maidre,
hea meelega kataks allpool kui teaks, et veel kukub.
(GOOG) Google võitleb $400 toetustasemel püsimisega. Mõned korrad on tasemest juba alla läbi murtud, kuid on suudetud tagasi peale põrgata. Kas siit võib tulla pikem liug seni suhteliselt hästi püsinud aktsiale?
Väga hea lugu Kassilt täna minu arust:
Here is a recap of some of the fundamental points I've been making over the past year:
1. All of the losses this year were inevitable, because they happened years ago. The underlying issue affecting our economy is the misallocation of real economic resources, which are now sitting in monstrous empty condo projects in Naples, Fla., or huge empty subdivisions in Las Vegas.
2. This last year was a gigantic exercise in assigning who takes the losses. None of the failed institutions could be saved. Even if they had been, it would just mean someone else would have taken the loss, most probably the investors who got suckered into bailing them out. Fortunately (or unfortunately, depending on where you work) the sovereign wealth funds and private-equity firms were shrewd enough to back away and let Wall Street die rather than dump their losses on someone else.
3. With no one willing to play the sucker, the government is stepping in! However, I don't think they will be suckered, as the true scope of the problem is quite visible now. The Troubled Assets Relief Program should be able to earn a return on most of the assets purchased. The shareholders of most troubled institutions are still going to be wiped out, many management teams will be fired, and some will go to jail. (If I were Angelo Mozilo, I'd be on a plane to Namibia.)
4. I don't think we can avoid a recession, because we are back to the first point: All the misallocated resources must be gainfully re-employed somewhere else, and that process simply takes time. All the mortgage brokers making a million a year, the hordes of real estate agents who got their licenses at the top in 2006, the construction workers, the thousands upon thousands of Wall Street workers ... they must all find something else to do, and it won't be more of what they were doing before. They will need time to a) accept their fate, b) get retrained, and c) move. This is what a recession is.
My net on the situation is that the bill needed to be passed, and we the people (via the government) needed to take on these losses to prevent a massive failure of the financial system. Now the Europeans may need to bail out their financial system. We'll see. What lies ahead is the simple hard work of creating new businesses to employ the army of unneeded housing industry employees.
Here is a recap of some of the fundamental points I've been making over the past year:
1. All of the losses this year were inevitable, because they happened years ago. The underlying issue affecting our economy is the misallocation of real economic resources, which are now sitting in monstrous empty condo projects in Naples, Fla., or huge empty subdivisions in Las Vegas.
2. This last year was a gigantic exercise in assigning who takes the losses. None of the failed institutions could be saved. Even if they had been, it would just mean someone else would have taken the loss, most probably the investors who got suckered into bailing them out. Fortunately (or unfortunately, depending on where you work) the sovereign wealth funds and private-equity firms were shrewd enough to back away and let Wall Street die rather than dump their losses on someone else.
3. With no one willing to play the sucker, the government is stepping in! However, I don't think they will be suckered, as the true scope of the problem is quite visible now. The Troubled Assets Relief Program should be able to earn a return on most of the assets purchased. The shareholders of most troubled institutions are still going to be wiped out, many management teams will be fired, and some will go to jail. (If I were Angelo Mozilo, I'd be on a plane to Namibia.)
4. I don't think we can avoid a recession, because we are back to the first point: All the misallocated resources must be gainfully re-employed somewhere else, and that process simply takes time. All the mortgage brokers making a million a year, the hordes of real estate agents who got their licenses at the top in 2006, the construction workers, the thousands upon thousands of Wall Street workers ... they must all find something else to do, and it won't be more of what they were doing before. They will need time to a) accept their fate, b) get retrained, and c) move. This is what a recession is.
My net on the situation is that the bill needed to be passed, and we the people (via the government) needed to take on these losses to prevent a massive failure of the financial system. Now the Europeans may need to bail out their financial system. We'll see. What lies ahead is the simple hard work of creating new businesses to employ the army of unneeded housing industry employees.
Kas ma sain asjast valesti aru, või kinnitati see 700 miljardine lunastamine?!
Miks börsid nii hullult kukuvad??
Miks börsid nii hullult kukuvad??
bailout vote on u. kell 20.00 - 20.30 Eesti aja järgi räägib BBC
40 punktiline VIX kajastab päris hästi praeguste investorite tundeid sellistes turutingimustes.
Üks värske tehniline pilt siia ostuhuvilistele terasesektorist SCHN'st. Allikaks Briefing:
Millest SKF tõuseb?
U.S. House begins vote on Emergency Economic Stabilization Act
mida teeete kui bill vastu võetakse?
mida teeete kui bill vastu võetakse?
8:56 min jäänud
Hito,
SKF on Ultrashort Financials börsil kaubeldav fond ehk siis, kui finantssektor kukub, siis SKF tõuseb... ja mitte sama palju, vaid kaks korda rohkem.
SKF on Ultrashort Financials börsil kaubeldav fond ehk siis, kui finantssektor kukub, siis SKF tõuseb... ja mitte sama palju, vaid kaks korda rohkem.
viis minutit veel jäänud ja NO läks juhtima....väga tasavägine.
4 häälega juhib no
188 vs 208...
ja it is NO. all bets off now.. tõeline reality show
tadahh ja nasdaq lisas veel 1,5% langust senisele 4%-le
Hääletus billi vastu...tulemuseks veresaun turgudel.
DJIA -600 pts
nasdaq -6.66%
scary
scary
mida siis nüüd osta, Citit või Goldmani...?