Outros sites Medialivre
Caldeirão da Bolsa

Cramer: Too Much Worry May Be Bad for Your Wallet

Espaço dedicado a todo o tipo de troca de impressões sobre os mercados financeiros e ao que possa condicionar o desempenho dos mesmos.

por AC Investor Blog » 6/4/2010 20:15

Há uma coisa que aprendi ao longo dos anos e com muita experiência, em situações destas o melhor é estar quieto com as posições longas e deixar os lucros correr, se possivel aumentar ainda mais as posições longas..... Quanto mais se pede para cair, mais isto sobe..... :mrgreen:
AC Investor Blog
www.ac-investor.blogspot.com -
Análises Técnicas de activos cotados em Wall Street. Os artigos do AC Investor podem também ser encontrados diariamente nos portais financeiros, Daily Markets, Benzinga, Minyanville, Solar Feeds e Wall Street Pit, sendo editor e contribuidor. Segue-me também no Twitter : http://twitter.com/#!/ACInvestorBlog e subscreve a minha newsletter.
Avatar do Utilizador
 
Mensagens: 4891
Registado: 8/12/2007 23:01
Localização: Vila Nova de Gaia

por Pata-Hari » 6/4/2010 19:57

Crash, não estou bearish, pelo contrário, como sabes. E isto não me faz ainda mudar de ideias, acho que as alternativas são poucas para a liquidez existente, só isso. E vejo a maior parte dos investidores com muito medo do mercado e portanto com muito espaço para aumentar exposição. Simplesmente acho estes comentários do cramer (que muitas vezes simplesmente acerta quase ao minuto na infelicidade dos comentários), assustadores....
Avatar do Utilizador
Administrador Fórum
 
Mensagens: 20972
Registado: 25/10/2002 17:02
Localização: Lisboa

Outra visão

por jarc » 6/4/2010 16:35

A despreocupação e o entusiasmo poderão estar suportadas no facto de muita gente saber que os resultados das empresas permitiram despachar calmamente na notícia. De resto, do ponto de vista fundamental, haverá acções que até nem estarão caras e há seguramentes barretes enormes.
Avatar do Utilizador
 
Mensagens: 2320
Registado: 23/7/2003 16:05
Localização: Sul

Visionário

por jarc » 6/4/2010 16:31

Digamos que é assim tipo visionário.
Avatar do Utilizador
 
Mensagens: 2320
Registado: 23/7/2003 16:05
Localização: Sul

por Ulisses Pereira » 6/4/2010 14:26

Ele produz comentários diariamente. Diz muitas coisas erradas e muitas coisas acertadas. Durante esse período teve várias visões do mercado.

Um abraço,
Ulisses
"Acreditar é possuir antes de ter..."

Ulisses Pereira

Clickar para ver o disclaimer completo
Avatar do Utilizador
Administrador Fórum
 
Mensagens: 31013
Registado: 29/10/2002 4:04
Localização: Aveiro

por CrashXXI » 6/4/2010 14:22

Ulisses Pereira Escreveu:Marta mas, a bem da verdade, diga-se que esta tem sido a tónica dos comentários dele ao longo dos últimos 6/7 meses.


Ulisses
Lembraste de algum comentário que ele tenha feito durante o período de 2008 e inícios de 2009?

Abraço
Crash
Avatar do Utilizador
 
Mensagens: 550
Registado: 20/5/2009 17:17
Localização: Gaia

por Ulisses Pereira » 6/4/2010 14:15

Marta mas, a bem da verdade, diga-se que esta tem sido a tónica dos comentários dele ao longo dos últimos 6/7 meses.

Beijo,
Ulisses
"Acreditar é possuir antes de ter..."

Ulisses Pereira

Clickar para ver o disclaimer completo
Avatar do Utilizador
Administrador Fórum
 
Mensagens: 31013
Registado: 29/10/2002 4:04
Localização: Aveiro

por CrashXXI » 6/4/2010 14:12

Pata-Hari Escreveu: Este comentário a meu ver é mais preocupante pelo oposto, se calhar ele representa alguma despreocupação que se está a apossar dos mercados...


Estás "ursinha" Maguinha? :mrgreen:
Uauuu...!

Beijinhos
Crash
Anexos
MagaPatalógika.png
MagaPatalógika.png (69.9 KiB) Visualizado 1059 vezes
Avatar do Utilizador
 
Mensagens: 550
Registado: 20/5/2009 17:17
Localização: Gaia

por Pata-Hari » 6/4/2010 13:56

É engraçado este comentário vindo do cramer nesta altura. Se tivesse exactamente medido ou tentado avaliar o excesso de preocupação há um ano atrás, teria acertado quase nos mínimos. Este comentário a meu ver é mais preocupante pelo oposto, se calhar ele representa alguma despreocupação que se está a apossar dos mercados...
Avatar do Utilizador
Administrador Fórum
 
Mensagens: 20972
Registado: 25/10/2002 17:02
Localização: Lisboa

Cramer: Too Much Worry May Be Bad for Your Wallet

por Ulisses Pereira » 6/4/2010 13:23

"Too Much Worry May Be Bad for Your Wallet"

By Jim Cramer
RealMoney Columnist
4/6/2010 7:52 AM EDT


"We fret too much. We fret about whether Apple's (AAPL - commentary - Trade Now) iPad is going to sell. We fret about every Treasury auction. We fret about Fed statements and discount rate moves. We fret about commercial real estate. We fret about housing. We fret about the weakness of the consumer. We fret about the impact of health care. We fret about the Chinese bubble. And we fret about earnings and earnings and earnings. We fret about unemployment.

