FT
“Some dealers are saying risk resurrection is in response to Papandreou looking like a lame duck … but there is a lot of uncertainty about whether such a bounce will last, since his demise could trigger an election. Nonetheless, the lifting of the threat of a referendum would be positive for markets.”
Miks turud tõusevad? Sest enamus saab aru, et Papandreuo on pajats, aga .... kui ta ikka ei ole?
Teen omad panused - kreeka naised....eriti parlamendis. Mul on tunne, et naised pääsatavad seekord Euroopa (maailma?). Kui asjad väga sohhu lähevad, kuulutavad seksistreigi välja, nagu Ladina-Ameerika riikides mõned kuud tagasi, ja umbes kuu aja pärast on asi jonksus. Kaua sa krõpsuta kannatad olla.
Pigem tõusevad, sest kaua sa ikka jaksad ühe teema pärast paanikas olla. Kui see default nüüd ükskord selge sõnaga välja öeldakse siis pärast kogu seda paanikat vaadatakse, et see on tegelikult no event ja taevas selle pärast alla ei kuku.
Jah, sõdadega on tavaliselt samamoodi. Enne sõja perioodi on pinge, pärast seda business as usual.
FYI:
* AP: Mario Draghi brings experience as crisis fixer, reputation as pragmatist to role as ECB chief
* AP: Bio of Mario Draghi, next head of the ECB
* Bloomberg: Draghi May Resist Stimulus Call Amid Greek Crisis
* Reuters: PROFILE-ECB President Mario Draghi
* The Globe and Mail: Debt crisis will test mettle of new ECB head Draghi
* BBC News: Mario Draghi takes centre stage at ECB
* AP: Mario Draghi brings experience as crisis fixer, reputation as pragmatist to role as ECB chief
* AP: Bio of Mario Draghi, next head of the ECB
* Bloomberg: Draghi May Resist Stimulus Call Amid Greek Crisis
* Reuters: PROFILE-ECB President Mario Draghi
* The Globe and Mail: Debt crisis will test mettle of new ECB head Draghi
* BBC News: Mario Draghi takes centre stage at ECB
NO on kõige parem ja kindlam vastus, sest siin on ainult üks tee.
YES on oluliselt hullem lahendus - mida nüüd teha? Kas nüüd asjad on kindlas graafikus? Kas me saame usaldada? Mis siis vahepeal toimus? Milleks see tsirkus? jne.
YES on oluliselt hullem lahendus - mida nüüd teha? Kas nüüd asjad on kindlas graafikus? Kas me saame usaldada? Mis siis vahepeal toimus? Milleks see tsirkus? jne.
Continuing Claims falls to 3.683 mln from 3.698 mln
Q3 Unit Labor Costs- prelim -2.4% vs -1.1% Briefing.com consensus
Initial Claims 397K vs 401K Briefing.com consensus; prior revised to 406K from 402K
Q3 Productivity- prelim +3.1% vs +2.8% Briefing.com consensus
Q3 Unit Labor Costs- prelim -2.4% vs -1.1% Briefing.com consensus
Initial Claims 397K vs 401K Briefing.com consensus; prior revised to 406K from 402K
Q3 Productivity- prelim +3.1% vs +2.8% Briefing.com consensus
Gapping up
In reaction to strong earnings/guidance/SSS: DEXO +32.8%, FIO +19.4%, ANIK +15.9% (thinly traded), NQ +15.5% (ticking higher), MELI +15.1%, THQI +11.7%, HURN +9.7% (light volume), QGEN +9.5%, QCOM +9.2%, CACI +8.8% (light volume), AEO +8.7%, EL +7.1%, ANR +6.6%, Z +6.5%, EROC +6.4%, TSLA +5.9%, TS +5.8%, TCAP +5% (thinly traded), TSO +4.5%, WLL +4.2%, SOMX +3.1%, RGR +3%, KFT +1.9%, SNY +1.8%, DUK +0.3% (light volume), .
Select financial related names showing strength: NBG +18.8%, DB +2.8%, RBS +2.2%, CS +1.4%, BCS +1%.
Select oil/gas related names showing strength: E +2.9%, TOT +1.5%, SDRL +1.3%, RDS.A +0.7%.
