Kolega topalov to je neminovno da će globus trošitit sve više i više, nas više mući trenutni problemček likividnosti i velikog velikog straha ljudi koji polagano svačaju da su u krivom poslu.
Vas tu ne podrazumjevam, jasno
meni se više čini da je problem to što više nikoga ničega nije strah.
oni koji su u dionicama ne boje se više pada, oni koji su cashu još se ne boje rasta.
i tako možemo do kraja ljeta.
hahahah više nikoga nije strah ?!?, tek sada se gaće tresu svima samo što kada jedanput osjetiš 3200 u želucu ne bojiš ga se više jer znaš da je to dno…
Samo bit će problema ako ode ispod. Ljudi treba jako dobro uzeti u obzir da za ovaj kratki rast u svjetu je najviše zaslužna 2007. Svi mogu fingirati više manje i kvartalna izvješća i to tako jednostavno da je smješno recimo povuku rezerviranja i amen, ali šta se sada dešava to bumo vidli tek iduće ljeto zato kolega… Pitanje je što će to biti okidać za prema gore jer kao što smo primjetili da smo itekako slični stranim tržištima. Ne ulazim zašto ali je tako.
Odmah da se razumijemo da ovo nema veze sa ATPL, i nadam se, al zbog sebe da sam u krivu :), ali neće ni on kontara tržišta vjerujte mi.
meni se više čini da je problem to što više nikoga ničega nije strah.
oni koji su u dionicama ne boje se više pada, oni koji su cashu još se ne boje rasta.
i tako možemo do kraja ljeta.
tako nekako… možda je tako i najbolje. ajmo na more
[yawn]
The Baltic Dry Index is plunging, but apparently it’s a temporary thing, so now might be the time to climb aboard.
The index, which measures the cost of hauling freight across the oceans, has fallen 12% since the start of this week alone, and as a consequence, shipping stocks are getting hammered.
Click here for larger image.
Navios Maritime (NM – Cramer’s Take – Stockpickr), Eagle Bulk (EGLE – Cramer’s Take – Stockpickr), Genco Shipping & Trading (GNK – Cramer’s Take – Stockpickr) and DryShips (DRYS – Cramer’s Take – Stockpickr) are down between 12% and 20% in the same time.
But that’s actually the good news.
This phenomenon seems to be a repeat of what happened to the dry-bulk shippers between November and January when iron ore negotiations between the Chinese steelmakers and Brazilian/Australian iron ore producers meant large freight vessels were left idling and freight rates really tanked.
That was a temporary event, and once the ore started shipping again in late January freight rates climbed and buoyed the shipping stocks.
TheStreet.com highlighted this move back in late January (click to watch the video: Freight Stocks Good for the Long Haul). Those who bought at that point would have made out handsomely, right up until a few days ago.
What we are seeing now is likely a repeat event, and it means there is a chance for those who missed the initial run-up to jump in, according to Natasha Boyden, managing director at Cantor Fitzgerald in New York.
Boyden says the Chinese have decided to draw down on their stockpiles of iron ore, around 78 million tons, instead on importing additional material. But those inventories are projected to last only about three to four weeks after which ships will be needed to haul in more, the result of which will mean a rise in freight rates.
"It’s a great buying opportunity," Boyden says.
Evo malo optimizma na otvaranju danas, tamo preko velike bare:
DRYS 9:30AM ET 74.35 Up 0.61 Up 0.82% 105,196 Chart, Messages, Key Stats, More
DSX 9:30AM ET 31.13 Up 0.33 Up 1.07% 15,150 Chart, Messages, Key Stats, More
EGLE 9:30AM ET 27.52 Up 0.54 Up 2.00% 29,850 Chart, Messages, Key Stats, More
ESEA 9:30AM ET 12.98 Down 0.20 Down 1.52% 6,325 Chart, Messages, Key Stats, More
EXM 9:30AM ET 38.14 Up 0.52 Up 1.38% 20,505 Chart, Messages, Key Stats, More
GNK 9:30AM ET 54.32 Up 0.80 Up 1.49% 20,965 Chart, Messages, Key Stats, More
NM 9:30AM ET 9.99 Up 0.23 Up 2.36% 60,956 Chart, Messages, Key Stats, More
QMAR Apr 15 24.29 0.00 0.00% 0 Chart, Messages, , More
TBSI 9:30AM ET 37.90 Up 0.73 Up 1.96% 26,240 Chart, Messages, Key Stats, More
kolega, bez vrijedjanja molim, ako vam se ne svidjaju postovi kolege techmana, a vi ih preskocite, pa cak i ako ovako nesto zelite kome poruciti, mozete mu poslati privatnu poruku…. [undecid]
U potpunosti se slažem.Većina je ljudi na burzi nervozna , ali time ne treba zagađivati forum.
