Bund, Tbond of the Hot Hand fine del Capitalismo(vm98)
- Creatore Discussione dan24
- Data di Inizio
gengiskan
Forumer storico
ho provato anche a entrare con piu' contratti, ma al momento di
liquidare, invece di scaglionare anche le uscite, moltiplico per il numero
dei contratti l'eventuale incasso, e mi dico caspita duecento punti di gain
se ne chiudo uno, se li chiudo tutti e tre sono seicento, vada per i seicento.
poi crolla e ne fa altri seicento in giu' (io vado solo short) e bestemmio
a oltranza. all'opposto cioe' in loss non mi faccio alcun tipo di problemi
bestemmio sempre , ma in compenso non mi pesa.
morale della favola porcheminonne come se piovesse e gain con il lumicino
corto da 42500 con uno piccino, non lo chiudo neanche se arriva l'arcangelo
gabriele con le trombe.
a lunedi'.
liquidare, invece di scaglionare anche le uscite, moltiplico per il numero
dei contratti l'eventuale incasso, e mi dico caspita duecento punti di gain
se ne chiudo uno, se li chiudo tutti e tre sono seicento, vada per i seicento.
poi crolla e ne fa altri seicento in giu' (io vado solo short) e bestemmio
a oltranza. all'opposto cioe' in loss non mi faccio alcun tipo di problemi
bestemmio sempre , ma in compenso non mi pesa.
morale della favola porcheminonne come se piovesse e gain con il lumicino
corto da 42500 con uno piccino, non lo chiudo neanche se arriva l'arcangelo
gabriele con le trombe.
a lunedi'.
ditropan
Forumer storico
Petrolio : non vedo forza nonostante il +3% sul gas, 55,3$ è duro da valicare, potrebbe essere che tutta questa salita sia solo il ritracciamento di un'onda 4 prima della 5 a scendere.
Se si realizzerà l'ipotesi di onda 5 caricherò come un cavallo sulla scadenza giugno 2007 ... anche perchè dal punto di vista statistico il crudo è long da adesso fino a maggio.
Se non si realizzerà l'ipotesi lascio correre i 5 restanti in portafoglio ... intanto 10.000 $ vanno in saccoccia e chi si è visto si è visto.
T-bronx : dopo quanto visto oggi e considerando la zona in cui siamo + come ci siamo arrivati ... credo fermamente almeno in un rimbalzo ... quindi tengo tutti e 30 i contratti e ci si risente lunedì.
Sul bronx oggi mi hanno concesso un giretto da 1406 $ lordi ... mi accontento ed aspetto.
Buon W.E a tutta la bbanda
Se si realizzerà l'ipotesi di onda 5 caricherò come un cavallo sulla scadenza giugno 2007 ... anche perchè dal punto di vista statistico il crudo è long da adesso fino a maggio.
Se non si realizzerà l'ipotesi lascio correre i 5 restanti in portafoglio ... intanto 10.000 $ vanno in saccoccia e chi si è visto si è visto.
T-bronx : dopo quanto visto oggi e considerando la zona in cui siamo + come ci siamo arrivati ... credo fermamente almeno in un rimbalzo ... quindi tengo tutti e 30 i contratti e ci si risente lunedì.
Sul bronx oggi mi hanno concesso un giretto da 1406 $ lordi ... mi accontento ed aspetto.
Buon W.E a tutta la bbanda
f4f
翠鸟科
ditropan ha scritto:Petrolio : non vedo forza nonostante il +3% sul gas, 55,3$ è duro da valicare, potrebbe essere che tutta questa salita sia solo il ritracciamento di un'onda 4 prima della 5 a scendere.
Se si realizzerà l'ipotesi di onda 5 caricherò come un cavallo sulla scadenza giugno 2007 ... anche perchè dal punto di vista statistico il crudo è long da adesso fino a maggio.
Se non si realizzerà l'ipotesi lascio correre i 5 restanti in portafoglio ... intanto 10.000 $ vanno in saccoccia e chi si è visto si è visto.
Immagine sostituita con URL per un solo Quote: http://www.investireoggi.it/phpBB2/immagini/1169832936azz1.jpg
T-bronx : dopo quanto visto oggi e considerando la zona in cui siamo + come ci siamo arrivati ... credo fermamente almeno in un rimbalzo ... quindi tengo tutti e 30 i contratti e ci si risente lunedì.
Sul bronx oggi mi hanno concesso un giretto da 1406 $ lordi ... mi accontento ed aspetto.
