Börsipäev 4. november - Kes on USA järgmine president?

Street, ma panin silmad kinni ja unistasin sellest. Meil oleks siis friikin' paradiis!!! Siis oleks vaja ainult kuskilt parem ilm importida!
Careful what you wish. Singapuri poliitikastiil on ülisarnane Venemaa omaga.
Valitsemisteenus Singapurist? Maha sülitamise ja nätsu närimise eest $1000 trahvi. Tänaval suitsetamise eest pokri. Way to go!

Põhjuseks, mis aitab futuuride tõusule kaasa on Morgan Stanley full house ostusignaal Euroopa aktsiatele:

This strong open is due, at least in part, to an analyst at Morgan Stanley who issued a "full house buy signal" on European equities. The report states that all four of his key indicators -- valuation, capitulation, risk and fundamentals - are bullish. That caught a lot of folks by surprise after the 12% or so bounce we have already had.

sigakoer ja PeaLik - ma olen nõus maha sülitamise eest tonn eeku shtrahvi maksma küll, kui mul jääb selle juures ära igaõhtune rituaal, kus üks mees silmi pilgutamata (khm-khm!) Aktuaalses Kaameras esitab laule "Kõik on korras" või "Ma ei ole nõus nendega, kes.... " plaadilt "Reality Unplugged."

Ok.Ok. Eeskuju oli nende pragmaatilisuses ja haldussuutlikkuses, mitte tavakodaniku suvalise asja pärast kottimises. Samas Giuliani (õigemini tema police chief'i) tullnolerantsiga oli erakordselt sümpaatne :-D

Postitan täna selle MSi kommentaari turgude kohta ka siia foorumisse üles:

From our full house sell signal in June of 2007, to a full house buy signal now, we have come full circle — each of the four indicators (valuation, capitulation, risk, fundamentals) tells us to buy.The latest elements that pushed us there have been a capitulation among retail investors, purchasing managers and sellside analysts, as measured by record mutual fund outflows, ISM new orders below 40 and analysts revisions collapsing. The idea is that when these three groups know about the bad news, equity prices are probably already reflecting it. Despite the poor fundamental outlook, we think investors should not be short equities, and long-term investors should average in. We see 15% upside to our 12 month target for MSCI Europe, and we are 5% OW equities, neutral cash, 5% UW bonds. This is consistent with our idea that the worst part of the bear market is over — but probably no need rush in as there are many short-term risks related to EM, FX and deleveraging.

Mahasülitamis- ja prügimahaviskamistrahv oleks kuradi vajalik Eestis, imho.

Kolmanda kvartali kolmas ja viimane tulemuste tabel tänahommikuste numbritega uuendatud ning link asub siin.

Singapuri seaduste jõustudes tuleks algatuseks 35%-le eesti keskkooliõpilastest koheselt surmanuhtlus rakendada. Enneolematu haldussuutlikkuse tagab see kindlasti, kui iga pisemagi rikkumise eest keppidega poolvigaseks peksmine ähvardab.
Pealiku demagoogia kõlab nagu jutt, kuidas kurjad USA kapitalistid väikseid lapsi sõid.
Demagoogia? Mis mõttes? Tead ikka, mida see sõna tähendab?
...mine tõmba Singapuris üks kanepipläru ja vaata, mis juhtub. Demagoogia, my ass...
Pealik, enne rumalat lahmimist ei teeks paha natuke seadustega tutvuda: http://www.expatsingapore.com/content/view/1376
Oled üldse käinud Singapuris, et mingit hirmsat politseiriiki endale ette kujutad? Ma paar korda olen ja sõbralikumat ning ilusamat linna on raske ette kujutada. Tõsi, nende poliitika autoritaarsus on probleem, aga vinguda kanepisuitsetamise illegaalsuse üle, nojah...

PS: need postid võiks ilmselt eraldi teemasse tõsta.
I am bored today: üks natuke temaatiline kommentaar William Gibsoni Singapuri-kriitilisest artiklist:
Singapore is a relentlessly G-rated experience, micromanaged by a state that has the look and feel of a very large corporation. If IBM had ever bothered to actually possess a physical country, that country might have had a lot in common with Singapore.

http://www.wired.com/wired/archive/1.04/gibson.html

USA futuurid on päeva avanedes ca 2% plusspoolel.

Saksamaa DAX +1.88%

Prantsusmaa CAC 40 +2.36%

Inglismaa FTSE 100 +1.88%

Hispaania IBEX 35 +3.64%

Venemaa MICEX N/A (börs suletud)

Poola WIG +3.31%

Aasia turud:

Jaapani Nikkei 225 +6.27%

Hong Kongi Hang Seng +0.28%

Hiina Shanghai A (kodumaine) -0.76%

Hiina Shanghai B (välismaine) -0.71%

Lõuna-Korea Kosdaq +3.05%

Tai Set 50 +1.99%

India Sensex 30 +2.84%

Kuulge mis ikkagi toimub??

Jube ralli on juba pea nädal aega toimunud... Tundub natuke, et põhi on möödas. Või on see puhtalt valimiste eelne emotsioon. Samas ei saa kuidagi välistada, et see jätkusuutlik pole.
Removing Uncertainty Is One Plus for Today
By Rev Shark
RealMoney.com Contributor
11/4/2008 7:58 AM EST

It doesn't matter what I say, as long as I sound different from other politicians.

--Jerry Brown, ex-Governor of California

No matter who wins, Election Day is often a positive for the stock market because it ends uncertainty. When market players have a better idea what to expect from Washington D.C., they can adjust, price it in and then look forward. The problems come down the road because when cold, hard reality asserts itself, the political promises go up in smoke and the mood becomes less hopeful.

