bertok
Será en Octubre
Escuchad a partir del minuto 49 8:
¿Habéis visto el Ibex 35? Marzo 2013. Cuando pepón va a asomar, la gacela acaba de soltar +
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vermer
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Guybrush_Threepwood
Madmaxista
Bueno solo dicen cosas de sentido común.
Si no hay pasta, recortarán pensiones si o si. Cuando las recorten se liará.
Luego lo de los funcis, pues de cajón. Si no hay pelas, habrá que bajarles el sueldo.
Lo interesante es lo que hablan de romper la espiral deflacionaria.
Ahhh y lo de España=Portugal+crisis bancaria+crisis inmobiliaria.
bertok
Será en Octubre
Va en serio, en la expaña de los próximos 20 años, trabajar para vivir será un infierno.
El que tenga capital va a ser el rey del lugar.
Lo de los pepitos y sus cipotecas ha sido una defecada histórica.
Janus
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El sector está débil pero el mensaje se centra más que nada en First Solar. De momento, be careful.
banana
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* suspiro *
Dígamelo a mí, dígamelo.... que por capuletto majoris del Reino, contrarié a mi sistema con una de mis interpretaciones humanas de ejperto, y he acabado perdiéndome un swing de +450 puntos en apenas 5 días.
Gato malo.
Gato malo !!!
atman
Madmaxista
Lo jodío es que los demás no hemos pillado tampoco su cacho... Esta semana alguien se ha puesto las botas...
bertok
Será en Octubre
Terrorífico :8: El que no sepa inglés que lo pase por el traductor
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bertok
Será en Octubre
Espero que los larguistas sepáis largaros antes de pagar la última copa
"The V2 money velocity at all time lows tells you that banks and corporations are hoarding cash and not hiring or lending.
It tells you that the FED has simply enabled another bubble - they have facilitated a ramp up in equities and supposedly housing and consumer debt so they can crash the mother er all over again and Wall Street can get bailed out again on the backs of The People AGAIN.
It is as clear as day if you look at the labor participation rate, the markets at all time highs, the sector rotation and churning of the hedgies and algo HFT machines in low volume, the lack of consumer saving and declines in income, increases in debt, and the non-stop FED jizz fest throwing $85 BILLION per month at buying crap to benefit the banks.
It has no benefit to the populace beyond illusory "wealth" or "net worth" of money trapped in 401K's and IRA's that is illiquid and can be taxed or vaporized overnight by a government controlled by monied interests and Jon Corzine types who grease the palms of politicians all across Western Civilization to the point that the politicians need a pint of Dawn detergent to turn a door knob.
This is the greatest lie, the greatest Ponzi, the greatest scam in the history of Western Civilization. It will end with wailing and gnashing of teeth. It is in 3D and 20/20 vision with Sensurround and smell technology but the three monkeys are deaf, dumb, and blind to the baboons wrecking the nations of the West."
"The V2 money velocity at all time lows tells you that banks and corporations are hoarding cash and not hiring or lending.
It tells you that the FED has simply enabled another bubble - they have facilitated a ramp up in equities and supposedly housing and consumer debt so they can crash the mother er all over again and Wall Street can get bailed out again on the backs of The People AGAIN.
It is as clear as day if you look at the labor participation rate, the markets at all time highs, the sector rotation and churning of the hedgies and algo HFT machines in low volume, the lack of consumer saving and declines in income, increases in debt, and the non-stop FED jizz fest throwing $85 BILLION per month at buying crap to benefit the banks.
It has no benefit to the populace beyond illusory "wealth" or "net worth" of money trapped in 401K's and IRA's that is illiquid and can be taxed or vaporized overnight by a government controlled by monied interests and Jon Corzine types who grease the palms of politicians all across Western Civilization to the point that the politicians need a pint of Dawn detergent to turn a door knob.
