流亡华尔街
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证劵分析师迈克尔•梅奥似乎从来都不害怕批评、哄骗世界上最强大的银行，唯恐大家知道他是一位反叛者。这不仅是他在媒体和投资圈内树立的形象，也是其新著《流亡华尔街》（Exile on Wall Street）的核心所在，而书名本身就像是在重复滚石乐队（Rolling Stones）献给性、毒品和摇滚乐的赞歌。 48岁的梅奥令人信服地证明，自己绝对是卖方分析师中的“朋克”。梅奥在1994年声称，银行股即将坠入最低谷，结果为此受尽嘲笑，一直至市场证实了他的判断。1999年，他又建议抛售这些银行股。他坚持认为，这项主张导致自己被瑞士信贷第一波士顿公司（Credit Suisse First Boston）解雇【2001年，《财富》杂志（Fortune）发表了一篇关于梅奥的报道，名为《正确的代价》（The Price of Being Right.），这篇报道也持有相同的观点】。次贷危机显露出美国各大银行的高管是一群玩世不恭、道德沦丧，甚至有些幼稚可笑的家伙，然而早在危机爆发之前，梅奥就大声地指出了华尔街高管任人唯亲、天价薪酬和管理不善等方面的问题。正如人们所想象的，他的工作并不是很讨雇主（基本上都是些银行的CEO）的欢心。很短的时间内，他就换了好几份工作，如今在一家小公司【里昂证券，隶属于法国农业信贷证券公司（France's Credit Agricole Securities）】担任银行业分析师。 梅奥解释说，他来自一个从不循规蹈矩的家庭。他的母亲在一个正统的犹太家庭长大，喜欢练瑜伽，离过婚，尔后再嫁，所有这些事都发生在梅奥5岁之前。他挚爱的继父并非本地人，而是一位从共产主义国家罗马尼亚逃脱的战士，曾在1948年为以色列而战，一辈子都保持着睡觉时在床边放一把手枪的习惯。与许多也在寻找金融类工作的同代人不同的是，梅奥没有接受过“常青藤”院校的教育，也没有可以仰仗的家族关系。即使他先后供职于瑞银集团（UBS）、雷曼兄弟公司（Lehman Brothers）和瑞士信贷公司（Credit Suisse），他也从未真正地融入华尔街文化之中。1994年，他和太太前往雷曼兄弟公司一位客户的避暑别墅，参加在那里举行的一个派对。梅奥写道，站在一大帮身着海蓝色运动外套的人群中，他们两人就像是一对离水之鱼。“杰奎琳和我还是习惯杜威海滩的派对，在那里可以穿游泳衣参加派对，如果想穿得稍微讲究一些，在游泳衣上套一件鲜艳点的T恤就行了，”他回忆道。 |
Michael Mayo, the analyst who has never seemed afraid to criticize and cajole the world's most powerful banks, wants you to know that he's a rebel. It's the persona that he's cultivated in the press and with investors; and it's also at the heart of his new book, Exile on Wall Street, the title itself is a riff on the Rolling Stones' 18-track paean to sex, drugs, and rock 'n roll. Mayo, 48, convincingly shows himself to be pretty punk rock among sell side analysts. He called the bottom in bank stocks in 1994, and he was derided for it until the markets proved him right. He said to sell those very same stocks in 1999, a move that he asserts got him fired from Credit Suisse First Boston. (Fortune came to the same conclusion in a 2001 story about Mayo called "The Price of Being Right.") And long before the mortgage crisis revealed executives at the nation's largest banks to be some combination of cynical, morally bankrupt, or naïve, Mayo was calling out Wall Street executives for cronyism, lavish pay, and mismanagement. As one might imagine, his work has not made him wildly popular with his employers, who have mostly been bank CEOs. In a short time he burned several jobs and now works as a banking analyst at the small firm CLSA, an affiliate of France's Credit Agricole Securities. Mayo explains that he comes from a family of non-conformists. His mom, who was raised in an Orthodox Jewish home, embraced yoga, divorced, and remarried all before Mayo was five. And his beloved stepfather was an outsider and a fighter who escaped Communist Romania, fought for Israel in 1948, and slept with a handgun by his bed for his whole life. Mayo wasn't armed with an Ivy League education or family connections as were so many of his contemporaries who were also seeking jobs in finance. And even after he had worked at firms including UBS, Lehman Brothers, and Credit Suisse, he never really fit in with the culture of Wall Street. At a party thrown at the summer house of a Lehman client in 1994, Mayo writes that he and his wife were fish out water in a sea of navy blue sport coats. "Jackie and I were used to the parties at Dewey Beach, where you showed up to parties in a bathing suit, and if you wanted to be a little dressy, you put a neon T-shirt over it," he recalls. |
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