BBY +11% tulemuste peale eelturul
FAZ 19 ja Joelile pole võimalik eestis ei sõida suurt keegi enam 100 tuhat otsib tööd. Oma Dodge asemel oleks võinud välja käia uue töökoha pluss õpingud, pole kahtlustki et viimane oleks kallimaks läinud.
Aasias oli päev optimistlik ning plussis alustab taas ka USA. S&P500 on kerkinud 1.2% ja kaupleb 818 punkti peal.
Saksamaa DAX +0.21%
Prantsusmaa CAC 40 -0.50%
Inglismaa FTSE 100 -0.08%
Hispaania IBEX 35 -0.15%
Venemaa MICEX -0.27%
Poola WIG +0.49%
Aasia turud:
Jaapani Nikkei 225 +1.84%
Hong Kongi Hang Seng +3.57%
Hiina Shanghai A (kodumaine) +3.06%
Hiina Shanghai B (välismaine) +3.23%
Lõuna-Korea Kosdaq +1.90%
Tai Set 50 +0.67%
India Sensex 30 +3.47%
Get Ready for Even More Volatility
By Rev Shark
RealMoney.com Contributor
3/26/2009 8:17 AM EDT
Fear tends to manifest itself much more quickly than greed, so volatile markets tend to be on the downside. In up markets, volatility tends to gradually decline.
-- Phillip Roth
We saw a usual amount of market volatility on Wednesday with early strength giving way to a near break of key technical levels before a very sharp recovery to end the day. The net result was a nearly flat day, but the bulls probably can be declared the victors with the way they fought back at the close.
The struggle that is taking place is between optimism over all the government plans to reinflate the economy vs. the negative consequences of doing so. We saw two of these negatives yesterday: the bond auction was weak, which indicated that the U.S. may be trying to sell too much debt. (Of course, the Fed addressed this by being a buyer itself, which does at least provide the illusion of support.)
The other negative issue is related, and that is the strength of the dollar and its role as the primary reserve currency. There was some discussion of that by the Chinese and Treasury Secretary Geithner, and that caused some market reaction as well.
A weak dollar and a weak bond auction are the sorts of issues that give rise to inflation, and that is what the bears are going to focus on more than anything, especially if all the liquidity that is being pumped into the market does start to move things a bit.
There certainly are a lot of forces trying to push the economy up in the short term, but the big question is what this volatility we saw on Wednesday means for the short term direction of the market. That crazy action comes after a strong move off the March lows and as we hit some important technical resistance on the major indices.
Volatility is a sign of uncertainty. While we have many who are hoping and believing that the bear market has seen a lasting low and want to add exposure, there are also folks who caught the recent move and are looking to lock in gains as excitement dies down.
Fear of being left out and being underinvested as we wind up the quarter is a major driving force, but on the other side of the equation the government has basically gone "all in" at this point with its various bailouts and stimulus packages and now we are going to start looking for results. We also have first-quarter earnings coming up, which will be a very good test of the mood.
After the swings we had yesterday, trying to predict what will happen today is like playing a slot machine. We have a little early strength but the common pattern lately has to be fade the open and then to ramp up into the close.
The technical area to watch on the upside is 825 for the S&P 500 and 1555 on the Nasdaq. Unless the bulls get more good news to work with and can gain some strong momentum, they will likely have a tough time with those resistance levels. I'm looking for the bears to become more aggressive as we approach those areas.
Fasten your seat belts and strap on the trading goggles. It should be a bumpy ride.
