Zanimljivo s te stranice nekretnina, renta im je slicna kao kod nas, place slicne ali cijena kupnje nekretnine po kvadratu je 3-4 puta manja
Posts by StatusQuo
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pa normalnog marketa nema već skoro tri godine! po bilo kojoj vrsti imovine.
Da nema, nije lako manevrirat u ovim zadnjim godinama puno toga treba uspit povezat, a promjene su brze
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Do sad smo imali recimo manju ekskurziju van granica balansa omjera valuta ili mozda nesto pinku vecu ali recimo jos u nekim dozvoljenim okvirima, sad dolazimo do situacije da ako to ode jos 10-20% van ovih okvira, vlade ce morati poduzimati korake i CB u kojima ima sve manje mjesta populizmu i dodvoravanju stanovnistvu nego ce morati gledati stabilnost valute na prvom mjestu i onda dolazimo do pravog stezanja remena, nesto slicno kao sta su englezi sada morali zaustavit poreznu pomoc koju su vec donjeli radi sve vecih problema, a prostor je sve uzi jer se pravi uzroci ne rijesavaju, pogotovo monetranim intervencijama kako su navikli se nece moci rijesti.
evo jos jedan zanimljiv intervju od Jeffrey Gundlach, na ovoj stranici stvarno ima zanimljivih intervjua
Jeffrey Gundlach: «The Period of Abundance Is Over»Jeffrey Gundlach, CEO of DoubleLine, worries that the Federal Reserve is overreacting in the fight against inflation. He expects a severe slowdown of the…themarket.ch -
Slano i Astrea plove po 27 000 dolara. Prodaja Stona bi se trebala knjiziti u ovom kvartalu. Moje procjene dobiti su 35 miliona plus ston.
Bez stona ocekujem vise od 50 mil i racunam da je revelinov sudar neutralan na rdig, ovako na brzinu sam malo pogledao morat cu to jos malo bolje vidit
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Pa u 3Q smo usli s najboljim vozarinama u godini nema razloga da rezultat bude znacajno losiji od 2Q
Bilo je nekoliko dokovanja i ugradnji, Revelin je imao udes, rezultat ce biti dosta losiji nego Q2, manje iskoristivih dana. Sve u svemu to su neke stvari koje se moraju, pa ce i takav Q3 biti odlican.
U slicnoj mjeri dokovanja su bila i u 2Q da bi to bio razlog znacajnog odstupanja. Za Revelin po svoj logici bi trebali knjizit potrazivanja od osiguranja pa to ne bi isto trebalo znacajno utjecat na promjenu rezultata dobiti, pitanje je jedino detalja kako ce to knjizit s obzirom na pravna saznanja vezana za osiguranje, vozarine su pale ali utjecaj je vjerovatno tek u kasnom 3Q za neke brodove i pocetkom 4Q, s tim da su usli u 3Q s vecim vozarinama nego u cijeloj godini pa i to balansira kasniji losiji prosjek, dok se djelomicno i balansiralo jacim dolarom u 3Q u odnosu na 2Q.
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Pa u 3Q smo usli s najboljim vozarinama u godini nema razloga da rezultat bude znacajno losiji od 2Q
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Mali pogled na swiss centralnu banku i njihovo stanje
The Unfortunate Non-Use of the SNB Money
The Swiss national bank made a huge mistake: it didn’t reduce its portfolio risk in time, but remained exposed to stocks until capital gains evaporated and profit distributions are now compromised. This hedge fund style of investing is not responsible.
The Unfortunate Non-Use of the SNB Money | The MarketThe Swiss national bank made a huge mistake: it didn’t reduce its portfolio risk in time, but remained exposed to stocks until capital gains evaporated and…themarket.ch -
Evo sta Russell Napier kaze o ovome svemu
«We Will See the Return of Capital Investment on a Massive Scale»
Market strategist and historian Russell Napier warns of a 15- to 20-year phase of structurally elevated inflation and financial repression. He shares his views on how investors should prepare for this new world.
