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交易员重金炮轰救助方案

发布者: chrislau2001 | 发布时间: 2008-9-25 16:24| 查看数: 2097| 评论数: 2|

Trader Makes $1.25 Million on Rescue, Then Blasts It

William O. Perkins III says he turned a $1.25 million profit trading Goldman Sachs Group Inc. stock last week.

You would think that would count as a pretty good paycheck for the Houston energy trader. Instead, the experience left him so angry about the demise of capitalism that he says he has decided to spend his profits on advertisements attacking President George W. Bush's planned $700 billion Wall Street bailout.

The president has run into a wall of skepticism over his plan. Troubled voters are calling their congressmen. Academic economists are churning out sound bites. Democratic lawmakers are demanding that the plan include perks for the working classes, while Republicans are saying the plan interferes with the invisible hand of the free market.

But the 39-year-old Mr. Perkins is putting cash behind his anger. He commissioned an African-American arts collective to draw a cartoon depicting Mr. Bush, Treasury Secretary Henry Paulson and Federal Reserve Board Chairman Ben Bernanke trampling on the graves of private enterprise and capitalism. Then he paid $139,104 to run the drawing as a full-page ad in the Tuesday editions of the New York Times. And he promises to spend a million more on ads before he is done.

'I see it as trickle-down communism,' Mr. Perkins said. 'We have a communist action where everybody is paying for the benefit of the few and hoping the benefits will trickle down to everyone else.'

Mr. Perkins says he isn't motivated by politics. He hosted a fund-raiser for Democratic presidential candidate Barack Obama and contributed $2,300 to the Illinois senator's campaign. But he says he doesn't know where Sen. Obama stands on the issues he is raising and that his foray into antibailout rabble-rousing came about accidentally.

Normally, he trades natural gas for a $5 billion hedge fund that he declines to identify. He runs a venture-capital firm, Small Ventures USA, and develops energy projects in Central America.

But last week, he was betting his own money on Goldman Sachs. Other investment banks were crumbling -- the Treasury Department had forced Bear Stearns Cos. into the arms of J.P. Morgan Chase, Lehman Brothers was folding up shop and Merrill Lynch & Co. was selling itself to Bank of America. But Mr. Perkins figured Goldman Sachs was poised for a comeback. He liked its low debt levels and sound decision making; the investment bank had famously bet against the subprime-mortgage market that has brought so much grief to so many.

'I just felt that whatever the storm was and whatever bankruptcies happened, Goldman would be a survivor,' said Mr. Perkins. 'I believed that they had access to capital.'

So he says he bought Goldman Sachs at $129 a share. The stock fell, so he bought more at $100 a share. It fell again, and he bought at $90. The next day it rallied and he sold out at an average price of $130 a share, for a net gain of about $1.25 million over three days of trading, he said.

Trouble was, the stock didn't rally because of the fundamental strength of the company, Mr. Perkins said. It rallied because the federal government announced that it would rescue Wall Street from its own subprime follies, he said.

'The stock did OK because the government came in and said, 'No one can fail,' ' he said. 'It's capitalism on the way up and communism on the way down.'

His success left him furious, and he decided that someone had to speak out about the damage such a plan would cause to a system based on the premise that risk can bring failure, as well as rewards.

To design his ad, Mr. Perkins called a favorite artist, Dawolu Jabari Anderson of Otabenga Jones & Associates, a four-man Houston arts collective. The group explores African-American themes, and its name is meant to recall the fate of Ota Benga, a Congolese Pygmy put on display at the Bronx Zoo in the early 20th century.

What Mr. Perkins got back was a cartoon showing Messrs. Bush, Paulson and Bernanke planting a flag in the graveyard of capitalism, Iwo Jima-style, with a hammer and sickle where the field of stars would normally go.

'We're just concerned about what happens to regular folks,' said Robert A. Pruitt, 33, one of the collective members. 'What these rich people and politicians are going to do -- we don't want to be caught ignorant, like we're not watching. The people are watching.'

Mr. Perkins said he plans to run a series of antibailout ads nationwide until he has spent all of his Goldman gains. 'I've gotta give that money back,' he said.

