NYSE

[pipbel]

Рано е. Няма никакви индикации за капитулация при къмодитис и имърджинг маркетс.

Вярно е, няма капитулация, но това мисля е късен мечи сигнал, за покупки, кеша трябва се мобилизира преди това.

Имаше и един такъв момент края на 2015, началото на 16та...но тогава рокендрола ( упс цикъла) бе още млад.

[Money]

Не мисля, че мога да направя успешен маркет тайминг. По-скоро смятам да направя някои "стратегически размествяния"

Почваш май да се ослушваш..
Колко ти е кеша ?

[Money]

Тука гледам има тенденция икономическите експанзии да стават все по-дълги. И според мене тази има(ше) всички изгледи тотално да бие всякакви рекорди... стига да не беше избран DJ Тръмп... Сега обаче той може да ни докара преждевременна глобална рецесия

[dddd]

Почваш май да се ослушваш..
Колко ти е кеша ?

Рано е. Няма никакви индикации за капитулация при къмодитис и имърджинг маркетс.

[pipbel]

Commentary: Global economic outlook is darkening


Compounding the uncertainty, the outlook for fiscal, monetary and trade policies has become confused, with the world’s largest economies all trying to pursue inconsistent policies on tariffs and currency valuations.

The United States is pursuing an expansionary fiscal policy combined with a restrictive monetary policy, causing the real exchange rate to appreciate, while simultaneously trying to reduce the external trade deficit with tariffs.

Fiscal policy has turned strongly pro-cyclical even though the expansion is over nine years old, unemployment is at multi-decade lows, and inflation has accelerated to the fastest rate for more than six years.

China has eased monetary policy and allowed its currency to depreciate since the start of the year to offset the impact of higher U.S. tariffs and counter a slowdown in its domestic economy.


https://uk.reuters.com/article/uk-oi...-idUKKBN1KZ1H4

Почваш май да се ослушваш..
Колко ти е кеша ?

[Money]

“Turkey itself seems to have lost some fascination as investors await the next substantive development,” said Westpac senior currency strategist Sean Callow. “Moreover, commodity price weakness suggests there are broader issues to worry about beyond Turkey.”



Concern about the impact of the international trade dispute on economic growth in emerging markets has unnerved investors, while rising US interest rates and the trend for dollar strength has also undermined their appeal.

[Money]

Commentary: Global economic outlook is darkening


Compounding the uncertainty, the outlook for fiscal, monetary and trade policies has become confused, with the world’s largest economies all trying to pursue inconsistent policies on tariffs and currency valuations.

The United States is pursuing an expansionary fiscal policy combined with a restrictive monetary policy, causing the real exchange rate to appreciate, while simultaneously trying to reduce the external trade deficit with tariffs.

Fiscal policy has turned strongly pro-cyclical even though the expansion is over nine years old, unemployment is at multi-decade lows, and inflation has accelerated to the fastest rate for more than six years.

China has eased monetary policy and allowed its currency to depreciate since the start of the year to offset the impact of higher U.S. tariffs and counter a slowdown in its domestic economy.


https://uk.reuters.com/article/uk-oi...-idUKKBN1KZ1H4

[Money]

In Asia in general, she said, “economic fundamentals are stronger and central banks are very vigilant”, a result of the “profound and violent experience” of the Asian financial crisis that erupted in 1997. Policymakers, she said, were willing to take difficult steps to keep inflation and exchange rates under control, even if that meant sacrificing growth by using high interest rates.

https://www.ft.com/content/61752442-...a-eeb7a9ce36e4

[Money]

Home Depot добре бие очакванията, но акциите само 2% нагоре...

[Money]

Ха ха, той вече се бил самопредложил още преди 4 дена...

https://www.forbes.com/sites/steveha.../#50bd671bbb6c

Ердо няма да е зле да разкара зета си от поста министър на финансите и да върне предишния доказал се и кадърен пич...

[pipbel]

За да пратим Ханке, преди това трябва да имаме кредитор от последна инстанция. Такъв желаещ може и да нема.. Тук ще има яко копане на долу, точно поради тази причина. Проблема е не само икономически и политически.

Ха ха, той вече се бил самопредложил още преди 4 дена...

https://www.forbes.com/sites/steveha.../#50bd671bbb6c

[Todor Sabev]

Правят струват - не могат я завърнат под 7, лирата...цедесетата отколе задминаха и гръцките.
Бат Ердо не дава се пипат лихвите, то не че имаше някаква файда аржентина като ги вдигаха яко, отървеш ли коня у ряката - лошав работа.
Освен да им пратим Ханке, нали сме комшии да помагаме, пък да се връзват там за квото си решат.

За да пратим Ханке, преди това трябва да имаме кредитор от последна инстанция. Такъв желаещ може и да нема.. Тук ще има яко копане на долу, точно поради тази причина. Проблема е не само икономически и политически.

[pipbel]

Правят струват - не могат я завърнат под 7, лирата...цедесетата отколе задминаха и гръцките.
Бат Ердо не дава се пипат лихвите, то не че имаше някаква файда аржентина като ги вдигаха яко, отървеш ли коня у ряката - лошав работа.
Освен да им пратим Ханке, нали сме комшии да помагаме, пък да се връзват там за квото си решат.

[Money]

A World of Stasis and Thought Uniformity

"The Rational Expectations Hypothesis thus leads economists to imagine a world of perfect knowledge and universal thought uniformity. In a World of Rational Expectations individuals are able to predict perfectly the future prospects of all companies and investment projects, except for the random forcasting errors that cancel each other out over time."

[Money]

Selling an investment too early that goes on to perform fantastically well for many years

A couple of years ago I met a fund manager in London who recalled with dewy eyes how cheap stocks became in late-2008 as the world trembled after the failure of Lehman Brothers. He fondly reeled off the household name blue-chip US companies his fund had snapped up at rock-bottom prices which went on to strongly recover the following year.

When asked if his fund still owned any of these wonderful shares he gave me a puzzled look. He was a value investor, he said somewhat defensively, and had sold all of them after they rallied and became, in his view, expensive. His fund was now filled with miners, foreign oil companies and all sorts of low-quality junk. Most of the excellent companies he had sold back in 2009 and 2010 have since trounced the wider market, and the performance of his fund.