迈克尔·刘易斯,美国超级畅销书作家,毕业于美国普林斯顿大学和英国伦敦经济学院,曾任所罗门兄弟公司的债券交易员,后为《纽约时报》撰稿,并担任英国《观察家周刊》的美国版编辑。他的成名作《说谎者的扑克牌》被公认是描写20世纪80年代华尔街文化的经典名作,书中的精彩片段被各种媒体广泛引用,对美国商业文化产生了重大影响。还著有《钱球》、《盲边》以及《住房游戏》。
发表于2025-03-24
The Big Short 2025 pdf epub mobi 电子书
金融术语就不再赘述,想当年我还翻译过雷曼关于CDO和合成CDO的文章,赚些零花钱,现在想来恍如隔世。还是先说说书中我最钦佩的牛掰人物,迈克尔.巴里。 他最精彩的发言如下:市场上基金经理评估风险的方法非常愚蠢。他们用波动幅度来评估风险。即过去几年间,一只股票或者债券...
评分 评分 评分金融术语就不再赘述,想当年我还翻译过雷曼关于CDO和合成CDO的文章,赚些零花钱,现在想来恍如隔世。还是先说说书中我最钦佩的牛掰人物,迈克尔.巴里。 他最精彩的发言如下:市场上基金经理评估风险的方法非常愚蠢。他们用波动幅度来评估风险。即过去几年间,一只股票或者债券...
评分大空头主要围绕的就是基于抵押贷款衍生品的信用违约掉期产品CDS的创造和流动。 产品的创造:以高盛、美林、雷曼为代表的中间做市商。 驱动力:把抵押贷款这些原料包装成抵押贷款债券销售,赚取差价。把抵押贷款债券包装成担保债务权证产品销售,赚去差价。对它们...
图书标签: 金融 次贷危机 Finance WallStreet 投资 美国 经济 华尔街
The #1 New York Times bestseller: a brilliant account—character-rich and darkly humorous—of how the U.S. economy was driven over the cliff. When the crash of the U. S. stock market became public knowledge in the fall of 2008, it was already old news. The real crash, the silent crash, had taken place over the previous year, in bizarre feeder markets where the sun doesn’t shine, and the SEC doesn’t dare, or bother, to tread: the bond and real estate derivative markets where geeks invent impenetrable securities to profit from the misery of lower- and middle-class Americans who can’t pay their debts. The smart people who understood what was or might be happening were paralyzed by hope and fear; in any case, they weren’t talking.
The crucial question is this: Who understood the risk inherent in the assumption of ever-rising real estate prices, a risk compounded daily by the creation of those arcane, artificial securities loosely based on piles of doubtful mortgages? Michael Lewis turns the inquiry on its head to create a fresh, character-driven narrative brimming with indignation and dark humor, a fitting sequel to his #1 best-selling Liar’s Poker . Who got it right? he asks. Who saw the real estate market for the black hole it would become, and eventually made billions of dollars from that perception? And what qualities of character made those few persist when their peers and colleagues dismissed them as Chicken Littles? Out of this handful of unlikely—really unlikely—heroes, Lewis fashions a story as compelling and unusual as any of his earlier bestsellers, proving yet again that he is the finest and funniest chronicler of our times.
写的太逗了。虽然电影还没看,但是选Steve Carell演Eisman(电影里改了名字 Mike Baum)这角色太赞了。
评分still love Michael Lewis.
评分#the big short# #大空头# 电影看了三遍,依旧看不够,于是开始读原著。这本书神就神在即便我对情节了然于胸,对故事结局也不设悬念,但我仍有与书中人物命运同跌宕的超强代入感。每个时代都有极少数有远见、被误解、但坚持到底的人。《圣经》里的诺亚是这类人的原型,只可惜诺亚造船时的心理活动只有寥寥数笔。而这本书,通过对Dr. Michael Burry细致入微的描写,填补了这一空白。《大空头》给了盲从的大众一个反思的机会,也给了清醒的极少数一个坚持到底的理由。
评分故作牛欢喜地用了两百多页纸(当然字大行稀回车多)讲了一个一条微博就能说明白的故事。。。想抖包袱的地儿都抖不起来 正经说事儿呢又不改大摆唬本色 总之不太好看
评分The goal of the innovation is to make the financial markets more efficient, but at that time the market was paying bond traders to make the market less efficient. So Munger is right: "If you wanted to predict how people would behave, you only had to look at their incentives."
The Big Short 2025 pdf epub mobi 电子书