This is the greatest lie, the greatest Ponzi, the greatest scam in the history of Western Civilization. It will end with wailing and gnashing of teeth. It is in 3D and 20/20 vision with Sensurround and smell technology but the three monkeys are deaf, dumb, and blind to the baboons wrecking the nations of the West."
bertok
Será en Octubre
8:8:8:
All that has peine in the last thirty years or so, is for the economy to constantly draw forward expansion (demand...) because it has been threatening stall estimulante ilegal since 1981. Cheaper and cheaper money was the result and that was to continue the forward velocity of money. Everyone knew what would happen if the velocity of money stalled. Everything would implde.
Alan Greenspan saw the Thelma and Louise scenario playing out for the global economy with his pedal to the metal, easy-money policy. Indeed, once he'd realised he'd made a giant mistake, he tried to reverse course and, seemingly out of nowhere, began to raise rates. He knew it was too late for that, so he gunned it and headed for the cliff at full estimulante ilegal, taking everybody but Brad Pitt with him.
What Dr. Bernanke and the Fed now have to deal with is the result of a systematic drawing forward of credit expansion that has been in place for many years. In his- perhaps arrogance?- he believed that he could pull the world out of credit contraction by blowing the biggest bubbles the world has ever seen, that of ZIRP, TARP and QE4evah.
Now, he is terrified because he, as Alan Greenspan, sees that it is too late for anything to stop the contraction of credit. He can't blow hard enough like he thought he could. In the words of the youth today: epic FAIL.
So in a roundabout way, I would suggest that you're looking at this the wrong way...backward, in fact. The Fed's easy-money policies are not now failing but have failed the entire time. In fact, there is no way they could have worked in the first place. Greenspan knew in 1995 that it was too far gone. Now he can only shake his head at the mess he helped create.
What we are left with is credit expansion not even sitting still any more but contracting in an exponential fashion, as your chart shows. All this will come home to roost sooner or later. There is no "out" of this one. We are in the midst of the biggest deflationary scenario in the history of global economics (that may be a bit of an exaggerration...), and there is nothing we can do to stop it. It is best to let it happen and get out of the way.
All that has peine in the last thirty years or so, is for the economy to constantly draw forward expansion (demand...) because it has been threatening stall estimulante ilegal since 1981. Cheaper and cheaper money was the result and that was to continue the forward velocity of money. Everyone knew what would happen if the velocity of money stalled. Everything would implde.
Alan Greenspan saw the Thelma and Louise scenario playing out for the global economy with his pedal to the metal, easy-money policy. Indeed, once he'd realised he'd made a giant mistake, he tried to reverse course and, seemingly out of nowhere, began to raise rates. He knew it was too late for that, so he gunned it and headed for the cliff at full estimulante ilegal, taking everybody but Brad Pitt with him.
What Dr. Bernanke and the Fed now have to deal with is the result of a systematic drawing forward of credit expansion that has been in place for many years. In his- perhaps arrogance?- he believed that he could pull the world out of credit contraction by blowing the biggest bubbles the world has ever seen, that of ZIRP, TARP and QE4evah.
Now, he is terrified because he, as Alan Greenspan, sees that it is too late for anything to stop the contraction of credit. He can't blow hard enough like he thought he could. In the words of the youth today: epic FAIL.
So in a roundabout way, I would suggest that you're looking at this the wrong way...backward, in fact. The Fed's easy-money policies are not now failing but have failed the entire time. In fact, there is no way they could have worked in the first place. Greenspan knew in 1995 that it was too far gone. Now he can only shake his head at the mess he helped create.
What we are left with is credit expansion not even sitting still any more but contracting in an exponential fashion, as your chart shows. All this will come home to roost sooner or later. There is no "out" of this one. We are in the midst of the biggest deflationary scenario in the history of global economics (that may be a bit of an exaggerration...), and there is nothing we can do to stop it. It is best to let it happen and get out of the way.
bertok
Será en Octubre
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Janus
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De eso se trata, de inflar la bolsa para que el optimismo de la gente no se venga abajo y que por encima de todo sean los ricos los que mantengan su posición.
