, Senator Bill Frist, for joining us today. He married a Texas girl, I want you to know. Karyn is with us. A West Texas girl, just like me." FOREIGN AFFAIRS "For a century and a half now, America and Japan have formed one of the great and enduring alliances of modern times." "The war on terror involves Saddam Hussein because of the nature of Saddam Hussein, the history of Saddam Hussein, and his willingness to terrorise himself."
"The ambassador and the general were briefing me on the - the vast majority of Iraqis want to live in a peaceful, free world. And we will find these people and we will bring them to justice." "Free societies are hopeful societies. And free societies will be allies against these hateful few who have no conscience, who kill at the whim of a hat." "You know, one of the hardest parts of my job is to connect Iraq to the war on terror." EDUCATION "Rarely is the question asked: Is our children learning?" "Reading is the basics for all learning." "As governor of Texas, I have set high standards for our public schools, and I have met those standards." "You teach a child to read, and he or her will be able to pass a literacy test.'' ECONOMICS "I understand small business growth. I was one." "It's clearly a budget. It's got a lot of numbers in it." "I do remain confident in Linda. She'll make a fine Labour Secretary. From what I've read in the press accounts, she's perfectly qualified." "First, let me make it very clear, poor people aren't necessarily killers. Just because you happen to be not rich doesn't mean you're willing to kill." HEALTHCARE "I don't think we need to be subliminable about the differences between our views on prescription drugs." "Too many good docs are getting out of the business. Too many OB/GYN's aren't able to practice their love with women all across the country." TECHNOLOGY "Will the highways on the internet become more few?" "It would be a mistake for the United States Senate to allow any kind of human cloning to come out of that chamber." "Information is moving. You know, nightly news is one way, of course, but it's also moving through the blogosphere and through the Internets." OUT OF LEFT FIELD "I know the human being and fish can coexist peacefully." "Families is where our nation finds hope, where wings take dream." "Those who enter the country illegally violate the law." "That's George Washington, the first president, of course. The interesting thing about him is that I read three - three or four books about him last year. Isn't that interesting?" ON GOVERNING "I have a different vision of leadership. A leadership is someone who brings people together." "I'm the decider, and I decide what is best." "And truth of the matter is, a lot of reports in Washington are never read by anybody. To show you how important this one is, I read it, and [Tony Blair] read it." "All I can tell you is when the governor calls, I answer his phone." "I'll be long gone before some smart person ever figures out what happened inside this Oval Office." December 31 又到年底好象应该写点年底总结,特别是今年. (I don't want to sound like a broken record but...) this IS a special year, for our world, our country, my family and my life.
有自豪,感动,急切地想要为另一些人做点什么的感觉,意识到家人在变老,意识到自己的责任,对(现在的和未来扩展版的)家庭...
在机会到来的时候,做了一个(有些冒险)的决定,得到了更多的乐趣 (当然,还有挑战)...我所在的行业在这一年里发生了翻天覆地的变化(尤其是下半年),而我有幸(或不幸)身处其中,带着敬畏的心情和瞠目结舌的表情去ride the market (and I did enjoy the ride)...
To summarize: 2008 is the year when all hell broke loose, but I guess I cant really complain.
(相对)严肃部分到此打住... 祝大家新年快乐,(and to some: 新婚幸福!)
然后... 应该放个图,其实有很多图可以放,但是我只想放这个,跟我切身利益最相关的,虽然我不trade这玩意...
听说, 鉴于GBP在过去几个月当中的表现,英国议会已决定把它的全名由Great Britain Pound改为Great Britain Peso... (以此向阿根廷、哥伦比亚、秘鲁等国看齐）...
 再然后... 来个Christmas Carol,转自MacroMan's blog (很有意思的一位同学,推荐阅读)
On the first day of Christmas, the market sent to me,
A huge loan from Ben Bernanke. On the second day of Christmas, the market sent to me, Two year swap spreads and A huge loan from Ben Bernanke. On the third day of Christmas, the market sent to me, Three French banks, Two year swap spreads, and A huge loan from Ben Bernanke. On the fourth day of Christmas, the market sent to me, Four margin calls, Three French banks, Two year swap spreads, and A huge loan from Ben Bernanke. On the fifth day of Christmas, the market sent to me, FIVE YEAR GOLDMAN CDS! Four margin calls, Three French banks, Two year swap spreads, and A huge loan from Ben Bernanke. On the sixth day of Christmas, the market sent to me, Six banking bailouts, FIVE YEAR GOLDMAN CDS! Four margin calls, Three French banks, Two year swap spreads, and A huge loan from Ben Bernanke. On the seventh day of Christmas, the market sent to me, Seven day workweeks, Six banking bailouts, FIVE YEAR GOLDMAN CDS! Four margin calls, Three French banks, Two year swap spreads, and A huge loan from Ben Bernanke. On the eighth day of Christmas, the market sent to me, Eight percent sell-offs, Seven day workweeks, Six banking bailouts, FIVE YEAR GOLDMAN CDS! Four margin calls, Three French banks, Two year swap spreads, and A huge loan from Ben Bernanke. On the ninth day of Christmas, the market sent to me, Nine dancing ladies (until the entertainment budget was canceled), Eight percent sell-offs, Seven day workweeks, Six banking bailouts, FIVE YEAR GOLDMAN CDS! Four margin calls, Three French banks, Two year swap spreads, and A huge loan from Ben Bernanke. On the tenth day of Christmas, the market sent to me, Ten bp T-bill yields, Nine dancing ladies, Eight percent sell-offs, Seven day workweeks, Six banking bailouts, FIVE YEAR GOLDMAN CDS! Four margin calls, Three French banks, Two year swap spreads, and A huge loan from Ben Bernanke. On the eleventh day of Christmas, the market sent to me, Eleven ABX marks, Ten bp T-bill yields, Nine dancing ladies, Eight percent sell-offs, Seven day workweeks, Six banking bailouts, FIVE YEAR GOLDMAN CDS! Four margin calls, Three French banks, Two year swap spreads, and A huge loan from Ben Bernanke. On the twelfth day of Christmas, the market sent to me, Twelve hedge funds closing, Eleven ABX marks, Ten bp T-bill yields, Nine dancing ladies, Eight percent sell-offs, Seven day workweeks, Six banking bailouts, FIVE YEAR GOLDMAN CDS! Four margin calls, Three French banks, Two year swap spreads, and.... A huge loan from Ben Bernanke December 17 Sock and Awe...真实版(高清晰):
真实版(完整篇):
游戏版(出事几个小时之后就被放在网上, 题目"Sock and Awe"取自布什同志有名的"Shock and Awe"反恐战略)
www.sockandawe.com
November 22 Joke of the Day (Buy-side Original)Citigroup is considering a merger with Goldman Sachs. And the new company will be named "Sachs and the Citi". November 16 In BrugesOne of the best black comedies I've ever watched -- packed with British humor but sad; simple story-line but thought-provoking.
And the soundtracks by Carter Burwell are just brilliant... |
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