Portugal enfrenta 15 países na corrida à gigafábrica de IA

[Fernando dos Aidos]

Obrigado Scuba. Gostei imenso de te conhecer, no almoço.

Um abraço

Fernando dos Aidos

[Scubawarrior]

cumps

[Fernando dos Aidos]

O Ulisses fez uma referência ao livro "Reminiscences of a stock operator" de onde tirei a passagem que citei no segundo post.

Já agora, dou a minha opinião acerca dele. É um livro espectacular. Foi o segundo livro sobre mercados que li (foi-me aconselhado, na altura, pelo K.) e "devorei-o" em 2 dias. Ainda hoje, adoro pegar nele, abri-lo à sorte e começar a ler. Não só é fascinante (está bem escrito) como tem lições que se vão descobrindo à medida que se vai tendo mais experiência.

Abraço

Fernando dos Aidos

[Fernando dos Aidos]

Desculpem só agora vir ao já famoso clube JMT.

É verdade JAS... começo a ter esperança de o dito jantar vir a ter lugar ainda nesta década.

A vantagem de estar enterrado é que aproveito a subida na totalidade sem qualquer tentação de vender (uma vez que já tomei a decisão firme de só vender lá bem acima)... e, é claro, a desvantagem é eu levar com a correcção a 100% quando ela aparecer .

Mas prossigo com a filosofia de Mr. Partridge. E folgo em saber que o clube continua de pé. Conto com todos CINCO (não somos 4, zé povinho... estás a esquecer-te de um dos convivas com amigos "in high places...") nas Maldivas quando a JMT subir às nuvens.

Eu não ando a seguir os mercados (falta de tempo, embora os estudantes andem a tentar dar-nos muito mais tempo disponível ) mas parece-me que a JMT se portou bem hoje. É curioso que teve um comportamento de não deixar ninguém entrar após o arranque (quem ousaria entrar a meio da subida?) e continua sem retrair! No entanto, esta resistência 9-10 euros parece-me demasiado forte para ser quebrada assim tão facilmente. Conto com uma correcção ou consolidação antes disso (e isto é se for desta!!!). Mas não ponho dinheiro nisso!

É claro que o verdadeiro desafio vai ser o "gap" de 1.78 euros que deixou lá atrás. Aí sim... se e quando passar esses níveis, a cotação voa. Nessa altura, deixo cá ficar os meus netos e vou jantar às Maldivas...

Um abraço, Pata, JAS, zé povinho e mj

Fernando dos Aidos

[zé povinho]

a mesa é de facto pequena para um clube de 4

essa é a única critíca que faço, pois o local parece-me perfeitamente certo para alguém que precisa de recuperar duma longa "noite" na JMT

e quanto ao engordar, espaço naquele areal é o que não falta

[Pata-Hari]

Acho a mesa pequena, a não ser que seja tête à tête . Quatro cadeiras para mim, please (engordei ).

[JAS]

Será que este restaurante, que não tem alcatifa nem ar condicionado, estará bem para vocês?

JAS

[zé povinho]

eheheh, seria bom sinal

vendi um lote, comprado a 6,94, a 7,25 e todos os dias faço o mesmo: bater coma cabeça na parede e chamar-me burro.

o resto ainda cá mora, com preço alvo de 15,30

ps: tanto "asno" a mandar preços alvos por aí, também posso mandar o meu

[JAS]

Fernando,
Estou a ver que a data do jantar nas Maldivas se aproxima a passos largos...
Esta querida menina já subiu 40% graças à AF.
Quem diria?

É só para lembrar que o facto de já não as ter não quer dizer que não vá ao jantar.
(Mesmo que seja com a cabeça amolgada de tanto bater nas paredes...)

Um abraço,
JAS

P.S. - Parece que quem está mesmo de parabéns, dos poucos sobreviventes do nosso clube, é o Zé Povinho. Ou será que ele as vendeu e já nos deve um jantar?

[Get_smart]

Passou q nem manteiga pela resistência

[Ulisses Pereira]

Belíssima passagem do "Reminescenses of a stock operator". Cada vez dou mais valor a um livro que, quando li a primeira vez (andava nos mercados há 2 anos), achei extremamente maçador e desinteressante. Ao lê-lo pela segunda vez, já o li com uma vontade enorme apreendendo inúmeras "lições" que estão nas entrelinhas e que só quem já tem alguma experiência do mercado consegue entender.

