duminică, 14 august 2011


I personally think the Treasury market (NYSE:TLT), the long-dated, are a bubble and it will be one of the worst investments for the longer term if you buy a 10-year, a 30-year U.S. Treasury so I’m a bit puzzled that Treasuries are now yielding, are essentially near record lows. I would rather sell Treasuries. - in WallStCheatSheet

What has QE1 and QE2 done for the labor markets? Nothing at all. It’s done nothing for the housing markets. It’s lifted stocks and it created wider wealth inequality in a sense that people who own assets have done very well, and people that are the lower-income recipients groups, they are hurt by rising energy prices (NYSE:XLE) and food prices (NYSE:RJA). - in Bloomberg


In pofida scaderilor mari de pana acum, indicele BET-FI, care urmareste evolutia SIF-urilor si a Fondului Proprietatea (FP), ar mai cadea pana la 14.500 de puncte, ceea ce ar insemna o scadere de circa 20% fata de nivelul actual, potrivit unui raport de analiza tehnica emis azi de societatea de brokeraj BT Securities. “Penetrarea suportului [...]

80% stocks are kept by 10% people
1907 is similar with 2011


correction too small yet
http://www.zerohedge.com/news/recessionspotting-you-are-here
Translation: we are on the verge of the biggest deflationary market collapse since the 1930s, which will, inevitably, be followed by the most powerful (read fiat dilutive) central bank response in history.
All those gloating that hyperinflation has not set in yet... give it a year.





The Fed will have to roll out another round of quantitative easing. And it will likely have to once again provide swap lines to the European central banks as it did in 2008

he return of the Fed may signal the beginning of the end. In the face of broad weakness in the global economy and in most commodities, the fact that gold has held up so well is a clear indication that there has been an intrinsic change in the gold market. Barbarous relic no more, it has clearly been returned to its longstanding role as sound money – unique and increasingly valued when compared to the fiat competition.

Please respect FT.com's ts&cs and copyright policy which allow you to: share links; copy content for personal use; & redistribute limited extracts. Email ftsales.support@ft.com to buy additional rights or use this link to reference the article - http://www.ft.com/cms/s/0/b2ae0080-c4b3-11e0-9c4d-00144feabdc0.html#ixzz1V1tKpkIZ
They say that a 25 per cent increase in oil prices “will cause a loss of real GDP in oil-importing countries of less than half of one per cent, spread over 2–3 years.” Small stuff indeed.

Chinese brokers will be able to trade oversees

Consumer sentiment really low
http://cr4re.com/charts/charts.html?Retail#category=Retail&chart=ConsumerSentimentPrelimAug2011.jpg

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