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Financial LINKS – Meglio tardi che mai
Un elenco di siti e link finanziari proposti da I&M con la fonte da cliccare per la visualizzazione. Buona lettura!
Financial Web Links
Alla fine si sono arresi all’ovvietà della realtà, e gli analisti hanno riviso al ribasso le prospettive degli Utili dello SP 500… Meglio tardi che mai…
a) Bene le case ma male gli ordini (LINK)
b) Cronaca giornata di borsa (LINK)
c) Aumentano i timori area Euro e il Dollaro USA recupera (LINK)
d) Nasdaq 100: smart money a livelli clamorosi (LINK)
e) E alla fine ce l’hanno fatta! Gli analisti tagliano le stime degli utili sullo Spoore (LINK)
f) Nouriel Roubini al Google Zeitgeist (VIDEO)
g) La moralità della crescita cinese: John Mauldin (LINK)
h) Il consumatore torna in crisi (LINK)
i) 21 azioni che pagano un dividendo superiore al 5% (LINK)
j) SEC e CFTC sul flash crash (LINK)
k) Rogoff: qual’è il valore giusto dell’oro (LINK)
l) HFT sotto assedio (LINK)
E voi, invece, cosa avete letto di interessante? Scrivetelo nei commenti!
Problemi con gli articoli in inglese? Inserite il link in questo traduttore!
Ovviamente siete tutti invitati non solo a commentare le notizie ma anche a inserire voi stessi links che possano essere utili alla comunità finanziaria.
STAY TUNED!
DT
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Vuoi provare il Vero Trading professionale? PROVALO GRATIS!
Scusatemi se sono troppo duro…
http://economicsfreenews.blogspot.com/2010/10/excuse-me-if-i-come-on-too-strong.html
Critiche al sistema USA
Excuse me in advance if I come on too strong, sound a bit cynical or emotional — or even unpatriotic — at any time in my column today.
But gold’s continued strong price rise is a resounding warning shot. And I want to put what it means on the table for you … without mincing any words … without sounding mealy-mouthed … and without tip-toeing around any of the issues.
So I’ll start by saying that… if you think gold’s rise to one record high after another is mostly about inflation, or even future inflation, think again:
Gold’s role as an inflation barometer, or even as a hedge against inflation, is its least important role right now.
Articolo sul timing nei mercati:
http://economicsfreenews.blogspot.com/2010/10/how-to-time-markets-biggest-moves.html
One of the great dilemmas of any investor is timing the market.
I’m not talking about the very short-term ups and downs. Nor am I recommending the kind of quick in-and-out trading that merely racks up more commission revenues for your broker.
Rather, the question I want to address today is how to anticipate some of the biggest, most dangerous — or most profitable — swings in the market that can last many months or years.
Forse le banche Inglesi avranno bisogno di un altro bailout il prossimo anno:
http://economicsfreenews.blogspot.com/2010/10/uk-banks-may-need-new-bailout-in-2011.html
Where did the money go? It when through the highly-publicized front door, then quickly (and quietly) out the back to pay the OTC derivative winners. Flexibly accounting allows financial institutions to recapitalize their balance sheets over night. The flexibility created phantom profits and produced the illusion of “health” despite a collapse in credit demand across the board. The tinktank is right, another round of infusion is likely necessary because credit demand continues to contract sharply. Recapitalization via through Treasury purchases and OTC mark ups will drive earnings for only so long
CMG Index peggio che nel “29:
http://economicsfreenews.blogspot.com/2010/10/consumer-metrics-growth-index-current.html
October 4, 2010 new update
Note from dshort: The CMI charts are now updated through October 2. The current contraction has picked up pace and is now worse than the contraction of 2008-2009. If the past cycle is any indication of what’s to come, the advance estimate of GDP on October 29th could be a major disappointment
il 6% di deficit e’ raggiungibile dalla spagan?
http://economicsfreenews.blogspot.com/2010/10/is-6-percent-2011-deficit-realistically.html
Last Thursday Moody’s Investor Service cut Spain’s Sovereign credit – to Aa1 from AAA – thus removing the last of the country’s highly-valued triple-A ratings. The move really surprised no one – in this case the Moody’s rating could be regarded as a lagging indicator on the health of Spain’s finances – since the two other “majors” (S&Ps and Fitch) had long taken the decision, and the market predictably shrugged off the news, as if to say “what else is new”. But there was one small detail in the report which should have attracted more attention than it has: the agency explicitly stressed that it was the government’s show of determination to reduce its very large fiscal deficit in the near term which influenced their decision to limit the downgrade to just one rating notch, and this was also the reason the rating had been assigned, for the time being, a stable outlook. Which means, of course, that should there be any slippage in that determination, any wearying, or falling asleep at the wheel, then the outlook would rapidly move to negative, and more downgrades could be anticipated
Previsioni per la sterlina:
http://economicsfreenews.blogspot.com/2010/10/british-pound-sterling-gbp-currency.html
Whilst many may perceive currency movements as wide multi-year trading ranges such as between highs of £/$ 2.00 to lows of £/$1.00, however all of the worlds currencies are actually in a continuous state of perpetual free fall where the multi-year high – low trading ranges are fluctuations within the differing rates of decent as all currencies are fiat backed by nothing more than mountains of ever expanding IOU’s. The manifestation of the free fall in real values is the loss of purchasing power of currencies as measured by INFLATION that state propaganda has conditioned populations to accept as being a good thing
Come demolire i miti sulla ripresa:
http://financenewsoftheworldbis.blogspot.com/2010/10/rosie-in-myth-debunking-mode-again.html
David Rosenberg debunks the five main “recovery” myths that have gripped the mainstream media, which, of course, always eager to put three extra layers of lipstick on the piggy truth.