Um abraço,
Ulisses

[Fernando dos Aidos]

Well, Elmer made for the old man and, without a word of
apology to John Fanning, told Turkey, "Mr. Partridge, I have
just sold my Climax Motors. My people say the market is entitled
to a reaction and that I'll be able to buy it back cheaper. So
you'd better do likewise. That is, if you've still got yours."
Elmer looked suspiciously at the man to whom he had given the
original tip to buy. The amateur, or gratuitous, tipster always
thinks he owns the receiver of his tip body and soul, even
before he knows how the tip is going to turn out.
"Yes, Mr. Harwood, I still have it. Of course!" said Turkey
gratefully. It was nice of Elmer to think of the old chap.
"Well, now is the time to take your profit and get in again on
the next dip," said Elmer, as if he had just made out the
deposit slip for the old man. Failing to perceive enthusiastic
gratitude in the beneficiary's face Elmer went on: "I have just
sold every share I owned!"
From his voice and manner you would have conservatively
estimated it at ten thousand shares.
But Mr. Partridge shook his head regretfully and whined, "No!
No! I can't do that!"
:'What?" yelled Elmer.
"I simply can't!" said Mr. Partridge. He was in great
trouble.
"Didn't I give you the tip to buy it?"
"You did, Mr. Harwood, and I am very grateful to you.
Indeed, I am, sir. But --"
"Hold on! Let me talk! And didn't that stock go up seven
points in ten days? Didn't it?"
"It did, and I am much obliged to you, my dear boy. But I
couldn't think of selling that stock."
"You couldn't?" asked Elmer, beginning to look doubtful
himself. It is a habit with most tip givers to be tip takers.
"No, I couldn't."
"Why not?" And Elmer drew nearer.
"Why, this is a bull market!" The old fellow said it as
though he had given a long and detailed explanation.
"That's all right," said Elmer, looking angry because of
his disappointment. "I know this is a bull market as well as you
do. But you'd better slip them that stock of yours and buy it
back on the reaction. You might as well reduce the cost to
yourself."
"My dear boy," said old Partridge, in great distress "my
dear boy, if I sold that stock now I'd lose my position; and
then where would I be?"
Elmer Harwood threw up his hands, shook his head and walked
over to me to get sympathy: "Can you beat it?" he asked me in a
stage whisper. "I ask you!"
I didn't say anything. So he went on: "I give him a tip on
Climax Motors. He buys five hundred shares. He's got seven
points' profit and I advise him to get out and buy 'em back on
the reaction that's overdue even now. And what does he say when
I tell him? He says that if he sells he'll lose his job. What do
you know about that?"
"I beg your pardon, Mr. Harwood; I didn't say I'd lose my
job," cut in old Turkey. "I said I'd lose my position. And when
you are as old as I am and you've been through as many booms and
panics as I have, you'll know that to lose your position is
something nobody can afford; not even John D. Rockefeller. I
hope the stock reacts and that you will be able to repurchase
your line at a substantial concession, sir. But I myself can
only trade in accordance with the experience of many years. I
paid a high price for it and I don't feel like throwing away a
second tuition fee. But I am as much obliged to you as if I had
the money in the bank. It's a bull market, you know." And he
strutted away, leaving Elmer dazed.
What old Mr. Partridge said did not mean much to me until I
began to think about my own numerous failures to make as much
money as I ought to when I was so right on the general market.
The more I studied the more I realized how wise that old chap
was. He had evidently suffered from the same defect in his young
days and knew his own human weaknesses. He would not lay himself
open to a temptation that experience had taught him was hard to
resist and had always proved expensive to him, as it was to me.
I think it was a long step forward in my trading education
when I realized at last that when old Mr. Partridge kept on
telling the other customers, "Well, you know this is a bull
market!" he really meant to tell them that the big money was not
in the individual fluctuations but in the main movements that
is, not in reading the tape but in sizing up the entire market
and its trend.
And right here let me say one thing: After spending many
years in Wall Street and after making and losing millions of
dollars I want to tell you this: It never was my thinking that
made the big money for me. It always was my sitting. Got that?
My sitting tight! It is no trick at all to be right on the
market. You always find lots of early bulls in bull markets and
early bears in bear markets. I've known many men who were right
at exactly the right time, and began buying or selling stocks
when prices were at the very level, which should show the
greatest profit. And their experience invariably matched mine --
that is, they made no real money out of it. Men who can both be
right and sit tight are uncommon.

[Fernando dos Aidos]

Eis como eu vejo a JMT. Uma venda aqui com vista a comprar mais barato parece absolutamente obrigatória e, no entanto,... eu estou como o Sr. Partridge da história que coloco a seguir (tirada do "Reminiscences...".

As resistências importantes, em minha opinião, são as zonas 9-10 euros e 13.9-15.68 euros.

Abraço

Fernando dos Aidos