solointraday
Forumer storico
grazie jedd
ma tu come sei messo? SONO CURIOSO
FTSE Mib Futures solointraday - Cap. 1 (3 lettori)
- Creatore Discussione solointraday
- Data di Inizio
- Stato
ma tu come sei messo? SONO CURIOSO
solointraday
Forumer storico
bravo allora. ottimo gain
hai centrato minimi e per ora massimi!!
ma su cosa basi le tue analisi o previsioni?
Jedd
GORDON GEKKO
Solo, nessuna AT, nessun grafico. Mi baso su "analisi psicologica" (passami il termine) della borsa. Ho osservato per molto tempo il comportamento degli indici, cercando di metterli in relazione con il sentiment degli operatori leggendo i forum....... NUlla di chè. Faccio altro lavoro, questa è una passione!
solointraday
Forumer storico
ok
io invece ci metto un sacco di punti in borsa da oltre 16 anni e gli dedico fin troppo tempo ( pur lavorando ovviamente) . io non sono in grado di fare una analisi psicologica della borsa (men che meno tramite un forum di per se molto limitato) quindi mi sono creato degli schemi mentali con cui ragionare. ci lavoro da 16 anni appunto, cambiandoli, cercando di migliorarli. ed è il solo modo con cui opero in borsa, col cervello; che utilizzo come tutti gli altri esseri umani nelle sue limitate capacita e molte fallacita°: ma cosi é e in media di certo non mi lamento. e siccome ora non mi convincono assolutamente i dati macroeconomici, nel breve posson fare quello che vogliono in borsa. quando mi avranno convinto che si sale perchè ci sono le condizioni comprerò al rialzo con stesse metodologie con le quali opero al ribasso. di certo non compro perchè è sceso troppo o vendo perchè è salito abbastanza. non tiro ad indovinare, o almeno cerco di non farlo e di non farmi influenzare dai dintorni. poi se sbaglio le valutazioni perdo, ma è la cosa più normale operando in borsa. ma con me stesso sono a posto a parte gli errori che comunque faccio tutti i giorni e che non manco di rimarcarmi
Jedd
GORDON GEKKO
Lo so Solo, avevo capito che la tua operatività è fondata su dei presupposti tecnici e derivante da anni di esperienza. Infatti io non mi PERMETTEREI MAI e POI MAI di metterla in dubbio anzi..... Io nel Forum posto solo le mie impressioni ed opinioni, anche perchè poi ognuno ragiona con la sua testa.
Per il resto, concordo con te: i dati macro fanno ca.....re (anche se meno di quanti molti pensano a mio avviso.....occhio qui, che di ripresa in giro per il mondo ce n'è)...... Ma in questo momento, al mercato, i dati gli fanno un baffo...... é una fase simile a quella che dai minimi di Aprile 09 ci ha portato a 24K.
Ciao vado a mangiare buon pranzo
solointraday
Forumer storico
comprati 2 fib 20460 alle 13.03
solointraday
Forumer storico
ancora in essere
solointraday
Forumer storico
comprati 2 fib 20495 alle 13.21
babar
Nuovo forumer
Risk on, but why?
Send for the rally monkey? The FTSE 100 is on course for a sixth straight session of gains, while the S&P 500 closed above its 200-day for the first time in a nearly a month.
(Other markets are up too: oil has gained nearly 8 per cent in the past week and the CRB futures have recorded seven days of gains.)
But why? It’s not as if the European periphery jitters have gone away, as Deutsche Bank’s Jim Reid pointed out on Wednesday morning:
China is still talking about tightening credit conditions, and recent newsflow hardly suggests the US economic recovery will be self-sustaining.
Yet, the equity market seems very relaxed, something that wouldn’t have been the case a couple of weeks ago. So what’s the answer?
Perhaps, it’s a case of eurozone news fatigue.
Perhaps investors have managed to convince themselves that the problems in the eurozone won’t derail the global economy.
Perhaps it’s the World Cup and those traditional African horns (made in China) providing a welcome distraction.
Perhaps the EuroTARP is working, says Gregg Gibbs of RBS:
Send for the rally monkey? The FTSE 100 is on course for a sixth straight session of gains, while the S&P 500 closed above its 200-day for the first time in a nearly a month.
(Other markets are up too: oil has gained nearly 8 per cent in the past week and the CRB futures have recorded seven days of gains.)
But why? It’s not as if the European periphery jitters have gone away, as Deutsche Bank’s Jim Reid pointed out on Wednesday morning:
Our Peripheral CDS and bond monitor widened 18bp and 21bp respectively yesterday. After a good week last week the last two days have helped send our equal weighted 5 member EU peripheral bond index to its widest level (vs Germany) in this crisis outside of the four days leading up to the weekend EU/IMF bail-out announcement. Greece 5yr bonds (widening 64bps to Germany yesterday) were the main driver but Ireland (+25bp) and Portugal (+13bp) were also weak
And as we noted earlier this morning, the 10-year Spanish/German bond yield spread has widened to a lifetime high following (firmly denied) reports that EU, IMF and US Treasury officials were drawing up a liquidity plan for Spain.
China is still talking about tightening credit conditions, and recent newsflow hardly suggests the US economic recovery will be self-sustaining.
Yet, the equity market seems very relaxed, something that wouldn’t have been the case a couple of weeks ago. So what’s the answer?
Perhaps, it’s a case of eurozone news fatigue.
Perhaps investors have managed to convince themselves that the problems in the eurozone won’t derail the global economy.
Perhaps it’s the World Cup and those traditional African horns (made in China) providing a welcome distraction.
Perhaps the EuroTARP is working, says Gregg Gibbs of RBS:
While bank funding costs have lifted since late-April, they have stabilised over recent weeks and eased by some measures. Some banks in Europe are no doubt finding funding tight, but stronger banks globally are probably still operating fairly normally, able to obtain funding as required, albeit at somewhat higher rates. The chart below shows one measure of funding stress. It shows USD 3mth LIBOR and the implied 3mth LIBOR rate in the EUR/USD fx fwds. Both have risen since the peak in equities on 23 April, the later by more, raising the spread between the two. However, since late April, LIBOR has stabilised and implied LIBOR has eased back, narrowing the spread between the two. At the same time equities have stabilised and recovered.
It is probably fair to conclude that the liquidity measures and quantitative steps employed by central banks and waiting in the wings if conditions deteriorate should reduce the fear of a Lehman’s style seizure in the global baking [sic] system.
Or perhaps the equity market is wrong, and it’s the eurozone bond market we should be looking at.It is probably fair to conclude that the liquidity measures and quantitative steps employed by central banks and waiting in the wings if conditions deteriorate should reduce the fear of a Lehman’s style seizure in the global baking [sic] system.
- Stato