Analisi Intermarket era il 62%..e tre x rim.... (20 lettori)
- Creatore Discussione Gianpa
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robin_hood
Gain ?! No ! Just Loss !
Rock'n'rolluck
Forumer storico
+ 1.70 %... sono incredibili
...Calendario Economico Forex | Eventi Economici Mondiali | Calendario Economico
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Massaio di Voghera
As we discussed yesterday, market breadth is now decidedly too thin for a continuation of the run we saw during September. As well, the sentiment is shifting towards more and more bulls. For example, the latest bull ratio for Investors Intelligence sentiment survey of newsletter editors is now at 62%. This means, of those that are decided, 62% are bullish - the highest level since late May.
Another measure of growing bullish sentiment is the option market. According to the ISE sentiment index, the 10 day average (equity only) call put ratio is at 195. This means that for the past two trading weeks, on average we’ve seen almost twice as many calls being bought to initiate a position as puts. I’ll have more in depth coverage in the weekly sentiment overview on Friday.
The only conflicting analysis is the seasonality tendency that shows when September does the opposite of what it is supposed to do, that momentum is carried forward for a few more months. Wayne Whaley (CTA) has shown that when September is positive, the S&P 500 index is positive for the 4th quarter 84.6% of the time with an average return of 4.93%. This is more than twice the normal 4th quarter return (2%). Interestingly enough, previous positive Septembers have canceled out any October crashes.
Another measure of growing bullish sentiment is the option market. According to the ISE sentiment index, the 10 day average (equity only) call put ratio is at 195. This means that for the past two trading weeks, on average we’ve seen almost twice as many calls being bought to initiate a position as puts. I’ll have more in depth coverage in the weekly sentiment overview on Friday.
The only conflicting analysis is the seasonality tendency that shows when September does the opposite of what it is supposed to do, that momentum is carried forward for a few more months. Wayne Whaley (CTA) has shown that when September is positive, the S&P 500 index is positive for the 4th quarter 84.6% of the time with an average return of 4.93%. This is more than twice the normal 4th quarter return (2%). Interestingly enough, previous positive Septembers have canceled out any October crashes.
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robin_hood
Gain ?! No ! Just Loss !
si sale fin dove ?
Novenove
Moderator
(Il Sole 24 Ore Radiocor) - Milano, 07 ott - Il colosso
delle bevande analcoliche PepsiCo ha riportato per il terzo
trimestre fiscale utili netti pari a 1,92 miliardi di
dollari o 1,19 dollari ad azione, in rialzo del 12% rispetto
agli 1,72 miliardi di un anno fa. I ricavi nel periodo sono
invece aumentati del 40% a 15,5 miliardi grazie anche
all'acquisizione nel corso dell'anno dei due piu' grossi
imbottigliatori delle sue bevande negli Stati Uniti. Le
attese degli analisti erano per utili di 1,22 dollari ad
azione su ricavi per 15,35. I volumi di vendita di PepsiCo
nel trimestre sono cresciuti del 13% nel Nord America grazie
anche all'accordo di distribuzione con il gruppo Dr Pepper
Snapple Group. In crescita infine il margine di profitto che
e' salito al 54,8% dal 53,2% del terzo trimestre 200