Out

2

NÃO TEM MAIS PUTA POBRE NESSE PAÍS!!!!

Outubro 2, 2009 | Leave a Comment

VEJA OQ O LULA FEZ PELA CLASSE TRABALHADORA!!!

UM VIVA PARA O MINISTRO DOS ESPORTES!!!

UM VIVA PARA A BUNDA DE FORA!!!

UM VIVA PARA A CORRUPÇÃO!!!

UM VIVA PARA O BRASIL SIL SIL!!!!

Ago

2

The next big bubble

Agosto 2, 2009 | Leave a Comment

Welcome to the BETTER THAN EXPECTED / BETTER THAN ANTICIPATED / BETTER THAN FORECASTED / BETTER THAN EVER AND BETTER THAN LAST YEAR TOO world!

Na esteira do dólar, bem vindo a WONDERLAND!

Que tal os mesmos 74k por metade(ou menos) dos lucros??

Contra fluxo positivo não há argumentos!!

Jul

30

Insiders are selling!

Julho 30, 2009 | Leave a Comment

I heard today, insiders are selling heavily this rally.

Pay attention! Again, too much, too soon, it sounds like a disgusting manipulation.

That is what happens when we got liquidity excess!

See ya on the next leg!

Amanhã é o dia!

Jul

14

Oq Prevalecerá?

Julho 14, 2009 | 1 Comment

1. Better than expected?

2. Worse than expected?

3. Less worse than expected?

Jul

9

Trade Petr4

Julho 9, 2009 | Leave a Comment

Mesmo se eu tivesse uma bola de cristal ainda estaria na dúvida: fundinho ou fundão?

1-Pode ser um fundinho seguido por um repique, se for um movimento que gere suficiente momento como um ”V”, a g30 deve andar bastante no curtíssimo prazo;

    1.1-caso respeitado, o fundinho poderia se transformar num fundão macho suporte matador, abrindo a possibilidade de um canal de deriva em 28.50 e/ou um fundo arredondado e/ou uma ilha de reversão mais longa do que o normal, até que o humor do mercado torne a melhorar, enfim o famoso caixote;

2-Pode ser a perna do W da Road2Recovery sendo desenhada, caso os agentes mais perspicazes já tenham montado posições vendidas em INDQ09, e neste caso pode ser um fundinho do tipo “levanta pá cortá”. Nessa hipótese o fundinho não seria respeitado abrindo espaço para um arregaço ou como diria o analista gráfico, com implicações baixistas. A bem da verdade, eu tenho a impressão que a gringarada e os picaretas de plantão já venderam até o elástico da zorba, então mais uma vez, como diria o analista gráfico, assumiram posições contra a tendência primária.

E que venha a semana do mata-burro!

Jul

9

China tops U.S. in car sales so far this year

Julho 9, 2009 | Leave a Comment

SAN FRANCISCO (MarketWatch) – China wrestled the new-car sales crown from the U.S. through the first half of the year, topping 6 million cars and trucks at a time when the long-time global sales leader grapples with historic declines.

Vehicle sales in China jumped 36.5% in June from a year ago to mark the fourth straight month that vehicle sales have topped 1.1 million units, according to data released by the China Association of Automobile Manufacturers on Thursday.

Sales for the month reached 1.14 million units, bringing total sales for the first half of the year to 6.09 million units, a rise of 17.7% from the same months a year earlier thanks in part to generous government incentives, including tax breaks and subsidies.

“If this trend lasts for the whole year, it will put China on top for the first time ever,” said Lincoln Merrihew, managing director at research firm Compete. “While the shift isn’t at all surprising, it’s happening faster than most people thought.”

The U.S. showed signs of bottoming out in June, but the results were still dramatically off previous highs with consumers still dealing with the sour economy. Total new car and light trucks sales dropped 28% from a year ago, resulting in an annualized sales rate of 9.69 million, according to Autodata Corp. See full story.

Analysts forecast the U.S. market to potentially fall short of the 10 million-vehicle mark while China’s industry group is looking for sales in its country to move past 11 million cars and trucks by the end of the year.

