про торговлю акциями вне России

Dm · 25 июн 2009

ну я ж говорил 6,5$ китайцам - пара долларов.

-=KNOP=- · 25 июн 2009

по сабжу то что делать

ком катится
*MOODY'S DOWNGRADES TO AA3 FROM AA2 RATING OF ILLINOIS HOUSING

Dm · 25 июн 2009

по subj - все это выглядит как консолидация перед броском вверх

-=KNOP=- · 25 июн 2009

я лонг акции шорт фьючерсы

MO_330Ci · 26 июн 2009

NEW YORK (MarketWatch) -- Fitch Ratings downgraded the California's general obligation credit rating on Thursday to A-minus from A, based on the magnitude of the state's financial challenges and persistent weakening economy.

Ждем принудительных продаж бондов КА мючуал фондами.

-=KNOP=- · 26 июн 2009

не при А- еще нету принуждения
они при Б ))

MO_330Ci · 26 июн 2009

у всех?

-=KNOP=- · 26 июн 2009

A bond is considered investment grade or IG if its credit rating is BBB- or higher by Standard & Poor's or Baa3 or higher by Moody's or BBB(low) or higher by DBRS. Generally they are bonds that are judged by the rating agency as likely enough to meet payment obligations that banks are allowed to invest in them.

Barmasay · 26 июн 2009

MO_330Ci сказал(а): ↑

NEW YORK (MarketWatch) -- Fitch Ratings downgraded the California's general obligation credit rating on Thursday to A-minus from A, based on the magnitude of the state's financial challenges and persistent weakening economy.

Ждем принудительных продаж бондов КА мючуал фондами.
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Молодцы какие, понизили таки. А Димон не верил.

MO_330Ci · 26 июн 2009

-=KNOP=- сказал(а): ↑

A bond is considered investment grade or IG if its credit rating is BBB- or higher by Standard & Poor's or Baa3 or higher by Moody's or BBB(low) or higher by DBRS. Generally they are bonds that are judged by the rating agency as likely enough to meet payment obligations that banks are allowed to invest in them.
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Не у всех фондов мандат риска бинарного плана.

-=KNOP=- · 26 июн 2009

http://www.youtube.com/watch?v=MoAyBb8D5GU

MO_330Ci · 26 июн 2009

В следующем ролике он видимо будет ломать уже гараж

-=KNOP=- · 26 июн 2009

*LOS ANGELES OUTSTANDING L-T OBLIGATIONS OUTLOOK NEGATIVE: FITCH

MO_330Ci · 26 июн 2009

ИМХО федеральное правительство готово крашить рынок не-государственных облигаций для получения дефакто монополии на эмиссию кредито-денег

-=KNOP=- · 29 июн 2009

кукуу

June 22 (Bloomberg) -- Executives at U.S. companies are
taking advantage of the biggest stock-market rally in 71 years
to sell their shares at the fastest pace since credit markets
started to seize up two years ago.
Insiders of Standard & Poor’s 500 Index companies were net
sellers for 14 straight weeks as the gauge rose 36 percent, data
compiled by InsiderScore.com show. Amgen Inc. Chairman and Chief
Executive Officer Kevin Sharer and five other officials sold
$8.2 million of stock. Christopher Donahue, the CEO of Federated
Investors Inc., and his brother, Chief Financial Officer Thomas
Donahue, offered the most in three years.
Sales by CEOs, directors and senior officers have
accelerated to the highest level since June 2007, two months
before credit markets froze, as the S&P 500 rebounded from its
12-year low in March. The increase is making investors more
skittish because executives presumably have the best information
about their companies’ prospects.
“If insiders are selling into the rally, that shows they
don’t expect their business to be able to support current stock-
price levels,” said Joseph Keating, the chief investment
officer of Raleigh, North Carolina-based RBC Bank, the unit of
Royal Bank of Canada that oversees $33 billion in client assets.
“They’re taking advantage of this bounce and selling into it.”

