Tiene ERRORES muy graves, en el algunos punto de guión y algunos "comportamientos" de los "cientificos" son muy raros....aún así yo estaba con la boca abierta toda la película y salí de la sala encantado de verla y esperando continuación, han rescatado este género de forma brillante en mi opinión...
Un s2 compy
Mejor dicho IMPOSIBLE...
s2
Mittal, vale más Mar, mucho más, hay que darle tiempo a que la maquinaria económica se encienda, y los engranajes estén bien engrasados...pero cuando ese coloso despierte los 11-14E que vale ahora nos parecerán de risa...
Orbit Tower (esto es ArcerloMittal y mucho más: http://www.youtube.com/watch?v=u_AbQyPeeA4&list=UUTJfw4z3UFywv19Do4ev_4g&index=6&feature=plcp )nuevo simbolo de Londres:
Un s2 compy
¿Hey que pasa con los "Fieras"? jeje
¿Has comprado algo amigo ROC? cuando te estrenes ¡avisa! jeje...
Piénsalo de esta forma si te diera a cambio de tu trabajo y tiempo, papel higiénico y con este pudieras comprar activos, en especial buenas compañías, ¿que elegirías?...pues eso es tu dinero lo que quizás hasta menos útil que el papel higiénico...
Un s2 compy
Buenas Kcire.... esta claro que MCD es mucho más que BK, pero la expansión y la aceptación que empieza a tener BK debería de empezar a preocuparle. Yo antes era de MCD, pero ahora sin duda la he cambiado; es algo muy sencillo de analizar en tu entorno, ya a lo macro no, pero en nivel nacional si. Pregunta a ver como antes el dominio era indiscutible y ya empieza a caer.
Sin duda, las patatas, carne y precio para mi no tienen comparación. Y en EE.UU tengo entendido que ya es una idea general, pero eso son comentario y no apreciaciones tangibles.
UN saludo tigre!! POr cierto hace poco he estado con uno recién nacido, y lo he podido tocar. Aunque la situación no es lo más deseable, son preciosos.
The markets are going bananas over the same tired assumption that Central Bankers have some magic solution up their sleeve.
Over the last five years, market participants have largely operated based on the “Bernanke Put” (the belief that no matter what happens Bernanke will somehow save us). I explained how this was a bluff in last issue of Private Wealth Advisory.
However, the ECB’s Mario Draghi may have surpassed the Bernanke Put as the biggest bluff in financial history with his claim that the ECB will take action and that the action will “be enough” to solve the EU Crisis.
Let’s consider what the ECB has done so far and whether or not it has worked.
To date, the ECB has:
Intervened in the sovereign bond markets throughout 2011.
Launched its LTRO 1 and LTRO 2 schemes which provided over €1 trillion in funds to EU banks.
Opened up various liquidity windows to EU banks.
Facilitated bailouts of Greece (2) Portugal (1) Spain (1) Ireland (1) and soon to be Cyprus and Slovenia. REAL w
Ballooned its balance sheet to over €3 trillion?Euros (roughly 30% bigger than the German?economy, which is the largest single economy in Europe).
Has the EU Crisis been solved by any of these measures? The obvious answer is no. The EU Crisis began in earnest in January 2010 with Greece. Today, August 2012, Greece is still an issue and is in fact about to default or leave the EU.
So, one has to ask one’s self... if the ECB (along with the IMF and Germany) has thus far failed to manage, let alone solve, Greece’s problems (a country which comprises only 2% of EU GDP and whose bond market was just €350 billion), how is it now going to solve those of Greece, Spain, Ireland, Portugal, Cyprus, and Slovenia all at once?
The answer is obvious: it cannot. Draghi is bluffing
However, for the sake of argument and since I’ve received so many emails claiming that the ECB has everything under control, let’s consider the ECB’s options. I can think of just two potential “Hail Mary” moves the ECB could stage to attempt to stop the Crisis. They are:
Massive money printing and buying of sovereign debt
The issuance of Euro-?bonds along with across the board banking backstops
Let’s say the ECB opts for #1. First of all, rampant monetization would weaken the Euro dramatically: something I’m not sure the ECB wants to do given that the currency is already on the edge of a cliff:
Secondly, this policy would almost certainly result in Germany threatening to, if not outright leaving the Euro. We’ve already seen multiple German officials leave the ECB based on its monetary profligacy. Moreover, Germany knows all too well how monetization of debts pans out: Weimar. According to a recent poll, 69% of Germans are worried about inflation. Do you think they’d let Merkel permit the ECB to go on a money-?printing rampage?
Finally, we need to consider that the ECB was intervening in both the Italian and the Spanish sovereign bond markets on a weekly if not daily basis in the fall of 2011.
In the case of Spain, the ECB was never able keep the 10-?year’s yields at 5% for long. In fact, despite aggressive intervention, the ECB lost control of the Spanish 10-?year several times last year.
The situation was even worse in Italy where the ECB couldn’t even get the 10 year’s yield to flatline (the general trend remained upwards). In this case the ECB also lost control of the bond market several times.
So... the idea that the ECB can suddenly just hit print and monetize everything to stop the EU crisis is extremely problematic. Aside from the fact that it would kick the Euro off a cliff, it would have dire ramifications for EU/ German relations (a situation that is already troublesome as now both Greek and Italian newspapers are referring to Merkel and Germany as Nazis). Finally, it’s not even clear that this policy would work.
Now let’s consider the ECB’s second “Hail Mary” option: the issuance of Euro-?bonds and across the board backstopping of EU banking deposits.
For starters, Angela Merkel has said that there will not be Euro-?bonds for “as long as [she] live[s].” This is not a bluff. The issuance of Euro-?bonds goes against the German constitution. If Merkel were to even consider this option she would likely be kicked out of office (remember she’s up for re-?election next year).
This would also result in Germany losing its AAA credit status. Germany is already approaching the dreaded Debt to GDP level of 90%. And thanks to nearly €1 trillion in back-?door bailouts to Europe, the country is already on the hook for potentially tens if not hundreds of billions of Euros worth of losses: money Germany doesn’t have.
As for backstopping EU deposits... no entity on earth has the capital to do this. Total Eurozone deposits stand at €15 trillion. Even deposits at the current EU “problem” countries (Spain, Italy, Portugal and Ireland) are €5.5 trillion. That’s nearly TWO TIMES the size of the ECB’s balance sheet and over FOUR TIMES the size of the various EU bailout funds (the EFSF and ESM, the former of which only has €65 billion in capital left by the way).
Again, in very plain terms, NO ENTITY on planet earth has the money needed to backstop banking deposits for the PIIGS, let alone the entire EU. So scratch that idea off the list.
With that in mind, if you’re not already taking steps to prepare for the coming collapse, you need to do so now. I recently published a report showing investors how to prepare for this. It’s called How to Play the Collapse of the European Banking System and it explains exactly how the coming Crisis will unfold as well as which investment (both direct and backdoor) you can make to profit from it.
This report is 100% FREE. You can pick up a copy today at: http://www.gainspainscapital.com
Good Investing!
Graham Summers
Muchas gracias por tu completa explicación Mar. A poco que alguien te pregunta sobre finanzas, se aprende una barbaridad.
Una curiosidad: tú no eres de los que cortan pérdidas, verdad?
Hoy Abengoa ha hecho el primer alto en el camino (-4,8% ahora mismo). Estoy seguro de que todos estos movimientos no son casuales. Algo pasa ahí y atufa a regulación. A ver si hay suerte y retoma la senda alcista. S2 y gracias.
