BTW Čujem daje Soroš bogatiji za milijardu dolara, hm??
lako njemu kad može shortat.
Ništa od većeg pada, preporučam jaku artiljeriju s mogućnosti porširenja i na ostale forume svijeta.
Cekaj da ententinis nabaci koji post na poslovnom… Ode DOW na 7.200 odmah. [cool]
Peter Schiff: Oh, he saw it coming
He became a star by predicting last year’s market meltdown. And now his 2009 forecast is even scarier.
"I’m as negative as I’ve ever been," he says, "because everything the government is doing now is going to make the situation much, much worse. They’re trying to reflate this bubble. All along I knew that what would potentially be fatal wasn’t the recession itself but the government’s response. But what they’ve already done exceeds even my worst-case imagination.
Schiff is predicting a wicked post-party hangover. He sees a multiyear recession ahead marked by rampant inflation, a steadily weakening dollar, soaring commodities prices, slumping U.S. stock indexes, and falling wages."
[bye]
Jim Rogers
"I have covered most of my short positions in U.S. stocks, and I’m now selling long-term U.S. government bonds short. That’s the last bubble I can find in the U.S. I cannot imagine why anybody would give money to the U.S. government for 30 years for less than a 4% yield. I certainly wouldn’t. There are going to be gigantic amounts of bonds coming to the market, and inflation will be coming back.
In my view, U.S. stocks are still not attractive. Historically, you buy stocks when they’re yielding 6% and selling at eight times earnings. You sell them when they’re at 22 times earnings and yielding 2%. Right now U.S. stocks are down a lot, but they’re still very expensive by that historical valuation method. The U.S. market is yielding 3% today. For stocks to go to a 6% yield without big dividend increases, the Dow will need to go below 4000."
[bye]
Nouriel Roubini
"We are in the middle of a very severe recession that’s going to continue through all of 2009 – the worst U.S. recession in the past 50 years.
There’s no going back, and there is no bottom to it.
Things are going to be awful for everyday people. U.S. GDP growth is going to be negative through the end of 2009. And the recovery in 2010 and 2011, if there is one, is going to be so weak – with a growth rate of 1% to 1.5% – that it’s going to feel like a recession. I see the unemployment rate peaking at around 9% by 2010. The value of homes has already fallen 25%. In my view, home prices are going to fall by another 15% before bottoming out in 2010.
For the next 12 months I would stay away from risky assets. I would stay away from the stock market. I would stay away from commodities. I would stay away from credit, both high-yield and high-grade. I would stay in cash or cashlike instruments such as short-term or longer-term government bonds. It’s better to stay in things with low returns rather than to lose 50% of your wealth. You should preserve capital. It’ll be hard and challenging enough. I wish I could be more cheerful, but I was right a year ago, and I think I’ll be right this year too."
[bye]
Dobro je ententinis, evo stisnuo si ih malo dolje… Nasdaq ti je jos u plusu, ali si bar S&P vratio u minus…. [lol]
Zali boze bailouta od 445 miljardi $, kad ententinis druka po poslovnom… Uzalud vam trud ameri.
Samo ententinis, da sam na tvom mjestu, nebi isao u USA… Guantanamo ti ne gine ako te skuze. [thumbsup]
Geron Corporation
Healthcare – Drug Manufacturers
GERN +51.82% [lol]
Vidim da su mnogi još uvijek puni optimizma i to mi je drago jer će mi omogućiti još koji rally.
No ne zaboravite, 1929. godine nije bilo dno, već 1933. godine, dakle četiri godine kasnije.
Što se tiče analitičara oni će kao i Rohatinski, imati još pregršt prilika za korekciju svojih stavova prije nego što ova kriza epskih proporcija završi.
Vidim da su već mnogi financijski analitičari korigirali svoje procjene na niže, a to je tek početak.
Zadnja nada im je bila KIna, no nakon najnovijeg izvještaja o padu kineskog izvoza za preko 11 posto i ona se pokazala kao mjehur od sapunice.
Teška vremena tek dolaze nakon što počne masovno dijeljenje otkaza.
Najcrnji scenarij većina vas ne može niti zamisliti pa Vam ga neću pisati.
Ipak vidim da ima par pojedinaca koji bi ga mogli zamisliti.
Jim Rogers
"I have covered most of my short positions in U.S. stocks, and I’m now selling long-term U.S. government bonds short. That’s the last bubble I can find in the U.S. I cannot imagine why anybody would give money to the U.S. government for 30 years for less than a 4% yield. I certainly wouldn’t. There are going to be gigantic amounts of bonds coming to the market, and inflation will be coming back.
Kupuju ih oni koji vjeruju da će se USA gospodarstvo prvo izvući iz problema; dakle to znači da će dolar jačati prema većini valuta što se upravo i događa. Na rast dolara prema npr EUR dodaš 4% i evo solidne zarade.