Izgleda da danas S&P napada ATH.
Čudno, usred krize….
Čudna je ova Secesija…
“Na Wall Streetu je u ponedjeljak S&P 500 indeks dosegnuo najvišu razinu u povijesti, zahvaljujući boljim nego što se očekivalo kvartalnim poslovnim rezultatima većine američkih kompanija i nadi ulagača da će SAD i Kina uskoro postići dogovor o nekim od trgovinskih pitanja.”
The Federal Reserve cut interest rates for the third consecutive time on Wednesday, but did not offer clues as to whether or not it will cut rates further.
The Federal Open Market Committee on Oct. 30 voted to reduce the benchmark interest rate by 25 basis points to a target range of between 1.5% to 1.75%. The FOMC statement justified the need for another cut by pointing to business fixed investment and exports that appear to “remain weak.”
https://finance.yahoo.com/news/fed-fomc-decision-october-2019-105952612.html
Stocks Are Hitting New Highs. The Yield Curve Might Be the Reason.
The yield curve isn’t inverted anymore. That means a big drag that weighed heavily on investor sentiment only a few months ago is no longer present, helping boost stocks to all-time highs in October
” SHANGHAI (Reuters) – Asian shares scaled three-month highs on Friday as a surprise bounce in Chinese manufacturing activity eclipsed doubts raised by a Bloomberg news report over whether the United States and China can reach a long-term trade deal.”
“The Caixin/Markit Manufacturing Purchasing Managers’ Index (PMI) for October rose to 51.7 from 51.4 in September, marking the third straight month of expansion. Economists polled by Reuters had expected a dip in growth to 51.0.
The 50-mark separates expansion from contraction on a monthly basis. The pace of improvement in September was the quickest seen since February 2017, when it was also 51.7.”
Dionice se za sada ponašaju kao da nema krize, barem u Americi. Niti Brexit nije utjecao katastrofalno niti globalno.
U Njemačkoj isto bez krize, samo usporavanje.
Njemačka: usporeni rast za slijedeću godinu koji se ne može nazvati krizom.
http://hr.seebiz.eu/njemacka-u-iduco…izu/ar-199714/
Prema svemu viđenom kriza se odgađa za 2021. godinu. Godinu dana je lijepa prilika za zaradu.
U prošlih godinu dana, naprimjer, kao referentni period, više, jako puno, ili manje ili jako malo sam zaradio na ERNT, KOEI, PTKM, IKB…
A izgubio na OPTE (/ da i to se može ), DLKV, HT te na ATPL, pa na ATPL, pa na ATPL i na ATPL.
No u prekrasnom sam plusu, tako ako bi mi još godinu dana išlo vako ( ne umišljam si , samo želim) ne bi se tužio.
Pa atpl je cijelu godinu u uzlaznom trendu….jedino ako ste kupovali pred sam kraj rasta i onda u “nesigurnosti” ili neznam več čemu prodavali, i sami sebi rušili dionicu i time si učinili medvjeđu uslugu…..u ovom padu ili možda bolje rečeno korekciji, barem za sad nije protrgovan neki veliki broj dionica…..