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Plato @ Investment

~ Trying to make money out of all kinds of market condition

Plato @ Investment

Daily Archives: September 15, 2011

三年了… 雷曼你的死值得嗎?

15 Thursday Sep 2011

Posted by Platoooooo in September 2011

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三年前的今天,在一個天朗氣清的中秋假,我誠惶誠恐的趕回IFC office執包袱的情景仍歷歷在目。

三年過了,這世界變好了嗎?不見得。當年一直等、等、等,不施予援手導致雷曼失救而死的教訓歐洲沒有學到,今天的歐債危機繼續因為各人心懷鬼胎,遲遲都沒有一個實事求事的解決方法。昨日大家以為死一間雷曼便一了百了,但當天實情並沒有跟這劇本走;今天希臘已經搞到要佢死又唔係,唔死又唔係,如果他朝希臘真的宣佈破產,三年前的路是不是又要再走一次?三年前當全球經濟仍是一個壯健的少男時尚且被打得體無完膚,今天這個垂垂老矣的病人又如何抵擋得了這種衝擊呢?

我又想過當年阿根廷違約時是怎樣過的?但畢竟當年全世界互相緊扣的依賴性跟今天不可同日而語,我們真的膽敢拿阿根廷做例子去搏一鋪希臘違約?心水清的朋友們都明白,賴帳唔找數不是希臘違約的問題所在,違約後全球資金鏈的停頓才是其死穴。資金鏈一停就似一個人身體裡的血停止流動,必死無疑。

如果今天歐洲是一個患了心臟病的病人,他期盼的那個心臟起搏器卻遲遲無貨。也許,當他終於得到那起搏器時,已經是於事無補了。

雷曼啊雷曼,你真係死唔眼閉囉!

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