With sales are still tough to come by in the U.S., Detroit automakers have looked to cash in on the growth in China. Sales for bankrupt (GMGMQ 0.84, -.00, -0.24%) jumped 38% during the first six months to a record 814,442 cars and trucks. Ford Motor Co. (F 5.63, +0.28, +5.23%) saw a 14% increase to 197,212 vehicles.

“China’s vehicle market continued to outpace most expectations for growth,” head of GM China Group Kevin Wale said last week. “The market benefited from stimulus policies adopted by the Chinese government as well as growing demand for personal transportation in tier-three and tier-four cities and rural areas.”

Shawn Langlois is a reporter for MarketWatch in San Francisco.

Quem procura acha, quem sabe por isso o martelo invertido OTIMISTA na Vale5!

 

Jul

2

Aphorism

Julho 2, 2009 | Leave a Comment

“The game of speculation is the most fascinating game in the world. But it is not a game for the stupid, the mentally lazy, the person of inferior emotional balance or the get-rich-quick-adventurer. They will die poor.”

Jesse Livermore

Jun

19

Peru: Looking good

Junho 19, 2009 | Leave a Comment

First, you may not know that Peru — not Brazil, not India, and not China — was the fastest-growing economy in the world, in 2007 and 2008, with 9% GDP growth. It’s expected to remain the fastest-growing economy in all of Latin America this year as well, with an official forecast of 3.5% GDP growth.

Second, you may not know that Peru is a major exporter of valuable commodities such as copper, gold, silver, zinc, and phosphate, which should see prices rebound this year as consumption growth resumes in the major emerging markets.

Third, you may not know that Peru recently signed a free trade agreement with China that will further accelerate its economic development.

And fourth, you may not know that Peru is on the verge of completing the IIRSA highway that will link Peru’s Pacific coast with the Atlantic coast (and population centers) of Brazil. This will turn Peru into a crossroads for trade between Brazil and China — two of the world’s biggest emerging trading partners.

**extracted from Motley Fool

Jun

18

China Growth

Junho 18, 2009 | Leave a Comment

China is focusing on growing internally—and not through export…

This is why they’ve cut down on buying U.S. Treasuries and are reinvesting their stimulus money in their own economy.

To be sure, that’s less than the hot years of 11% annual growth, but compared with the 3% contraction projected for the U.S. this year…

 

The reasons are simple:

·     China is the only country on Earth that’s growing, and with none of the exposure to the problems in the U.S.

·     China has no restrictions on spending stimulus money.

·     China’s banks are stronger with no sub-prime mess holding them back.

·     China has a $2 trillion surplus to spend as it sees fit. AND—get this—

·     China has shrewdly tied up Russian oil reserves at $28 a barrel to fund it’s growing energy demands.

A recent report by McKinsey Global Institute will tell you the same thing:

“In 20 years, China’s cities will have added 350 million people—more than the entire population of the United States today.”

“By 2025, China will have 221 cities with more than one million inhabitants—compared with 35 in Europe today—and 24 cities with more than five million people.”

“By 2030, 1 billion people will live in China’s cities…170 mass-transit systems could be built…40 billion of square meters of floor space will be built in five million buildings—50,000 of which could be skyscrapers.”

In other words, as China transforms itself from a nation of farmers to a nation of urban dwellers, the equivalent of 10 New York cities will need to be built, and in doing so will richly reward investors who invest now.

The reason is simple:

With 7% growth, China’s economy is still growing like a weed. Its standard of living is on the rise. And its people are spending like there’s no tomorrow: buying into a much richer lifestyle, filled with cell phones, big-screen TVs and cars—the same things Americans take for granted.

When you consider that by the year 2025 China will have 221 cities with more than one million people living in them, you can only imagine the kind of money that is going to be made, as China’s newfound consumer class enters the marketplace and replaces the American consumer as the supreme driver of world growth.

