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Revisão da lista de surpresas de Doug Kass para 2014

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Re: Revisão da lista de surpresas de Doug Kass para 2014

por nuuuuno » 22/1/2015 18:41

Quimporta Escreveu:
Surprise No. 14: The next big thing? A marijuana IPO rises by more than 400% on its first day of trading WRONG


O Kass faz previsões sobe efeitos dos fumos? :)


quem dera que tivesse razao...a minha MEDBOX nao para de cair...! :oops: :oops:
 
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Re: Revisão da lista de surpresas de Doug Kass para 2014

por Quimporta » 21/1/2015 19:57

Surprise No. 14: The next big thing? A marijuana IPO rises by more than 400% on its first day of trading WRONG


O Kass faz previsões sobe efeitos dos fumos? :)
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Revisão da lista de surpresas de Doug Kass para 2014

por Ulisses Pereira » 20/1/2015 15:36

Antes de publicar a lista de surpresas de Doug kass para 2015, vou aqui transcrever a avaliação que ele fez das surpresas que previu para 2014:

"Below is a report card of my 15 surprises for 2014 (and the five "also ran" surprises):

Surprise No. 1: Slowing global economic growth. RIGHT

Surprise No. 2: Corporate profits disappoint. HALF RIGHT (as financial engineering buoyed earnings-per-share)

Surprise No. 3: Stock prices and price-to-earnings multiples decline. WRONG

Surprise No. 4: Bonds outperform stocks. Closed end municipal bond funds are among the best asset classes, achieving a total return of 15%. VERY RIGHT

Surprise No. 5: A number of major surprises affect individual stocks and sectors. (Starbucks falls, 3-D printing stocks halve in price, General Motors drops by 20% in 2014) More WRONG THAN RIGHT

Surprise No. 6: Volkswagen AG acquires Tesla Motors (TSLA) . WRONG

Surprise No. 7: Twitter's shares fall by 70% as a disruptive competitor appears. MORE RIGHT THAN WRONG

Surprise No. 8: Buffett names successor. WRONG

Surprise No. 9: Bitcoin becomes a roller coaster. RIGHT

Surprise No. 10: The Republican Party gains control of the Senate and maintains control of the House. Obama becomes a lame duck President incapable of launching policy initiatives. RIGHT

Surprise No. 11: Secretary Hillary Clinton bows out as a presidential candidate. WRONG

Surprise No. 12: Social unrest and riots appear in the U.S. RIGHT

Surprise No. 13: Africa becomes a new hotbed of turmoil and South Africa precipitates an emerging debt crisis. HALF RIGHT

Surprise No. 14: The next big thing? A marijuana IPO rises by more than 400% on its first day of trading WRONG

Surprise No. 15: An escalation of friction between China and Japan hints at war-like behavior between the two countries. WRONG

"Also Ran" Surprises: Crude oil trades under $75/barrel (Short Crude and Energy Stocks) RIGHT, (VIX.X) trades under 10.0 (Short VIX) RIGHT, Gold trades under $1,000 (Short GLD) DIRECTIONALLY RIGHT"

(in www.thestreet.com)
"Acreditar é possuir antes de ter..."

Ulisses Pereira

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