Börsipäev 5. aprill

Vabariiklased plaanivad järgmise kümnendi jooksul vähendada USA eelarvedefitsiiti 3/4 ehk kulutusi vähendatakse plaani kohaselt $6 triljonit ning maksud (ettevõtlus kui ka tulumaks) jäetakse maksimum 25% tasemele. Tuleval aastal tahavad vabariiklased eelarvedefitsiiti vähendada $995 miljardi võrra ehk $1.4 triljonile. Aastaks 2018 on plaanitav defitsiit $379 miljardit. $6 triljonit saadakse sisuliselt Medicarei, Medicaidi, toidukupongide ja paljude muude programmide arvelt.
iShares Russell 2000 ETF (IWM) moves higher to test the Jul. 2007 lifetime intraday highs @ 85.74; Current HoD now @ 85.73
Business Insideri vahendusel võib lugeda, et Forbes on välja selgitanud USA kõige parema mainega firma ja selleks on Amazon (AMZN), mis tänavu seljatas möödunud aasta esikoha omaniku Johnson&Johnson (JNJ)-i. Esiviisikusse mahuvad veel Kraft Foods, Johnson&Johnson, 3M ja Kellogs.
Rare earth turul hakkab varsti kitsamaks minema, kui under-supply asendub over-supply'ga. Selle uudise valguses tundub, et Vähi tegi Silmetiga õige lükke õigel ajal. Iseasi muidugi, mis tema MCP aktsiatest saab.
http://www.bloomberg.com/news/2011-04-04/kazakhstan-sees-800-million-investment-in-rare-earth-ventures.html

MCP turuväärtus $5.4B ja müük $35M ja tohutult lootusi. Aga shortida ka ei julge, burning hot! :)
FOMC protokoll:

"With longer-term inflation expectations remaining stable and measures of underlying inflation subdued, members anticipated that recent increases in the prices of energy and other commodities would result in only a transitory increase in headline inflation"

"Given this economic outlook, the Committee agreed to continue to expand its holdings of longer-term Treasury securities as announced in November in order to promote a stronger pace of economic recovery and to help ensure that inflation, over time, is at levels consistent with the Committee's mandate"

"A few members noted that evidence of a stronger recovery, or of higher inflation or rising inflation expectations, could make it appropriate to reduce the pace or overall size of the purchase program. Several others indicated that they did not anticipate making adjustments to the program before its intended completion"

Speaker of the House John Boehner says conversations about the budget will continue; says country has a spending problem, not a revenue problem
Am Superconductor sees Q4 EPS, rev well below consensus; co says Sinovel refused to accept contracted shipment (24.88 +0.20)Co sees Q4 non-GAAP net loss vs $0.33 Thomson Reuters consensus; revs less than $42 mln vs $119.13 mln Thomson Reuters consensus.

AMSC-lt päris kole kasumihoiatus ja aktsia reageerib ka vastavalt, kaubeldes järelturul 42% miinuses ($14,10)