Michael M. Phillips

最新评论

chrislau2001 发表于 2008-9-25 16:26:48


廉·柏金斯(William O. Perkins III)表示,自己上周买卖高盛集团(Goldman Sachs Group Inc.)股票赚了125万美元。

你可能会认为,这位休斯顿能源交易员会为这笔不菲横财而沾沾自喜。但实际上,这一经历让柏金斯对资本主义的崩溃怒不可遏,他已经决定将收益用于投放广告,大肆批评布什总统的7,000亿美元华尔街救助方案。

布什政府的救助计划撞上了质疑。陷入困境的选民找议员们为自己主持公道。学院派经济学家大肆批评。民主党议员们要求拯救方案兼顾工薪阶层,共和党人则认为这一计划影响了自由市场背后那只“看不见的手”。

但39岁的柏金斯决定不惜重金发泄自己的愤怒。他为此聘请了一个非洲裔美国艺术家团体创作了一幅讽刺漫画。在漫画中,布什总统、财政部长鲍尔森(Paulson)、联邦储备委员会(Fed)主席贝南克(Ben Bernanke)践踏着私有企业和资本主义的坟墓。柏金斯随后花了139,104美元,在《纽约时报》(New York Times)周二版买下一个全版广告刊登这幅漫画。他还表示,自己还要再花超过100万美元打广告才会收手。


Otabenga Jones & Associates

柏金斯说,我认为这是从上往下渗透的共产主义。我们面临着一个共产主义的行动计划,为了少数人的利益动用我们纳税人的钱,还希望这种福利会一点一滴地福泽大众。

柏金斯表示,自己并不是因为政治原因才这么做。他曾款待民主党总统候选人奥巴马(Barack Obama)的一位筹款人,并为这位伊利诺伊州参议员的竞选捐助了2,300美元。但他表示,自己捐款时并不知道奥巴马在这个问题上的立场,自己对拯救方案蛊惑人心的憎恨是突如其来的。

柏金斯平常为一个规模50亿美元的对冲基金从事天然气交易,他拒绝透露这个基金的名称。他还运营着一个风险投资公司Small Ventures USA,并在中美洲开发能源项目。

但上周他拿出自己的钱投资高盛集团。在这场金融危机中,其他投资银行相继倒下──在美国财政部的撮合下,贝尔斯登(Bear Stearns Cos.)卖给了摩根大通(J.P. Morgan Chase),雷曼兄弟(Lehman Brothers)申请了破产保护,美林公司(Merrill Lynch & Co.)将自己出售给了美国银行(Bank of America)。然而,柏金斯认为高盛集团肯定会东山再起。他对高盛集团的低负债水平和坚实稳定的决策感到满意;诸多金融机构都在次级抵押贷款市场栽得不轻,而高盛集团却有先见之明地大举作空。

柏金斯表示,我只是觉得不管金融风暴怎样发展,哪些公司破产,高盛都会幸存下来。我认为,他们能够筹到资本。

因此他以每股129美元的价格买入了高盛股票。高盛股价随后走低,柏金斯在100美元价位继续吃进该股;该股继续下跌,但他仍然在90美元价位增持该股。据柏金斯介绍,高盛股价次日强势反弹,自己以每股130美元的均价抛售股票;在三个交易日内,自己倒手股票净赚了125万美元。

柏金斯表示,问题是该股并不是因为公司基本面强劲才上涨的。他说,高盛股价反弹是因为联邦政府宣布会拯救华尔街,为华尔街在次级抵押贷款的愚蠢投资买单。

柏金斯说,高盛股价走强是因为政府出来表示“没人能倒下”。他接着说,这就像一帆风顺的时候就高唱资本主义,一看风向不对便祭出共产主义。

股市投资成功反而让柏金斯怒不可遏。他决定,必须有人站出来大声疾呼这个拯救方案对金融体系可能造成的危害;这个体系的运行前提是冒险可能带来失败,也能带来回报。

为了设计自己的广告,柏金斯请来了Otabenga Jones & Associates的知名艺术家达沃鲁·安德森(Dawolu Jabari Anderson)。这家公司是由四位艺术家组成的休斯顿创作团队,主要设计非洲裔美国人主题作品;公司名字是为了纪念20世纪初在纽约布隆克斯动物园展览的刚果小矮人澳塔·本嘎(Ota Benga)。

这家公司为柏金斯设计了一幅讽刺漫画:布什、鲍尔森和贝南克三位大人物就象硫磺岛战役一样将一面旗帜插上了资本主义的墓地,还拿着通常伴随着红星的镰刀和铁锤(共产主义标志)。

这个创作团体33岁的罗伯特·普休特(Robert A. Pruitt)表示,我们只是担心普通人会遭遇什么。这些富人和政客要做什么──虽然我们没有目睹,但我们不想被蒙在鼓里,民众的眼睛是雪亮的。

柏金斯表示,他计划在全美各地刊登一系列反对救助方案的广告,直到高盛股票带来的利润全部用完。他说,我必须把这笔钱还回去。

Michael M. Phillips
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