In the short term, the election will probably help to support the market mood because there will be hope that a new Administration will have some better solutions to the problems that plague us. Unfortunately, whoever is elected is going to try to keep expectations low and will have to deal with issues that have no easy solutions. However, for now the election is likely to boost morale, and that is will keep our recent bounce going.

Early indications are that the market will open strongly this morning. There doesn't seem to be any major specific news driving the buying. A weak yen boosted Japan, and Morgan Stanley's European strategist issued a "full house buy signal," indicating that 'the severe part of the bear market is over." However, earnings news is mixed, and there isn't much on the wires as the focus turns to the election.

Often what happens when we have a big bounce like last week and then a very limited pullback like Monday, is that market players start to worry that the market will run away without them. Underperforming benchmark indices is a huge fear for fund managers, and they will often pay up in a strong market rather than risk being underinvested. An analyst making a major market call like the one from Morgan Stanley is the perfect catalyst for a big jump in anxiety over being underinvested, and in this market, you can be sure that plenty of folks are just that after the ugly October we suffered.

The dilemma for technical traders is that the charts are now "V" shaped. We went down hard, and now have bounced straight back up, leaving few good entry points. Ideally, charts need some time to hold support and gradually improve before we can have a higher level of confidence in building positions. This market has not allowed systematic accumulation. It has been a daytrader's market, and the action this morning merely points out how random the movement has been.

The indices are short-term overbought at this point, but the bears are running for cover. The election will dominate the news coverage, and that is likely to give us some intraday swings as rumors swirl about results.

The important thing for investors is to maintain your discipline. Don't let frustration over being underinvested push you to do things you normally wouldn't. Don't chase when you normally wouldn't, and don't forget to take some gains where you have them. The bulls are celebrating this morning, but this is not an uncommon mood swing within a bear market.
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Ülespoole avanevad:

In reaction to strong earnings/guidance: AFN +41.2%, AKRX +30.2%, ADM +14.6%, STEM +11.5%, MA +11.2%, WATG +11.1%, MRVL +6.7% (also upgraded to Buy at AmTech Research), IPHS +3.0%, DNR +2.2%, APC +2.0%... Select financial stocks trading higher: CIT +12.8%, AIG +11.7%, HIG +10.6%, AEG +8.6%, ING +8.2%, ABK +7.5%, DB +6.5%, GS +3.3%, C +2.6%, MS +2.3%, BAC +1.9%, JPM +1.8%, WFC +1.2%... Select solar names showing strength: ESLR +27.9%, SOLF +12.6%, YGE +11.8%, TSL +8.5%, SOL +8.1%, LDK +7.8%, JASO +7.1%, CSIQ +6.4%, FSLR +3.5%... Select metals/mining names showing strength with higher spot prices: MT +6.2%, AUY +4.9%, AAUK +4.1%, GOLD +3.9%, GLD +2.9%... Select oil/gas related names showing strength with crude higher: RDS.A +5.5%, BP +3.2%, PBR +2.8%, TOT +2.3%, XOM +1.6%,... Select agriculture related names trading higher boosted by ADM results: TRA +7.9% (upgraded to Buy at Citigroup), BG +7.0%, AGU +6.0% (upgraded to Buy at Citigroup), MOS +5.9%, CF +4.1% (upgraded to Buy at Citigroup), POT +3.6%, MON +3.4%... Select drybulk shippers showing strength: FRO +10.9%, DRYS +7.1%, TBSI +2.3%... Other news: OSIR +16.1% (Osiris Therapeutics and Genzyme to develop and commercialize first-in-class adult stem cell products; Genzyme will make an up-front payment of $130 mln to Osiris), AMLN +10.8% (Eastbourne Capital Management discloses intent to have discussions with mgmt including a possible acquisition in amended 13D filing), S +8.7% and NOK +5.2% (still checking), ASML +5.0% (still checking), SI +5.0% (still checking), V +4.4% and AXP +4.0% (up in sympathy with MA), GOOG +2.2% (Yahoo, Google sent Justice Dept revised search-advertising agreement, according to sources - WSJ)... Analyst comments: OMX +6.3% (upgraded to Outperform at Friedman Billings), AMR +1.9% (initiated with Buy at Jesup and Lamont), LCC +1.7% (initiated with Buy at Jesup and Lamont), YHOO +1.6% (upgraded to Buy at Collins Stewart), DAL +1.1% (initiated with Buy at Jesup and Lamont).

Allapoole avanevad:

In reaction to disappointing earnings/guidance: HNT -21.2%, KNXA -16.1% (light volume; also downgraded to Hold at Jefferies and downgraded to Hold at Brean Murray) SNHY -14.7%, HLF -12.3%, GHM -9.3%, PBI -8.4%, OTTR -8.3%, THC -7.7%, MVL -7.7%, PPL -7.5% (light volume), ADSK -3.8%, RACK -3.0%, FMS -2.5%, OTEX -1.9%, VNO -1.4%... Other news: FCSX -21.9% (expects to incur up to a $25 million pre-tax bad debt provision for the first quarter of fiscal 2009; also downgraded to Neutral from Buy at Banc of America Sec), RBS -14.0% (sees more writedowns, eyes 2010 dividend restart - Reuters).
September Factory Orders -2.5% vs -0.8% consensus, prior revised to -4.3% from-4.0%
milline vaikus :)
kõik vaatavad nukralt rallit peal, kontod rahast punnis aga mitte ühtegi aktsiat.