Hey, it's good to fret. I used to fret all the time at my hedge fund. You aren't being critical and rigorous enough if you aren't fretting. It is a little ridiculous to believe that everything is going to work out just right.

However, action taken based on fretting has been, since the bottom, just plain wrong. Look at those insurers yesterday. They were all supposed to be dead meat. I had a conversation with the head of Genworth (GNW - commentary - Trade Now) last year about whether my insurance policy was any good. My policy! Now that was fretting. I should not have been buying policies, I should have been buying stock -- I wish I did, but I can only buy for Action Alerts PLUS. The moves in Lincoln (LNC - commentary - Trade Now), Principal (PFG - commentary - Trade Now), Hartford (HIG - commentary - Trade Now) and MetLife (MET - commentary - Trade Now), while not as breathtaking as their declines, are remarkable, made all the more so by the hedge funds that cannot fret without taking action.

What do you think was behind Cree (CREE - commentary - Trade Now) being up $7 yesterday, besides that monster target boost? I will tell you. People were fretting that computers were slowing down because the consumer was too strapped. A 7-point move? That's the fretters covering from their ill-informed fretting.

How about these little banks that keep levitating? Again, Regions (RF - commentary - Trade Now), Huntington (HBAN - commentary - Trade Now), Comerica (CMA - commentary - Trade Now), Fifth Third (FITB - commentary - Trade Now), Zions (ZION - commentary - Trade Now) and Synovus (SNV - commentary - Trade Now) are way, way down from when it was right to fret ... but not anymore. The time to fret was before. Now is the time to buy, because things are getting better.

There was a time when commercial real estate was supposed to devastate the REITs. The fretting was so thick that everything from Federal Realty (FRT - commentary - Trade Now) and Vornado (VNO - commentary - Trade Now) and Simon Properties (SPG - commentary - Trade Now) to the little hotel REITs and Brandywine (BDN - commentary - Trade Now) were being smashed down. The action from the fretting is still being unwound.

Everyone fretted about apartment prices and home prices -- the latter are going up, according to the Journal today, and the former bottomed in June of last year.

Health care fretting? What stocks are rocking here? The ones that either produce the most expensive products, like the device companies, the ones that have pricey biotech offerings, or the ones that are cost-containment plays. These were totally overfretted.


The bears could be very right about the Chinese bubble. I heard Jim Chanos warn people about McGraw-Hill (MHP - commentary - Trade Now) and Moody's (MCO - commentary - Trade Now) before they collapsed. Great call. The problem is that the fretting has led to outrageous shorting in the coppers, steels, coals, iron ores, minerals -- you name it. But the bear case hasn't unfolded, as anyone who owns Freeport (FCX - commentary - Trade Now), Vale (VALE - commentary - Trade Now), Walters (WLT - commentary - Trade Now) or BHP Billiton (BHP - commentary - Trade Now) knows.

Plus, we were thinking that industrial America would get hit with massive shortfalls. But don't tell that to the ones that everyone told me to get people out of -- Eaton (ETN - commentary - Trade Now) or Cooper (CBE - commentary - Trade Now) or Parker (PH - commentary - Trade Now) or Emerson (EMR - commentary - Trade Now) or 3M (MMM - commentary - Trade Now) -- because those companies took decisive action. We were fretting; they were cutting. They won. The fretters lost.

There was a time when you could fret and simply cut back exposure and underperform the S&P with a sizable cash position.

Those days are long gone. The fretters take action in a heartbeat. They short Apple all the way up. They short Hewlett-Packard (HPQ - commentary - Trade Now) because Apple's going to take share. They short Western Digital (WDC - commentary - Trade Now) because Samsung lowers some target. They short Intel (INTC - commentary - Trade Now) because Intel is supposed to go down after going up. Isn't it?

My conclusion? The fretters should worry not about today's three-year auction or FOMC minutes or soaring oil prices -- that's what the media is fretting about -- they should be fretting about fretting.

That's where the real lack of success has come from. That's why people have been, for lack of a better term, so wrong.

At the time of publication, Cramer was long Apple and Intel. "

(in www.realmoney.com)
"Acreditar é possuir antes de ter..."

Ulisses Pereira

Clickar para ver o disclaimer completo
Avatar do Utilizador
Administrador Fórum
 
Mensagens: 31013
Registado: 29/10/2002 4:04
Localização: Aveiro


Quem está ligado: