atman
Madmaxista
Me ha convencido. Pero para probar largos... a ver que hago... porque ahora mismo con lo que tengo abierto me llega y me sobra...
¿Habeis visto el ibex 35?, Diciembre 2012 +
- Autor del tema Pepitoria
- Fecha de inicio
Me ha convencido. Pero para probar largos... a ver que hago... porque ahora mismo con lo que tengo abierto me llega y me sobra...
peseteuro
Madmaxista
Qué elemento, cómo se va por las ramas haciendo uso del conocido generador de discursos 😛 y suerte que al final salen los seguratas porque igual le linchaban.
Es vergonzoso que la tipa cierre el discurso para evitar que se escuchen verdades como puños.
Janus
Será en Octubre
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Mauldin.
Sorting Out the Decade
John Mauldin | Dec 15, 2012
In today's Outside the Box I bring you two pieces that, at first glance, may not seem to have much to do with each other. First, Bill Gross, PIMCO managing director, runs down the fierce structural headwinds that our hard-pedaling global economy faces over the next decade. I am going to deal at length with not only his GDP projections for the rest of the decade but those of Grantham and others in the last two Thoughts from the Frontline of this year. This is a challenging environment for traditional portfolio construction, but it’s par for the course as we slog through the secular bear market I was first writing about in 1999.
Then Charles Gave instructs us on the distortions in the measurement of risk that have been introduced as the "plain, boring and well-meaning economists working in the entrails of the world central banks" have supplanted the Marxist avant garde in the world's shift away from “scientific socialism” to "scientific capitalism."
However, when you think about it, these pieces dovetail in a very convincing – and somewhat frightening – manner. Because what they add up to – if the econocrats are yanking the rug out from under a capitalist system that is already reeling, as Gross says, from debt and deleveraging, a slowing of the locomotive of globalization, and dislocations in technology and demographics – is a profound, ongoing challenge to you and me as investors. Gross and Gave have their own ideas about how we get through this. I don’t agree with all their conclusions – this letter is not called Outside the Box for nothing – but I offer these essays because they’ll make us think through our own presuppositions. However you view their analysis, they do reinforce the idea that we're all going to have to be not only careful but very nimble.
I post this note from 35,000, feet flying back from Cleveland to Dallas. American Airlines has now put internet on nearly all of their domestic flights, and I find the time I spend read and respond without interruption up here some of the more productive time I get. Which is good, since the record shows that I have been on some 110-plus different planes this year, most of which were AA. (Lately, when I am asked where I live, I just say my closet is in Dallas.)
It is not just me but other “road warriors” who have noticed that the staff of AA have markedly stepped up their personal service levels (as opposed to United, when they were in similar financial difficulties). More than a few of their employees have gone far out of their way to make my difficult travel schedule a little bit easier and smoother, from frontline staff to their back-office phone mavens, who often perform a little bit of magic rearranging my schedule. And as they add newer planes to their fleet, seat 5B has almost become my home office. So here’s a tip of the hat to them and all the service people who make life on the road better. And may your own road be a little smoother these holidays.
I spent last night at Dr. Mike Roizen’s home before seeing a few doctors at the Cleveland Clinic. I rode in a limo with him to a speech in Youngstown, Ohio, and we had time to visit at length. Mike has become one of my dearest friends, and our times together are easy ones, deeply treasured. Without this peripatetic life I would not have so many good friends, far and wide. It is the best perk of traveling.
Mike is on the board of the Cleveland Clinic, and he is deeply worried about the fiscal cliff. Even assuming the “doc fix” is passed, as it always is, without an alteration or repeal of the current law, the Cleveland Clinic will be faced with an almost 9% budget cut on January 1. They will lose money on every Medicare and Medicaid patient they see. There are no good solutions other than deep budgets cuts. And since the largest portion of their budget is salaries?...
The CC is held up (rightly so) as one of the most efficient medical organizations in the world. They have no fat to cut. I met the lady, in my walking around at the clinic, who cut $24 million in energy costs and another $2 million in trash-removal costs, at some considerable effort and investment. They leave no dollar stone unturned in the pursuit of efficiency.
Mike and I talked deep into the night and much of the next day, when we could, about our healthcare system. It fills me with deep concern. I have asked Mike to give us an outline of his speech today for an Outside the Box. His five-step “solution” has lowered healthcare costs for the 43,000 CC staff and all firms that have adopted their plan. When you look at his numbers, you understand why the US spends more money on healthcare than Europe. We are indeed that much less healthy. The CC has found out that paying each staff member $2,000 to adopt a healthier lifestyle lowers overall costs by even more than that.
Smoking cigarettes may be your personal choice and God-given right, but it costs the American healthcare system and taxpayers multiple tens of billions. And the same goes for four other lifestyle habits. Want to live long and prosper? And be smarter and have better sens? Just eat right, exercise and avoid a few items. I hope Mike gets me that essay soon, as I want all my closest friends (that would be you!) to stay around with me for a long, long time.
Have a good week. I am looking forward to the holidays and home and family. And while I try to get exercise on the road, my home gym is still the best.