Buon W.E a tutta la bbanda
ciao mitico Ditro
ogni giorno all'attacco del mercato ...
mitttico!buon we a te e alla bbbbanda tutta
Fleursdumal
फूल की बुराई
Stacco anch'io . Un saluto a tutti, ci si ribecca tra un mese .
Avucat lascio a lei il compito di vigilare e moderare questa combricola di pazzi
See u soon
Avucat lascio a lei il compito di vigilare e moderare questa combricola di pazzi
See u soon
gipa69
collegio dei patafisici
Buon viaggio a chi parte o è già partito
By Kevin Plumberg
NEW YORK, Jan 26 (Reuters) - Speculators amassed the largest position against the yen ever and built up record bets on sterling in the latest week as hunger for yield continued to be the driving force in the foreign exchange market, data showed on Friday.
The report covering the week to Tuesday showed investors extended their net short yen position to 164,860 contracts from 138,146 contracts in the prior week, the Commodity Futures Trading Commission data said.
The value of the position grew more than $2 billion to $16.9 billion in the latest week.
"This certainly points to the continuing popularity of the yen carry trade," said David Powell, currency analyst with IDEAglobal in New York. In the carry trade, investors borrow in low-yielding currencies in order to buy higher-yielding ones and profit from the spread.
The yen has been a clear sell for many investors because the Bank of Japan has rock-bottom interest rates, at 0.25 percent. One of the most popular carry currencies has been sterling because it has a relatively high interest rate among the most liquid currencies.
On Tuesday, sterling traded at a 14-year high against the yen, at 241.49 yen <GBPJPY>.
The CFTC data showed speculative investors increased their net long sterling position to a record 94,728 contracts, up from the previous week's 84,318 contracts
By Kevin Plumberg
NEW YORK, Jan 26 (Reuters) - Speculators amassed the largest position against the yen ever and built up record bets on sterling in the latest week as hunger for yield continued to be the driving force in the foreign exchange market, data showed on Friday.
The report covering the week to Tuesday showed investors extended their net short yen position to 164,860 contracts from 138,146 contracts in the prior week, the Commodity Futures Trading Commission data said.
The value of the position grew more than $2 billion to $16.9 billion in the latest week.
"This certainly points to the continuing popularity of the yen carry trade," said David Powell, currency analyst with IDEAglobal in New York. In the carry trade, investors borrow in low-yielding currencies in order to buy higher-yielding ones and profit from the spread.
The yen has been a clear sell for many investors because the Bank of Japan has rock-bottom interest rates, at 0.25 percent. One of the most popular carry currencies has been sterling because it has a relatively high interest rate among the most liquid currencies.
On Tuesday, sterling traded at a 14-year high against the yen, at 241.49 yen <GBPJPY>.
The CFTC data showed speculative investors increased their net long sterling position to a record 94,728 contracts, up from the previous week's 84,318 contracts
f4f
翠鸟科
gipa69 ha scritto:Buon viaggio a chi parte o è già partito
By Kevin Plumberg
NEW YORK, Jan 26 (Reuters) - Speculators amassed the largest position against the yen ever and built up record bets on sterling in the latest week as hunger for yield continued to be the driving force in the foreign exchange market, data showed on Friday.
The report covering the week to Tuesday showed investors extended their net short yen position to 164,860 contracts from 138,146 contracts in the prior week, the Commodity Futures Trading Commission data said.
The value of the position grew more than $2 billion to $16.9 billion in the latest week.
"This certainly points to the continuing popularity of the yen carry trade," said David Powell, currency analyst with IDEAglobal in New York. In the carry trade, investors borrow in low-yielding currencies in order to buy higher-yielding ones and profit from the spread.
The yen has been a clear sell for many investors because the Bank of Japan has rock-bottom interest rates, at 0.25 percent. One of the most popular carry currencies has been sterling because it has a relatively high interest rate among the most liquid currencies.
On Tuesday, sterling traded at a 14-year high against the yen, at 241.49 yen <GBPJPY>.
The CFTC data showed speculative investors increased their net long sterling position to a record 94,728 contracts, up from the previous week's 84,318 contracts
restiamo noi a difendere la bbbandiera
carry trade sempre in gran spolvero , eh ? uhmmmm .....
gipa69
collegio dei patafisici
Market Monitor"-James Stack, President of Investech Research
Friday, January 26, 2007
PAUL KANGAS: My guest market monitor this week is James stack, president of Investech Research, based in Whitefish, Montana and welcome back to NIGHTLY BUSINESS REPORT, Jim.
