Cramer: "One of Those Markup Days"
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Ulisses Pereira Escreveu:Ele é muito espalhafatoso, temos sempre que lhe dar um desconto.
E como está sempre na berlinda e não tem medo de opinar, às vezes tem falhanços históricos que levam a que as pessoas o crucifiquem. Mas tem artigos excelentes e gosto da forma como é muito fácil perceber a sua linha de raciocínio.
E, diga-se, o seu historial enquanto foi gestor de um "hedge fund" foi de uma óptima consistência ao nível dos resultados.
Muitas vezes discordo dele, mas leio-o sempre.
Um abraço,
Ulisses
E já agora não podia fazer um comentário ao 2º artigo?
Eu sinceramente concordo com ele, esta semana começou depois daquela sexta-feira (com um rallie muito pouco credivel) e esta semana quase toda a subir, eu se fosse dono de um Banco vinha já para a praça dizer: " Estas subidas não têm por bases os fundamentais, já que a situação macro-economica não melhorou nada desde a semana passada".
Disclaimer: Estou curto no DAX
Cumprimentos.
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Ele é muito espalhafatoso, temos sempre que lhe dar um desconto. 
E como está sempre na berlinda e não tem medo de opinar, às vezes tem falhanços históricos que levam a que as pessoas o crucifiquem. Mas tem artigos excelentes e gosto da forma como é muito fácil perceber a sua linha de raciocínio.
E, diga-se, o seu historial enquanto foi gestor de um "hedge fund" foi de uma óptima consistência ao nível dos resultados.
Muitas vezes discordo dele, mas leio-o sempre.
Um abraço,
Ulisses
E como está sempre na berlinda e não tem medo de opinar, às vezes tem falhanços históricos que levam a que as pessoas o crucifiquem. Mas tem artigos excelentes e gosto da forma como é muito fácil perceber a sua linha de raciocínio.
E, diga-se, o seu historial enquanto foi gestor de um "hedge fund" foi de uma óptima consistência ao nível dos resultados.
Muitas vezes discordo dele, mas leio-o sempre.
Um abraço,
Ulisses
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Boa tarde. Qual é a sua opinião acerca do Cramer, Ulisses? Vejo que o cita muitas vezes, suponho que lhe reconheça alguma credibilidade.
Por vezes os artigos dele parecem-me um pouco tendenciosos, mas como não conheço muito bem o trabalho dele nem o historial, pode ser injusto da minha parte não lhe dar mais credibilidade.
Abraço
Por vezes os artigos dele parecem-me um pouco tendenciosos, mas como não conheço muito bem o trabalho dele nem o historial, pode ser injusto da minha parte não lhe dar mais credibilidade.
Abraço
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No seguimento desta linha de raciocínio, Cramer escreveu hoje um novo artigo.
"The Artifice Is Gone With Today's Action"
By Jim Cramer
RealMoney.com Columnist
2/29/2008 11:19 AM EST
"These buyers just disappear. All of the prop-up guys from earlier in the week. All of those who just kept buying and buying. They are gone.
To me, today's market really summarizes the institutional moving of stocks at the whim of whoever is trying to generate performance. The run in natural gas stocks, for example, was amazing. But now there are no buyers whatsoever. Where are the people who drove up Apache (APA - commentary - Cramer's Take - Rating), which is down huge? How about those people that bought Southwestern Energy (SWN - commentary - Cramer's Take - Rating) at $70 today? Did they just go home? Take the rest of the day off?
Meanwhile, what is the commodity doing? Nothing, of course. The markup period's over. The owners are thrilled with how much they moved up the stocks. The short-covering is done. Everybody wins, I guess.
Some of this is just futures. I have been saying all week that the futures simply won't let Goldman Sachs (GS - commentary - Cramer's Take - Rating) go where it has to go, which is lower. Today it's happening. Every day, Goldman looked resilient.
So much for that.
Yes, the macro data stunk today. But it always stinks. Yes, the consumer's crimped. Shocker!
Still, the major takeaway I have is to remind people how artificial the buying was earlier in the week, not the selling today.
Today's true.
The other days were false.