Your ready for a few good nights’ sleep in my own bed analyst,
John Mauldin, Editor
Outside the Box
Sorting Out the Decade
John Mauldin | Dec 15, 2012
In today's Outside the Box I bring you two pieces that, at first glance, may not seem to have much to do with each other. First, Bill Gross, PIMCO managing director, runs down the fierce structural headwinds that our hard-pedaling global economy faces over the next decade. I am going to deal at length with not only his GDP projections for the rest of the decade but those of Grantham and others in the last two Thoughts from the Frontline of this year. This is a challenging environment for traditional portfolio construction, but it’s par for the course as we slog through the secular bear market I was first writing about in 1999.
Then Charles Gave instructs us on the distortions in the measurement of risk that have been introduced as the "plain, boring and well-meaning economists working in the entrails of the world central banks" have supplanted the Marxist avant garde in the world's shift away from “scientific socialism” to "scientific capitalism."
However, when you think about it, these pieces dovetail in a very convincing – and somewhat frightening – manner. Because what they add up to – if the econocrats are yanking the rug out from under a capitalist system that is already reeling, as Gross says, from debt and deleveraging, a slowing of the locomotive of globalization, and dislocations in technology and demographics – is a profound, ongoing challenge to you and me as investors. Gross and Gave have their own ideas about how we get through this. I don’t agree with all their conclusions – this letter is not called Outside the Box for nothing – but I offer these essays because they’ll make us think through our own presuppositions. However you view their analysis, they do reinforce the idea that we're all going to have to be not only careful but very nimble.
I post this note from 35,000, feet flying back from Cleveland to Dallas. American Airlines has now put internet on nearly all of their domestic flights, and I find the time I spend read and respond without interruption up here some of the more productive time I get. Which is good, since the record shows that I have been on some 110-plus different planes this year, most of which were AA. (Lately, when I am asked where I live, I just say my closet is in Dallas.)
It is not just me but other “road warriors” who have noticed that the staff of AA have markedly stepped up their personal service levels (as opposed to United, when they were in similar financial difficulties). More than a few of their employees have gone far out of their way to make my difficult travel schedule a little bit easier and smoother, from frontline staff to their back-office phone mavens, who often perform a little bit of magic rearranging my schedule. And as they add newer planes to their fleet, seat 5B has almost become my home office. So here’s a tip of the hat to them and all the service people who make life on the road better. And may your own road be a little smoother these holidays.
I spent last night at Dr. Mike Roizen’s home before seeing a few doctors at the Cleveland Clinic. I rode in a limo with him to a speech in Youngstown, Ohio, and we had time to visit at length. Mike has become one of my dearest friends, and our times together are easy ones, deeply treasured. Without this peripatetic life I would not have so many good friends, far and wide. It is the best perk of traveling.
Mike is on the board of the Cleveland Clinic, and he is deeply worried about the fiscal cliff. Even assuming the “doc fix” is passed, as it always is, without an alteration or repeal of the current law, the Cleveland Clinic will be faced with an almost 9% budget cut on January 1. They will lose money on every Medicare and Medicaid patient they see. There are no good solutions other than deep budgets cuts. And since the largest portion of their budget is salaries?...
The CC is held up (rightly so) as one of the most efficient medical organizations in the world. They have no fat to cut. I met the lady, in my walking around at the clinic, who cut $24 million in energy costs and another $2 million in trash-removal costs, at some considerable effort and investment. They leave no dollar stone unturned in the pursuit of efficiency.
Mike and I talked deep into the night and much of the next day, when we could, about our healthcare system. It fills me with deep concern. I have asked Mike to give us an outline of his speech today for an Outside the Box. His five-step “solution” has lowered healthcare costs for the 43,000 CC staff and all firms that have adopted their plan. When you look at his numbers, you understand why the US spends more money on healthcare than Europe. We are indeed that much less healthy. The CC has found out that paying each staff member $2,000 to adopt a healthier lifestyle lowers overall costs by even more than that.
Smoking cigarettes may be your personal choice and God-given right, but it costs the American healthcare system and taxpayers multiple tens of billions. And the same goes for four other lifestyle habits. Want to live long and prosper? And be smarter and have better sens? Just eat right, exercise and avoid a few items. I hope Mike gets me that essay soon, as I want all my closest friends (that would be you!) to stay around with me for a long, long time.
Have a good week. I am looking forward to the holidays and home and family. And while I try to get exercise on the road, my home gym is still the best.
Your ready for a few good nights’ sleep in my own bed analyst,
John Mauldin, Editor
Outside the Box
vmmp29
Madmaxista
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y por miedo no te he acompañado perdiendo mucho dinero
una pregunta ¿ ProShares Vix Short Term. sigue directamente o inversamente al VIX ?
Guybrush_Threepwood
Madmaxista
vermer
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Muy buen post Mulder. Luisito fue objeto de una de las campañas más sucias que he visto en internet contra un forero. Aún con sus puntos débiles (abusaba un poco de wikiconocimiento) era brillante y ponía una y otra vez en evidencia las tesis de ppcc, algo que su "secta" no perdonaba (Los "jefecillos" enviaban a los más simple a la labor de descrédito. Hasta ahí..., porque paso de estas mamonadas de niñatos con ínfulas). Eso no quiere decir que ppcc no haya hecho aportaciones interesantes, pero hace agua por muchas partes y jamás entra al debate directo, algo que para mi lo desacredita.
De todas formas, es una etapa forera que para mi quedó atrás. En este hilo aprendo y disfruto como un bajito con todos vuestros posts.
Janus
Será en Octubre
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Se mueve al contrario del SP en teoría al igual que hace el VIX. Ese es el sesgo intrínseco, luego lo que hace es lo que hace de forma que magnifica subidas y bajadas.
bertok
Será en Octubre
[YOUTUBE]E3fFg8XIS0k[/YOUTUBE]
Bueno, no quería remover la guano del foro, solo apuntar que luisito2 ya había hablado de ello en este mismo foro hace bastante tiempo, nada más.
Silenciosa
Madmaxista
El Ajram en el gran debate.
aitor33
Madmaxista
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Estoy convencido que es uno de los nuestros y me gusta la umilda y el conosimiento con el que habla es un buen tio :Aplauso:
Silenciosa
Madmaxista
¿De los nuestros? A mi no me meta en este grupo, yo soy la versión moderna del abuelillo que se compraba unas acciones y miraba cada día en el periódico como iba la cotización...porque no doy para más :
:Además da igual el tiempo que pase, lo que estudie o lea, da igual, mi capacidad analítica es equivalente a la de un niño de 12 años.
En fin, no nos ha llamado a todos el señor para seguir el camino de los inversoresh cualificados :´(
aitor33
Madmaxista
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¿De los nuestros? A mi no me meta en este grupo, yo soy la versión moderna del abuelillo que se compraba unas acciones y miraba cada día en el periódico como iba la cotización...porque no doy para más :
Además da igual el tiempo que pase, lo que estudie o lea, da igual, mi capacidad analítica es equivalente a la de un niño de 12 años.
En fin, no nos ha llamado a todos el señor para seguir el camino de los inversoresh cualificados :´(
Pero es que hablando parece que usa nuestro lenguaje. Estoy pensando que la historia que está contando va a servir para que el lunes al horno nos acompañen muchas más gacelas :XX:
Guybrush_Threepwood
Madmaxista
¿De los nuestros? A mi no me meta en este grupo, yo soy la versión moderna del abuelillo que se compraba unas acciones y miraba cada día en el periódico como iba la cotización...porque no doy para más :
Además da igual el tiempo que pase, lo que estudie o lea, da igual, mi capacidad analítica es equivalente a la de un niño de 12 años.
En fin, no nos ha llamado a todos el señor para seguir el camino de los inversoresh cualificados :´(
Teletexto, que jran himvento.
Several vermuses @ La castañeda.
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vermer
Madmaxista
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¿De los nuestros? A mi no me meta en este grupo, yo soy la versión moderna del abuelillo que se compraba unas acciones y miraba cada día en el periódico como iba la cotización...porque no doy para más :
Además da igual el tiempo que pase, lo que estudie o lea, da igual, mi capacidad analítica es equivalente a la de un niño de 12 años.
En fin, no nos ha llamado a todos el señor para seguir el camino de los inversoresh cualificados :´(
Tu serás del grupo de 12 años, pero yo estoy en la fase de lactancia. Y dentro de los lactantes, uno más del pelotón... siendo generosos. Me atrevo a hablar porque es finde, conste. 😀
Qué va! Si ha recomendado públicamente los depositos. Ademas, se le ve poco metido en el mundillo a dia de hoy. Cuando el presentador le ha comentado que hay mucha gente que está comprada y ve como sus valores pierden dinero dia a dia, cualquiera que siga la bolsa le hubiera matizado que en menos de un semestre el Ibex ha pasado de menos de 6.000 a poco mas de 8.000. Y un 33% no esta mal del todo... Mas dividendos. Pero el ponia cara de poker.
Enviado desde mi GT-I8160 usando Tapatalk 2
R3v3nANT
Madmaxista
Guybrush_Threepwood
Madmaxista
[YOUTUBE]Vx-E9pzOFPM[/YOUTUBE]
::😀
:
:😀Guybrush_Threepwood
Madmaxista
Que buenas as comparaciones!!!
Bilbainooossssss que sus pasa??????
http://www.burbuja.info/inmobiliaria/burbuja-inmobiliaria/371256-cinturon-de-hierro-resiste-pisos-a-10-000-euros-m-2-a.html
Bilbainooossssss que sus pasa??????
http://www.burbuja.info/inmobiliaria/burbuja-inmobiliaria/371256-cinturon-de-hierro-resiste-pisos-a-10-000-euros-m-2-a.html
Pepitoria
Madmaxista
Apple tiene un Gandalf extremo...cuando se le pone en las pelot*** no puedes pasar , no vas a pasar 😀
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y si Apple no pinta bien, imaginaos el panorama
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