"a bottom"と"the bottom"の違い
- 株価が反発している。
- この反発は数日で終わるかもしれないし、数ヶ月持つかもしれない。
- だけど、いわゆる「大底」(The bottom)ではないと自分は考える。
- つまり、単なる自立反発(A bottom)。
MizuhoのCDO損失
Bloomberg: Mizuho $7 Billion Loss Turned on Toxic Aardvark Made in America
``Mizuho never made a penny out of subprime in the good times, they just got left holding the can in the bad,'' says David Threadgold, an analyst at Fox-Pitt Kelton Asia Ltd. in Tokyo who has an ``underperform'' rating on the stock. ``They made a very poor decision to launch into the packaging of subprime products at the end of 2006.''
- 合掌