Perdon pegue cualquier cosa.
http://www.treas.gov/tic/mfh.txt
DIA Dow Jones 30 (ETF)
-
pedro
- Mensajes: 170
- Registrado: Mar Nov 08, 2005 1:38 pm
Re: DIA Dow Jones 30 (ETF)
By Roubini
Equities – Just Say No.
By Gina Sanchez
CORE OBSERVATIONS
Earnings have markets cheering. As of August 4, 2010, 357 companies have reported earnings with 74% reporting positive earnings growth and an average 10.33% better than expected earnings. However, sales on average have reported flat to slightly negative on expectations (-0.76%). Margins expansion explains the rise in earnings growth. Factors such as labor shedding and bottoming out in capacity utilization have supported the expansion. These contributors are unlikely to reoccur in the near term and will likely drag on earnings going into 2011. Without solid sales growth, we could see the S&P wander into overvalued territory pretty quickly. Our expectations for GDP growth and consumption are weak given the downward wage pressure and slow labor markets.
Eurozone concerns have faded. The stress tests managed to gloss over the most important test, a sovereign default, and to avoid testing the held-to-maturity book where sovereign debt is held. Combined with that, the trillion dollar bailout package has effectively kicked the can down the road for European sovereigns. Finally, macro data out of Europe is coming in better than expected. In our estimation, the cyclical recovery in Europe is temporary and the potential for stress in the bank books are still there, just ignored.
We see the possibility of an overshoot. Psychologically, the markets have been looking for a reason to be cheerful, similar to the need to laugh during a heavy dramatic movie scene. And, laugh, they will. But, only for a short moment. We will soon be reminded that this is indeed more of a drama and less of a comedy.
RGE S&P 500 Risk Aversion Indicator
Risk seeking behavior in the markets will likely support a short-term rally. However, the fundamentals do not support such a rally. We expect that it will be short-term in nature and that the market will return to fundamentals as economic data comes out to force the issue of weak GDP growth, weak consumption and weak sales.
Risk Aversion/Seeking is measured by looking at the correlation between the rank of returns and volatility in the market.
Equities – Just Say No.
By Gina Sanchez
CORE OBSERVATIONS
Earnings have markets cheering. As of August 4, 2010, 357 companies have reported earnings with 74% reporting positive earnings growth and an average 10.33% better than expected earnings. However, sales on average have reported flat to slightly negative on expectations (-0.76%). Margins expansion explains the rise in earnings growth. Factors such as labor shedding and bottoming out in capacity utilization have supported the expansion. These contributors are unlikely to reoccur in the near term and will likely drag on earnings going into 2011. Without solid sales growth, we could see the S&P wander into overvalued territory pretty quickly. Our expectations for GDP growth and consumption are weak given the downward wage pressure and slow labor markets.
Eurozone concerns have faded. The stress tests managed to gloss over the most important test, a sovereign default, and to avoid testing the held-to-maturity book where sovereign debt is held. Combined with that, the trillion dollar bailout package has effectively kicked the can down the road for European sovereigns. Finally, macro data out of Europe is coming in better than expected. In our estimation, the cyclical recovery in Europe is temporary and the potential for stress in the bank books are still there, just ignored.
We see the possibility of an overshoot. Psychologically, the markets have been looking for a reason to be cheerful, similar to the need to laugh during a heavy dramatic movie scene. And, laugh, they will. But, only for a short moment. We will soon be reminded that this is indeed more of a drama and less of a comedy.
RGE S&P 500 Risk Aversion Indicator
Risk seeking behavior in the markets will likely support a short-term rally. However, the fundamentals do not support such a rally. We expect that it will be short-term in nature and that the market will return to fundamentals as economic data comes out to force the issue of weak GDP growth, weak consumption and weak sales.
Risk Aversion/Seeking is measured by looking at the correlation between the rank of returns and volatility in the market.
-
nitramus
- Mensajes: 8162
- Registrado: Mié Ene 13, 2010 8:43 pm
Re: DIA Dow Jones 30 (ETF)
Al DJIA lo pusieron en el stand-by hasta mañana nomas!!
......piso resbaladizo, andar con mucho cuidado 
-
LUCHO
- Mensajes: 3997
- Registrado: Mar Feb 06, 2007 12:53 pm
Re: DIA Dow Jones 30 (ETF)
http://www.advfn.com/p.php?pid=chartscr ... =DJI^I\DJI
Los únicos que compran son los primos del otro lado del atlántico.