JAMES STACK, INVESTECH RESEARCH: Thank you, Paul. It's great to be here.
KANGAS: You know, it's been a wild and wooly week on Wall Street with the Dow posting its best point gain of the year on Wednesday and its biggest point loss of the year yesterday. What do you think is behind all this volatility and do you see it continuing?
STACK: Paul, the volatility that we're seeing is confirmation that this is an emotional market. It's the second longest period in the past 75 years without a 10 percent correction in the blue chip indexes and the volatility, I think, is also a reflection of the difficult past facing the Fed in navigating a soft landing.
KANGAS: There has been talk, a lot of talk that the Federal Reserve has pretty well achieved a soft landing. Does that mean that the housing and real estate slump is just about over?
STACK: I think the jury is still out on the so-called soft landing and will be for another three to six months. The Fed is dealing with two very opposing pressures. One is firming inflation pressures from the tight labor market and from high commodity prices. And the other as you said is the housing market. I think it would be naive to think that the worst of the housing market is behind us. I'm surprised how many analysts are claiming that when in fact we have a very difficult affordability problem out there from the run-up in prices, and at the same time, we have a lot of excesses to unwind, including the inventory. I think looking back two years from now, we will look at today and realize that we have -- were not near the bottom in the unwinding of the housing boom.
KANGAS: Interesting. I know it's impossible of course to predict where oil prices are going, but in the current environment, what strategy are you advising for your clients?
STACK: A simple three-part strategy because this bull market is already about 30 percent longer than the average bull market life span of the last 100 years. Simply strategy number one, sell down to a level of comfort. For us, that's raising cash to our highest level in five years, over 30 percent. Secondly, focus on defensive sectors, those that are more resilient to rising inflation and rising interest rates. And third, be very, very selective.
KANGAS: Give us your opinion where the stock market stands now from both the fundamental and technical viewpoints.
STACK: From a technical standpoint, the blocks (ph) are still in place for a bull market. Our technical gauges have not confirmed a bear market yet, but this is a rising risk market and 2007 could be a year of surprises. On the inflation front, I think any surprises will be to the upside. You have another risk in the U.S. dollar where any surprises will be to the down side, and if either of those developments occur, we could see the Fed, unfortunately, be forced back to the tightening table which no one on Wall Street expects. So it's a year of potential surprises. That means it has to be a year of increasing defensiveness from a strategy.
KANGAS: On your last visit in mid-July, you recommend the purchase of two stocks for our viewers. Let's have a look and see how they've done since then. We see Pepsico, very conservative choice, up 4.3 percent and Johnson & Johnson up 9.3 percent. They're both in the plus column and I congratulate you on that.
STACK: They're good steady gainers, the kind of blue chips that pay decent dividends that are going to be holding up well, regardless of what happens to the broader market I think.
KANGAS: And so you would stay with these two issues?
STACK: Yes, we're still holding them in our managed accounts.
KANGAS: Now given your cautious outlook, do you have any new stock recommendations?
STACK: In the defensive sectors, which would include the pharmaceutical sector, we like Abbott Laboratories, symbol ABT.
KANGAS: There we see on the chart and it's had quite a move.
STACK: It pays over a 2.2 percent dividend yield. It has had 33 consecutive years of increasing its dividends. It has close to double- digit gains in both revenue and earnings of the past 10 years.
KANGAS: Another choice? We have time for one more.
STACK: Another would be Automatic Data Processing. It provides financial and data processing services to corporate America. Again, very steady revenue growth, good dividend yield, good, solid performer, regardless of (INAUDIBLE).
KANGAS: It's had a little setback recently so this might be a good entry point.
STACK: Yeah, it is. I think that ABT and Abbott Labs are good steady...
KANGAS: OK, how about one more?
STACK: Another one I think from a defensive standpoint, to provide defense both against weakness in the U.S. market and a potential weakness in the dollar, look international. After a year of consolidation, the Japanese market, I think, will be moving higher this year. The Ishares, Japan symbol EWJ is one of the best opportunities to take advantage of that.
KANGAS: Jim, do you personally own any of the stocks you mentioned?
STACK: Absolutely, Paul, we own all of them. I wouldn't recommend them if we didn't like them.
KANGAS: That's a confidence builder. Jim, it's great to have you back. Thanks for being with us. We look forward to your next visit.
STACK: Thank you, Paul, it's also a pleasure being here.
KANGAS: My guest, James Stack of Investech Research.
Friday, January 26, 2007
PAUL KANGAS: My guest market monitor this week is James stack, president of Investech Research, based in Whitefish, Montana and welcome back to NIGHTLY BUSINESS REPORT, Jim.
