CALDEIRÃO DE BOLSA

Ulisses, será que o facto de teres escrito 4 vezes "não" neste ultimo post com um smile no fim significa subrepticiamente que achas que o mercado vai ao fundo?




PS: se trancares esta discussão deveremos interpretar que afinal não concordas com o artigo e que na tua opinião o mercado vai subir?

Ulisses Pereira Escreveu:Deves interpretar este "Não" como "Não tem nada a ver com querer transmitir esta ou aquela interpretação". Enquanto não puder comentar o mercado não o comento.

Um abraço,
Ulisses

Malta, eu tentei... Por isso o NIB é o 1234567890!

Ulisses,
Estava a apenas a manter a boa disposição! Como sou positivo gosto de pensar que daqui a (pouco) tempo vais dizer: "Era fácil perceber no final de Jan que devido a x e a y e ainda ao z tudo apontava para que os B****'s ganhassem a luta!" e lá aparecem os ursinhos e os touros e malta pasma "Duhh, pois era!"

Abraço,
Yugo

Deves interpretar este "Não" como "Não tem nada a ver com querer transmitir esta ou aquela interpretação". Enquanto não puder comentar o mercado não o comento.

Um abraço,
Ulisses

Ulisses Pereira Escreveu:Não, não, não...

Será que devo interpretar esses Não(s) como um falso rally e que se antevê um bull mode?

(whatever)

Abraço,
Yugo

Não, não, não...

Eu coloco artigos que considero interessantes. e alguns deles até divergem das minhas opiniões. Mas quando vejo algo bem escrito, com sumo e capaz de gerar debate, não hesito em trazê-lo para aqui.

Um abraço,
Ulisses

Ulisses,
Não resisto à provocação (no offense..!)

Sabendo que estás "proíbido" de influenciar os caldeireiros, mas que ainda assim colocas esses posts todos, vou deduzir que é um alerta de forma (muito subrepticiamente) nos lembrar dos suportes do PSI nos 8000-8100 que hoje terão sido quebrados levando o mesmo para tempos difíceis para os longos...
Será?

Abraço,
Yugo

"Greek Troubles Hit Us While We're Weak"

By Jim Cramer
RealMoney Columnist
1/28/2010 12:59 PM EST

"It's Greek to me! That's how I feel after discovering the Greek bond market and then discovering how it is panicking people out of all sorts of financial assets and having people think along the lines of Van Morrison, as in "Domino," as in "Spain and Portugal are the next to fall."



Thirteen years ago I ignored the problems of some Asian countries, dismissed them as hopeless abstractions and was not the least bit concerned that they could affect our economy. I had just lived through a Mexican collapse that had affected the banks and didn't think that much of it, although it hurt my small savings and loans. Six years before that, I had traded through a Latin crisis that was solved by deft handling of the Bush administration, Bush I, and lived to tell about it.

So I ignored a Thai devaluation. Next thing I know, Cisco (CSCO - commentary - Trade Now) was getting killed because of the Asian contagion, Cisco being the shorthand for the hottest tech company in the land.

Now we are faced with some sort of Greek collapse. I say "some sort" because the government is denying it, and the people who are worried about it are macro guys. It hasn't translated to stocks yet.

In a stronger moment, it would be a sideshow. In today's moment it seems to be a catalyst, one more reason to sell. It's not just that we are more connected than ever and we need to start thinking of selling Banco Santander (STD - commentary - Trade Now) if Spain is next. Painful. I like that stock. It's that when something like Greece, which unlike Southeast Asia is not a driver of economic growth, hurts the stock market, that means the stock market is weaker than you think.

Also, we are running out of days in January, and a lot of "so goes January" chatter is about to be unleashed. I don't think we can make up the 3% we are down now at this pace.

So, we have still one more reason to sell, even as Greece is swearing up and down that it won't default. Not like you would say you will until you do.

One other thought. You could crack open the books on Greece: How big is it? Bigger than Dubai, which we weathered? How much debt? Who owns it? How much debt per GDP? Who can bail it out?

Heck, you can go to the Parthenon for all I care. What matters is that people are selling on it. They aren't even asking questions or doing homework. They are selling.

They have found another excuse. That's not Greek to me. "

(in www.realmoney.com)