NYSE

[Money]

Many financial professionals still start each year discussing the outlook for economic growth and what this will mean for the market. The start of this year threw up thousands of examples of this sort of logic. A seemingly universal observation in December 2017 — but not for the bearish Mr Edwards — was that US economic output was expected to rise and that US equities would benefit.

Yet, strangely, there still exists minimal empirical data to support the idea that economic growth is the main driver of stock market returns. In fact most studies have shown the correlation to be quite weak in many countries.


[...]
A MSCI Barra research paper that assessed various different studies on the matter concluded that “we may intuitively think of stock returns as a result of the underlying real economy growth. However, we have observed that long-term real earnings growth fell behind long-term GDP growth in many countries over the observed period”.

It is perhaps understandable that many remained shocked by the idea that, just possibly, we are all habitually fetishising economic data. Particularly when it has a weak correlation with what we really need to know amid the ongoing theatre and fanfare that certain economic data releases arouse.

[Money]

“Microeconomists are wrong about specific things whereas macroeconomists are wrong in general.”

[pipbel]

Oт стрийма...

VTR What idiots seriously short a healthcare REIT paying 6.7%? After it’s already fallen 50% from highs.. how bad are people at stocks?

[the architect]

УОПААААААААА САТАНЯРСКОТО 6666 ПАК Е ТУК . А КАКЪВ ОПТИМИЗЪМ ЦАРЕШЕ ПО ЦЕЛИЯ СВЯТ

ЕВРЕЙКИТЕ ПАК ПОЧВАТ ДА СЕ МОЛЯТ ЗА МАААЛКИТЕ СЛААААААААААААААААААААДКИ ЕВЕРЙЧЕТА

[the architect]

АБЕЕЕЕЕЕЕЕЕЕ сатаняри ЕВРЕЙСКИ ко стана с оптимизъма . май нещо с тази бомбичка ви прецаках и ви прибрах сатанярските мангизи .

ХЯХЯХЯХЯХЯХЯХЯХЯХЯЯХЯЯЯЯЯЯЯЯЯЯЯЯЯЯЯ

СЕГА ЩЕ ВИДИМ КАК САТАНЯРЧЕТАТА ЩЕ НАМАМЯТ ГАПАЖИИ И НАГОРЕ ОТ БОМБИЧКАТА .

[Money]

Още малко и с мексиканския грил CMG ще изляза на плюс.

[prectical]

АЙДЕ СЕГА ЩЕ ВИ ВИДА СМЕТКАТА ОТ 6666 САТАНЯРКИ ЕВРЕЙСКИ . ХЯХЯХЯХЯХЯХЯХЯХ

6754 бомбата ти гръмна. Благодаря за хубавят сигнал. Имаш бутилка от мен. Ако може още такива хубави бомби да ти ги контря

[the architect]

АЙДЕ СЕГА ЩЕ ВИ ВИДА СМЕТКАТА ОТ 6666 САТАНЯРКИ ЕВРЕЙСКИ . ХЯХЯХЯХЯХЯХЯХЯХ

[HY Spread]

Затварям цялата позиция на 39.45 и купувам Facebook на 172

Close 175.80

[pipbel]

Buy GT 5.125s of 2023

Те изглеждат евтини, ама винаги са си били май такива. СТВ същата работа.

During the past 13 years, the highest EV-to-EBITDA of Cooper Tire & Rubber Co was 23.80. The lowest was -25.40. And the median was 4.30.

During the past 13 years, the highest EV-to-EBITDA of Goodyear Tire & Rubber Co was 100.20. The lowest was 3.70. And the median was 6.00.

[prectical]

ЕВРЕЙКИТЕ СЕ МОЛЯТ НА СВОЯ БОГ САТАНЯРЧО НА 6666 ДА ДОНЕСЕ МНОГО ЗДРАВЕ НА ТЕХНИТЕ КРАСИВИ ДЕЧИЦА . КЪСО ОТ 6666

Демек от 6666 да влизаме дълги

[the architect]

ЕВРЕЙКИТЕ СЕ МОЛЯТ НА СВОЯ БОГ САТАНЯРЧО НА 6666 ДА ДОНЕСЕ МНОГО ЗДРАВЕ НА ТЕХНИТЕ КРАСИВИ ДЕЧИЦА . КЪСО ОТ 6666

[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.