The bottom line is this:

In a world that’s been crippled by the U.S. financial crisis, the Fed bailout, and collapsing consumer and investors confidence, the flood of capital pouring into China will put powerful upward pressure under the stock prices of companies that are fueling China’s new growth…

Profit From China’s Thirst for Oil: (Brazil will be continuosly “financing” commodity boom of China)Two reasons: 1. Rising oil prices, and 2. China’s dependence on foreign oil to fuel its growth.When you consider that China’s dependence on energy exports is expected to increase significantly over the next 20 years and it is projected that China will need to import at least 60% of its oil and 30% of its natural gas by 2020…

 Profit From China’s New Housing Boom: (as well as in Brazil)

As Chinese workers invest their newfound wealth, their first goal is to own their own home.

 

Profit From China’s Love for Cell Phones and All Things Wireless: (as well as in Brazil)

Make no mistake about it, China leads the world in telecom growth. By 2010, half of the world’s 1 billion global subscribers will be located in China.

 

When it comes to China, the big money is always made when most investors are looking the other way. Frankly, it’s been that way for the past 120 years. It will continue to ring true for the next 20 as well

Jun

16

Oil: The Global Currency of Choice

Junho 16, 2009 | Leave a Comment

Oil: The Global Currency of Choice

June 15, 2009

By Bryan Perry, Editor, Cash Machine

I think you get the picture when I say that converting to a world currency with the visions of Chirac, Chavez, Putin and Soros seems like an idea from outer space.

But I’ve got this feeling in the pit of my stomach that the powers-that-be will keep pushing for this egalitarian world view. They want a situation where wealthy nations subsidize poorer, hugely corrupt countries without accountability for their actions. It would be like America dragging around a huge bag of rocks — a permanent drag on our economy.

 Still, the possibility of a single global currency along with the prospect of inflation spiking a year or two out because of the skyrocketing debt and explosion in the money supply creates a good reason for the dollar to lose considerable value.

With the devaluation of the dollar inevitable in the short term, investors are hedging now against the threat of inflation — by investing in crude oil

Oil, Not Gold, Is the Best Hedge Against Inflation

Many would argue that gold is a better inflation hedge than crude oil, and it may well be up to a point. But gold is much less important in its application to how the world functions.

We can do without most of the gold production in the world. In fact, most of the gold that has ever been mined since the beginning of time is still here in some form today, whereas oil is burned up as a daily necessity to fuel the global economy.

Just think about it. Crude oil is a depleting asset in a world that consumes over a million barrels per day. Most of the oil deposits in the world are in geopolitical hotbeds where serious events there can destabilize world trading overnight. Emerging markets are industrializing and pushing up net demand, and oil is seen as an excellent hedge against inflation.

Considering these trends, more emphasis is being placed on crude oil every day by currency traders. Crude oil far outweighs all other commodities in terms of priority as to what currency traders view as a viable alternative asset to own that will protect against devaluation. Because of this, crude oil is already our world currency.

In fact, the leaders of most industrialized nations are in a race to see who can devalue their currency the fastest so as to hopefully jump-start exports. And when the U.S. dollar, the Japanese yen, the euro, the Chinese yuan, the Aussie dollar, the Russian ruble, the Brazilian real and the English pound sterling are all trending lower, oil is the contra-play on crumbling currencies.

This is why I believe oil prices are trading firmly above $50 per barrel in the face of historically high inventory levels.

The world is awash in crude inventory at the present with each weekly inventory report showing no signs of a major drawdown, yet crude prices keep ticking higher. At first glance, one would think that crude prices should retest $35 to $40 per barrel. But if one looks at the deterioration of global currencies, it makes perfect sense why traders and investors are betting on higher crude oil prices.

Why Crude Oil Is Our World Currency

Wars are fought over crude oil, and until other fuels can replace it, more wars will be fought over it. And if there are crises in Iran, Nigeria, Iraq, Russia, Mexico and Venezuela — all oil-producing nations — a lot can go wrong in a hurry for the oil markets, sending prices skyward.

So I believe the price of crude will easily top $100 per barrel again in the next couple of years, and I think we will see oil assets also double in value when the price spikes again.

Considering all of this, you can see why I view crude oil as the global currency of choice. And as the global economy rebounds late this year or next year, demand for energy will rise again, sending prices of crude and natural gas higher.