At the time of publication, Cramer was long Goldman Sachs. "
(in www.realmoney.com)
"The Artifice Is Gone With Today's Action"
By Jim Cramer
RealMoney.com Columnist
2/29/2008 11:19 AM EST
"These buyers just disappear. All of the prop-up guys from earlier in the week. All of those who just kept buying and buying. They are gone.
To me, today's market really summarizes the institutional moving of stocks at the whim of whoever is trying to generate performance. The run in natural gas stocks, for example, was amazing. But now there are no buyers whatsoever. Where are the people who drove up Apache (APA - commentary - Cramer's Take - Rating), which is down huge? How about those people that bought Southwestern Energy (SWN - commentary - Cramer's Take - Rating) at $70 today? Did they just go home? Take the rest of the day off?
Meanwhile, what is the commodity doing? Nothing, of course. The markup period's over. The owners are thrilled with how much they moved up the stocks. The short-covering is done. Everybody wins, I guess.
Some of this is just futures. I have been saying all week that the futures simply won't let Goldman Sachs (GS - commentary - Cramer's Take - Rating) go where it has to go, which is lower. Today it's happening. Every day, Goldman looked resilient.
So much for that.
Yes, the macro data stunk today. But it always stinks. Yes, the consumer's crimped. Shocker!
Still, the major takeaway I have is to remind people how artificial the buying was earlier in the week, not the selling today.
Today's true.
The other days were false.
At the time of publication, Cramer was long Goldman Sachs. "
(in www.realmoney.com)
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Cramer: "One of Those Markup Days"
"One of Those Markup Days"
By Jim Cramer
RealMoney.com Columnist
2/26/2008 1:12 PM EST
"Today's markup day. We have seen this over and over and over again. The big markup days are three and four days from the end of the quarter.
They are terrific days to take up stocks because the government could care less on those days.
So you take up the stocks and then you try to hold them there, even though the last day of the month tends to be a bad one as fund managers who don't like stocks can use the backstops to blow out of things.
We have big buying in everything oil -- that's a layup, right? Everyone who owns those stocks can justify massive markups, given the surge in oil.
The surge in wheat and corn allows gigantic buying to move stocks up. And I think that you are seeing some really sweet buying in retail as the early-cycle people go nuts and use the prospect of a turn for all stores to pile in off of Nordstrom's (JWN - commentary - Cramer's Take - Rating), Lowe's (LOW - commentary - Cramer's Take - Rating) and Radio Shack (RSH - commentary - Cramer's Take - Rating). Truly aggressive buying.
We always forget that at the end of the month, people just love to create their own performance.
I would bet that anything that isn't moved up today will be attempted to be budged up tomorrow, but we have some real headwinds -- Fannie Mae (FNM - commentary - Cramer's Take - Rating) and Bernanke -- that could make the move up harder.
IBM (IBM - commentary - Cramer's Take - Rating), Nordstrom's, oil, ag, tremendous reasons to mark up.
And they are taking advantage of it. "
(in www.realmoney.com)
By Jim Cramer
RealMoney.com Columnist
2/26/2008 1:12 PM EST
"Today's markup day. We have seen this over and over and over again. The big markup days are three and four days from the end of the quarter.
They are terrific days to take up stocks because the government could care less on those days.
So you take up the stocks and then you try to hold them there, even though the last day of the month tends to be a bad one as fund managers who don't like stocks can use the backstops to blow out of things.
We have big buying in everything oil -- that's a layup, right? Everyone who owns those stocks can justify massive markups, given the surge in oil.
The surge in wheat and corn allows gigantic buying to move stocks up. And I think that you are seeing some really sweet buying in retail as the early-cycle people go nuts and use the prospect of a turn for all stores to pile in off of Nordstrom's (JWN - commentary - Cramer's Take - Rating), Lowe's (LOW - commentary - Cramer's Take - Rating) and Radio Shack (RSH - commentary - Cramer's Take - Rating). Truly aggressive buying.
We always forget that at the end of the month, people just love to create their own performance.
I would bet that anything that isn't moved up today will be attempted to be budged up tomorrow, but we have some real headwinds -- Fannie Mae (FNM - commentary - Cramer's Take - Rating) and Bernanke -- that could make the move up harder.
IBM (IBM - commentary - Cramer's Take - Rating), Nordstrom's, oil, ag, tremendous reasons to mark up.
And they are taking advantage of it. "
(in www.realmoney.com)
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