Mercado Europeo y otros ETF's

[Aleajacta]

Hola, Rosarino.
Llego tarde, pero no tanto como para ya tener resuelto el puzzle.
¿Tienen relación inversa las acciones y los bonos o no? Habría que pensar un modelo y luego ver si los números lo verifican.
"Primero hay que tener una buena teoría económica y luego recién viene la econometría".
http://musgrave-finanzaspublicas.blogsp ... -o-la.html

A falta de teoría, buena o mala, pienso lo siguiente -en línea con el link y el post: cuando las opciones financieras eran bonos o acciones los inversores solo podían elegir uno en detrimento del otro. A medida que las opciones de activos financieros crecieron, la competencia entre aquellas dos opciones se diluyó: su suma ya no es el todo.

Mejor sería pensar si bonos y acciones pueden dejar una ganancia similar en los mismos períodos. De ser así, no debería haber preferencia. Probablemente si hay más alternativas de inversión -commodities, real estate, etc- acciones y bonos pueden ser ambas ganadoras durante un mismo período.

Pero creo que las condiciones económicas que favorecen la suba de precios de ambos no pueden ser siempre las mismas.

Un abrazo

[colt722]

Buienas tardes gente, alguien me puede decir que costo tiene una cuenta comitente para invertir en ETF y cual es el minimo???

[Christianfinanzas]

schiavi, gracias. Es por aca, por Rava? pasame el mail y te seguimos x ahi o por msn.
Saludos.

[Schiavi]

Hola a todos!!
Alguno me podria explicar como es la operacion con Etf y donde se pueden adquirir.

Muchas gracias de antemano!!

Simplemente tenes que abrir una cuenta y depositar el dinero y luego estas operando. Te paso un mail para que nos pongamos en contacto. Saludos.

[Christianfinanzas]

Hola a todos!!
Alguno me podria explicar como es la operacion con Etf y donde se pueden adquirir.

Muchas gracias de antemano!!

[El rosarino]

Aleajacta, este articulo es sobre lo que hablabamos hace un tiempo...

saludos,


Parrafos interesantes:

Another indication that the rise in yields is due to a stronger economy can be seen in the chart below, which tracks the 10-year Treasury yield against the Institute for Supply Management (ISM) Manufacturing Prices Paid Index—a proxy for the health of the manufacturing sector. There are few better examples of V-shaped recoveries than in the US manufacturing sector, and as you can clearly see, yields have moved up in lockstep with this improvement, as has been the case historically.

I can hear the reaction already: Isn't the rise in ISM "prices paid" just another sign that inflation is coming? Not necessarily, as you can see in the chart below, which shows a very loose relationship between the two and ample historical evidence that an increase in the prices paid index doesn't necessarily translate into rising core consumer price inflation.

t's generally believed that when interest rates are rising, stocks are falling and vice versa. The Leuthold Group recently did an interesting study on this and it confirmed my observations over the last decade: The relationship between bond yields and stock prices went topsy-turvy in the late1990s—since then, rising yields have generally been met with rising stock prices.

The late 1990s brought a Russian debt default and the collapse of hedge fund Long Term Capital Management; two critical deflationary episodes. After the inflation of World War II was broken, there was a persistent fear that the economy would "underheat," with slumping business conditions leading to falling interest rates and declining inflation (and a few months of outright deflation in the mid-1950s).

You can see this period in the middle of the chart below, which also highlights the renewed ascent in correlation between yields and stock prices during the past decade. The deflationary 1930s was the other period during which the traditional relationship between the two had broken down.

Los charts en:

http://www.schwab.com/public/schwab/res ... et_insight

[profiterol]

http://www.cbo.gov/ftpdocs/112xx/doc11280/Summary.shtml

"Under the President’s budget, debt held by the public would grow from $7.5 trillion (53 percent of GDP) at the end of 2009 to $20.3 trillion (90 percent of GDP) at the end of 2020, about $5 trillion more than under the assumptions in the baseline. Net interest would more than quadruple between 2010 and 2020 in nominal dollars (without an adjustment for inflation); it would swell from 1.4 percent of GDP in 2010 to 4.1 percent in 2020."

[profiterol]

¿Stop loss?

http://www.cronista.com/notas/225957-ci ... -los-euros