One day, a quite awful looking young man brought with a very beautiful girl into a Louis Vuitton flag store. He chose a very expensive LV handbag. Then the young man pulled out cheque book, signed and handed over a cheque. The shop clerk was a little bit concerned because it was the first time he saw the couple shopping in this store.
The young men saw through the clerk's mind. He said to the clerk in a very calm voice: "I feel that you are worried about this cheque, right? Today is Saturday, the bank is closed. I leave the cheque and the handbag in the shop. After you cash the cheque on Monday, could you please send this handbag to the girl's home, is that okay?"
The clerk was quite pleased accepting the suggestion, and promised generously to deliver the handbag on all the cost of the store.
On Monday, the clerk took the cheque to the bank and found out it's fraudulent! Irritatedly, the clerk made a phone call to the young man. However, the young man said to the clerk still in a very calm voice: "Everything is fine! You don't lost anything and neither do I."
"Oh by the way, I've slept with that girl last Saturday. Thanks for your cooperation."
The merit of this story reveals the nature of the sub-prime crisis.
People who full of good expectations for future earnings may increase the risk of a lack of awareness, especially when the huge investment is based on non-transparency and uncertainty. The beautiful girl naturally relaxed vigilance after thought she had already had LV handbag. To pack the future earnings expectations is the financial institutions in Wall St do their best.
In this story, the young man is Goldman Sachs and its peer investment firms, the clerk who often plays a role in coordination is the U.S. federal government. Sadly, the beautiful innocent girl who got screwed in the end is the average investors ...
男士看穿了店员的心思,十分冷静地对店员说: "我感觉到,您担心这是一张是空头支票,对吗?今天是周六,银行关门。我建议您把支票和handbag都留下。等到星期一支票兑现之后,再请你们把 handbag 送到这位小姐的府上。您看这样行不行?"
店员放了下心来,欣然地接受了这个建议,并且大方的承诺,递送handbag的费用由该店承担,他本人将会亲自把这件事情给办妥。
星期一,店员拿着支票去银行入账,支票果真是张空头支票!愤怒的店员打电话给那位顾客,客户对他说: "这没有什么要紧啊!你和我都没有损失。上星期六的晚上我已经同那个女孩上床了!哦,多谢您的合作。"
这个故事揭示了次贷危机的本质。人们在对未来收益充满良好预期的时候,对于可能加大风险缺乏防范意识。美女认为周一六万多LV就到家了,自然也就放松了警惕,认为ONS的投资是值得的,对于投入产出的预期是建立在一个具有巨大不确定风险的情况下的。而对未来收益预期的包装则是这些投资机构最擅长的事情。中国的股民大多跟这个美女一样,所以亏钱基本上是活该,没有这些人,股市赚谁的钱呢。而媒体和分析家们,往往在其中扮演了LV店员的配合角色。