Börsipäev 1. märts

Troylee, kust otsast on praegune kulutamine kestvalt võimalik? Parem õudne lõpp kui pidev eitamine.
jahe
Troylee, kust otsast on praegune kulutamine kestvalt võimalik? Parem õudne lõpp kui pidev eitamine.

Jahe, ma üritasin lihtsalt öelda, et seq'et nähakse kui mingit päästjainglit (jah, eks pikas-pikas perspektiivis see seda tõesti on). See sõna on juba nii ilukirjanduslik, et kõlab positiivsemalt kui budget cut, millest üksi ameeriklane aru ei saa. Veel rohkem tekitab tülpimust Bernanke rahanduspoliitika, mis jääb ka edaspidi 85bn USD /month majandusse pumpama, samal ajal, kui cut on ainult 85bn. Situatsioon tundub nagu lugu varesest, kes katusel tõrva kinni jäi.
Sa said valesti aru mu mõttest troylee.
Kui tuleb diil täna siis kulutatakse rohkem ja turg üles ,kui diili ei tule siis turg alla
SELL Mortimer ......SELL
krookus
SELL Mortimer ......SELL


Päev otsa makroflexi ja siis selline otsus :)
ymeramees
krookus
SELL Mortimer ......SELL


Päev otsa makroflexi ja siis selline otsus :)


:D
No tol hetkel oli Mortimeri abi vaja jah:)
Küll Mortimer veel tuleb müüma, lausa kahe käega laseb aktsiaid lendu.
:)
Berkshire 2012 letter
Esmaspäeval kui see suur selloff oli siis sealt põhjast rebiti jõhkralt 152 calle SPY -le .
Nii nüüd fixiti siis 152 peale ,nagu kord ja kohus ,vaatamatta kõigele.
Mis siis järgmine nädal saab?
Buffetti optimismi lühiajalised ebakindlad perioodid ei kõiguta:

A thought for my fellow CEOs: Of course, the immediate future is uncertain; America has faced the unknown since 1776. It’s just that sometimes people focus on the myriad of uncertainties that always exist while at other times they ignore them (usually because the recent past has been uneventful).

American business will do fine over time. And stocks will do well just as certainly, since their fate is tied to business performance. Periodic setbacks will occur, yes, but investors and managers are in a game that is heavily stacked in their favor. (The Dow Jones Industrials advanced from 66 to 11,497 in the 20th Century, a staggering 17,320% increase that materialized despite four costly wars, a Great Depression and many recessions. And don’t forget that shareholders received substantial dividends throughout the century as well.)

Since the basic game is so favorable, Charlie and I believe it’s a terrible mistake to try to dance in and out of it based upon the turn of tarot cards, the predictions of “experts,” or the ebb and flow of business activity. The risks of being out of the game are huge compared to the risks of being in it.
Hiina teenuste sektoris oli veebruaris samuti väike jahenemine, peamiselt ehitussektori eestvedamisel, mida tõenäoliselt mõjutas uue aasta püha. Via Reuters

China's non-manufacturing purchasing managers' index (PMI) stood at 54.5 according to a statement from the National Bureau of Statistics (NBS), down from January's 56.2 and the slowest pace of expansion since September 2012 - the low point of China's recent economic downturn.

The PMI new orders sub-index fell to 51.9 in February from 53.8 in the previous month. The sub-index for construction in Feb fell to 58 from 61.6 in January.

But the sectors of air and rail transport, environmental protection, logistics and retail maintained robust growth, with their sub-indices hovering over 60 in February, the NBS said.