Intermedio o C86 (3 lettori)

[stopandgo79]

questi S&P lo portano almeno a 1500... belli tondi tondi... yahoo!!!

 

[Buck]

questi S&P lo portano almeno a 1500... belli tondi tondi... yahoo!!!

comprano tutto obligazionario azioni oro ..incenso e mirra

 

[jxmassimo33]

Ciao,

io conto il mensile partito il 30/08/2012, domani siamo a 11 barre, tengo lo short fino alla fine del tempo, credo martedi' 18 poi vedo che fare....so solo che se secondo me stiamo vedendo i massimi e che parecchio non li rivedremo più...

 

[stopandgo79]

comprano tutto obligazionario azioni oro ..incenso e mirra

17100-17200?! ci fermeremo lì domani?! 16770 credo scontati... e se tipo domani longassi 1 trilione di pezzi ucg?! massimo dove caxxo 6!!! quando ci servi nn ci 6 mai maledizione...

 

[stopandgo79]

io conto il mensile partito il 30/08/2012, domani siamo a 11 barre, tengo lo short fino alla fine del tempo, credo martedi' 18 poi vedo che fare....so solo che se secondo me stiamo vedendo i massimi e che parecchio non li rivedremo più...

skerzi a parte... ci trovassimo davvero sui massimi del ciclo annuo ci sarebbe da stare parekkio parekkio parekkio attenti da qui in avanti... okki aperti!

 

[Buck]

Buongiorno

 

[nuovo77]

Buongiorno

 

[Buck]

Nuovo post sul blog Trading e Cicli | InvestireOggi.it :
FTSEMIB 1ª analisi ciclica - 14 Settembre
Stamane sull articolo dell'spmib voglio chiarire una cosa , perchè sono tartassato tutti i giorni di domande e domande , lo chiarisco stamane e poi

 

[Buck]

Nuovo post sul blog Trading e Cicli | InvestireOggi.it :
STOXX 1ª analisi ciclica - 14 Settembre
Quello fatto per il fib lo faccio per lo stox non serve un mio commento , basta guardare i grafici .Noterete e capirete anche perche

 

[luke HK]

QE3. Spiegato ai traders delle investment banks... Enjoy!

What happens next:

• Imminently, the Fed's Open Markets Operations desk will commence buying $40 billion in MBS per month, or about $10 billion each week. Concurrently, the Fed which is continuing Operation Twist, will still purchase $45 billion in "longer-term" Treasurys, sterilized by the $45 billion or so in 1-3 years Bonds it will sell until the end of the year at which point it runs out of short-term paper to sell.

End result: every month through the end of 2012, the Fed's balance sheet expands by $40 billion in MBS.

• Beginning January 1, 2013 the Fed will continue monetizing $40 billion in MBS each month, and will continue Operation Twist, however it will adjust the program so that it continues to increase its long-term holdings at $85 billion per month, without sterilization as it will no longer have short-term bonds to sell. It will also need to extend its ZIRP language "through the end of 2016" so all bonds 1-3 years are essentially risk free, as they are now, in effect eliminating the need to sell them.

End result: every month in 2013 the Fed will increase its balance sheet by $85 billion, consisting of $40 billion in MBS, and $45 billion in 10-30 year Treasurys, or the natural monthly supply of longer-dated issuance. The Fed will therefore monetize roughly half of the US budget deficit in 2013.
Putting it all together, the Fed's balance sheet will increase from just over $2.8 trillion currently, to $4 trillion on December 25, 2013. A total increase of $1.17 trillion.
This is what the Fed's balance sheet will looks like:


Another way of visualizing this is how many assets as a percentage of US GDP the Fed will hold on its books. Currently, this number is 18%. By the end of 2013, the Fed's historical flow operations will be accountable for 24% of US GDP.

Why is this important? Simple: when the time comes for the Fed to unwind its balance sheet, if ever, the reverse Flow process will be responsible for deducting at least 24% of US GDP at the time when said tightening happens. If ever.
What is scariest, is that as of this moment, all of this is priced in. Any incremental gains in the stock market will have to come from additional easing over and above what Bernanke just announced.