Banks Downgraded

The S&P 500 slid 2.6 percent to 921.23 last week, the first
weekly decline since May 15, as investors speculated the three-
month jump in share prices already reflected a recovery in the
economy and profits. Stocks dropped as the Federal Reserve
reported that industrial production fell in May and S&P cut
credit ratings on 18 U.S. banks, saying lenders will face “less
favorable” conditions.
The S&P 500 slid the most in two months today, losing 3.1
percent to 893.04 at 4:05 p.m. in New York, after the
Washington-based World Bank said the global recession this year
will be deeper than it predicted in March.
Insiders increased their disposals as S&P 500 companies
traded at 15.5 times profit on June 2, the highest multiple to
earnings in eight months, Bloomberg data show. Equities climbed
as the U.S. government and the Fed pledged $12.8 trillion to
rescue financial markets during the first global recession since
World War II.
Executives at 252 companies in the S&P 500 unloaded shares
since March 10, with total net sales reaching $1.2 billion,
according to data compiled by Princeton, New Jersey-based
InsiderScore, which tracks stocks. Companies with net sellers
outnumbered those with buyers by almost 9-to-1 last week, versus
a ratio of about 1-to-1 in the first week of the rally.

Bear Stearns

“They’re looking to take some money off the table because
they think the rally will come to an end,” said Ben Silverman,
the Seattle-based research director at InsiderScore. “It’s the
most bearish we’ve seen insiders, on a whole, in two years.”
The last time there were more U.S. corporations with
executives reducing their holdings than adding to them was
during the week ended June 19, 2007, the data show. The next
month, two Bear Stearns Cos. hedge funds filed for bankruptcy
protection as securities linked to subprime mortgages fell
apart, helping trigger almost $1.5 trillion in losses and
writedowns at the world’s biggest financial companies and the 57
percent drop in the S&P 500 from Oct. 9, 2007, to March 9, 2009.
Insider selling during the height of the dot-com bubble in
the first quarter of 2000 climbed to a record $41.7 billion on a
net basis, according to data compiled by Bethesda, Maryland-
based Washington Service. The sales coincided with the end of
the S&P 500’s bull market and preceded a 2 1/2 year slump that
erased half the value of U.S. equities.

‘Clouding the Picture’

Bill Latimer, the director of research at O’Shaughnessy
Asset Management, says insider transactions aren’t an accurate
barometer of stock performance because executives often reduce
their stakes for reasons that have little to do with a company’s
prospects.
“When you’re dealing with an individual’s buying or
selling, you’re clouding the picture with what their specific
financial situation may be,” said Latimer, whose Stamford,
Connecticut-based firm oversees about $4.5 billion.
During January 2008, executives at New York Stock Exchange-
listed companies bought more shares than they sold for the first
time since 1995, Washington Service data show. The S&P 500
slumped 40 percent in the next 12 months.
Citigroup Inc. CEO Vikram Pandit purchased 750,000 on Nov.
13, paying an average of about $9.25 apiece, the New York-based
bank said in a U.S. Securities and Exchange Commission filing.
Citigroup closed last week at $3.17.

Unrestricted Stake

U.S. laws require executives and directors to disclose
stock purchases or disposals within two business days to the
SEC.
Sharer, the chairman at Thousand Oaks, California-based
Amgen since January 2001, disposed of $1.76 million worth in the
world’s largest biotechnology company on May 12, an SEC filing
showed.
The sale of 36,411 shares trimmed his unrestricted stake by
13 percent and came three weeks after the company reported
first-quarter earnings that trailed analysts’ estimates. Between
May 22 and June 9, five Amgen officers, including George Morrow,
the executive vice president for global commercial operations,
and Roger Perlmutter, the executive vice president for research
and development, sold a combined $6.4 million.
“From time to time, and within appropriate trading
windows, Amgen executives exercise their right to sell shares
for tax planning, to prevent stock option expiries and other
purposes,” spokesman David Polk wrote in an e-mailed response
to questions.

