2011年10大脱靶商业预言
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银行股反弹 共同基金经理布鲁斯•伯克维茨由于2011年未踏准节拍，错误地押注金融股而备受诟病。他重仓的一些股票，如美国国际集团（AIG）和美国银行（Bank of America），2011年跌幅超过了60%，而同期KBW银行指数仅下跌近30%。但伯克维茨并不孤单——整个华尔街都感受到了银行股大跌的刺痛。对冲基金经理约翰•保尔森也为2011年押注银行股反弹付出了沉重代价：彭博社的数据显示，截至11月份他的Paulson Advantage Plus基金下跌了46%。 2011年的欧元危机改变了大银行的等式。投资者回避一切风险性资产，扑朔迷离的银行业自然属于此类。当然，同病相怜者也不少。2011年在金融股上栽了跟头的对冲基金经理还有迈克尔•普里斯、戴维•泰珀、李•恩斯利、克里斯平•奥迪和迈克•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. |
