Kas puttide omanikud on nüüd pmst surnud? Miks nad seda optsioonireedel tegid?
Momentum, kui poleks langetamist tulnud täna, siis oleks tulnud oodata esmaspäevani, nädalavahetusel pole selliseid liigutamisi tehtud. 3 päeva ootamist võib tänases finantssüsteemis väga-väga pikaks kujuneda. Hakati eilegi ju juba 14-päevaseid reposid väljastama.
Õnneks müüsin eile kõik oma putid maha. :)
Aga üldiselt see liigutus näitab, et fed on valmis situatsiooni toetama ning tunnistatakse probleeme. Discount rate (määr, millega Federal reserve laenab pankadele) muutmine ei ole kindlasti see, mis Fed Fund rate (määr, millega pangad laenavad reserve teineteisele), kuid Fed on ilmselt avatud vastavateks liigutusteks kui situatsioon peaks seda nõudma.
Lühikeste positsioonide katmine Föderaalreservi discount rate'i kärpmise teate ning aktsiaturu hüppe peale ning optsioonireede võivad tänase kauplemispäeva muuta aasta põnevaimaks.
Here Comes the Cavalry
By Rev Shark
RealMoney.com Contributor
8/17/2007 8:54 AM EDT
The Fed is riding to the rescue this morning. News is out that they will be cutting the discount rate by 50 basis points and are making other moves to enhance the flow capital. We are obviously up big on this news, but the question we have to ponder how far this can carry us.
The answer is pretty darn far. A lot of folks are not positioned, and they will be scrambling to get some long exposure. Shorts are going to be squeezed, and option unwinding is likely to enhance the direction in which we are moving today.
I've added a bit to my index longs using the QQQQ and I will be aggressively trading them today. I expect a good amount of volatility, but with an upside bias, so I will be trying to play the intraday swings.
Long QQQQ
---------------------------------
Ülespoole avanevad:
A large number of stocks are gapping up this morning after the Fed cut the discount rate 50 basis points from 6.25% to 5.75%, and said it would act as needed to help the economy... M&A: RARE +35.5% (to be acquired by DRI for $38.15 per share)... Gapping up on specific news: OATS +18.8% (Court denies FTC's request for preliminary injunction related to WFMI and OATS' proposed merger), CFC +17.2% (upgraded at BofA, downgraded at Morgan Stanley), TMA +17.1% (Barron's highlights insider buying at TMA from July 25-August 7), ETFC +10.2% (issues supplemental portfolio disclosure)... Mortgage names seeing strength: LEND +11.2%, NFI +12.6%, IMB +12.4%... Financials strong: LEH +7.8%, MS +6.3%, GS +5.3%, BSC +5.0%, JPM +4%, BAC +3%.
Allapoole avanevad - täna äärmiselt haruldane :) :
Not many stocks gapping down with a broad pre-mkt rally in equities after the Fed cut the discount rate and said it would act as needed to help the economy... LINTA -2.1% (still checking for news), WPPGY -1.6% (co reported 1H results).
Here Comes the Cavalry
By Rev Shark
RealMoney.com Contributor
8/17/2007 8:54 AM EDT
The Fed is riding to the rescue this morning. News is out that they will be cutting the discount rate by 50 basis points and are making other moves to enhance the flow capital. We are obviously up big on this news, but the question we have to ponder how far this can carry us.
The answer is pretty darn far. A lot of folks are not positioned, and they will be scrambling to get some long exposure. Shorts are going to be squeezed, and option unwinding is likely to enhance the direction in which we are moving today.
I've added a bit to my index longs using the QQQQ and I will be aggressively trading them today. I expect a good amount of volatility, but with an upside bias, so I will be trying to play the intraday swings.
Long QQQQ
---------------------------------
Ülespoole avanevad:
A large number of stocks are gapping up this morning after the Fed cut the discount rate 50 basis points from 6.25% to 5.75%, and said it would act as needed to help the economy... M&A: RARE +35.5% (to be acquired by DRI for $38.15 per share)... Gapping up on specific news: OATS +18.8% (Court denies FTC's request for preliminary injunction related to WFMI and OATS' proposed merger), CFC +17.2% (upgraded at BofA, downgraded at Morgan Stanley), TMA +17.1% (Barron's highlights insider buying at TMA from July 25-August 7), ETFC +10.2% (issues supplemental portfolio disclosure)... Mortgage names seeing strength: LEND +11.2%, NFI +12.6%, IMB +12.4%... Financials strong: LEH +7.8%, MS +6.3%, GS +5.3%, BSC +5.0%, JPM +4%, BAC +3%.
Allapoole avanevad - täna äärmiselt haruldane :) :
Not many stocks gapping down with a broad pre-mkt rally in equities after the Fed cut the discount rate and said it would act as needed to help the economy... LINTA -2.1% (still checking for news), WPPGY -1.6% (co reported 1H results).
Crameri fännidele (Kass vaidleb tuliselt vastu):
Cramer on CNBC says this will be the "biggest up day in history", in point terms...
Cramer on CNBC says this will be the "biggest up day in history", in point terms...
cramerit ei maksa küll pimesi uskuda, sel tegelasel on alati ja ainult omad huvid mängus...
Turg teeb põhjasid ning suurem osa intressiorgiast on käest ära antud.