O petróleo está em queda, mas a incerteza continua em alta

[Ulisses Pereira]

Ele aborda sempre tantos temas que nem sempre há um fio condutor comum... Apenas pinceladas

Um abraço,
Ulisses

[RRikota]

Boas

Isto assim traduzido e interpretado diz que....???
What's his point ???

Cumps

[Ulisses Pereira]

"Answers I Really Wanna Know: Rotation From Commodities to Financials?"
Todd Harrison Oct 02, 2007 9:36 am

...is the grabby greenback, coupled with the recent crunch in crude and morning meltage in metals, giving Boo an equity wink?




"What’s love got to do with it?


Through the lens of “asset class deflation” vs. “dollar devaluation,” is the grabby greenback, coupled with the recent crunch in crude and morning meltage in metals, giving Boo an equity wink?


Or is it a healthy rotation out of commodity-based stocks into the financials, which remain much lower on the year?


Was the DJIA breakout a necessary precursor to the “Pop-N-Drop” path of maximum frustration?


Can I get long Pop-N- Drop and short In-N-Out on a pairs?


So, Citigroup and KKR set up an off-balance sheet vehicle with $5 billion in equity and $10 billion in debt to buy impaired loans?


Some of which could include inventory from Citigroup’s investment bank?


Uh, really?


With the Loonie at parity to the dollar, is the Toronto-Dominion acquisition of Commerce Bank a close-to-home example of the transfer of wealth?


Be that as it may, will that deal, coupled with last night’s closing of FLEX-SLR and yesterday’s Nokia purchase, buoy M&A and, in turn, market sentiment?


Or has the market, as a leading indicator, priced that in after the 13% lift from the August lows?


The kiss of death?


Speaking of our neighbors to the north, did you see the Bank of Canada injected $1 billion into the overnight market (to defend its key interest rate) for the third day in a row?


Y’all see that Northern Rock fell like a stone, down 10% in overnight trading?


Are the Patriots that good?


Was yesterday’s pre-market flat action in the futures (in the face of over negatives) all we needed to know for the day?


Bank America initiates BIDU with a $400 price target?


Is anyone else having déjà vu?


Who would have thought that K-Fed was telling the truth?"

(in www.minyanville.com)