Piotr O.

Piotr O. Doradca medialny

Temat: Analitycy przewidują wzrosty na naszym parkiecie

— Jeśli nie pojawi się nowy Bern Stearns, to przez 2-3 miesiące można się spodziewać wzrostów. Szansa jest duża, ale ryzyko również — mówi Piotr Kuczyński.

Optymistów jest więcej.

— Widać, że S&P buduje bazę pod wzrosty. Dobrze wróży to także naszemu rynkowi. Zagraniczni analitycy zachęcają do zwrócenia uwagi na polskie akcje — dodaje Marcin Kiepas.

Temat: Analitycy przewidują wzrosty na naszym parkiecie

Pesymista nie jestem, ale .. bedzie wiecej takich jak BS w tym i przyszlym roku :)
Piotr O.

Piotr O. Doradca medialny

Temat: Analitycy przewidują wzrosty na naszym parkiecie

równie dobrze mozna pisać będą noce, będą dni,będą wzrosty,będą spadki:-))

Może ktos jak chce zabierać głoś to niech wysila się na bardziej merytoryczne wypowiedzi:-)albo nic nie pisze;-)ok??Piotr O. edytował(a) ten post dnia 20.03.08 o godzinie 14:04

Temat: Analitycy przewidują wzrosty na naszym parkiecie

Prosze bardzo, wystarczy poczytac ...

"How You Know When the Economy Is in Trouble
This week the moving trucks pulled up in front of the offices of Carlyle Capital Corp, the publicly traded fund operated by the Carlyle Group. The trucks were sent in by the folks down the street at JPMorgan Chase & Co and Citigroup, among others, when Carlyle failed to meet $400 million in margin calls. The long and short was that they seized Carlyle’s assets in an attempt to squeeze what remaining value was left in the firm, yet another victim of the ballooning credit crisis.

Now, in case you are unfamiliar with Carlyle, they may be the best-connected firm in the world, boasting a current or former board of directors and major investors that include a veritable Who’s Who in the World.

Among the listed members, I found…

Former President Bush, former British Prime Minister John Major, Saudi Prince Al-Walid, George Soros, James Baker III, Colin Powell… the list literally goes on, and on.

These are, without exaggeration, among the most powerful people in the world. So why would the major NY banks, which owe so much of their success to their political connections, engage in such a distinctly unfriendly act as calling in the $400 million and, by doing so, essentially torpedo Carlyle’s fund beneath the water line?

All I can come up with is that this is a sign of the deep, deep trouble these and other institutions are in. While the heirs of JPMorgan’s carefully built empire may horribly regret the limited choices left to them, the knowledge that there are only a limited number of seats left in the life boat has guided them in their decision, I believe, to place a firm hand on the expensively coiffed head of Carlyle and shove it underwater in the scramble for safety.

David Rubenstein, a principal in Carlyle, sat for an interview with Bloomberg, in which, they report, he was heard to say…

”We have made a lot of money with, and for, these banks and this is a hiccup in a 20-year relationship. We don't think any of them have any animus [sic] toward us and we're not antagonistic toward them.“

Using our top secret Casey Quote Translator, Model X-III, we uncover that what Mr. Rubenstein was actually saying was…

“The ingrates, how dare they! Who do they think they are messing with? Oh, boy, oh boy, just wait until the next time the bastards want something from the government, any government, then we’ll make them pay! YOU HEAR ME! IT WILL BE NOTHING BUT DARKNESS AND PAIN!!”
"
Piotr O.

Piotr O. Doradca medialny

Temat: Analitycy przewidują wzrosty na naszym parkiecie

i juz lepiej:-)

Temat: Analitycy przewidują wzrosty na naszym parkiecie

zapomnialem dodac linka :)

http://www.kitcocasey.com/displayArticle.php?id=1926
Łukasz M.

Łukasz M. Pisarz, Zarządzający
AI

Temat: Analitycy przewidują wzrosty na naszym parkiecie

Musimy odbić i myślę, że powinno to dojść do poziomu 3150(prognoza długofalowa). Potem kolejny zjazd.Łukasz Milewski edytował(a) ten post dnia 20.03.08 o godzinie 14:07

Temat: Analitycy przewidują wzrosty na naszym parkiecie

i jeszcze jeden interesujacy przyklad

http://www.kitco.com/ind/swanson/printerfriendly/mar20...

"Last week the Fed announced a $200 billion treasury bond swap on Tuesday. The DOW rallied 350 points on that day. The reasons for the Fed's action was not public, but there were rumors at the time that Bear Stearns was near bankruptcy. On Tuesday people were celebrating the market rally. The next day the DOW fell down a bit. It wasn't much only 30 points or so, which is normal after such a big day. However, the action in the bond and currency markets was alarming. The bond yields dropped sharply and so did the dollar. There was real fear in those markets. Less than 48 hours later Bear collapsed."

oraz

"Much of the selling in gold was due to a giant macro hedge fund that had to sell positions in order to meet investor redemptions. John Meriwether, who if you remember was the guy who set up the Long-Term Capital hedge fund that blew up in 1998, apparently faced huge redemptions yesterday in a group of billion dollar hedge funds. His Relative Value Opportunity fund suffered a 24% loss in its fixed income fund. He also has a billion dollar macro hedge fund down around 9% this year. It is likely that he had to sell gold and commodity positions in this fund to meet redemptions or get off margin. ....

That wasn't the only news that swamped the market yesterday. Thornburg Mortgage revealed that it has to raise at least $948 million in the next week in order to stay in business."



Wyślij zaproszenie do