DIA Dow Jones 30 (ETF)

[PAC]

gustavo lo que me pediste en el blog aca lo tenes

http://pacinversor.blogspot.com/2010/04 ... mites.html

[El rosarino]

PD: veo comentarios de conocidos....

Me too

[El rosarino]

Impresionante el bull. Miren el nasdaq, rompio la resistencia de largo plazo:

http://tradingeffect.blogspot.com/2010/ ... tance.html

[TonyMontana]

crisis? que crisis?


ya estamos en los maximos del 2008
http://markets.fallondpicks.com/2010/04 ... drive.html

[El rosarino]

SI, me convencieron efectivamente la deuda crece 10 veces mas rapido que el GDP..... cuanto tiempo sera sostenible esto?

Mientras, en el mercado de bonos la fiesta sigue, aunque Bill Gross ya llamo al remisse de Tony.

Bond Traders Declare Inflation Dead as Yields Below 2008 Levels

Ending Bearish Bets

Girard is no longer bearish on Treasuries, even though some of the world’s biggest investors, including Bill Gross, manager of the world’s biggest bond fund, say the best is over for bonds. Girard extended the duration of the U.S. Treasuries he oversees this month to match that of benchmark indexes from a so-called underweight position.

Auction Demand

Demand for U.S. government bonds is increasing. On average, the Treasury received $3.21 in bids for each dollar sold at 10- year auctions this year, compared with $2.63 in 2009 and $2.41 from 2004 through 2008, according to data compiled by Bloomberg.

‘Bear Element’

“Real interest rates are moving higher,” Gross said in a March 25 Bloomberg Radio interview from Pimco’s headquarters in Newport Beach, California. “That’s the main bear element in the bond market.”

“There’s a philosophical battle between those -- and I’m in this camp -- who feel the deflationary forces are very powerful, versus those who say ‘hey, you’re printing tons of money, you’ve got to have inflation,’” said Barr Segal, a managing director at Los Angeles-based TCW Group Inc. who helps oversee $72 billion in fixed-income assets. “And they’re right, too. The big question is timing.”

http://www.bloomberg.com/apps/news?pid= ... gOyw&pos=3

[matiasandres]

no hay relación lineal... sino que geométrica o exponencial
(IMHO)
Saludos

[El rosarino]

Le tome la relacion, y conte que cuando la deuda subio USD 1.000.000, el GDP lo hizo solo en USD 85.000.... no me cierra mucho como puede subir tanto la deuda....

[El rosarino]

Tambien algo interesante ahi es que el reloj de la Deuda sube mucho mas rapido que el del GDP.

[El rosarino]

Ya son casi 13T

Los yonies estan asustados de ese numerito

Nosotros los argentinos no le tenemos miedo

[El rosarino]

Mas q nada lo postee por los comments..... catastroficos..... Mr K es Heidi al lado de los que comentan

[El rosarino]

Guest Post: On The Brink Of An Asset Explosion, II

http://www.zerohedge.com/article/aguest ... plosion-ii

[pedrovet]

estimado PAC
Tu blog me parece muy completo y tu analisis mas que interesante. La pregunta es : cual de los indices bearish te parece mas adecuado para entrar, cuando comience la baja? TAZ (toma el indice financiero) te parece bien? o hay alguno que ome el dow en su conjunto?
Porque de acuerdo a tu teoria, lo financiero deberia bajar mas que el promedio del Dow, precisamente por haber subido mucho mas.
Un abrazo