引用：
原文由 aa33 发表于 2008-1-31 16:15:48 :
讲到杠杆的威力,摘录段文章. 两年前有一位年轻人叫John Paulson，?对美国房地产知识有限，只凭直觉认为太贵，希望成立一个对冲基金去赌美国楼价下跌。一般人都笑?系傻仔。?几经辛苦，基金终于筹组成功，去年却赚过百亿美元纯利，?自己亦赚30亿到40亿美元，成为华尔街内以最短时间赚取最多蚊年(money)人。但?唔敢大事庆祝，因为?知道楼价回落令唔少人受伤，?决定捐款1500万美元畀Center for Responsible Lending（一个协助因房屋被没收而要求助机构）。?甚至唔知点样处理突然而来财富，因为成立基金原先目的只奢望证明「群众经常睇错市」。依家?聘请格蛇(格林斯潘)做顾问，协助处理突然而来巨额财富。 美国真是个神奇的地方啊.
呵呵，John Paulson是年轻人，天才+奇迹？也许在索罗斯眼里可以认为他是一个后生仔吧。 网上的东西总是讹以传讹，转一点他的背景给大家看看吧，其实我记得新华网那篇原文也说得很清楚啊？！
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John Paulson is a hedge fund manager based in New York City. Paulson received his BS in Finance from New York University’s College of Business and Public Administration and his MBA from Harvard University. He is 51 years old and is married with two daughters. He is President of Paulson & Co Inc., New York. Paulson & Co. has assets under management (as of June 01, 2007) of $12.5 billion (95% from institutions) and has 45 employees.
Predicting the sub-prime meltdown
John Paulson is benefiting from the subprime fallout, like Andrew Lahde’s California-based Lahde Capital, Julian Robertson’s "Tiger Cubs" (formerly known as "Tiger Management Corp.")[1] , Prem Watsa's Canada based Fairfax Financial Holdings, and Michael Burry's Scion Capital (White Mountains Insurance Group is a minority investor in Scion Capital LLC), they have shorted Mortgage-backed securities and other mortgage derivatives.
According to Bloomberg magazine, Paulson & Co Inc was the highest fee earner for 2007. His Credit Opportunities fund made a stellar return of 340%, generating fees of $1.14,billion, by successfully betting against the housing bubble. Combined with performance fees from his other funds, the firm's total fee for 2007 was $2.685 billion.
Paulson is a member of the Forbes 400.
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还有，拜托老兄以后发言不要用粤语谐音来说话，令到外省的朋友不知道这是什么鸟语，虽然我本人睇得明你讲么。 | 
楼主
发表于 2008-1-31 16:15:48
发表于 2008-1-31 16:22:15
发表于 2008-1-31 16:49:09
