回复：如果一个房子只有一个CDS, 那倒是的.

那就是对赌的另一边赚了。 赚和亏的总和不会超过房价的跌幅。

所有跟帖： 

• 好象你没懂哈. -冬里- ♀ (255 bytes) () 10/02/2008 postreply 19:27:12

• 你没明白我的意思 -BayFamily- ♂ (107 bytes) () 10/02/2008 postreply 19:32:46

• 怎么会没有? -冬里- ♀ (161 bytes) () 10/02/2008 postreply 19:36:12

• 所以系统外需要的总和是10万嘛。 -BayFamily- ♂ (44 bytes) () 10/02/2008 postreply 19:38:27

• 是啊, 所以你说的那个什么BALANCE是不对的. 要赔多少 -冬里- ♀ (11 bytes) () 10/02/2008 postreply 19:39:45

• 怎么不对了，对于全系统而言，赔的总额就是10万元。 -BayFamily- ♂ (46 bytes) () 10/02/2008 postreply 19:42:09

• 当然不对了. -冬里- ♀ (36 bytes) () 10/02/2008 postreply 19:45:53

• I服了You。呵呵。 -BayFamily- ♂ (0 bytes) () 10/02/2008 postreply 19:47:39

• :)我也服了你. 以为一个赌场就解释华尔街还是太自以为是了点. -冬里- ♀ (0 bytes) () 10/02/2008 postreply 19:52:22

• 赌场就解释华尔街？ -BayFamily- ♂ (74 bytes) () 10/02/2008 postreply 19:54:27

• There is one problem here, if the gov want to take -729418- ♀ (131 bytes) () 10/02/2008 postreply 19:48:50

• 政府可能根本填不起这个洞. -冬里- ♀ (127 bytes) () 10/02/2008 postreply 19:51:19

• right, the worst gov buy all the foreclosure, CDS -729418- ♀ (14 bytes) () 10/02/2008 postreply 19:54:11

• 没人会BET ON FORECLOSURE, 大家只是BET那些金融机构会破产. -冬里- ♀ (437 bytes) () 10/02/2008 postreply 19:58:34

• I see. Hedge funds are buyer of the CDS, they -729418- ♀ (71 bytes) () 10/02/2008 postreply 20:05:54

• 主要是这样. 假如一个HEDGE FUND发行一个CDS给他的BROKER, -冬里- ♀ (438 bytes) () 10/02/2008 postreply 20:10:20

• ha, hedge funds are the orphans with no one to take -729418- ♀ (5 bytes) () 10/02/2008 postreply 20:14:42

• 是的。 -BayFamily- ♂ (43 bytes) () 10/02/2008 postreply 19:51:54

• LEHMAN的CDS还没SETTLE呢. 说赚还太早. -冬里- ♀ (0 bytes) () 10/02/2008 postreply 19:53:31

• I don't think you understood how CDS works either -miat42- ♂ (365 bytes) () 10/03/2008 postreply 06:03:18