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发表于 2011-11-21 02:07 PM
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同修们，看看这只硕大的无头苍蝇，也许会给你受伤的心灵一些安慰（特别是牛牛，输钱太正常了！）
Barton Biggs, the hedge fund manager who reduced U.S. equity investments in September before the biggest monthly rally since 1991, cut bullish bets again on concern the odds of a U.S. recession have increased.
The Traxis Global Equity Macro Fund’s net long position has been lowered to less than 40 percent, and may be reduced another 15 percentage points, Biggs said during an interview on Bloomberg Television “In the Loop” with Betty Liu today.
“It’s a much more bearish environment than I anticipated,” he said. “We are going to have a decline at least back to the lows of last summer. God forbid, maybe even testing the lows of 2008 and 2009.”
The money manager’s optimism on U.S. stocks has gyrated along with the market. He raised the Traxis Global fund’s long equity position to 65 percent after slashing it to 40 percent in September, he said in an Oct. 17 interview. Biggs then boosted the figure to 80 percent, he said two weeks later. The Standard & Poor’s 500 Index dropped five straight months through September before surging 11 percent in October.
Biggs said today the chance of a recession in the first half of 2012 has risen to between 60 percent and 70 percent. The S&P 500 fell the most in two months last week on concern Europe’s debt crisis will trigger a contraction. It slumped 2 percent as of 10:12 a.m. New York time today after a Democratic aide said U.S. lawmakers failed to agree on budget cuts.
“I’m very disappointed,” Biggs said of the U.S. deficit- cutting congressional supercommittee’s failure to agree on $1.2 trillion in federal budget savings. “It’s pathetic that they haven’t come to a deal. It shows our political system is really dysfunctional. I’ve been wrong in being too optimistic about the outcome in the U.S.” |
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狗仔卡
发表于 2011-11-21 01:33 PM
发表于 2011-11-21 02:23 PM