Posts by bubimir

  • Tehnička analiza - komentari LIVE

    Quote from gta1

    Opte, je li moguće da smo u ovom padu cijene imali stvaranje lijevog ramena i sad slijedi play off? 😆

    market je previše tricky, možda već i ovdje trgujemo s robotima, ili zombijima koji znaju "zeznuti" klasičnu TA:D ...recimo da zanemarimo na trenutak prastaru priču o ramenima i glavama, i uzmemo moderniji pristup, npr. kratkoročno dvostruko dno (W) iz(na)d uzlazne linije 50-dnevnog prosjeka...izvor - basic course -> 2 green candles strategy, vidi na:

    https://eaptrainingprogram.com/fullstrategyrevealed

    da li imamo play-off ili nastavak trenda?

  • RIVP (Valamar Riviera d.d.)

    Quote from deny_09

    Kraj nam se zna, svima je isti, samo je bitna kvaliteta života, a za sve ostalo cemo lako...😉

    nije svako zlo za zlo, EU se dogovorila za cjepivo.. stiže 200 miliona doza kvalitetnog cjepiva, iako su Pfizer/BioNTech and Moderna navodno efikasniji, no tko će ga :cursing: znati :)

    https://www.rte.ie/news/2021/0311…pe-coronavirus/

    ..The EU has ordered 200 million doses for its member states, and Belgium has ordered 5 million doses of this particular vaccine, which requires just one shot and can be stored in a regular refrigerator."

    This is the first vaccine that can be used as a single dose:

    https://www.ema.europa.eu/en/news/ema-re…uthorisation-eu

  • DRY BULK

    FFA danas opet up, konačno i NASDAQ izlazi iz A-B-C korekcije (koju su ostali glavni indeksi već odradili) ..VIX i $$ je down, pitanje još kamo će..Treasury, Gold? :P

    Freight futures am update 01:57 PM · 11. ožu 2021.

    Capesize up ~2%

    Panamax up ~5%

    nakon jučer

    02:12 PM · 10. ožu 2021.

    Freight futures am update

    Capesize down ~7%

    Panamax down ~6%

  • Ideje za trgovanje na inozemnim tržištima - Što i zašto ?

    Quote from st-brajo

    ..

    bojim se da je ova zelenjava danas kratkog daha.

    ja bi danas, na ovom valu optimizma, sve iskrcao i pričekao šta će biti sutra.

    ova situacija s rastom kamata mi se uopće ne sviđa.

    sutra ameri glasaju za plan (Biden's $1.9 trillion COVID-19 package)..zadnji puta su republikanci odbili...

    (No Republicans supported the plan the last time it went through the House, and none voted for it in the Senate, either.)

    sve je sada na tankoj niti:"Democrats hold a very narrow majority in the House, meaning that without any expected Republican support, they can afford to lose only a handful of votes by their own members against the bill.

    Two moderate Democrats joined Republicans in voting against the bill the first time it went through the House. One of them, Representative Kurt Schrader of Oregon, said on Monday he would now vote for the bill.."

    ..sudeći po trgovanju, trenutno izgleda da će biti izglasano.

  • Tehnička analiza - komentari LIVE

    Dubravko Lakos, head of U.S. equity strategist and global quantitative research at J.P. Morgan, says:

    Investors should expect ‘market nirvana’ for 2021. :?:

    Cathie Wood, ARK Investment Management CEO: She says the speed of interest rates rising is scaring a lot of people, but she believes the market is broadening out and long-term it will be good for her funds.

    Here are some key events to watch:

    The annual session of China’s National People’s Congress continues in Beijing.
    Japan GDP is due Tuesday.
    EIA crude oil inventory report is due Wednesday
    The U.S. February consumer price index will offer the latest look at price pressures Wednesday.
    The European Central Bank holds its monetary policy meeting and President Christine Lagarde is set to do a briefing Thursday.
    These are some of the main moves in markets:

    Stocks

    The S&P 500 Index fell 0.5% as of 4 p.m. New York time.

    The Nasdaq Composite Index fell 2.9%.

    The Dow Jones Industrial Average climbed 1%.

    The MSCI All-Country World Index fell 0.3%.

    The Stoxx Europe 600 Index rose 2.1% to the highest in almost three weeks.

    Currencies

    The Bloomberg Dollar Spot Index rose 0.5% to 1,150.02, the highest in 16 weeks.

    The euro declined 0.5% to $1.1850, the weakest in 15 weeks.

    The Japanese yen depreciated 0.5% to 108.88 per dollar, the weakest in nine months.

    The British pound dipped 0.1% to $1.3829, the weakest in more than three weeks.

    Bonds

    The yield on 10-year Treasuries rose three basis points to 1.59%.

    Germany’s 10-year yield gained two basis points to -0.277%, the highest in more than a week.

    Commodities

    West Texas Intermediate crude declined 2.1% to $64.71 a barrel.

    Gold futures depreciated 1.1% to $1,679.20 an ounce.

  • Tehnička analiza - komentari LIVE

    Quote from Ivana7

    - kuda ovo ide?

    - ide, baš kao što i crobi ne ide.. jer vani su cijene nekih dionica već pretjerano rasle (par puta)...to zovemo zakašnjela korelacija ;)

    Over the past several weeks, investors have been aggressively rotating out of technology stocks and into the cyclical names that had been the hardest hit last year during the pandemic. ;)

    Rising interest rates also exerted more pressure on growth stocks' high valuations. That said, given the sizable downdraft in tech shares recently, these names could be poised to start to stabilize, according to at least one strategist.