-----------------------------
Ülespoole avanevad:
In reaction to strong earnings/guidance: CRTX +30.4%, CTRN +14.6% (also announces Ed Anderson to retire as CEO), RHT +8.0%, CKR +7.8% (light volume), BBY +5.2%, CAG +4.6%, SAI +2.9%, GRS +2.0%, PAYX +1.6% (light volume), GME +1.4%... Select financials showing strength: BCS +17.8%, SLM +11.2%, FIG +7.5%, AIG +6.7%, CIT +5.7%, FITB +3.9%, AEG +3.5%, IBN +3.0%, HIG +2.6%, RBS +2.2%, MS +1.9%, BAC +1.7%, WFC +1.3%, JPM +1.3%... Select auto names trading higher following WSJ report that the Auto Task Force set to back more loans: GM +15.0%, F +4.7%... Select metals/mining names showing strength: RTP +4.4% (Rio may sell more assets if Chinalco deal fails - Reuters), AAUK +3.3%, EGO +2.2% (Cramer makes positive comments on MadMoney), FCX +2.1%, GG +1.8% (2009 estimates increased and target raised to $38 from $31 at Credit Suisse), BHP +1.4%, ABX +1.4%... Select solar names ticking higher in early trade: LDK +6.1%, ESLR +5.7%, FSLR +1.2%... Select iron/steel names trading modestly higher: X +3.5%, AKS +1.3%, NUE +1.2%... Other news: DNR +11.3% (will replace Rohm and Haas in the S&P 500), ACAS +11.0% (still checking), STM +4.9% (still checking for anything specific), OFC +4.8% (will replace Denbury Resources in the S&P MidCap 400), ALV +4.0% (still checking), DRYS +3.6% (modestly rebounding from yesterday's 15%+ drop following earnings)... Analyst comments: RIMM +5.4% (Goldman recommends buying RIMM ahead of Q4 earnings - CNBC), SFD +4.4% (initiated with Hold at KeyBanc), GOOG +1.8% (upgraded to Buy at Canaccord).
Allapoole avanevad:
In reaction to disappointing earnings/guidance: WX -7.6%, UTIW -5.2% (light volume)... Other news: BPL -5.0% (to offer 2.35 mln limited partnership units), VE -4.5% (still checking for anything specific), NLY -4.1% (trading ex-dividend), CBG -2.0% (modestly pulling back from yesterday's 30%+ surge higher)... Analyst comments: NOK -3.0% (downgraded to Sell at Societe Generale), ATHR -2.7% (downgraded to Hold at Collins Stewart), SNDA -2.6% (initiated with Sell at RBS and downgraded to Sell at Roth Capital), MFE -2.4% (initiated with Sell at Auriga).
By Rev Shark
RealMoney.com Contributor
3/26/2009 8:17 AM EDT
Fear tends to manifest itself much more quickly than greed, so volatile markets tend to be on the downside. In up markets, volatility tends to gradually decline.
-- Phillip Roth
We saw a usual amount of market volatility on Wednesday with early strength giving way to a near break of key technical levels before a very sharp recovery to end the day. The net result was a nearly flat day, but the bulls probably can be declared the victors with the way they fought back at the close.
The struggle that is taking place is between optimism over all the government plans to reinflate the economy vs. the negative consequences of doing so. We saw two of these negatives yesterday: the bond auction was weak, which indicated that the U.S. may be trying to sell too much debt. (Of course, the Fed addressed this by being a buyer itself, which does at least provide the illusion of support.)
The other negative issue is related, and that is the strength of the dollar and its role as the primary reserve currency. There was some discussion of that by the Chinese and Treasury Secretary Geithner, and that caused some market reaction as well.
A weak dollar and a weak bond auction are the sorts of issues that give rise to inflation, and that is what the bears are going to focus on more than anything, especially if all the liquidity that is being pumped into the market does start to move things a bit.
There certainly are a lot of forces trying to push the economy up in the short term, but the big question is what this volatility we saw on Wednesday means for the short term direction of the market. That crazy action comes after a strong move off the March lows and as we hit some important technical resistance on the major indices.
Volatility is a sign of uncertainty. While we have many who are hoping and believing that the bear market has seen a lasting low and want to add exposure, there are also folks who caught the recent move and are looking to lock in gains as excitement dies down.
Fear of being left out and being underinvested as we wind up the quarter is a major driving force, but on the other side of the equation the government has basically gone "all in" at this point with its various bailouts and stimulus packages and now we are going to start looking for results. We also have first-quarter earnings coming up, which will be a very good test of the mood.
After the swings we had yesterday, trying to predict what will happen today is like playing a slot machine. We have a little early strength but the common pattern lately has to be fade the open and then to ramp up into the close.
The technical area to watch on the upside is 825 for the S&P 500 and 1555 on the Nasdaq. Unless the bulls get more good news to work with and can gain some strong momentum, they will likely have a tough time with those resistance levels. I'm looking for the bears to become more aggressive as we approach those areas.
Fasten your seat belts and strap on the trading goggles. It should be a bumpy ride.
-----------------------------
Ülespoole avanevad:
In reaction to strong earnings/guidance: CRTX +30.4%, CTRN +14.6% (also announces Ed Anderson to retire as CEO), RHT +8.0%, CKR +7.8% (light volume), BBY +5.2%, CAG +4.6%, SAI +2.9%, GRS +2.0%, PAYX +1.6% (light volume), GME +1.4%... Select financials showing strength: BCS +17.8%, SLM +11.2%, FIG +7.5%, AIG +6.7%, CIT +5.7%, FITB +3.9%, AEG +3.5%, IBN +3.0%, HIG +2.6%, RBS +2.2%, MS +1.9%, BAC +1.7%, WFC +1.3%, JPM +1.3%... Select auto names trading higher following WSJ report that the Auto Task Force set to back more loans: GM +15.0%, F +4.7%... Select metals/mining names showing strength: RTP +4.4% (Rio may sell more assets if Chinalco deal fails - Reuters), AAUK +3.3%, EGO +2.2% (Cramer makes positive comments on MadMoney), FCX +2.1%, GG +1.8% (2009 estimates increased and target raised to $38 from $31 at Credit Suisse), BHP +1.4%, ABX +1.4%... Select solar names ticking higher in early trade: LDK +6.1%, ESLR +5.7%, FSLR +1.2%... Select iron/steel names trading modestly higher: X +3.5%, AKS +1.3%, NUE +1.2%... Other news: DNR +11.3% (will replace Rohm and Haas in the S&P 500), ACAS +11.0% (still checking), STM +4.9% (still checking for anything specific), OFC +4.8% (will replace Denbury Resources in the S&P MidCap 400), ALV +4.0% (still checking), DRYS +3.6% (modestly rebounding from yesterday's 15%+ drop following earnings)... Analyst comments: RIMM +5.4% (Goldman recommends buying RIMM ahead of Q4 earnings - CNBC), SFD +4.4% (initiated with Hold at KeyBanc), GOOG +1.8% (upgraded to Buy at Canaccord).
Allapoole avanevad:
In reaction to disappointing earnings/guidance: WX -7.6%, UTIW -5.2% (light volume)... Other news: BPL -5.0% (to offer 2.35 mln limited partnership units), VE -4.5% (still checking for anything specific), NLY -4.1% (trading ex-dividend), CBG -2.0% (modestly pulling back from yesterday's 30%+ surge higher)... Analyst comments: NOK -3.0% (downgraded to Sell at Societe Generale), ATHR -2.7% (downgraded to Hold at Collins Stewart), SNDA -2.6% (initiated with Sell at RBS and downgraded to Sell at Roth Capital), MFE -2.4% (initiated with Sell at Auriga).
Joel, kui halbu laene on ainult 400B eest, kas Geithner läks üle lööma, et oleks ikka kindel laks ?
kas see mitte $2T ligi pole ?
ning kogu see pott on lisaks dünaamiline, mitte staatiline
mis on hetkel tõenäolisem, kas poti suurenemine või vähenemine? (ex Geithner plan)
kas see mitte $2T ligi pole ?
ning kogu see pott on lisaks dünaamiline, mitte staatiline
mis on hetkel tõenäolisem, kas poti suurenemine või vähenemine? (ex Geithner plan)
speedy,
Üks asi on hapuks läinud laenud...teine asi on ebalikviidsed varad. Kui pankadel pole likviidsust, ei saa ka uusi laene väljastada.
Üks asi on hapuks läinud laenud...teine asi on ebalikviidsed varad. Kui pankadel pole likviidsust, ei saa ka uusi laene väljastada.
Tere Mõmmid!
Megas, mis hinna pealt FAZ-i kinni paned? Ülemine/alumine piir?
Ei tea poh suht eile müüsin STP kas mul on midagi kaotada. 18,02 -22,49
Maagaasivarud kasvasid +3 bcfi. Ootused kõikusid -17 bcfist kuni +/-0 bcfini. Maagaasiga kauplejatele selline raport meelt mööda ei olnud ning niigi madal hind kukkus taas allapoole $4 peale mcfe eest.
Kõik kukub peale solarite täna.
Solar kukub õhtul ära.
Püüame ikka argumenteerida ja sisukamaid kommentaare anda...
Mis selle solariga üldse toimub, STP tõsine hüpe jätab küll nõutuks.
Rainerb, DigiTimes kirjutab, et Hiina on ette valmistamas abipaketti solar firmadele. Seetõttu juhivad tõusu just Hiina solar play'd, sh STP. Lisaks on NY Times väljas positiivse artikliga. Lähemalt võib lugeda näiteks Eric Savitzi blogist.
Suht vilets päev täna FAZ-ile.
http://www.ft.com/cms/s/0/df9ce572-1a36-11de-9f91-0000779fd2ac.html