这人是谁？是那个天天去中央公园跑步差点被压力压死的那个吗？ miaka 发表于 2023-08-15 00:07
那位叫 John Paulson， 2007年次贷危机2008年金融危机赚大了； 近些年似乎已退隐江湖很少听说了 Hedge fund manager John Paulson reached fame during the credit crisis for a spectacular bet against the U.S. housing market. This timely bet made his firm, Paulson & Co., an estimated $20 billion during the crisis.5 He quickly switched gears in 2009 to bet on a subsequent recovery and established a multi-billion dollar position in Bank of America (BAC) as well as an approximately two million shares in Goldman Sachs.6 He also bet big on gold at the time and invested heavily in Citigroup (C), JP Morgan Chase (JPM), and a handful of other financial institutions.7
那位叫 John Paulson， 2007年次贷危机2008年金融危机赚大了； 近些年似乎已退隐江湖很少听说了 Hedge fund manager John Paulson reached fame during the credit crisis for a spectacular bet against the U.S. housing market. This timely bet made his firm, Paulson & Co., an estimated $20 billion during the crisis.5 He quickly switched gears in 2009 to bet on a subsequent recovery and established a multi-billion dollar position in Bank of America (BAC) as well as an approximately two million shares in Goldman Sachs.6 He also bet big on gold at the time and invested heavily in Citigroup (C), JP Morgan Chase (JPM), and a handful of other financial institutions.7
"赌"，所以他还是不知道啊
https://huaren.us/showtopic.html?topicid=2943483
跟着华人大妈炒股 迟早血本无归吧 这种options数据第一不准确 第二大玩家要赌很容易通过操作来掩盖自己的真实意图 吹能通过options来分析出股市的也只有youtube上那些骗人的财经博主了 Michael Burry 最近几年可都是乌鸦嘴
Michael Burry 最近几年说啥了？
他做空看空当然是乌鸦嘴了。奇怪吗
买put给阻击无所谓，反正都是cash position，不会给margin call，卖naked put就完全不一样了，可是看上去他只是买put而已。
这种普通人通过逻辑都推得出来吧。直接买option就是赌钱，把94%资产放在开大小的赌桌上这可能吗
不管买什么，他遇见股市暴跌是不争的事实。恐怕又要来一次2008了
出来混总是要还的。
记得6月份的时候看到9月15号到期的QQQ的285块的put有20多万个contract，现在少了很多，估计他的仓位关了一些
那位叫 John Paulson， 2007年次贷危机2008年金融危机赚大了； 近些年似乎已退隐江湖很少听说了
Hedge fund manager John Paulson reached fame during the credit crisis for a spectacular bet against the U.S. housing market. This timely bet made his firm, Paulson & Co., an estimated $20 billion during the crisis.5 He quickly switched gears in 2009 to bet on a subsequent recovery and established a multi-billion dollar position in Bank of America (BAC) as well as an approximately two million shares in Goldman Sachs.6 He also bet big on gold at the time and invested heavily in Citigroup (C), JP Morgan Chase (JPM), and a handful of other financial institutions.7
这人做一票就够了。他肯定不想再死一回。 这个Michael胆子很大啊。做了那么多票还不退休，也不怕倾家荡产。
客户的钱，玩挂了客户没内裤穿
也就是说如果QQQ最高点按380算，大约在320-340止跌？
看不到他买的expiration date, 说什么都是白搭
二季度的13F，可能最多到年底过期？目前看QQQ的大部分put集中在9月和12月
Long的是put，就相当于short了呀
你回忆一下2008年
2008年主要是没救Lehman, 现在Fed 救得很快，参考regional banks