Russell Napier: The world will experience a capex boomMarket strategist and historian Russell Napier warns of a 15- to 20-year phase of structurally elevated inflation and financial repression. He shares his views…themarket.ch -
Mislim da su ovo zanimljive novosti
THREAD: The US government's new export controls are wreaking havoc on China's chip industry.
New rules around "US persons" are driving an "industry-wide decapitation."Long story short, every advanced node semiconductor company is currently facing comprehensive supply cut-off, resignations from all American staff, and immediate operations paralysis.
Exclusive: China’s top chip equipment maker asks American staff to step asideBeijing-based Naura Technology has asked its US engineers to stop working on R&D projects with immediate effect, after Washington restricted the involvement of…www.scmp.com -
12.10.2022.
Predstavnici Uprave Hrvatskog Telekoma te Hrvatskog sindikata telekomunikacija i Republičkog sindikata radnika danas su potpisali novi Kolektivni ugovor koji vrijedi za razdoblje od 1.10.2022. godine do 31.12.2023. godine.
Novim Kolektivnim ugovorom HT je potvrdio status najpoželjnijeg poslodavca u telekomunikacijskoj industriji osiguravajući svojim zaposlenicima najvišu razinu socijalnih i materijalnih prava. Kroz novi Kolektivni ugovor HT će, koristeći među ostalim i mjere Vlade Republike Hrvatske, osigurati povećanje prosječnih primanja svakog zaposlenika za 1.000 kuna neto mjesečno. Ovakav pristup ima bitnu socijalnu komponentu koja zaposlenicima s najnižim neto plaćama, a koji su najviše pogođeni inflacijom, osigurava najveća prosječna povećanja primanja.
„Naši zaposlenici su u središtu svih naših uspjeha. Ulaganja u zaposlenike i njihov razvoj preduvjet su našeg rasta, ali i ostvarenja nacionalnih digitalizacijskih ciljeva. Kolektivni ugovor, sa značajnim materijalnim prvima i socijalnim dodacima predstavlja naš odgovor na izazove inflacije s kojima se svi zaposlenici danas suočavaju, pri čemu su donesene mjere Vlade Republike Hrvatske pozitivno doprinijele rastu neto primanjima naših zaposlenika“, izjavio je Kostas Nebis, predsjednik Uprave Hrvatskog Telekoma.
Zaposlenici HT-a Kolektivnim ugovorom, uz cjeloviti karijerni put koji je od uvođenja omogućio napredovanje više od 1.000 zaposlenika u svim dijelovima kompanije imaju i zajamčena prava poput: regresa i božićnice, pomoći rodiljama za drugih šest mjeseci rodiljinog dopusta u iznosu od 1.200 kuna mjesečno, pomoći za rođenje i/ili posvojenje djeteta u visini od 10.000 kuna, dara za djecu zaposlenicima koji imaju djecu s poteškoćama u razvoju u iznosu od 3.000 kuna bruto godišnje te dara djeci zaposlenika samohranog roditelja kao i djeci zaposlenika iz obitelji s četvero i više djece u iznosu od 3.000 kuna bruto godišnje, dara za djecu do 15 godina starosti koji će u 2023. godini iznositi 1.000 kuna.
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Pavel Gubarev, Russia's "DPR" figure in Donetsk, states their intent towards Ukrainians: "We aren't coming to kill you, but to convince you. But if you don't want to be convinced, we'll kill you. We'll kill as many as we have to: 1 million, 5 million, or exterminate all of you."
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Moglo bi jos svasta se dogadjat na ovom naftnom polju
WSJ News Exclusive | Saudi Arabia Defied U.S. Warnings Ahead of OPEC+ Production CutRiyadh rejected American requests to delay the cut for a month, deepening the rift between the two countries.www.wsj.com -
Jesmo li blizu dna ?
A 60/40 Portfolio of US Stocks/Bonds is down 21% in 2022, on pace to become the 2nd worst year in history after 1931.
