Trump não prolonga prazo das tarifas além de 1 de agosto. Carta à UE enviada em 2 dias

[Mares]

"It Could Be Worse"

By Jim Cramer
RealMoney Columnist
3/15/2011 9:30 AM EDT

"First, no hurry. Nothing is going to run away because Japan can offer no credible assurances and is not precluding anything.

Second, the country's inability to quantify or to even say "we can do a Chernobyl here," meaning bury the plants, is tremendously unnerving and precludes a snapback rally because Japan can't take the "spew radioactive plume" issue off the table from any or all of the six plants.

While I do not expect a Chernobyl, which was the equivalent of a dirty bomb going off, I do know these areas are well-populated, so that could make things far worse than we think. Headline risk is awful.

Third, yield can protect you here because Japan is insular and won't hurt the companies that will yield 3% to 5% that didn't have yield going in, except for utilities with nukes. You have to presume shutdown of these, even if that seems impossible.

Fourth, nothing big, but not nothing. If we are going to crash, I am a buyer not a seller. I have bought most crashes. It has worked, provided I had yield or fundamentals that weren't destroyed by the event.

Fifth, sure if you could sell anything within 2% of where it went out in order to buy it back lower, good luck to you. I can't. Too hard.

Bottom line: A lot more bad things have to occur for this to be a mega catastrophe. This is also not as bad as a financial catastrophe for the markets. I am not being hard-hearted, just realistic. "

(in www.realmoney.com)

Desta vez os "profetas da desgraça" foram apanhados de surpresa...

Quando eles vierem é hora de começar a vêr-se o fundo do poço....

[Ulisses Pereira]

"It Could Be Worse"

By Jim Cramer
RealMoney Columnist
3/15/2011 9:30 AM EDT

"First, no hurry. Nothing is going to run away because Japan can offer no credible assurances and is not precluding anything.

Second, the country's inability to quantify or to even say "we can do a Chernobyl here," meaning bury the plants, is tremendously unnerving and precludes a snapback rally because Japan can't take the "spew radioactive plume" issue off the table from any or all of the six plants.

While I do not expect a Chernobyl, which was the equivalent of a dirty bomb going off, I do know these areas are well-populated, so that could make things far worse than we think. Headline risk is awful.

Third, yield can protect you here because Japan is insular and won't hurt the companies that will yield 3% to 5% that didn't have yield going in, except for utilities with nukes. You have to presume shutdown of these, even if that seems impossible.

Fourth, nothing big, but not nothing. If we are going to crash, I am a buyer not a seller. I have bought most crashes. It has worked, provided I had yield or fundamentals that weren't destroyed by the event.

Fifth, sure if you could sell anything within 2% of where it went out in order to buy it back lower, good luck to you. I can't. Too hard.

Bottom line: A lot more bad things have to occur for this to be a mega catastrophe. This is also not as bad as a financial catastrophe for the markets. I am not being hard-hearted, just realistic. "

(in www.realmoney.com)