Other news: MDVN +93.6% (Medivation and Astellas (ALPMY.PK) announced positive survival data from interim analysis of Phase 3 AFFIRM trial of MDV3100 in men with advanced prostate cancer), DSCO +11.1% (Discovery Labs KL4 surfactant granted orphan drug designation in Europe for the treatment of cystic fibrosis), PSTI +8.9% (Pluristem Therapeutics reports positive 12-month data from the use of PLX-PAD for the treatment of critical limb ischemia; met all endpoints), ALU +5.9% (still checking), EW +4.9% (receives FDA approval for first catheter-based aortic heart valve in the U.S), AIXG +4.4% (still checking), MDW +3.8% (Midway Gold files NI 43-101 technical report on Pan Project; resource increases to more than 1 mln ounces of gold), VRTX +2.4% (New England Journal of Medicine publishes data from Phase 3 STRIVE study of KALYDECOTM in people ages 12 and older - Study shows that treating CF by targeting the underlying cause of the disease leads to significant clinical benefits), NOK +1.9% (still checking for anything specific).
Analyst comments: OPEN +0.5% (upgraded to Equal Weight from Underweight at Barclays), NLY +0.5% (light volume, upgraded to Outperform from Market Perform at Wells Fargo).
In reaction to strong earnings/guidance/SSS: DEXO +32.8%, FIO +19.4%, ANIK +15.9% (thinly traded), NQ +15.5% (ticking higher), MELI +15.1%, THQI +11.7%, HURN +9.7% (light volume), QGEN +9.5%, QCOM +9.2%, CACI +8.8% (light volume), AEO +8.7%, EL +7.1%, ANR +6.6%, Z +6.5%, EROC +6.4%, TSLA +5.9%, TS +5.8%, TCAP +5% (thinly traded), TSO +4.5%, WLL +4.2%, SOMX +3.1%, RGR +3%, KFT +1.9%, SNY +1.8%, DUK +0.3% (light volume), .
Select financial related names showing strength: NBG +18.8%, DB +2.8%, RBS +2.2%, CS +1.4%, BCS +1%.
Select oil/gas related names showing strength: E +2.9%, TOT +1.5%, SDRL +1.3%, RDS.A +0.7%.
Other news: MDVN +93.6% (Medivation and Astellas (ALPMY.PK) announced positive survival data from interim analysis of Phase 3 AFFIRM trial of MDV3100 in men with advanced prostate cancer), DSCO +11.1% (Discovery Labs KL4 surfactant granted orphan drug designation in Europe for the treatment of cystic fibrosis), PSTI +8.9% (Pluristem Therapeutics reports positive 12-month data from the use of PLX-PAD for the treatment of critical limb ischemia; met all endpoints), ALU +5.9% (still checking), EW +4.9% (receives FDA approval for first catheter-based aortic heart valve in the U.S), AIXG +4.4% (still checking), MDW +3.8% (Midway Gold files NI 43-101 technical report on Pan Project; resource increases to more than 1 mln ounces of gold), VRTX +2.4% (New England Journal of Medicine publishes data from Phase 3 STRIVE study of KALYDECOTM in people ages 12 and older - Study shows that treating CF by targeting the underlying cause of the disease leads to significant clinical benefits), NOK +1.9% (still checking for anything specific).
Analyst comments: OPEN +0.5% (upgraded to Equal Weight from Underweight at Barclays), NLY +0.5% (light volume, upgraded to Outperform from Market Perform at Wells Fargo).
Euroopa Keskpank langetas intressimäärasid 25 baaspunkti võrra 1,25% peale.
ECBeeeeeeeeeeeeeeeee!!!!
loo moraal: seni kuni ei mängi keskpankadega samas kaalukategoorias pole mõtet üritada turust targem olla, ühel hetkel mängitakse Sind nurka
loo moraal: seni kuni ei mängi keskpankadega samas kaalukategoorias pole mõtet üritada turust targem olla, ühel hetkel mängitakse Sind nurka
European Central Bank lowers rates 25 bps to 1.25%
Noh, oligi see stsenaarium, et "zee price stabilitee" Trichet läheb puhaste kätega pinsile ja SuperMario hakkab moogeldama. Ja nüüd PRINT, Mario, PRINT! :-D
Pizdets.
Mariodele - Vadrum Meets Super Mario Bros (Drum Video)
Gapping down
In reaction to disappointing earnings/guidance: DNDN -26.4% (also downgraded to Neutral from Buy at Goldman ), DXCM -23.5% (Dexcom and Roche Diagnostics (RHHBY) announce research and development agreement, downgraded to Reduce from Neutral at Suntrust), VVTV -20.5%, SWIR -15.5%, (ticking lower after being halted for earnings, downgraded to Mkt Perform at Morgan Keegan), RLD -14.7%, WBMD -13.2% (downgraded to Hold at Stifel Nicolaus), WFR -11.8%, HNSN -9.2%, KAMN -8.9%, RIG -7.7%, CLWR -6.9% (also downgraded to Market Perform from Outperform at Raymond James), SKS -6.8%, K -6.6%, INTT -6.1% (thinly traded), NTRI -5.3% (upgraded to Buy from Neutral at Janney ), PPO -4.8%, WFM -4.3%, JWN -4.2%, LNC -4.2%, LTD -4%, HIG -3.6%, M -3.4%, JCP -2.7% (light volume), PRU -2.5%, IVR -1.9%, TGT -1.2%, ZIP -0.9%, IO -0.8% (light volume), SLE -0.6% (light volume).
Other news: ATRN -17.3% (announces voluntary delisting from NASDAQ), UWN -10% (announces registered direct offering of ~ $4.3 mln), DVAX -7.7% (announces proposed public offering of common stock), EDR -5.3% (announces common stock offering of 12.5 mln shares), TGP -4.9% (announces pricing of follow-on offering, which represent limited partner interests, at $33.40 per unit), PTR -3.5% (still checking).
In reaction to disappointing earnings/guidance: DNDN -26.4% (also downgraded to Neutral from Buy at Goldman ), DXCM -23.5% (Dexcom and Roche Diagnostics (RHHBY) announce research and development agreement, downgraded to Reduce from Neutral at Suntrust), VVTV -20.5%, SWIR -15.5%, (ticking lower after being halted for earnings, downgraded to Mkt Perform at Morgan Keegan), RLD -14.7%, WBMD -13.2% (downgraded to Hold at Stifel Nicolaus), WFR -11.8%, HNSN -9.2%, KAMN -8.9%, RIG -7.7%, CLWR -6.9% (also downgraded to Market Perform from Outperform at Raymond James), SKS -6.8%, K -6.6%, INTT -6.1% (thinly traded), NTRI -5.3% (upgraded to Buy from Neutral at Janney ), PPO -4.8%, WFM -4.3%, JWN -4.2%, LNC -4.2%, LTD -4%, HIG -3.6%, M -3.4%, JCP -2.7% (light volume), PRU -2.5%, IVR -1.9%, TGT -1.2%, ZIP -0.9%, IO -0.8% (light volume), SLE -0.6% (light volume).
Other news: ATRN -17.3% (announces voluntary delisting from NASDAQ), UWN -10% (announces registered direct offering of ~ $4.3 mln), DVAX -7.7% (announces proposed public offering of common stock), EDR -5.3% (announces common stock offering of 12.5 mln shares), TGP -4.9% (announces pricing of follow-on offering, which represent limited partner interests, at $33.40 per unit), PTR -3.5% (still checking).
Headline Madness
By James "Rev Shark" DePorre
Nov 03, 2011 | 8:58 AM
"To understand Europe, you have to be a genius -- or French." --Madeleine Albright
Overnight it looked like continued uncertainty in Greece would put a crimp in the market, but news this morning that either the Greek referendum would be abandoned or Prime Minister George Papandreou would lose a confidence vote has us back in the green.
The intense focus on headlines from Europe is driving many market players crazy, as it has been nearly impossible to concentrate on buying good stocks. If you are caught on the wrong side of the latest headlines, it doesn't matter what stocks you happen to own since everything is moving in such highly correlated fashion.
Overall market direction always has an impact on the action in individual stocks, but usually a group of stocks will move independently. Momentum money will find themes or sectors that buck the trend, and there is usually a supply of stocks that trade on their own fundamentals.
For a number of reasons, very few stocks have been able to trade independently of the overall market. High-frequency trading and exchange-traded funds are a big reason for this highly correlated action, but they tend to accentuate this trend of focusing on European news.