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danas bi mogli imati dobar i uspješan dan za long pozicije, bar do četvrtka i CPI reporta
1) DXY konačno posustaje
2) US2Y i US10Y yield u padu
3) American Airlines upravo objavio ovo: AAL raises quaterly rev forecast
meni je to dovoljno
naravno, do četvrtka kad je biti ili ne biti jer upravo toč. 3) govori da su ljudi spremni platiti više za let, dakle koja ono recesija?!
Ne znam ja ne vidim da DXY i yieldovi su nesto posebno pali ako gledam vece TF mozda na manjim TF ali da li je to dovoljno za prepoznat preokret, doduse na tjednom grafu je vidljiva macd divergencija vec kod 2y i 10Y pa valjda se i blizi taj okret brzo samo pitanje ocemo jos do tada jos malo zaronit ili je vec vrijeme za neke pozicije zauzimat
Sta se tice CPI od sljedeceg mjeseca imamo dva m/m izvjesca koja su prosle godine bila visoka dosta 0,9% i 0,8% posebno pod utjecajem core cpi, tesko da ce s obzirom na ovaj pad commoditija to ponovit pa bi moguce y/y inflacija trebala pocet padat pa bi market mogao pozitivno reagirat, a i fed je nesto u zadnje vrijeme spominjao da bi mogao nakon sljedeca dva hike-a pauzirat malo dizanje sta bi moglo bit dovoljno za rebound vjerovatno ali treba prezivit i izvjesca uz sve to.
United States Consumer Price Index (CPI) MoMGet the CPI (MoM) results in real time as they're announced and see the immediate global market impact.www.investing.com
United States Core Consumer Price Index (CPI) MoMGet the Core CPI (MoM) results in real time as they're announced and see the immediate global market impact.www.investing.com -
On the war front, the UN-backed grain deal that is helping Ukraine to export tonnes of wheat is under strain. A
surge in the number of dry bulk vessels has created a backlog of about 120 bulkers, waiting to sail to or from
Ukrainian ports. The vessels used in this trade are usually older and smaller but each one has to be inspected
by Ukrainian, Russian, Turkish and UN authorities based on the trade agreement. The times that vessels are
having to wait for inspections in Istanbul has risen from 5 to 6 days, to between 10 and 15 days, increasing the
demand for more inspectors from all the involved sides. Russia had been reluctant to send additional
inspectors to help clear the backlog increasing the heat with the Ukrainian authorities. The backlog that has
been created is a testament to the success of the trade deal as more that 6.5 million tonnes of agricultural
commodities has been added to the trade supply and the seaborne trade in the Black Sea ports has been kept
alive. Every 120 days, the agreement has to be renewed, and the first renewal will take place on November 19,
when Ukrainian and Russian authorities are expected to begin a new but difficult round of negotiations.
https://www.hellenicshippingnews.com/wp-content/uploads/2022/10/xclusiv_weekly_2022_10_10.pdf
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- The central bank announced on Monday that it would introduce further measures to ensure an “orderly end” to its purchase scheme on Oct. 14.
- Following last month’s unprecedented spike in gilt yields, LDIs — which hold substantial quantities of gilts and are owned predominantly by final salary pension schemes — were receiving margin calls from lenders.
LONDON — The Bank of England on Monday announced further measures to ensure financial stability in the U.K., building on its intervention in the long-dated bond market.
The Bank’s Financial Stability Committee on Sep. 28 announced a two-week emergency purchase program for long-dated U.K. government bonds — known as “gilts” — to restore order to the markets and protect liability driven investment (LDI) funds from imminent collapse.
The central bank announced on Monday that it would introduce further measures to ensure an “orderly end” to its purchase scheme on Oct. 14, including increasing the size of its daily auctions to allow headroom for gilt purchases ahead of Friday’s deadline.
“To date, the Bank has carried out 8 daily auctions, offering to buy up to £40 billion, and has made around £5 billion of bond purchases. The Bank is prepared to deploy this unused capacity to increase the maximum size of the remaining five auctions above the current level of up to £5 billion in each auction,” the Bank said in Monday’s announcement.
