Činjenica je da zlato već neko vrijeme konstantno raste uz vrlo male oscilacije. Ak ovi na Bliskom Istoku zaista zarate, rast će još i brže.

TPNG kupac 1700 kom .

MARKETWATCH
By allowing financial markets again to dictate monetary-policy changes, both the ECB and the Fed poured more fuel on a fire that has been raging for years. Financial markets DJIA, -0.46% have been driven from one record high to another, regardless of the underlying economic fundamentals, because traders and investors have been conditioned to believe that central banks are their BFFs (“best friends forever”).

Vitaly Katsenelson, columnist, Marketwatch
Just pause for a second, remove your gaze from the stock market, and think: Though the service economy (which is two-thirds of GDP) is growing, our manufacturing economy has been in a recession for more than a year. The Fed is easing (buying debt issued by the U.S. government, of which the Fed itself is an integral part) even as we are in the 10th year of an economic expansion, at full employment, and interest rates are already nearly at zero.
What will the Fed do when we actually go into recession?
Party like it’s 1999 — this was the theme of my firm’s annual meeting. This is how the stock market feels to us today. No, there are no dot-coms, though temporarily we had cannabis- and fake-beef bubbles, which got popped. Near-zero interest rates, abundant liquidity, and a perceived absence of risk (and fear) turn money into a crude instrument of bubble creation. This is why the stock market is experiencing a lighter version of the 1999 lunacy
The more commonsensical and rational you are, the less fun you have been having at this party. But the party will end (it always does), and we are going to be the designated drivers getting our dates safely home. That’s what happened in 2001 and countless other times in history, and it will happen this time, too

Ameri na all- time high
29089

Ide ovo kod amera strelovitom brzinom…hlađenje treba lagano
^GSPC S&P 500 3,316.81 +27.52 +0.84% 1.781B
^DJI Dow 30 29,297.64 +267.44 +0.92% 246.998M
^IXIC Nasdaq 9,357.13 +98.43 +1.06% 2.132B
^NYA NYSE COMPOSITE (DJ) 14,141.78 +88.58 +0.63% 0
^XAX NYSE AMEX COMPOSITE INDEX 2,626.91 +25.66 +0.99% 0

Ovo mi se sviđa!
^BUK100P Cboe UK 100 Price Return 12,934.34 +43.26 +0.34% 0
^RUT Russell 2000 1,685.90 -19.32 -1.13% 0
^VIX Vix 12.39 +0.29 +2.40% 0
^FTSE FTSE 100 7,632.44 +21.74 +0.29% 0
^GDAXI DAX PERFORMANCE-INDEX 13,631.98 +76.11 +0.56% 0
^FCHI CAC 40 6,068.17 +22.19 +0.37% 0
^STOXX50E ESTX 50 PR.EUR 3,801.70 +12.58 +0.33% 0
^N100 EURONEXT 100 1,165.41 +4.08 +0.35% 0
^BFX BEL 20 4,028.37 +9.53 +0.24% 0
IMOEX.ME MOEX Russia Index 3,210.81 +1.59 +0.05% 0
^N225 Nikkei 225 24,031.35 +166.79 +0.70% 0
^HSI HANG SENG INDEX 28,341.04 +355.71 +1.27%

Bikovsko tržište u Americi na pragu najvećeg rasta u povijesti

Obzirom da malo znam, jer nisam ekonomist, što više razmišljam, više brinem
Čitam vani – Burza je opium za mase.
Vanguard se reklamira na TV
Svi imaju rekordne prinose i broje virtualni novac.
Svi preduvjeti za završnicu bulla.
Rast je potaknut likvidnošću, manje je generički
U uvjetima negativnih kamatnih stopa, novac je besplatan. Još ti plate da ga uzmeš.
Iduća je faza valjda da je bezvrijedan.
I kako će institucije pomoći jedan dan posrnuloj privredi, ako je stopa već sada negativna ? Koje mehanizme imaju ?
Kako kaže Kostolanyev bear- Sve će jednom doći na moje, samo šteta svog onog šampanjca popijenog do onda…
Ovo sa negativnim kamatnim stopama i divljanjem burze više je za brinuti nego veseliti se.
Amazon P/E 84
Schiller cape ratio marketa 31
Što nam je za činiti ?

Kako ono ide recept? Prodati sve papire i kupiti zlato.
Samo kada? Ipak ne odmah jer mi nismo ni blizu precijenjeni kao usa i nadamo se da nas tek ceka onaj pravi lazni uzlet burze da svi pobjegnemo odavde.

Što i do sada,ovisno o stanju marketa povećavati i smanjivati cash odnosno pozicije,kod euforija prodavati,kod korekcija kupovati,nikad ne biti 100% u cashu ili dionicama.
Nikad više od 15% portfelja u jednoj poziciji.
Za naprednije može i opcije za dodatnu zaštitu.

Što i do sada,ovisno o stanju marketa povećavati i smanjivati cash odnosno pozicije,kod euforija prodavati,kod korekcija kupovati,nikad ne biti 100% u cashu ili dionicama.
Nikad više od 15% portfelja u jednoj poziciji.
Za naprednije može i opcije za dodatnu zaštitu.
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Vise manje sve potpisujem osim ovog s 15% u jednoj poziciji. To je fondovska prica i oni zbog velicine te tromosti portfelja tako i moraju, ali za malog ulagaca to je obicna glupost, samonametnuta kugla oko noge zbog koje ce se jako tesko u realnom vremenu popeti na razinu vise, a kamoli dvije.
Govorim iz vlastitog iskustva. Kad sam odbacio diverzifikaciju i poceo pametno ciljati, s barem 50-60% u jednoj jacoj poziciji koja vuce tj. hrani sve ostale, e tek tada sam poceo jace zaradjivati.
Npr. nekoc Pevec, nedavno Optima, a sad Adplastika. Imam i favorita za buducnost, ali to cu vam otkriti kad se dovoljno nakrcam.
Uglavnom, princip radi. Bez greske.