JAMES STACK, INVESTECH RESEARCH: Thank you, Paul. It's great to be here.
KANGAS: You know, it's been a wild and wooly week on Wall Street with the Dow posting its best point gain of the year on Wednesday and its biggest point loss of the year yesterday. What do you think is behind all this volatility and do you see it continuing?
STACK: Paul, the volatility that we're seeing is confirmation that this is an emotional market. It's the second longest period in the past 75 years without a 10 percent correction in the blue chip indexes and the volatility, I think, is also a reflection of the difficult past facing the Fed in navigating a soft landing.
KANGAS: There has been talk, a lot of talk that the Federal Reserve has pretty well achieved a soft landing. Does that mean that the housing and real estate slump is just about over?
STACK: I think the jury is still out on the so-called soft landing and will be for another three to six months. The Fed is dealing with two very opposing pressures. One is firming inflation pressures from the tight labor market and from high commodity prices. And the other as you said is the housing market. I think it would be naive to think that the worst of the housing market is behind us. I'm surprised how many analysts are claiming that when in fact we have a very difficult affordability problem out there from the run-up in prices, and at the same time, we have a lot of excesses to unwind, including the inventory. I think looking back two years from now, we will look at today and realize that we have -- were not near the bottom in the unwinding of the housing boom.
KANGAS: Interesting. I know it's impossible of course to predict where oil prices are going, but in the current environment, what strategy are you advising for your clients?
STACK: A simple three-part strategy because this bull market is already about 30 percent longer than the average bull market life span of the last 100 years. Simply strategy number one, sell down to a level of comfort. For us, that's raising cash to our highest level in five years, over 30 percent. Secondly, focus on defensive sectors, those that are more resilient to rising inflation and rising interest rates. And third, be very, very selective.
KANGAS: Give us your opinion where the stock market stands now from both the fundamental and technical viewpoints.
STACK: From a technical standpoint, the blocks (ph) are still in place for a bull market. Our technical gauges have not confirmed a bear market yet, but this is a rising risk market and 2007 could be a year of surprises. On the inflation front, I think any surprises will be to the upside. You have another risk in the U.S. dollar where any surprises will be to the down side, and if either of those developments occur, we could see the Fed, unfortunately, be forced back to the tightening table which no one on Wall Street expects. So it's a year of potential surprises. That means it has to be a year of increasing defensiveness from a strategy.
KANGAS: On your last visit in mid-July, you recommend the purchase of two stocks for our viewers. Let's have a look and see how they've done since then. We see Pepsico, very conservative choice, up 4.3 percent and Johnson & Johnson up 9.3 percent. They're both in the plus column and I congratulate you on that.
STACK: They're good steady gainers, the kind of blue chips that pay decent dividends that are going to be holding up well, regardless of what happens to the broader market I think.
KANGAS: And so you would stay with these two issues?
STACK: Yes, we're still holding them in our managed accounts.
KANGAS: Now given your cautious outlook, do you have any new stock recommendations?
STACK: In the defensive sectors, which would include the pharmaceutical sector, we like Abbott Laboratories, symbol ABT.
KANGAS: There we see on the chart and it's had quite a move.
STACK: It pays over a 2.2 percent dividend yield. It has had 33 consecutive years of increasing its dividends. It has close to double- digit gains in both revenue and earnings of the past 10 years.
KANGAS: Another choice? We have time for one more.
STACK: Another would be Automatic Data Processing. It provides financial and data processing services to corporate America. Again, very steady revenue growth, good dividend yield, good, solid performer, regardless of (INAUDIBLE).
KANGAS: It's had a little setback recently so this might be a good entry point.
STACK: Yeah, it is. I think that ABT and Abbott Labs are good steady...
KANGAS: OK, how about one more?
STACK: Another one I think from a defensive standpoint, to provide defense both against weakness in the U.S. market and a potential weakness in the dollar, look international. After a year of consolidation, the Japanese market, I think, will be moving higher this year. The Ishares, Japan symbol EWJ is one of the best opportunities to take advantage of that.
KANGAS: Jim, do you personally own any of the stocks you mentioned?
STACK: Absolutely, Paul, we own all of them. I wouldn't recommend them if we didn't like them.
KANGAS: That's a confidence builder. Jim, it's great to have you back. Thanks for being with us. We look forward to your next visit.
STACK: Thank you, Paul, it's also a pleasure being here.
KANGAS: My guest, James Stack of Investech Research.
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