2011年10大脫靶商業預言
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銀行股反彈 ????共同基金經理布魯斯?伯克維茨由于2011年未踏準節拍，錯誤地押注金融股而備受詬病。他重倉的一些股票，如美國國際集團（AIG）和美國銀行（Bank of America），2011年跌幅超過了60%，而同期KBW銀行指數僅下跌近30%。但伯克維茨并不孤單——整個華爾街都感受到了銀行股大跌的刺痛。對沖基金經理約翰?保爾森也為2011年押注銀行股反彈付出了沉重代價：彭博社的數據顯示，截至11月份他的Paulson Advantage Plus基金下跌了46%。 ????2011年的歐元危機改變了大銀行的等式。投資者回避一切風險性資產，撲朔迷離的銀行業自然屬于此類。當然，同病相憐者也不少。2011年在金融股上栽了跟頭的對沖基金經理還有邁克爾?普里斯、戴維?泰珀、李?恩斯利、克里斯平?奧迪和邁克?辛茨。 |
Recovery in bank stocks ????Mutual fund manager Bruce Berkowitz took plenty of flak for his ill-timed bet on financials this year. Shares of his top holdings like AIG and Bank of America fell more than 60% in 2011, while the broad KBW Bank Index shed nearly 30%. But Berkowitz wasn't alone -- plunging bank stocks spread pain across all of Wall Street. Hedge fund manager John Paulson also paid dearly for his bet on a banking recovery in 2011: his leveraged Paulson Advantage Plus fund fell 46% through November, according to Bloomberg. ????This year the euro crisis changed the equation for big banks. Investors fled anything associated with risk, and hard-to-analyze banks fell into that category. Of course, misery loves company. Other notable hedge fund managers who fell for financials in 2011 include Michael Price, David Tepper, Lee Ainslie, Crispin Odey, and Michael Hintze. |