From today’s Breakfast with Dave, via Gluskin Sheff:
Five developments are driving investor sentiment at the current time, and each one deserves to be addressed.
Paragonando il 1982 ad oggi si ha la certezza della prossima depressione:
http://financenewsoftheworldbis.blogspot.com/2010/10/comparing-1982-to-now-proof-undeniable.html
“No other financial crisis since the Great Depression has led to such widespread dislocation in financial markets, with such abrupt consequences for growth and unemployment, and such a rapid and sizable internationally coordinated public sector response, the note [IMF report] said, highlighting the severity of the global situation. One way to measure the depth of […]
L’euro potrebbe non sopravvivere:
http://financenewsoftheworld.blogspot.com/2010/10/stiglitz-euro-may-not-survive.html
Joseph Stiglitz, one of the world’s leading economists, has warned that the future of the euro is “looking bleak” and the fragile European economic recovery could be irreparably damaged by a “wave of austerity” sweeping the continent.
Joseph Stiglitz, the Nobel prize winner, warned that speculators are putting pressure on Spain
The former chief economist of the World Bank and a Nobel prize winner also predicted that short-term speculators in the market could soon start putting pressure on Spain, which is struggling with a large deficit and high unemployment. Last week, Moody’s cut the country’s credit rating from AAA to Aa1.
The former adviser to President Bill Clinton also says that the banking sector has gone back to “business as usual” too quickly and that there are still risks of another financial crisis despite some improvements in regulation.
Perche non uso gli intra-day stops:
http://financenewsoftheworld.blogspot.com/2010/10/why-i-do-not-use-intra-day-stops.html
Last week we were able to open a new trade but no such luck this week since our 5 trades remained within boundaries last week. Before getting to today’s post, many of you remember our post about the value of internet properties. Well, my partner and I are launching a new blog dedicated to retirement; DoNotWait.com. We are launching it with a contest filled with prizes including an Ipad! You can go here to take a look!
Finisco con un OT clamoroso, secondo voci (ma da confermare…) la profetessa cieca Vanga ha predetto l’inizio della 3za guerra mondiale per il prossimo mese.. :
http://propheciesnostradamus.blogspot.com/2010/10/baba-vanga.html
Buona Giornata!
Iri ho detto;
Volevo solo farvi notare che Telecom Italia Media in questo ultimo mese è salita di circa il 20%.Merito di Mentana?Venerdi 1 Ottore è salita di olte il 4% ed oggi con le borse in calo del 1,94%.E’ solo un puro caso o qualcuno sa………….Io comunque una piccola cifra circa 15 giorni fa l’ho investita non si sa mai……
Quando dico qualcuno sa…….. intendevo se conosca già i dati della trimestrale.Ho l’impressione che l’introito pubblicitario stia aumentando notevolmente, però la mia tesi non è avvalorata da nessun dato. lucianom
Oggi è già a +1,64
Se le notiamo dovremmo scambiarci informazioni di questo tipo.
Ora è a +1,89
Scusate, ma come è possibile che i tassi giapponesi siano negativi?
Ti pagano per prendere in prestito il denaro? ci vado subito.
Inoltre vedo i futures USA positivi mentre me li aspettavo negativi in seguito a tale manova.
Cosa sbaglio?
Senza volerlo, faresti quindi il carry trade.
Non sono negativi i tassi made in japan…..sono passati dall’0,1 %…….ad un range tra lo 0 % e lo 0,1%……..figurati che manovra……come sono ridotti……..sarà l’ennesimo flop !!!
Carry trade ?……impossile anche in Usa i tassi ormai sono a zero……..caro dream ormai non possono piu’ conservare il loro avanzo commerciale…….ed impedere ne contempo la rivalutazione dello yen !!!!………stesso discorso vale per Cina ed Europa !!!
certo,
però la dinamica del volersi indebitare in valuta “cheap” è la base del carry trade…
Poi, ovvio, come si monta un carry trade è tutto un altro paio di maniche, soprattutto con questi mercati.
🙂
ed ancora non è arrivato il minacciato QE 2.0……….si rassegnino e trovino altre vie per la loro crescita……..ormai la mucca americana è stata munta fino allo sfinimento…….la festa è finita !!!
Telecom Italia Media +4,56.
Sembra che non interessi a nessuno
se ce l’avessi, sarei felicissimo 🙂 per ora è solo invidia!
Non vi voglio stressare the balls, ma Saras sta andando davvero bene. Il cda aveva deliberarto il buyback della prorrie azioni ENTRO LA FINE DELL’ANNO (2010). Quindi manca veramente poco, anche se non è già iniziato senza comunicati ufficiali,, e a meno di crolli al di là dell’oceano il titolo dovrebbe crescere, di qui a fine anno almeno del 20%. 😯
tassi negativi per il giappone: 0/-0.1%
dopo gli rimangono solo gli elicotteri… ma dai nuovi ordini, pare che gli abbiano già ordinati agli americani…