Novos contratos de arrendamento com maior queda desde a pandemia

[djovarius]

Não me posso conter !!

Então o sr. Cramer não sabe que o sr. Greenspan vai deixar tudo como está ?
Ele será reconduzido como chairman do FED !!
E não vai prejudicar o sr. Bush e a estratégia de queda lenta do dólar ao longo dos tempos, que, pata já, vai valendo, mau grado o que alguns dizem !!

Um abraço

djovarius

[Ulisses Pereira]

"Fearing the Fed"

By James J. Cramer
11/10/2003 03:31 PM EST


"Feels yucky, doesn't it? Some of that is redemptions from mutual funds. But most of it is that silent killer, the Fed.


How bad is it? There is a growing consensus -- a wrong one I think -- that says the Fed will act this month after it sees the consumer price index and this Friday's producer price index.

I think this is unfounded. But you need to know why this market isn't taking any solace in the last few pieces of good news and doesn't even want the semis today -- they sell off if there are aggressive tightenings, too.

I am not worried about anything happening that soon. Here's what I am worried about: my usual three-tightenings-and-I-am-out-of-here rap. I don't know if it will work this time because rates are so low. I don't know if the Fed recognizes that and says, "You know what, let's raise big, 50-basis-point increments."

I am a three-and-out guy because usually by the time the Fed has raised three times, the major move is over. Sure, we could have the wild Nazz action that you got in 1999 after the tightenings, but I am not going into that cauldron.

Anyway, no matter what, the first tightening, whenever it is, doesn't stop the bull. So those selling now who expect a tightening and don't get it will come back.

In the meantime, though, at least understand why they are selling.

It ain't the earnings."

(in www.realmoney.com)