Bund, Tbond e la matrixiana allo yen vm18
- Creatore Discussione gipa69
- Data di Inizio
gipa69
collegio dei patafisici
gipa69 ha scritto:bisognerebbe incrementare....... ma io non lo faccio
vabbe avrei messo altro fieno in cascina ma va bene così....
commento che condivido nello scenario prospettato....
Regardless, the speed of the knockout reminds me of American Home Mortgage. Consider the swiftness of its demise:
* On June 15, it declared a 70c dividend
* On June 28, it issued a profit warning
* On July 19, the company refused to comment on unusual market activity in its common stock
* On July 27, it announced that its dividend, scheduled for payment yesterday, had been suspended.
* And yesterday, July 31, the company announced that it had run out of both cash and borrowing facilities. The result, predictably, was a style crash to the canvas and the immediate filing of a class-action lawsuit.
Of course, AHM is not the only institution to be battered by that heavyweight knockout artist known as 'Subprime.' In the last few days, we've also seen/heard from:
* AXA, profiled here last Tuesday
* Oddo, which has now announced that it will close three funds, including that profiled here last Thursday
* Bear Stearns, which has yet another fund in trouble
* Macquarie, which has seen massive drawdowns in some of its funds
* TXU/KKR, where banks are clearly getting nervous ab out underwriting $37.2 billion worth of debt
* And of course, the usual scuttlebutt about sundry well-known hedge funds in trouble.
It seems clear, in retrospect, that Monday's rally was just a pause within Wave A of the risk asset correction. With S&P futures down a further percent in overnight trade, however, I cannot help but wonder if the market is setting itself up for a climactic reversal day today, with a gap-down opening punctuated by a strong close.
This in turn could propel the market back towards 1500, at which point I would expect renewed selling to set in for a look-see down towards 1400. The chart below sketches out the path that he is looking for.
The only question in his mind is whether to position for the bounce or to sit tight through Wave B and be ready to rock and roll through Wave C. At the moment, he is leaning towards taking some short risk off the table into any weakness today, paricularly as there is plenty of macro data released this week that could prompt a swift corrective rally.
Fleursdumal
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QuickS ha scritto:
avevo cercato di portar aiuto su un problema che mi ha tenuto fermo una settimana ma nessuno ha considerato quello che portavo per esperienza , azzi loro
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