Eight-Month High

Federated’s Christopher and Thomas Donahue together sold
about 65,000 for $1.68 million on June 4 and June 5 through a
family trust, according to SEC filings. The transactions were
the biggest outright sales for each since December 2005 and
followed a 52 percent rally this year that recouped more than a
third of 2008’s stock losses.
The executives began selling two days after the third-
biggest U.S. manager of money-market funds, which was founded by
their father, John Donahue, in 1955, reached an almost eight-
month high compared with reported profits.
Federated said in a statement on June 8 that the officers
sold as part of a “longer-term” diversification strategy. Ed
Costello, a spokesman, said the Pittsburgh-based company had no
comment beyond the news release.
“If these folks don’t have confidence in the company and
don’t feel that it’s an attractive value, then why as a
shareholder would I think it’s a good value?” said Jason
Cooper, who helps manage $3 billion at 1st Source Investment
Advisors in South Bend, Indiana.
Amgen shares dropped 2.6 percent to $50.99 today, while
Federated slumped for a seventh day, tumbling 5.4 percent to
$23.15, for the longest streak of losses since 2003.
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MO_330Ci · 29 июн 2009

http://www.imf.org/external/pubs/ft/wp/2009/wp09120.pdf

Прочел половину, оч интересное чтение. Немного истории положения ФРС (в плане веса и активности) в банковской системе, а также анализ способности абсорбировать кредитный риск и вероятные потери Maiden Lane LLC 1-3 и остального мусора на их балансе. Рекоммендую.

Dm · 29 июн 2009

ну что как шортеры поживают?

-=KNOP=- · 30 июн 2009

шортеры это кто

Dm · 30 июн 2009

-=KNOP=- сказал(а): ↑

шортеры это кто
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те кто думает что рынок сейчас пойдет вниз и зашортил его

-=KNOP=- · 30 июн 2009

сейчас он врядли пойдет вниз
попозже

-=KNOP=- · 30 июн 2009

http://zerohedge.blogspot.com/2009/06/goldman-sachs-engineering-every-major.html

-=KNOP=- · 30 июн 2009

в июле можно попадать наконец
http://www.vdare.com/buchanan/090625_california.htm

Dm · 1 июл 2009

-=KNOP=- сказал(а): ↑

в июле можно попадать наконец
http://www.vdare.com/buchanan/090625_california.htm
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too big to fail

MO_330Ci · 1 июл 2009

На открытии купил еще декабрьский страйк 80 по 3

Fago · 1 июл 2009

-=KNOP=- сказал(а): ↑

http://zerohedge.blogspot.com/2009/06/goldman-sachs-engineering-every-major.html
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Понравилась фраза "... organized greed always defeats disoranized democracy..."

Прочитал статью, не знаю, что за источник, но попахивает "желтизной", например про то, что "благодаря голдману более 100 млн. человек в странах третьего мира были обречены голодать..."
Я уже молчу, что на буме доткомов и переупаковке ипотечных закладных наживались все без исключения банки на Wall Street.

-=KNOP=- · 1 июл 2009

это не желтизна это популизм

Fago · 1 июл 2009

-=KNOP=- сказал(а): ↑

это не желтизна это популизм
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Почему там говорится только про голдман? Логичней было б про все банки писать? Не? Типа проклятые банкиры, они во всем виноваты, они жаждут наживы, они создают кризисы!!!

Dm · 1 июл 2009

Ну чё когда вниз -то , ЁЁЁЁЁЁЁЁЁЁЁЁ ?

MO_330Ci · 1 июл 2009

Dm сказал(а): ↑

ну что как шортеры поживают?
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Ты сам с собой разговаривал?

Dm · 2 июл 2009

MO_330Ci сказал(а): ↑

Ты сам с собой разговаривал?
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I really hate this boring action

про торговлю акциями вне России

Dm Single, mint condition

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Dm Single, mint condition

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Barmasay Старики-разбойники

MO_330Ci Старожил

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Dm Single, mint condition

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Dm Single, mint condition

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Dm Single, mint condition

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Fago Завсегдатай

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Fago Завсегдатай

Dm Single, mint condition

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Dm Single, mint condition

Быстрый поиск

про торговлю акциями вне России

Dm Single, mint condition

-=KNOP=- Старожил

Dm Single, mint condition

-=KNOP=- Старожил

MO_330Ci Старожил

-=KNOP=- Старожил

MO_330Ci Старожил

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Barmasay Старики-разбойники

MO_330Ci Старожил

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Dm Single, mint condition

-=KNOP=- Старожил

Dm Single, mint condition

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Dm Single, mint condition

MO_330Ci Старожил

Fago Завсегдатай

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Fago Завсегдатай

Dm Single, mint condition

MO_330Ci Старожил

Dm Single, mint condition