    "The recent market volatility has been largely a function of a painful underlying market rotation out of high momentum and expensive growth stocks as rates and inflation expectations underwent a sharp adjustment," JPMorgan strategist Dubravko Lakos-Bujas wrote in a note Monday morning. "We see higher rates largely as a function of earlier and stronger than expected economic recovery and supportive of our positive equity outlook."

    "We remain of the view that cyclical stocks continue to lead on the upside as the business cycle strengthens, but also see some broadening out in market participation given the significant de-risking that has occurred within high growth and expensive momentum stocks," he said.

    "In this process, growth stocks have also gotten substantially de-risked, de-coupled from momentum factor, and now appear much less vulnerable (e.g. even to rising bond yields)," he said.

    google prijevod:

    Tijekom posljednjih nekoliko tjedana investitori su se agresivno okretali od tehnoloških i prebacivali na ciklična imena koja su bila najviše pogođena prošle godine tijekom pandemije. Rastuće kamatne stope također su vršile veći pritisak na visoke procjene dionica .. moglo bi se reći da bi, s obzirom na značajan pad u tehnološkim dionicama u posljednje vrijeme, ova imena mogla bi biti spremna početi se stabilizirati, prema ovom strategu.

    "Nedavna volatilnost tržišta uglavnom je bila funkcija bolne temeljne rotacije tržišta zbog visokog zamaha i skupih dionica, jer su stope i očekivanja inflacije podvrgnuta oštroj prilagodbi", napisao je strateg JPMorgana Dubravko Lakos-Bujas u bilješci u ponedjeljak ujutro. "Veće stope uglavnom vidimo kao funkciju ranijeg i snažnijeg ekonomskog oporavka od očekivanog, kao potporu našim pozitivnim izgledima kapitala."

    "Ostajemo pri stavu da će cikličke dionice i dalje voditi naviše kako se poslovni ciklus jača, ali također vidimo i širenje tržišnog udjela s obzirom na znatan rizik koji se dogodio u okviru visokog rasta", rekao je. .

    Dodao je da su se zarade od cijena višestrukog zamaha "značajno približile" onim na širem tržištu, nakon što su povišene krajem 2020.

    "U ovom su procesu rastuće dionice također postale znatno rizičnije, odvojene od faktora zamaha ali sada se čine mnogo manje ranjivima (npr. čak i na rastuće prinose obveznica :| )", rekao je.

  • Tehnička analiza - komentari LIVE

    Quote from mitkko

    DXY je poletio. TA ne funkcionira.

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    The U.S. Senate finally passed a $1.9 trillion COVID-19 relief bill over the weekend but stocks are set to head lower on Monday.

    History says rising rates are bullish for stocks.. :whistling:

    "The recent bout of volatility in the bond market has investors concerned about what a sustained rally in interest rates could mean for stocks. It's not time to buy the dip just yet, investors should be looking to sell the bounces instead..the trend may have reversed for the Nasdaq Composite but there is still some hope for the broader tech sector, Miller Tabak said.

    Rising interest rates mean rising borrowing costs, which doesn't sound great for stocks. Also, higher yields arguably make bonds more attractive as an investment, which doesn't sound great for stocks either. And so it's not too surprising to see stocks trade lower (^GSPC) in the past month as yields (^TNX) have surged.

    However, financial markets are a bit more complicated than that. And it's the case that there are plenty of sound reasons to be bullish even in light of higher rates...

    "The economy is recovering because earnings are going up; the fundamentals are improving," Belski said. "So of course, interest rates are going to go up."

    All that is to say that one worrisome variable like rising interest rates is no reason to think stocks should fall..." :)

  • JDPL (Jadroplov d.d.)

    SMAX BENE 50,212 DWT, građen 2001. u MITSUI, Japan
    4 X 30t
    CRANES
    skromna CIJENA, samo $ 5.125m , KUPAC Turkish :(

    čekamo detalje ove poslovne odluke - da li je možda sklopljen i ugovor o leasingu, tipa S&LB?

  • RIVP (Valamar Riviera d.d.)

    ..i kakvi su općenito vaši dojmovi, nakon današnje Valamar VEGLIA video konferencije?

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    planirane investicije u 2020. su reducirane sa 800 milja na 120, logični prioritet je maximizirati keš-flow ;) . Dugovanje.. to baš nisam polovio..why 2021 CAPEX is shrinking? “As we enter this period of decline in capex.."u prijevodu- svi drže gaće, dok ne prođu nedaće:rolleyes:

    https://sponsored.bloomberg.com/news/sponsors/…zg8CAxdoFAdUcNA

  • Tehnička analiza - komentari LIVE

    yes...baj haj, sel šnel ..i nema pravog kupovnog signala.. niti će ga biti.

    jer zadnja rasprodaja iznad 190 je bila jako žestoka, gotovo jednako jaka, kao i ona rasprodaja nakon velikog skoka u novembru, i pada, kada je cijena pala sa nekih 16x na 140..(-12,5%)
    a još uvijek imamo gepek, tj. nepopunjen gap oko cca 164, nastao u siječnju..

    isti bi mogao formirati zavšni S-H-S, grah za one vjernike, koji od graha ostaju bez daha, možda im klinac u kanalizaciji ipak poremeti planove ;)

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