There's little choice but to time the next major headline. For now, it looks like the Greek vote is off. You need some long exposure and it doesn't matter what it is, as most stocks are likely to move together to the upside now.
If we have some new negative development out of Europe, there will be a sudden rush for the exits as everyone tries to reposition. There really is no choice but to react to the news flow because the moves have been so sizable. You can't hold tight because the market and most every stock will move 2% or 3% against you if you are on the wrong side of the news.
I'm still hopeful that the headlines will eventually have less influence and we'll see more of a focus on individual stock picking. Perhaps, if the Greece situation clarifies a bit, we can put Europe on the backburner for a while and focus just on stocks.
The good news is that the overall technical position of the market is promising. We had the big move last week and then a sharp pullback to support at the top of the recent trading range. We bounced back nicely and have a good setup for a run into the end of the year.
The biggest negative continues to be the potential for news out of Europe and our rotten economic situation. Many stocks are bucking the trend with good reports, but we need a market that rewards the good stocks even when the headline news is not so hot.
The bulls are back in charge as hope builds that Greece will kill its vote, but we seem to have a steady supply of surprises from Europe lately and we have to be ready for that to continue
By James "Rev Shark" DePorre
Nov 03, 2011 | 8:58 AM
"To understand Europe, you have to be a genius -- or French." --Madeleine Albright
Overnight it looked like continued uncertainty in Greece would put a crimp in the market, but news this morning that either the Greek referendum would be abandoned or Prime Minister George Papandreou would lose a confidence vote has us back in the green.
The intense focus on headlines from Europe is driving many market players crazy, as it has been nearly impossible to concentrate on buying good stocks. If you are caught on the wrong side of the latest headlines, it doesn't matter what stocks you happen to own since everything is moving in such highly correlated fashion.
Overall market direction always has an impact on the action in individual stocks, but usually a group of stocks will move independently. Momentum money will find themes or sectors that buck the trend, and there is usually a supply of stocks that trade on their own fundamentals.
For a number of reasons, very few stocks have been able to trade independently of the overall market. High-frequency trading and exchange-traded funds are a big reason for this highly correlated action, but they tend to accentuate this trend of focusing on European news.
There's little choice but to time the next major headline. For now, it looks like the Greek vote is off. You need some long exposure and it doesn't matter what it is, as most stocks are likely to move together to the upside now.
If we have some new negative development out of Europe, there will be a sudden rush for the exits as everyone tries to reposition. There really is no choice but to react to the news flow because the moves have been so sizable. You can't hold tight because the market and most every stock will move 2% or 3% against you if you are on the wrong side of the news.
I'm still hopeful that the headlines will eventually have less influence and we'll see more of a focus on individual stock picking. Perhaps, if the Greece situation clarifies a bit, we can put Europe on the backburner for a while and focus just on stocks.
The good news is that the overall technical position of the market is promising. We had the big move last week and then a sharp pullback to support at the top of the recent trading range. We bounced back nicely and have a good setup for a run into the end of the year.
The biggest negative continues to be the potential for news out of Europe and our rotten economic situation. Many stocks are bucking the trend with good reports, but we need a market that rewards the good stocks even when the headline news is not so hot.
The bulls are back in charge as hope builds that Greece will kill its vote, but we seem to have a steady supply of surprises from Europe lately and we have to be ready for that to continue
Mario Draghi esimene pressikonverents otseülekandes.
Downside risks on economy and inflation outlook.
Senise sõnastuse peale võiks bonde osta küll. Retoorika kuni praeguseni väljendab küll väga "ankurdatud" seisukohta. Kusagilt ei paistnud infla-hirmu.
Draghi üks plusse on normaalsem aktsent.
Senise sõnastuse peale võiks bonde osta küll. Retoorika kuni praeguseni väljendab küll väga "ankurdatud" seisukohta. Kusagilt ei paistnud infla-hirmu.
Draghi üks plusse on normaalsem aktsent.
Harbin Electric: CNBC's David Faber notes that HRBN deal to go private was supposed to be finished around Nov 2 but says DTC, the clearing house, says the deal hasnt been funded
Huvitav, mis toimub?
Huvitav, mis toimub?
Huvitav kõne. Samas ma ei näe praegu väga suurt strateegianihet.