Cramer- "Gaming the Key Players' Game Plans"
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Ehehehe....
Pois aqui estou totalmente de acordo com ele!
Acima dos 965 também estou para todas, seja com posições longas ou curtas, interessa é ganhar o máximo possivel e o resto, os fundamentais da economia que se lixe!!!
F$#%@ off!!!... (como deveria estar a pensar o Cramer ou escrever este texto!)
Abraço!
Acima dos 965 também estou para todas, seja com posições longas ou curtas, interessa é ganhar o máximo possivel e o resto, os fundamentais da economia que se lixe!!!
F$#%@ off!!!... (como deveria estar a pensar o Cramer ou escrever este texto!)

Abraço!
Surfer
Cramer- "Gaming the Key Players' Game Plans"
"Gaming the Key Players' Game Plans"
By James J. Cramer
06/05/2003 09:42 AM EDT
"Sometimes it helps to know what's in everybody's playbook. Here's a snapshot of the key coaches' playbooks in this dynamic game.
1. The Mutual Fund Playbook: We are finally doing well, so it is important that we talk up stocks, promote the market and get more money in, so we can keep taking up our favorite stocks because, after all, we have had three tough years and the only reason why we survived is that we kept doing what we were doing. The marketing department, at last, has something to say, so you can budget that you will get new money in to walk/talk up your stocks to wherever they have to go. They will tell us when they are done going up. Earnings surprises still work, and it is just a question of whether at any one time you have bought too much in the morning vs. the afternoon. The selling is over.
2. The Hedge Fund Playbook: I am woefully behind, but I have to run a matched, flat book because that's what they are paying me to do, or at least that's what they were paying me to do. I can't change stripes now; I was negative at 7500 and 8500. What am I supposed to do, go positive at 9500? Anyway, my data point, Novellus, wasn't that good, and my other data point, Solectron, had a bad last 24 hours. Not only that, but Altera whispered to me that the last 15 minutes weren't so hot, so I am going maximum short Maxim! Good to be granular.
3. The President's Playbook: My dad won the war, but then raised taxes and didn't focus on the Fed and didn't force the Fed to be more liquid. So I will cut taxes, re-appoint Greenspan, let him know that we favor forced liquidity, let the dollar drop and don't stop until the Dow is back to new highs. Too bad about the Nazz. Can the Fed buy Nazz futures?
4. Greenspan's Playbook: I have to get that Dow and that S&P back to old highs -- too bad about the Nazz -- or else my legacy will be that I created a bubble and screwed up the economy. I will retire gracefully after President Bush is re-elected.
5. My Playbook: Make as much money as possible, considering everyone else's playbook."
(in www.realmoney.com)
By James J. Cramer
06/05/2003 09:42 AM EDT
"Sometimes it helps to know what's in everybody's playbook. Here's a snapshot of the key coaches' playbooks in this dynamic game.
1. The Mutual Fund Playbook: We are finally doing well, so it is important that we talk up stocks, promote the market and get more money in, so we can keep taking up our favorite stocks because, after all, we have had three tough years and the only reason why we survived is that we kept doing what we were doing. The marketing department, at last, has something to say, so you can budget that you will get new money in to walk/talk up your stocks to wherever they have to go. They will tell us when they are done going up. Earnings surprises still work, and it is just a question of whether at any one time you have bought too much in the morning vs. the afternoon. The selling is over.
2. The Hedge Fund Playbook: I am woefully behind, but I have to run a matched, flat book because that's what they are paying me to do, or at least that's what they were paying me to do. I can't change stripes now; I was negative at 7500 and 8500. What am I supposed to do, go positive at 9500? Anyway, my data point, Novellus, wasn't that good, and my other data point, Solectron, had a bad last 24 hours. Not only that, but Altera whispered to me that the last 15 minutes weren't so hot, so I am going maximum short Maxim! Good to be granular.
3. The President's Playbook: My dad won the war, but then raised taxes and didn't focus on the Fed and didn't force the Fed to be more liquid. So I will cut taxes, re-appoint Greenspan, let him know that we favor forced liquidity, let the dollar drop and don't stop until the Dow is back to new highs. Too bad about the Nazz. Can the Fed buy Nazz futures?
4. Greenspan's Playbook: I have to get that Dow and that S&P back to old highs -- too bad about the Nazz -- or else my legacy will be that I created a bubble and screwed up the economy. I will retire gracefully after President Bush is re-elected.
5. My Playbook: Make as much money as possible, considering everyone else's playbook."
(in www.realmoney.com)
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