Börsipäev 3. juuni

Nõustun Miku poolt öelduga 100%liselt ning omaltpoolt lisan veel USA tööturgu iseloomustava graafiku (Bloomberg). Teisisõnu, kui sa USAs töötuks jääd, siis keskmiselt ca 40 nädala pärast võid loota, et õnn pöördub ja sa leiad töö - 44% kõikidest töötutest on tööta olnud üle 6 kuu. Ei ole just märkimisväärne tulemus majanduse kohta, mille viimased stiimulprogrammid on ka kohe-kohe lõppemas.

Veidi positiivsemat makrot, mis aitab turgu toetada.

May ISM Services 54.6 vs 53.5 Briefing.com consensus; April 52.8
Zero Hedge vahendusel graafik, mis iseloomustab, kui palju peaks USA majandus uusi töökohti iga kuu looma (66 kuud järjest), et jõuda tagasi 2007. aasta detsembri töötusmäära tasemele.

Kui Kristjan tegi eelnevalt juttu Muddy Watersi callist Sino-Foresti (SNOFF) kohta, mis aktsia põrmu saatis, siis Zerohedge vahendusel võib lugeda, et antud aktsias omas postsiooni ka John Paulsoni fond, mis nüüd on 24 tunni jooksul kaotanud rohkem kui $ 500 miljonit.
The Fed purchased $6.94 bln of 2018-2021 maturities through Permanent Open Market Operations as dealers looked to put back $11.61 bln
CMS Energy (CMS) sees quick pop as takeover rumor makes the rounds
Täna tehakse EBIX aktsiaga üsna kummalisi liikumisi. Päeva alguses käis aktsia väga sügavas languses $16.50 tasemel, uudiseid ei paistnud languse taga olevat.
Ebix reaffirms positive outlook for the year 2011
Co reaffirmed a positive outlook for the year 2011 and beyond. The Company decided to issue this release in response to the sudden stock price drop today. Co reaffirms financial health is in better shape than ever, as reflected in operating cash flows of $52.8 mln in 2010. Co continues to generate strong cash flows and expects to post strong cash flow growth numbers in 2011. Co expects to continue to be consistent in its growth trajectory in 2011. The co's sales bookings continue to be strong with Exchange transactions numbers continuing to improve quarter over quarter. The co posted GAAP operating margins of 39% and non-GAAP operating margins of 43% in Q1 of 2011. The Company is focused on growing its operating margins and is looking at the 43% operating margin number as a new benchmark for itself. Co is not aware of anything negative within the Company that should result in a sudden price drop. Co also confirmed that it has continued to buy back its stock from the market as per the allowed guidelines. The Company reiterated that while it already has a share buyback authorization from the Board for $45 mln, the Ebix Board is committed to increasing the authorization once the Company utilizes this buyback authorization of $45 mln.
Penson Worldwide (PNSN): Hearing takeover chatter making the rounds; providing this late boost to shares