Краткосрочная перспектива - 2

[Robots]

А между тем, золото упорно пробивает свой конус вниз.

по крайней мере его невозможно напечатать

[3ABXO3]

А тем временем Shopify стал крупнейшей компанией на TSX.

[simon]

На новости US unemployment claims hit 33.3 million amid virus ам. индексы сегодня растут

[3ABXO3]

#унасралли (ц) aкела

[3ABXO3]

На новости US unemployment claims hit 33.3 million amid virus ам. индексы сегодня растут

Всё примерно так:

[turtle]

https://youtu.be/iHgO_nsdeoI

[Robots]

На новости US unemployment claims hit 33.3 million amid virus ам. индексы сегодня растут

Всё примерно так:

никто уже на экономику не обращает внимания, следят печатают ли деньги. Если печатают, то все пойдет вверх, а нет - вниз, потому как, на долговой карточный домик, который по инерции называют экономикой, нынешний сток маркет уже давно перестал опираться.

[Vovchik]

https://youtu.be/iHgO_nsdeoI

SPX - 340 и на 25 лет? Золото тоже дешевело. Тогда правда был золотой стандард.

[turtle]

Да, но чувак всё правильно рассказывает, как это будет в реальной жизни время покажет и как это затронет Канаду?

[Vovchik]

Да, но чувак всё правильно рассказывает, как это будет в реальной жизни время покажет и как это затронет Канаду?

Есть два существеннных отличия - отсутствие золотого стандарда и финансовые власти сработали четко. Через какое то время все поди перерастет в стагфляцию.

[george]

Интересный текст.

Another Leg Lower Is Coming, But What Happens In 2021 Will Leave Traders Speechless
by Tyler Durden
Mon, 05/11/2020 - 07:44

In a recent report by Nordea's Andreas Steno Larsen, the FX strategist looks at the recent surge in stocks and rhetorically asks "Happy days, right?", to which his response is that he is not so sure, because "is it really feasible to CTRL+P profits?" (for those confused, since reality is now more absurd than the Onion, the answer is no).

Larsen then looks at the by now infamous chart of collapsing earnings and warns that "EPS may need to be revised down at least 40-50% YoY in a quarter from now, but it seems like most equity analysts have been sipping directly from the magic central bank spring (Certainly less strong than what Elon Musk had the other day) as they look for a “mere” -20% EPS growth this year." To Larsen this is "historically naïve, sorry, optimistic."

Why? Because If expected earnings are slashed in the way that Nordea finds expects, forward P/E’s will either have to find bizarre new all-time-highs (as 2020 is deemed an outlier) or else equities will have to give in again. (Larson laconically notes that he "leans towards the latter")

[george]

Интересный текст.

Another Leg Lower Is Coming, But What Happens In 2021 Will Leave Traders Speechless
by Tyler Durden
Mon, 05/11/2020 - 07:44

In a recent report by Nordea's Andreas Steno Larsen, the FX strategist looks at the recent surge in stocks and rhetorically asks "Happy days, right?", to which his response is that he is not so sure, because "is it really feasible to CTRL+P profits?" (for those confused, since reality is now more absurd than the Onion, the answer is no).

Larsen then looks at the by now infamous chart of collapsing earnings and warns that "EPS may need to be revised down at least 40-50% YoY in a quarter from now, but it seems like most equity analysts have been sipping directly from the magic central bank spring (Certainly less strong than what Elon Musk had the other day) as they look for a “mere” -20% EPS growth this year." To Larsen this is "historically naïve, sorry, optimistic."

Why? Because If expected earnings are slashed in the way that Nordea finds expects, forward P/E’s will either have to find bizarre new all-time-highs (as 2020 is deemed an outlier) or else equities will have to give in again. (Larson laconically notes that he "leans towards the latter")

https://www.zerohedge.com/markets/anoth ... speechless

[3ABXO3]

Zero Hedge это какая-то клоака конспираси теорий и всёпрольщества.

Zero Hedge is a batshit insane Austrian school finance blog run by two pseudonymous founders who post articles under the name "Tyler Durden," after the character from Fight Club. It's essentially apocalypse porn. It has accurately predicted 200 of the last 2 recessions.

[Vovchik]

А между тем, дефляция имеет место быть.

https://www.cnn.com/2020/05/12/economy/ ... index.html

[3ABXO3]

Пришли два оффера на мортгидж.

2.55 на фиксд.

Прайм - 1% на вариабле.

Руки чешутца вариабле сделать.

variable!

Подписался на вариабле по совету моего Джимма. Была - не была!