Cramer:"U.S. Takes the High Road, and Everyone Suffers
3 mensagens
|Página 1 de 1
O mercardo acabou de fazer um spike com os dados que saíram agora às 13h30.
A ironia é fantastica, principalmente depois de ver o comentário do Cramer:
Dado Valor Esperado Anterior
Personal Spending m/m 0.4% 0.2% 0.3%
Personal Income m/m 0.3% 0.2% 0.5%
Os americanos gastaram mais do que o esperado e receberam menos do que o esperado... e no meio de uma crise de crédito isto é bom para os mercados porque é sinal que os americanos vão comprar mais coisas
A continuar assim, é melhor o Cramer incluir a American Express na lista de empresas a nacionalizar.
A ironia é fantastica, principalmente depois de ver o comentário do Cramer:
Dado Valor Esperado Anterior
Personal Spending m/m 0.4% 0.2% 0.3%
Personal Income m/m 0.3% 0.2% 0.5%
Os americanos gastaram mais do que o esperado e receberam menos do que o esperado... e no meio de uma crise de crédito isto é bom para os mercados porque é sinal que os americanos vão comprar mais coisas
A continuar assim, é melhor o Cramer incluir a American Express na lista de empresas a nacionalizar.
Be Galt. Wear the message!
The market does not beat them. They beat themselves, because though they have brains they cannot sit tight. - Jesse Livermore
The market does not beat them. They beat themselves, because though they have brains they cannot sit tight. - Jesse Livermore
-
- Mensagens: 2558
- Registado: 8/8/2007 14:38
- Localização: Lisboa
Nacionalizar todo o sistema bancário americano?
O homem está desesperado...
O homem está desesperado...
Be Galt. Wear the message!
The market does not beat them. They beat themselves, because though they have brains they cannot sit tight. - Jesse Livermore
The market does not beat them. They beat themselves, because though they have brains they cannot sit tight. - Jesse Livermore
-
- Mensagens: 2558
- Registado: 8/8/2007 14:38
- Localização: Lisboa
Cramer:"U.S. Takes the High Road, and Everyone Suffers
"U.S. Takes the High Road, and Everyone Suffers"
By Jim Cramer
RealMoney.com Columnist
2/29/2008 7:00 AM EST
"Where's our sovereign fund? We are spending all of our time hoping to be bailed out by countries where we would just as soon overthrow in the old days as we would now fall in love with and in the meantime we have nothing from our own country. If Merrill Lynch is such a great buy for some other country could it be a great buy for us?
Don't you think our sovereign fund could have taken a stake in MBIA and ABK and gotten rid of the whole muni problem? How about a sovereign fund putting up capital behind the FHA so that stretched people can get a 30-year-fixed at prices they can pay, in return for getting free from some sort of rapacious adjusted rate post-teaser, knowing that if it weren't adjusted higher the person would be a good credit because he or she lives in the house?
So what if they paid more than the house is now worth; they would pay if they could. Nobody likes to be thrown out of their house; they just can't take the resets.
But if the Fed were to cut to 2% long enough to get people to refi -- rates are already too high and the margin call to Thornburg signaled that we need more rate relief immediately because we waited so long -- and the sovereign fund backed FHA made loans, I bet our sovereign fund would make a fortune even as rates trended higher later.
But without one we are hoping on the kindness of the people in Dubai. Terrific. I can't think of a better bunch of autocrats to be beholden to.
It is easy to believe that everything is upside down now: The dollar's a joke, rates can't go down, food inflation is out of control, but the most important part of the chaos is the incredible laissez faire approach to everything that this government is taking. Under the cover of the fundamentals being sound and the insistence that there be no government interference in our markets, we have totally unsound fundamentals and we are begging for foreign interference in our markets.
It is what makes me think gold, oil, ag and dividend protection are the only things that work.
Right now's a bad time. But you have to think of the irony. We are begging -- we have no sovereign fund of our own even though a government fund would clean up in the case of the monolines or the American homeowner.
Somehow we will pull through this. But I can't think of a worse way to try to do it. "
(in www.realmoney.com)
By Jim Cramer
RealMoney.com Columnist
2/29/2008 7:00 AM EST
"Where's our sovereign fund? We are spending all of our time hoping to be bailed out by countries where we would just as soon overthrow in the old days as we would now fall in love with and in the meantime we have nothing from our own country. If Merrill Lynch is such a great buy for some other country could it be a great buy for us?
Don't you think our sovereign fund could have taken a stake in MBIA and ABK and gotten rid of the whole muni problem? How about a sovereign fund putting up capital behind the FHA so that stretched people can get a 30-year-fixed at prices they can pay, in return for getting free from some sort of rapacious adjusted rate post-teaser, knowing that if it weren't adjusted higher the person would be a good credit because he or she lives in the house?
So what if they paid more than the house is now worth; they would pay if they could. Nobody likes to be thrown out of their house; they just can't take the resets.
But if the Fed were to cut to 2% long enough to get people to refi -- rates are already too high and the margin call to Thornburg signaled that we need more rate relief immediately because we waited so long -- and the sovereign fund backed FHA made loans, I bet our sovereign fund would make a fortune even as rates trended higher later.
But without one we are hoping on the kindness of the people in Dubai. Terrific. I can't think of a better bunch of autocrats to be beholden to.
It is easy to believe that everything is upside down now: The dollar's a joke, rates can't go down, food inflation is out of control, but the most important part of the chaos is the incredible laissez faire approach to everything that this government is taking. Under the cover of the fundamentals being sound and the insistence that there be no government interference in our markets, we have totally unsound fundamentals and we are begging for foreign interference in our markets.
It is what makes me think gold, oil, ag and dividend protection are the only things that work.
Right now's a bad time. But you have to think of the irony. We are begging -- we have no sovereign fund of our own even though a government fund would clean up in the case of the monolines or the American homeowner.
Somehow we will pull through this. But I can't think of a worse way to try to do it. "
(in www.realmoney.com)
Editado pela última vez por Ulisses Pereira em 29/2/2008 14:37, num total de 1 vez.
-
- Administrador Fórum
- Mensagens: 31013
- Registado: 29/10/2002 4:04
- Localização: Aveiro
3 mensagens
|Página 1 de 1