Čudi me da je ovo promaklo moderatoru….
[/quote]
Bogati ko to po meni? Moze i na PM. Steta sta nisam vidio jer obicno ne ostajem duzan. Izgleda da je moderator popeglao.
Danas moguć još jedan ugodan dan, bar po ovome na zatvaranju juče:
DRYS Jun 16 75.95 Up 2.21 Up 3.00% 4,675,544 Chart, Messages, , More
DSX Jun 16 32.45 Up 1.65 Up 5.36% 2,064,378 Chart, Messages, Key Stats, More
EGLE Jun 16 27.77 Up 0.79 Up 2.93% 856,738 Chart, Messages, , More
ESEA Jun 16 13.17 Down 0.01 Down 0.08% 325,979 Chart, Messages, , More
EXM Jun 16 39.10 Up 1.48 Up 3.93% 2,933,282 Chart, Messages, Key Stats, More
GNK Jun 16 56.73 Up 3.21 Up 6.00% 1,416,299 Chart, Messages, Key Stats, More
NM Jun 16 9.67 Down 0.09 Down 0.92% 1,371,917 Chart, Messages, Key Stats, More
QMAR Apr 15 24.29 0.00 0.00% 0 Chart, Messages, , More
TBSI Jun 16 37.97 Up 0.80 Up 2.15% 1,247,918
S obzirom na prošlotjedne ogromne padove ovaj oporavak i nije neočekivan, naprotiv.
Valjda će i atpl pratiti trendove. Nema nekih (vanjskih) naznaka da bi crobex trebao danas roniti pa će se atpl vjerojatno ugodno zeleniti i danas.
Danas moguć još jedan ugodan dan, bar po ovome na zatvaranju juče:
DRYS Jun 16 75.95 Up 2.21 Up 3.00% 4,675,544 Chart, Messages, , More
DSX Jun 16 32.45 Up 1.65 Up 5.36% 2,064,378 Chart, Messages, Key Stats, More
EGLE Jun 16 27.77 Up 0.79 Up 2.93% 856,738 Chart, Messages, , More
ESEA Jun 16 13.17 Down 0.01 Down 0.08% 325,979 Chart, Messages, , More
EXM Jun 16 39.10 Up 1.48 Up 3.93% 2,933,282 Chart, Messages, Key Stats, More
GNK Jun 16 56.73 Up 3.21 Up 6.00% 1,416,299 Chart, Messages, Key Stats, More
NM Jun 16 9.67 Down 0.09 Down 0.92% 1,371,917 Chart, Messages, Key Stats, More
QMAR Apr 15 24.29 0.00 0.00% 0 Chart, Messages, , More
TBSI Jun 16 37.97 Up 0.80 Up 2.15% 1,247,918
S obzirom na prošlotjedne ogromne padove ovaj oporavak i nije neočekivan, naprotiv.
Valjda će i atpl pratiti trendove. Nema nekih (vanjskih) naznaka da bi crobex trebao danas roniti pa će se atpl vjerojatno ugodno zeleniti i danas.
Svi su završili u finom plusu, baš me zanima kako ćemo mi…
a cijena nafte na 140 dolara
Oil futures hit record near $140 a barrel, then fall, as traders weigh Saudi production offer
Light, sweet crude for July delivery fell 25 cents to settle at $134.61 a barrel on the New York Mercantile Exchange after earlier soaring to a trading record of $139.89. Earlier, they dropped as low as $132.84.