Este es el motivo principal por el que no se genera inflación ya que la población final no huele ni un duro.
Esto tampoco es tan malo para los que han sido prudentes y tienen capital ya que cada vez más puede adquirir más con el mismo o con menos dinero. La inflación empobrece a todos por igual.
Janus
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Por cierto, ahora es uno de esos momentos en los que la lógica y la realidad presentan amplias divergencias (como bien dice el título del hilo abierto por Market Maker).
Por ello, "ojos antes que cerebro" y largas plusvis para Gamesa.
Por ello, "ojos antes que cerebro" y largas plusvis para Gamesa.
bertok
Será en Octubre
Lee el artículo de zerohedge y guárdalo en favoritos.
Te lo recordaré cuando hablemos :
:Janus
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Lee el artículo de zerohedge y guárdalo en favoritos.
Te lo recordaré cuando hablemos :
Le había leído prontito esta mañana porque me saltó en Twitter. Nada que no sepamos. Lo importante es que la clave hay que tenerla clara: es la FED la que mantiene todo el tinglado y mientras lo haga .... seguirá todo subiendo.
La bolsa no sube o baja porque la situación sea una u otra. Sube o baja simplemente porque entra o sale dinero.
paulistano
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bertok
Será en Octubre
No te lo digo por la bolsa ahora, si no por lo que va a venir después. 8:
Guybrush_Threepwood
Madmaxista
Ante eso:
Name:
Working Experience:
Education:
Language Skills:
y tal
:fiufiu::fiufiu::fiufiu:
bertok
Será en Octubre
Name: Bertok
Working Experience: Killer
Education: Street
Language Skills: Caló
¿tengo curro? :
:Janus
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Después lo que viene es una gran e histórica oportunidad.
Toda la historia humana (la península "Hibérica" está habitada desde hace unos dos millones de años) se basa en la diferencia relativa entre las clases: ricos/pobres, pito/coñe, bueno/malo, fuerte/débil ...... Todo el tinglado y sobre todo la economía se basa en una distribución "ineficaz" (o eficaz para otros) de los recursos y éstos han mutado con el tiempo (vacas, tierras, dinero, oro, muyer, .....).
En el último medio siglo se había producido el mayor estrechamiento de la historia entre las diferentes clases sociales y eso no se puede permitir porque no hay recursos para todos. Han dado el golpe en la mesa y se van a dedicar unos años a volver a ensanchar la diferencia y posibilidades de las clases sociales. De esto se sabe mucho en Latinoamérica.
Antiguamente, ese ensanchamiento "de lo social" se producía con la expropiación y el robo violento. Hoy en día el robo es más "por lo bajinis" que "por lo violente" y ahí surge la gran oportunidad para quienes hemos sido prudentes y hemos atesorado un buen capital. El mundo es lo suficientemente amplio como para no depender "de un señor" como en la antiguedad. Ahora más que nunca ser listo y tener sangre fría puede permitir dar una salto impresionante del cual también pueden disfrutar al menos 3 generaciones nuestras (y nosotros por supuesto).
Dicho esto, ojalá dure unos años más la crisis porque el salto será mayor. No piensen que es una postura cruel porque los "de abajo" están y estarán dolido sea cual sea el escenario. Los castuzos necesitan carnaza lo mismo que una hoguera necesita madera y rastrojos. Lo uno sin lo otro simplemente does'nt work.
Janus
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Name: Bertok
Working Experience: Killer
Education: Street
Language Skills: Caló
¿tengo curro? :
Tantos años aquí y aún no habéis aprendido.
Working Experience: whore dealer
Education: only financial skills and know how to handle an ax
Language Skills: close your mouth unless you're gonna kiss a "pibón"
BOBBIES, BOBBIES, BOBBIES, BOBBIES, BOBBIES, BOBBIES, BOBBIES, BOBBIES
bertok
Será en Octubre
Los Bobbies para tí, yo me quedo con las boobs :XX::XX::XX: