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Marchés Mars 2013
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Poster un nouveau sujet   Répondre au sujet    FINANCES : Sortir de la boîte, Penser autrement Index du Forum -> Rubrique Finance -> Revue de presse financière
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Danyves
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MessagePosté le: Jeu 19 Juin - 20:57 (2014)    Sujet du message: Marchés Mars 2013 Répondre en citant

A Reminder Of What Happens When HFTs Decide The Fed Put Has MaturedSubmitted by Tyler Durden on 06/19/2014 - 14:46

Larry Fink told the world this morning that central banks are holding a floor under stock prices (but wouldn't expect to see large price increases) - and judging by the gamma imbalances in volatility-land, they are using options markets to unriggedly manage that implicit put. However, given the utter dominance of the machines in the market and any reaction when real volume hits stocks (always down), we thought, courtesy of Nanex, a gentle reminder of just how quickly the Fed put disappears would be useful in this new "we can never get hurt, valuations are within norms, there is no complacency" normal.


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MessagePosté le: Jeu 19 Juin - 20:57 (2014)    Sujet du message: Publicité

PublicitéSupprimer les publicités ?
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shadok
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MessagePosté le: Dim 22 Juin - 09:57 (2014)    Sujet du message: Marchés Mars 2013 Répondre en citant

Sapir sur la zone dollars 
le précédent de la BNP est en train de provoquer le basculement vers d'autres monnaies de transactions
et la création de Monnaie de réserves 
http://www.businessbourse.com/topic.php/13974/JACQUES-SAPIR-au-19-Juin-2014.php#.U6aLVvl_vX4


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Danyves
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MessagePosté le: Dim 22 Juin - 18:06 (2014)    Sujet du message: Marchés Mars 2013 Répondre en citant

Why Iraq, Amazon and the Fed made news this week
Stocks make more sense than bonds, cash, this global strategist says


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Danyves
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MessagePosté le: Dim 22 Juin - 18:09 (2014)    Sujet du message: Marchés Mars 2013 Répondre en citant

Mark Hulbert
Stocks are ‘dangerously overvalued,’ M&A deals suggest


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shadok
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MessagePosté le: Dim 22 Juin - 19:28 (2014)    Sujet du message: Marchés Mars 2013 Répondre en citant

Bruno bertez : 
http://leblogalupus.com/2014/06/22/mister-market-and-doctor-conjoncture-du-dimanche-22-juin-2014-du-laisser-faire-a-la-fair-value-yellen-fixe-desormais-le-juste-prix/


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MessagePosté le: Dim 22 Juin - 19:43 (2014)    Sujet du message: Marchés Mars 2013 Répondre en citant

http://www.lalettrevolee.net/article-les-ravages-sociaux-de-l-euro-une-strategie-deliberee-109713727.html
Remarquable 


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Danyves
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MessagePosté le: Lun 23 Juin - 12:03 (2014)    Sujet du message: Marchés Mars 2013 Répondre en citant


Les efforts perdus de Pékin face à la bulle du crédit
     Wolf Richter.
Au début du siècle, la Chine avait accumulé un trillion de dollars de dette impayée contractée sur le marché du crédit – un chiffre qui s’élève désormais à 25 trillions de dollars. Le fait est qu’aucun système économique ne puisse demeurer stable suite à une multiplication de sa dette par 25 en seulement 14 ans. Lire la suite


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Danyves
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MessagePosté le: Lun 23 Juin - 13:33 (2014)    Sujet du message: Marchés Mars 2013 Répondre en citant











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Danyves
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MessagePosté le: Lun 23 Juin - 17:30 (2014)    Sujet du message: Marchés Mars 2013 Répondre en citant

