Derivati USA: CME-CBOT-NYMEX-ICE BUND, TBOND and the middle of the guado (VM 69)
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Grecale
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Rischio Calcolato: Derivati e Foreclosure Gate: JP Morgan sta per collassare!
Rischio Calcolato: Derivati e Foreclosure Gate: JP Morgan sta per collassare!
gipa69
collegio dei patafisici
Il sentiment è su livelli elevati su diversi indicatori ma i put call ratio rimangono neutrali e questo mi fa restare flat e non short.. per il resto la frase della serata è sicuramente questa:
Moreover simple arithmetic dictates long-term real US stock returns to be
~4% (DY + real trend GDP), with or without QE2. The supply-side measures that do have the
ability to increase underlying productivity growth and equilibrium risk asset returns, such as
an infrastructure build-out or support for R&D, appear off the table at this point in the political
cycle. In short,
~4% (DY + real trend GDP), with or without QE2. The supply-side measures that do have the
ability to increase underlying productivity growth and equilibrium risk asset returns, such as
an infrastructure build-out or support for R&D, appear off the table at this point in the political
cycle. In short,
[FONT=Univers45,Italic][FONT=Univers45,Italic]policy aiming to temporarily drive risk-asset prices away from the underlying
cash-flow-generating ability of the economy strikes us as highly risky, and most likely to end
cash-flow-generating ability of the economy strikes us as highly risky, and most likely to end
as a Pyrrhic victory
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f4f
翠鸟科
gooood morning bbbanda
ooops, anche su Pirro averi un interessante aneddoto
cerco e posto
trovato
Now, there was a certain Cineas, a man of Thessaly, with a reputation for great wisdom, who had been a pupil of Demosthenes the orator, and was quite the only public speaker of his day who was thought to remind his hearers, as a statue might, of that great orator's power and ability. Associating p387himself with Pyrrhus, and sent by him as ambassador to the cities, he confirmed the saying of Euripides, to wit, "all can be won by eloquence
That even the sword of warring enemies might gain."
2 At any rate, Pyrrhus used to say that more cities had been won for him by the eloquence of Cineas than by his own arms; and he continued to hold Cineas in especial honour and to demand his services. It was this Cineas, then, who, seeing that Pyrrhus was eagerly preparing an expedition at this time to Italy, and finding him at leisure for the moment, drew him into the following discourse. "The Romans, O Pyrrhus, are said to be good fighters, and to be rulers of many warlike nations; if, then, Heaven should permit us to conquer these men, how should we use our victory?" 3 And Pyrrhus said: "Thy question, O Cineas, really needs no answer; the Romans once conquered, there is neither barbarian nor Greek city there which is a match for us, but we shall at once possess all Italy, the great size and richness and importance of which no man should know better than thyself." After a little pause, then, Cineas said: "And after taking Italy, O King, what are we to do?" 4 And Pyrrhus, not yet perceiving his intention, replied: "Sicily is near, and holds out her hands to us, an island abounding in wealth and men, and very easy to capture, for all is faction there, her cities have no government, and demagogues are rampant now that Agathocles is gone." "What thou sayest," replied Cineas, "is probably true; but will our expedition stop with the taking of Sicily?" 5 "Heaven grant us," said Pyrrhus, p389"victory and success so far; and we will make these contests but the preliminaries of great enterprises. For who could keep his hands off Libya, or Carthage, when that city got within his reach, a city which Agathocles, slipping stealthily out of Syracuse and crossing the sea with a few ships, narrowly missed taking? And when we have become masters here, no one of the enemies who now treat us with scorn will offer further resistance; there is no need of saying that." 6 "None whatever," said Cineas, "for it is plain that with so great a power we shall be able to recover Macedonia and rule Greece securely. But when we have got everything subject to us, what are we going to do?" Then Pyrrhus smiled upon him and said: "We shall be much at ease, and we'll drink bumpers, my good man, every day, and we'll gladden one another's hearts with confidential talks." 7 And now that Cineas had brought Pyrrhus to this point in the argument, he said: "Then what stands in our way now if we want to drink bumpers and while away the time with one another? Surely this privilege is ours already, and we have at hand, without taking any trouble, those things to which we hope to attain by bloodshed and great toils and perils, after doing much harm to others and suffering much ourselves."
8 By this reasoning of Cineas Pyrrhus was more troubled than he was converted; he saw plainly what great happiness he was leaving behind him, but was unable to renounce his hopes of what he eagerly desired.
courtesy, quella pettegola di Plutarco, ovviamente
Fernando'S
Forumer storico
Grecale
5min e na vita....Picasso
Quando non c'è bernacca c'è weber e tra pochi giorni il QE
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Bce: Weber, i tassi non possono rimanere bassi per troppo tempo
Dopo la bocciatura arrivata dal presidente francese Nicolas Sarkozy come successore di Trichet sullo scranno più alto della Banca centrale europea, torna a farsi sentire Axel Weber, n.1 della Bundesbank. Weber ha ribadito la sua posizione e cioè che "i tassi di interesse non possono rimanere bassi per troppo tempo" poichè la priorità della Bce è garantire "la stabilità dei prezzi". Weber ha quindi annunciato che nuove misure per il ritiro della liquidità "sono già programmate per il 1º trimestre 2011".
Per quanto riguarda l´economia tedesca, "che nel terzo e quarto trimestre crescerà meno rispetto al secondo trimestre", nell´intero 2010 registrerà una crescita ad un tasso "sensibilmente" superiore al 3%, con il deficit/Pil sotto il 4%. Il pericolo a questo punto è rappresentato "dall´eccessiva pressione rialzista dei salari".
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Bce: Weber, i tassi non possono rimanere bassi per troppo tempo
Dopo la bocciatura arrivata dal presidente francese Nicolas Sarkozy come successore di Trichet sullo scranno più alto della Banca centrale europea, torna a farsi sentire Axel Weber, n.1 della Bundesbank. Weber ha ribadito la sua posizione e cioè che "i tassi di interesse non possono rimanere bassi per troppo tempo" poichè la priorità della Bce è garantire "la stabilità dei prezzi". Weber ha quindi annunciato che nuove misure per il ritiro della liquidità "sono già programmate per il 1º trimestre 2011".
Per quanto riguarda l´economia tedesca, "che nel terzo e quarto trimestre crescerà meno rispetto al secondo trimestre", nell´intero 2010 registrerà una crescita ad un tasso "sensibilmente" superiore al 3%, con il deficit/Pil sotto il 4%. Il pericolo a questo punto è rappresentato "dall´eccessiva pressione rialzista dei salari".
feliceanima
Forumer attivo
gipa69
collegio dei patafisici
Ciao felice...
quicksilver
Forumer storico
interessante, da leggere almeno per gli spunti http://www.francescocaruso.ch/wp-content/uploads/Ago-di-Lugano-Ott-2010.pdf
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