Albufeira perde 40 mil hóspedes e Lisboa estagna. Gaia é a surpresa do semestre

[Eagle Eye 2002]

After all, to get through this didn’t we need to go through this?

Eagle Eye

[rosso]

Muito interessante, como sempre!

[- GOE -]

É precisamente isto: "A Short-Term Low" que eu penso estar a formar-se ou já ter sido formado nos mercados..

Um fundo de curto prazo que permita um aliviar desta pressão vendedora fortíssima a que temos assistido nestes últimos dias..

Penso que é preciso ter em conta que a tendência dominante principal continua a ser de queda e estes rally's vão servindo para respirar um pouco...

Bons negócios

[Ulisses Pereira]

"Answers I Really Wanna Know: Was That A Short-Term Low?"
Todd Harrison
Oct 07, 2008 7:50 am

" How will the Street react to yesterday's decline?



Trusted Stock and Fund Insight from Morningstar

Wasn’t the path of maximum frustration “straight down” on Monday?


Did the 12.7% S&P melt from Friday’s high to yesterday’s low shake out the “We’ve got a bailout—everything is gonna be alright!” crowd?


If emotion is the enemy when trading, what does it say that some of the more emotional types sounded the Armageddon Alarm yesterday?


Not to mention every major paper in the free world?


To be clear, we understand the difference between “picking a bottom” and “picking our spots” for a trade, right?


As we did on March 17th and July 16th?


The same people I asked to please pay attention entering September (they assured me the weren’t invested in the markets, they just had their 401(k)) pinged yesterday afternoon to alert me that we’ve entered a Depression?


The point of recognition is arriving in waves?


What’s capitulation?


Does VXO 69.50 satisfy our nonsensical notion that we would tick at VXO 70 upon capitulation?


During the past month, the Fed expanded its balance sheet by approximately 50% or $500 billion dollars?


While Europe is arguably in worse shape than the U.S., doesn’t the greenback have to devalue?


Isn’t that what the other side of Our Wishbone World look like?


One where asset classes rally but the measuring stick declines at an accelerated pace?


When will China revalue the Yuan?


Is anyone really that surprised that Bank America (BAC) slashed its dividend and will offer $10 billion in a secondary?


In addition to “lower crude is equity positive,” can we please—and finally—debunk that a higher dollar is good for stocks?


What if the Pakistan Karachi wrote a viable script to the short selling ban?


Don’t you know that when you mess with Mother Nature, she tends to get pissed?


Societal Acrimony? What Societal Acrimony?


Did Minyans “see” that I pared some of my “diaper effect” upside exposure into the 55 handle S&P rally (off the lows) and slipped one leg out of my bull costume (leaving one leg, or 25% upside confidence)?


For if you did, you would have witnessed that I punted my GLD puts (for a small gain), parceled out of partial QLD and kept (most of) my energy exposure through Weatherford (WFT) and Transocean (RIG) rentals?

While most folks are upset about the state of our financial fate—and for good reason—wouldn’t those who preserved capital, reduced debt and proactively positioned themselves be in a position to prosper as a function of time and price?


After all, to get through this didn’t we need to go through this?


What, you don’t think Demi Moore top ticked in Ghost?


Yesterday’s NYSE internals—3128 to 88—was the worst reading since the Great Depression?


Seeing the other side, isn’t the Wells Fargo (WFC)-Wachovia (WB) “deal” and the Eli Lilly (LLY)-Imclone (IMCL) offer bullish on the margin?


Or does the specter of massive counter-party risk trump that big time?


Was it really only a year ago that some were strongly suggesting that Dryships (DRYS) $130 was a sign of the new paradigm?


Are you leaving emotion for weddings and funerals?


Does the phrase “money in the bank” still hold water?


Balance? Seriously?


While the consumer non-durables was one of our top ten 2008 themes, are you being careful with these stocks given the shifting landscape?


I know there’s alotta links, but if NOW isn’t the time to spend a few hours understanding how we got here--and where we’re going--what’s it gonna take?


Seriously, I got a cold call yesterday in the middle of the day?


Did a 17-year old kid really turn to me while I was rehabbing my knee last night—while Touch of Grey was playing—and say “I really like this old rhythm and blues music”?


Will the short sale ban lift on midnight Wednesday as currently scheduled?


Will Australia’s 100 basis point rate cut this morning set the stage for the rest of the world?

Where does “you really gotta want it” give way to “Dude, 144-hour days, and one day rest, is no way to spend a week, son.”? "

(in www.minyanville.com)