CALDEIRÃO DE BOLSA

Info, curiosamente o Cramer hoje abordou o tema do Iraque num dos artigos. Vou transcrevê-lo.

"Keep One Eye on Iraq"

By James J. Cramer
RealMoney Columnist
4/7/2004 7:37 AM EDT
"If the exquisite moment was a moment when all the negatives were priced in and all the positives were priced out, this moment has to be the polar opposite, at least when it comes to Iraq.

When the market embarked on its historic rise to near Dow 11,000 from 7500, the betting was that our soldiers would meet with fierce house-to-house resistance and ambushes by a heavily armed militia of raiders and rogues, backed by Saddam Hussein. We've got the militia, but it is backed by the clerics, a much more powerful -- and once again totally underestimated by our government -- opponent.


But this is not a piece about what's going wrong in Iraq. It is a piece about how what's going wrong in Iraq impacts our market. I think that Iraq has gone from a major positive last year at this time to a major negative now.

To me, the raids that we are doing now seem totally necessary, yet totally negative, particularly for the president of the U.S. I do believe that we have almost replaced the jobless recovery with Iraq as an issue for the Democrats and the media.

The problem, though, is that it was just a matter of time before we started creating jobs. I just don't know what a matter of time brings us in Iraq.

It's earnings season. We should be focused on earnings, but I think keeping one eye on Iraq is right. It is a factor that is going to hurt -- not help -- the stocks you own. "

(in www.realmoney.com)

Petróleo sobe mais de 3% com descida nas reservas dos EUA
O crude valorizou depois de um relatório do Departamento de Energia dos EUA ter demonstrado que as reservas existentes no maior consumidor de energia do mundo, os EUA, decresceram após terem apresentado, durante a passada semana, o valor mais alto das últimas 19 semanas.

Don

só mais um par de coisas:

1) os últimos desenvolvimenos no Iraque vem trazer o caso de novo para as conversas dos mercados

2) à pouco os inventários do 'pitrol' e afins veio puxar o brent em subida... paraece que as pessoas se terão de habituar ao continuar das subidas nos combustíveis.. tss tss

API confirms fall in petroleum stocks

SAN FRANCISCO (CBS.MW) -- The American Petroleum Institute said crude inventories for the week ended April 2 fell 2.3 million barrels to total 292.3 million.
The Energy Department reported a fall of 2.1 million barrels.
Gasoline stocks were down 1.5 million barrels at 196.4 million barrels last week, the API said.
Distillate inventories stood at 106.2 million barrels, down 3.4 million barrels.


Cump.

tenho ideia q vai passar-se qq coisa com a LU. está flat (já esteve red) e com ordens brutais na compra.

Se o Nazz fechar por estes valores e amanha fizer gap down na abertura, n o fechando, fica formada uma ilha...

EUR a subir.