Buy Russia and Nigeria stocks, says Mark Mobius

3 good and 1 bad reading of note in global flash PMI reports





Mark Mobius is a superbull. In fact, he’s confident that the global markets are facing a five-year bull environment, as massive liquidity injections from central banks will start to do the trick.
And then things will start to happen: Emerging markets will outperform. Nigeria will attract lots of attention. Even Zimbabwe is looking like an interesting investing opportunity.
“The U.S. outperformed emerging markets last year, [and] now emerging markets are coming back and outperforming,” Mobius, executive chairman of Templeton Emerging Markets Group, said in an interview with MarketWatch on the sidelines of this year’s FundForum International in Monaco. “Short term it can be either the U.S., Europe or emerging, but if it’s long term then of course frontier and emerging markets will be much better bets.”
Hosting a Sunday dinner at the exclusive Fairmont Hotel in Monte Carlo, the 77-year-old emerging-markets guru provided insight into his latest observations on the ever-changing environment for emerging markets. After more than 40 years in the game, he still gets excited about new developments in developing countries. But researching from a far is not a great option — many of the “next big thing” companies are unknown, so it takes lots of on-site digging to identity the most inspiring opportunities, he said.
That’s also why he struggles to identify his home — partially based in Singapore and Hong Kong, Mobius spends most of his time traveling from conference to board meeting on a corporate jet. Not a private jet, mind you. Even this long-time investor was amazed by the number of private jets at the Nice airport, the closest major international hub to Monaco.
Over the past two weeks, he’s been to eight countries, and his next stop is Russia — the most overlooked investment opportunity in emerging markets right now, he said.
Citation:
“Usually you want to go to places that are unpopular if you want to find overlooked and interesting trends. And obviously Russia is one place where the currency has gone down, the stock market has gone down, and yet the economy is reasonably good.
Once this Ukraine situation is over, chances are you’ll see a recovery in that market, because they definitely want to move towards a market economy.”


And it doesn’t really matter which sector in Russia. Banking stocks, mining firms, oil companies and even some retailers are looking interesting, he observes.
Mobius has spent more than 40 years focusing on emerging markets — an interest that goes back to his years at MIT, where he studied development economics. In the late 1980s he joined Franklin Templeton and set up the company’s first emerging-markets funds in the same year that the MSCI developed its first EM indexes. Now, more than 25 years later, he hasn’t lost faith in the traditional countries in this group, but he is increasingly keen on frontier markets — the new group of developing economies that have yet to take the economic and technological leap forward.
This subset of lesser-developed countries has the same characteristics as the “original” emerging markets 25 years ago, according to Mobius, and is poised for rapid economic growth and lots of potential over the next quarter of a century.
Citation:
“Obviously Africa is the hot spot, because it is the biggest place in terms of numbers of countries — you’ve got a billion people — and it’s starting from a very low base. The economic growth rate is very high.”


Nigeria is one of his favorites, and Templeton recently invested in the country’s banks. With his newfound love for the west African country, Mobius joins his fellow emerging-markets expert Jim O’Neill, a.k.a. Mr. BRIC, who earlier this year told MarketWatch his latest bet was on mobile-payment company in Nigeria.
Other frontier markets grabbing Mobius’s attention include the Ivory Coast, South Africa, Ghana and Zimbabwe. He also recently beefed up investments in Qatar, Kuwait and Duba.
As an investor, the easiest way to get exposure to this new group is through an investment fund, for example the Templeton Frontier Markets fund TFMAX 0.00% . The fund is up 3.6% in 2014, outperforming the wider Templeton Developing Markets Trust  TEDMX 0.13% , which is up only 0.4%.


.../...


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Danyves
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MessagePosté le: Mar 24 Juin - 16:43 (2014)    Sujet du message: Marchés Mars 2013 Répondre en citant

This is what needs to happen for gold to rally 
Analysis: The best gold-market timers are bearish, a telltale sign for the yellow metal, writes Mark Hulbert.
• Gold rises, heads for fifth straight gain 


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Danyves
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MessagePosté le: Mar 24 Juin - 17:26 (2014)    Sujet du message: Marchés Mars 2013 Répondre en citant

There's A Huge Party Happening In The Market — And Everyone On Wall Street Is Miserable
The five year bull market is still going with...

Business Insider


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Danyves
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MessagePosté le: Ven 27 Juin - 18:24 (2014)    Sujet du message: Marchés Mars 2013 Répondre en citant

Why stock volume’s going to go crazy at the close
• 6 reasons why stocks are still setting records — and 1 reason to sell

 These are the most overbought stocks in the S&P | Stocks sputter


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shadok
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MessagePosté le: Lun 30 Juin - 08:46 (2014)    Sujet du message: Marchés Mars 2013 Répondre en citant

http://www.zerohedge.com/news/2014-06-16/fed-prepares-bond-fund-runs-looking-imposing-bond-exit-fees-gates?page=1
Gravissime çà 


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shadok
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MessagePosté le: Lun 30 Juin - 11:41 (2014)    Sujet du message: Marchés Mars 2013 Répondre en citant

La banque centrale de Chine signe avec le Luxembourg et la France 
Création d'une nouvelle Chambre de Compensation 


http://reseauinternational.net/banque-centrale-chine-signe-protocoles-daccords-banques-centrales-europeennes/


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shadok
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MessagePosté le: Lun 30 Juin - 17:45 (2014)    Sujet du message: Marchés Mars 2013 Répondre en citant

Investissements en berne sauf pour les sociétés d'etat de pays n'ayant pas cédé la création monétaire 
http://www.romandie.com/news/Linvestissement-en-baisse-au-niveau-mondial-en-2013-greve-par-les/492763.rom


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