Italianinvestor's Weblog

Ma di chi parla??????!

italianinvestor — Tue, 23 Jun 2009 12:18:55 +0000

“Gli investitori amatoriali fanno spesso quest’errore. Pensano…”. Senti chi parla! Ma sono forse io che sono entrato in pieno bear market rally (e pure imponente!), su (provo ad indovinare, non sono abbonato, ma dai commenti del Blog provo ad azzeccarci) SNDA, CTRP e NTES ???????! Mia opinione qui: tutti (TUTTI) andranno in stop-loss! Lo volete capire che siamo nel bel mezzo di un bear market colossale? E guardate cosa si sono inventati! Ma ci sono cosi’ tanti “investitori amatoriali” in giro? Bah!

Il bottom sara’ raggiunto quando non ci sara’ piu’ gente che posta nel “blog”. Prime avvisaglie…?

Ouch!

italianinvestor — Fri, 12 Jun 2009 23:38:19 +0000

“Arbitraging the gap between reality and perception eventually tends to pay off – just make sure you can remain solvent as long as the thundering herd remains deluded!”

Rob Parenteau

Coglioni (II)

italianinvestor — Thu, 21 May 2009 00:19:28 +0000

Jim Rogers (sempre un grande), Pensieri e Osservazioni (una bella raccolta, autori vari) e David Rosenberg per la prima volta con Gluskin Sheff.

Coglioni!

italianinvestor — Tue, 19 May 2009 11:40:07 +0000

Greenspan (tanto tempo fa), Charlie Munger, “Il grande saccheggio” e un commiato

Russell Napier

italianinvestor — Fri, 15 May 2009 22:34:27 +0000

L’autore di “Anatomy Of The Bear”

italianinvestor — Fri, 08 May 2009 16:09:08 +0000

Ambrose Evans Pritchard (Cina, bonds, materie prime)

Satyajit Das (non per perdetevelo mai): 1, 2 e 3!

Dovrei usare le etichette…

italianinvestor — Thu, 07 May 2009 21:53:45 +0000

Di nuovo, Nicholas Nassim Taleb e David Rosenberg
Mark Denninger
Ultima asta (n.d.r: ma perche’ la FED non perde il controllo dei tassi? perche’ i cinesi non vendono tutto?)
Ah, e – come al solito – leggetevi anche l’imperdibile aggiornamento trimestrale di Jeremy Grantham (GMO, basta registrarsi)

Richard Russel – James Turk

italianinvestor — Wed, 06 May 2009 23:38:49 +0000

“This government will stop at nothing even including manipulation. What the Fed does not want is a swooning stock market, surging gold, or sinking bonds. I think all three are now being manipulated. Pressure from various sources continues on gold, and we know the Fed is buying bonds. When an item is manipulated, the aftermath always ends unpleasantly. I expect “unpleasantness” ahead. In my opinion, big money and veteran investors have joined China in worrying about the dollar. It’s a major reason why they trust this market.” Richard Russell, Dow Theory Letter, 6 May 2009

“…the US government intervenes in the gold market to make the dollar look worthy of being the world’s reserve currency when of course it is not equal to the demands of that esteemed role. The US government does this by trying to keep the gold price low, but this aim is an impossible task… So recognizing the futility of capping the gold price, they instead compromise by letting the gold price rise somewhat, say, 15% per annum. In fact, against the dollar, gold is actually up 16.3% p.a. on average for the last eight years. In battlefield terms, the US government is conducting a managed retreat for fiat currency in an attempt to control gold’s advance.” James Turk

…

italianinvestor — Tue, 05 May 2009 22:34:01 +0000

David Rosenberg

Il solito e imperdibile Satyajit Das

Michael Goode, alias Everydayinvestor (sullo short selling e uptick rule)

Sciocchezze, 4BB, ?!!! e Jamie Dimon (JP Morgan)

italianinvestor — Sat, 02 May 2009 20:14:02 +0000

Conto di essere in Italia per quella data e sicuramente non manchero’, ridere mi fa bene!

Dove siamo(?)

Un punto di vista…

Un MUST READ: Jamie Dimon (JP Morgan, lettera agli azionisti)