Dato: si solo creció 6 mm la deuda en exterior ¿a quien compraron los Beatles estos 29 mm? si si si a los chinitos desarmadores de cartera.
Como diria Jhon y por que no MCartney, "una ayudita de mis amigos"
Los únicos que compran son los primos del otro lado del atlántico.
Dato: si solo creció 6 mm la deuda en exterior ¿a quien compraron los Beatles estos 29 mm? si si si a los chinitos desarmadores de cartera.
Como diria Jhon y por que no MCartney, "una ayudita de mis amigos"
-
nitramus
- Mensajes: 8162
- Registrado: Mié Ene 13, 2010 8:43 pm
Re: DIA Dow Jones 30 (ETF)
Wow!!
eso si que es emocion!!!! No dije nada, el Forex le gana a la montaña rusa!!!
[quote="PAC"]nitramus no tengo tiempo estoy hasta las manos en Forex mientras espero la baja corta de la bolsa trato de hacer unos pesitos o fundir una cuentita en forex :quote]
[quote="PAC"]nitramus no tengo tiempo estoy hasta las manos en Forex mientras espero la baja corta de la bolsa trato de hacer unos pesitos o fundir una cuentita en forex :quote]
-
miguel angel
- Mensajes: 8368
- Registrado: Mié May 07, 2008 10:56 am
Re: DIA Dow Jones 30 (ETF)
me decis como esta el eu pac gracias
-
Poo
- Mensajes: 9003
- Registrado: Jue Ago 20, 2009 11:31 am
Re: DIA Dow Jones 30 (ETF)
in ery 45.25
-
PAC
- Mensajes: 12026
- Registrado: Mié Ago 10, 2005 1:01 am
Re: DIA Dow Jones 30 (ETF)
nitramus no tengo tiempo estoy hasta las manos en Forex mientras espero la baja corta de la bolsa trato de hacer unos pesitos o fundir una cuentita en forex

-
nitramus
- Mensajes: 8162
- Registrado: Mié Ene 13, 2010 8:43 pm
Re: DIA Dow Jones 30 (ETF)
PAC, si estas aburrido y queres un poco de accion, venite a operar el intra de TS....!
Un abrazo
Un abrazo
PAC escribió:que lindo uno estar tranquilo cuando no esta ni bull ni bear esperando los 10400![]()
-
Luca
- Mensajes: 4207
- Registrado: Mié Ago 22, 2007 4:13 pm
- Ubicación: Buenos Aires
Re: DIA Dow Jones 30 (ETF)
ya te sentaste en el ombú a esperar con el mate=?
PAC escribió:que lindo uno estar tranquilo cuando no esta ni bull ni bear esperando los 10400![]()
-
PAC
- Mensajes: 12026
- Registrado: Mié Ago 10, 2005 1:01 am
Re: DIA Dow Jones 30 (ETF)
que lindo uno estar tranquilo cuando no esta ni bull ni bear esperando los 10400

-
yulian
- Mensajes: 1058
- Registrado: Mié Nov 07, 2007 3:53 pm
Re: DIA Dow Jones 30 (ETF)
esto no es remontada agente, hablaba de un cierre fuerte viendo los valores de hoy quebrando los 10730 por ejemplo. No hay definición, para los comprados es pausa con bandera de continuación, pero muchos datos que despiertan sospechas. Estoy viendo cuando el C hizo una rueda con tan bajo vol, las vacaciones yanquis puede ser, el nasdaq el más retrasado en esta recuperación o rebote de mes, sin poder con resistencias importantes, cuando siempre lidera las subas o las bajas. En gral los aspectos técnicos de corto indican continuidad, aunque en el medio de un hch vigente. De afuera esto se ve mejor
-
Kicker
- Mensajes: 2328
- Registrado: Vie Jul 25, 2008 2:58 pm
Re: DIA Dow Jones 30 (ETF)
Phantom escribió:O empezaron antes de lo debido el FtQ o calcularon mal el período de distribución....
o...
¿Quién está conectado?
Usuarios navegando por este Foro: ClaudeBot [Bot], YandexBot [Bot] y 141 invitados