The auction limit will be confirmed each morning at 9 a.m. local time, with Monday’s set at £10 billion ($11 billion).
Bank of England strengthens emergency stimulus to help ease market turmoilThe Bank of England on Monday announced further measures to ensure financial stability in the U.K., building on its intervention in the long-dated bond market.www.cnbc.com -
Tesko da ce netko inventory smanjivat znacajno zbog svih ovih nesigurnosti u logistici, jedna se smanji druga dodje iako je end gejm vjerovatno neka recesija-depresija problema u poslovanju na sve strane.
- Dockworkers in Liverpool are set to start a seven-day strike on October 11 as U.K. and European ports remain congested from dual prior strikes in Liverpool and Felixstowe.
- The new labor action will add to the existing delays in product delivery.
- U.K. and Europe are markets for retailers including H&M, Inditex, Associated British Foods, Abercrombie and Fitch, Urban Outfitters, and Burberry.
Dockworkers in Liverpool, a significant U.K. port and a port where the U.S. is the No. 1 trading partner, will start a seven-day strike from October 11 to 17 October.
The Unite union told CNBC they will continue to hold these strikes until their pay matches inflation. Inflation in the UK is currently at 12.3%. Previous wage offers the union rejected were between 7% to 8.3%.
Trade productivity at Felixstowe, the U.K.’s largest container port, and Liverpool have suffered as a result of various labor strikes since August. As a result, the diversion of trade away from the ports has created a snowball of congestion at other ports in Europe.
Before the last round of strikes, Andreas Braun, Europe, Middle East, and Africa ocean product director of Crane Worldwide Logistics, was warning the delays in products arriving into the U.K. once off a vessel would be 45 days.
Recently the Unite union said they are not ruling out a third strike in Felixstowe.
“The prior strikes in Felixstowe may have ended, but congestion at the port is on the rise,” said Alex Charvalias, supply chain in-transit visibility lead at MarineTraffic. According to its data, on Oct. 4 the total TEU (container) capacity waiting off ports limits was roughly three times higher than usual, reaching more than 99K TEUs (containers).
Second strike at Liverpool to add to European port congestion, slow product deliveryDockworkers in Liverpool, a significant U.K. port and a port where the U.S. is the No. 1 trading partner, will start a seven-day strike on October 11.www.cnbc.com -
So new EU #Russia #sanctions package just dropped yesterday. You're curious what's in it, but don't have the time go through it!
Lucky for you: I've got you covered. I just spend the entire night dissecting every line. Here is what's in it.
The first big one is the infamous oil price cap. Once a price is established, EU introduces a complete ban on transport, including ship-to-ship transfers, to third countries, of Russian crude oil (from 4/12/22) and petroleum products (from 5/2/23), unless the cap is met.
The second big new sanction is - in my view - MONUMENTAL. This is the extension of the steel import embargo, to products "processed in third countries", but incorporating Russian iron and steel products.
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I svaku malo je nesto sta dodatno pogorsava situaciju
The fuel crisis in France have caused huge lines to petrol stations in and around Paris…
Three out of six refineries are currently shut down in France, due to worker strikes that have cut production by 60%, equivalent to 740,000 barrels of petrol per day
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Saudijski ministar energetike odbio je razgovarati s novinarom Reutersa.
To se dogodilo na tiskovnoj konferenciji OPEC+. Princ Abdelaziz bin Salman optužio je agenciju za laž.
“Pisali ste o Rusiji, da radi to i ono. Ali zapravo, kada je vaš materijal izašao, nitko iz Rusije nije razgovarao sa mnom i ja nisam komunicirao ni s kim iz Rusije.
Zatim ste opet napisali da Saudijska Arabija i Rusija - bla bla bla - pokušavaju dogovoriti cijenu [po barelu nafte] od 100 dolara. Ali to nije točno”, rekao je ministar.
Zemlje OPEC+ smanjit će proizvodnju nafte za 2 milijuna barela dnevno od studenog, objavila je danas ta organizacijaDa evo video
