Irmãos Martins estão de saída da Martifer

[Ulisses Pereira]

"Answers I Really Wanna Know: Is Crude the FOMC Rate Cut?"
Todd Harrison
Aug 05, 2008 8:30 am

" Oil has fallen 20% over three weeks.


The Amex Oil and Gas Index (XOI) is only beating the banks (BKX) by six percent year-to-date given that the latter matter is trumping the former storm 31% quarter-to-date?


Ya think that has something to do with the fact that hedge funds had their worst month in seven years?


Will the 20% drop in crude the last three weeks effectively serve as the Fed’s rate cut?


When will lower crude stop being perceived as equity positive?


Isn’t that part one of Hank’s two-part plan?


Will my bull costume be rewarded with a defined risk above S&P 1235?


Are those bullish “higher lows” in the S&P or a bear flag (which typically breaks in the direction of the prevailing trend)?


Given the election, is September 16th the last FOMC meeting they can shift policy?


Will I need corks on my forks if crude trades par ($100) before the election?


Isn’t it ironic—don’t you think?


Y'all see the technical significance of SOX 330?


Where the heck did summer go?


We spoke about the importance of the $40 level in Mother Morgan (MS) last week but is that, alone, behind the recent standout action?


If the economy is the single biggest electoral issue—and given the likelihood that, the near-term rally aside, we’ve got a tough stretch ahead—should both candidates be careful for what they wish?


Seriously, who plays hoops (well) with a torn meniscus?


Will the scattered M&A deals be a bovine wink with the benefit of hindsight?


Or are the broken deals— Alliance Data Systems (ADS), Penn National Gaming (PENN), Yahoo (YHOO)—consistent with the path of maximum frustration that all investment styles struggle with in a bear market?


What's nuttier—to be bullish (for a trade) here or bearish (for a trade) last summer?


What's an easier trade—consumer non-durables (a top ten 2008 theme) or the beaten down banks?


I mean, you see the Proctor & Gamble (PG) results, right?


What does a redneck Stonehenge look like?


Have you ever tried to sneeze with your eyes open?


Is anyone else ready for some football?


Was the inability of market internals to budge from their 2:1 negative posture the single biggest fly in yesterday’s upside try?


Will ye faithful join me for a hearty Minyanville welcome as Neale Godfrey joins our children’s financial literacy effort?


While I haven’t triple dipped this level, do you see Yahoo as it quietly fills the gap that existed prior to the Microsoft (MSFT) bid?


How about that dandruff in Potash (POT) that Professor Jeff Cooper eyeballed on yesterday’s Buzz?


What if you had the market playbook for the next three years?


Did you know that in the 15 months from May 2007 through July 2008, U.S equity funds posted outflows in all but two months, which is the first time that’s ever happened?


R.P."

(in www.minyanville.com)