NYSE

[HY Spread]

Големите смятат, че 3% по 10г ДЦК е атрактивно, но че едва ли ще върви още много нагоре:



Global bond fund managers are dubbing yields on 10-year US Treasury notes as “attractive” now that this important benchmark for financial markets has risen above the “symbolic” 3 per cent threshold for the first time since early 2014.

Fixed income managers Pimco and Fidelity are among a number of investors who believe that the 10-year yield is unlikely to rise much further, reflecting a view that inflation is not going to accelerate rapidly.

A spokesperson for bond fund giant Pimco said that although the fund house expects inflation to “trend higher”, which will put pressure on US Treasury prices in the short term, investors expecting a “sharp rise in yield” will be “disappointed”.

Buy GT 5.125s of 2023

[Money]

Големите смятат, че 3% по 10г ДЦК е атрактивно, но че едва ли ще върви още много нагоре:



Global bond fund managers are dubbing yields on 10-year US Treasury notes as “attractive” now that this important benchmark for financial markets has risen above the “symbolic” 3 per cent threshold for the first time since early 2014.

Fixed income managers Pimco and Fidelity are among a number of investors who believe that the 10-year yield is unlikely to rise much further, reflecting a view that inflation is not going to accelerate rapidly.

A spokesperson for bond fund giant Pimco said that although the fund house expects inflation to “trend higher”, which will put pressure on US Treasury prices in the short term, investors expecting a “sharp rise in yield” will be “disappointed”.

[pipbel]

Тия дни бях мярнал нейде че невралгичното ниво за 10г дцк е не 3, а 3.05%.
Все таки сме доста близо, скоро ще видим наяве дали е така.

Иначе при доволно добър кеш бекъп ( няма как в тая част на цикъла) добавящ малко повече смелост - пазара трион определено ми се нрави напоследък, особено на спек секцията ми.

[Money]

First, we all know that Google is a cash machine. Having fire-hosed out the Benjamins since their 2004 initial public offering, Alphabet has amassed a cash and marketable securities position, net of debt, of $98bn. Insert Dr. Evil meme here.

Let's net this cash pile off their current share price, seeing as we're playing the role of prospective shareholders:

That leaves us with a share price of $940-odd to own all of Alphabet's businesses, from Google Search, to YouTube, to Microsoft Office copycat Google Suite. So what are they all worth?

First let's have a look at YouTube.

И т.н.

[Money]

Тоя пич Джейми Пауъл от ФТ вика, че Гугъл са евтини:

So for Google's core advertising business, investors are paying an Alphaville-adjusted 16.5 times forward earnings. With the current price-to-earnings ratio of the S&P 500 at 24 times, one might be forgiven for calling Google cheap.

We have not even accounted for Google's famed 'Other Bets' line -- a collection of misfit, moonshot investments including self-driving software Waymo, health-data laboratory Verily Sciences and Alphaville favourite, smart-city planner SideWalk Labs.

...

Of course, we would be remiss to mention the regulatory guillotine hanging over big technology. Alphabet, by virtue of its clear corporate structure, might seem particularly easy to break up if current political discourse bubbles to boiling point. One only has to think of the role YouTube has played in spreading extremist propaganda, both at home and abroad, as one of the many reasons this could happen.

Our readers may also point out Alphabet's dependence on advertising revenues, a historically cyclical business which is an easy tap to turn off for many corporations in economic downturns. That being said, one could easily counter by mentioning the good ship Alphabet's serene sail through the currently stormy waters of the wider advertising world. Or the fact that there are very few alternatives in terms of audience reach.

Regardless of existential threats, Alphabet is a market-swallowing business trading at a depressed valuation. The question is, to what extent is regulatory Armageddon priced in? Perhaps the answer for Alphabet is “too much”.

https://ftalphaville.ft.com/2018/04/...Google-cheap-/

[the architect]

що паднахте от бомбата ми бе еврейкиииииииииииииииииииииии. хяхяхяххяхяяхяхяхях

абе мноу паднали тия от тая бомба

[HY Spread]

За моментът пазарът оправдава решението ми да залагам на слузта. 30 еврака за Мидичка днес

Днес открих една много спекулативна позиция в катанга мининг на 50 евро цента. Според мен Конго и приятелите ми от гленкоре ще се спогодят.

[Императорът]

За моментът пазарът оправдава решението ми да залагам на слузта. 30 еврака за Мидичка днес

[pipbel]

US 10YR на косъм да стигне 3%

Май май ги погали с косъмчето и пазаря тръгна да пада....

[Money]

Капитализмът в ерата на роботите:


https://m.youtube.com/watch?t=2m44s&v=D6FBL6c6C5E

[Money]

US 10YR на косъм да стигне 3%

[Todor Sabev]

Топките са важни ама без глава нищо не става

Зависи , за коя глава става въпрос. Ако объркаме главите, точно тук ще берем ядове. Имам предвид прекалената агресивност и самоувереност.

[the architect]

Абе защо така сатанярчетата еврейски отскочиха от 6666. Нали са добри хора и вярват в госпот

[stat counter]

топките топките, ники

Топките са важни ама без глава нищо не става

[HY Spread]

топките топките, ники

Да си джендър било по модерно