- Carry Trader - bitte stark sein! Die Garotte wartet - dottore, 28.07.2007, 18:50
- Re: Carry Trader - bitte stark sein! Die Garotte wartet - sensortimecom, 28.07.2007, 20:16
- Re: Carry Trader - bitte stark sein! Die Garotte wartet - dottore, 29.07.2007, 14:56
- Re: *) Mein Bank (Topmann, coool und unaufgeregt): - Emerald, 28.07.2007, 22:35
- Re: *) Mein Bank (Topmann, coool und unaufgeregt): - dottore, 29.07.2007, 14:49
- liquidity..oh, and liquidity... and when that is done, liquidity! - SilVisconti, 28.07.2007, 23:11
- Re: Carry Trader - bitte stark sein! Die Garotte wartet - sensortimecom, 28.07.2007, 20:16
liquidity..oh, and liquidity... and when that is done, liquidity!
-->Hallo dottore,
kopiere Gartm. einfach so rein, dem ist nichts hinzuzufĂĽgen!!
"Besides, today the markets will not care an iota
about old GDP data; they've far more important things to
consider... such as liquidity..oh, and liquidity... and when
that is done, liquidity!
We shall hear any number of Wall Street analysts tell us
that this weakness is to be seen in the context of a global
bull market and that it is merely a correction. It is not
merely a correction. It is the signal of the end of the global
bull market that began several years ago, and before this
near bear market is done we are likely to see share prices
materially... indeed very materially... lower. We can
imagine seeing US Steel, and Apple and Goldman Sachs
and the other bellwether stocks that led the market higher
trade down 50-60% from their highs before this has run its
course for that is the nature of bear market. It will not
matter how strong are the fundamentals for each individual
stock in question, they will weaken on balance and rallies
will fail, for the best stocks will witness selling simply
because it is there that liquidity will be most easily found.
Bad companies will fall, but good companies shall also, for
as noted above, the good companies are the"good girls"
taken to the jail when the house of ill-repute is raided.
In retrospect, we shall look back upon the public offering
by Blackstone's management is the very top of the bull
market. They will be seen from the perspective of history
as one of the"strong hands" who sold their holdings to the
"weak." They will be seen as the Mary Wells of this bull
market, for as the"Old Timers" amongst us shall
remember, it was Mary Wells of Wells, Rich & Green who
sold her Madison Avenue advertising agency to the public
in the frenzy of the bull market several decades ago at the
very top and bought the entire company back several
years later when the shares of the company fell by nearly
90%. Blackstone's management is being talked about as
having erred in bringing their company public only to see
its shares fall relentlessly since then. Blackstone's
management did not err; the public erred in buying it. The
"strong hands" sold to the weak, and the weak have
bungled the job."
GruĂź, Sil
<ul> ~ http://www.cfsfutures.com/images/E0067301/072707.pdf</ul>
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