habéis visto el ibex 35 ? Marzo de 2015, Venga pue

Rexcomendaciones de tono (Ferrovial, Santander e Iberdrola) y se evolucion en los ultimos 3 meses

Santander +0,61%
Iberdrola +7,65%
Ferrovial +21,74%

Conclusion 1: Tono es un chico muy listo, pero hubiese ganado mas pasta indexando su producto a la evolucion del IBEX.

Conclusion 2: Cuando sube, gana hasta el mas pardillo, e incluso el mas pardillo seguramente gane mas.

Conclusion 3: Seguramente y a pesar de no haber igualado la rentabilidad del mercado, las sugerencias de tono han sido una de las mejores por estos lares.

Resumen trimestre Acciones IBEX 35, Bolsa.
 
Última edición:
Buybacks at $46 Billion a Month Dwarf Everything in U.S. Market - Bloomberg Business

Por otra parte:

Un informe de Factseet nos dice que la estimación positiva de beneficios empresariales (Beneficio por acción) está en el nivel más bajo desde 2006 en el primer trimestre de 2015

xBPA-presentacion-resultados_foro.jpg,q1427964084.pagespeed.ic.Auqz6CUJCIjBdXa_AxVU.webp


También podemos decir que está todo dios metido largo en los USA.

El ratio Bull Bear que calcula Investors Intelligence está en un extremo y el porcentaje de bajistas es muy bajo (14%)

xBUll-Bear.jpg,q1427964485.pagespeed.ic.ZyzGL06oQkHSpsue5IaT.webp
 
Última edición:
Por otra parte:

Un informe de Factseet nos dice que la estimación positiva de beneficios empresariales (Beneficio por acción) está en el nivel más bajo desde 2006 en el primer trimestre de 2015

xBPA-presentacion-resultados_foro.jpg,q1427964084.pagespeed.ic.Auqz6CUJCIjBdXa_AxVU.webp

En el gráfico se puede ver que históricamente no hay correlación entre la estimación de beneficios empresariales y la dirección del SP, por lo que no dice mucho.
 
En el gráfico se puede ver que históricamente no hay correlación entre la estimación de beneficios empresariales y la dirección del SP, por lo que no dice mucho.

Los mensajes son 3:

1. - Buena parte del rally está alimentado por las autocompras a partir del dinero barato de la FED. Cuando suban los tipos, esto se cortará de raíz.

2. - Reflejar que efectivamente y durante la manipulación / intervención de la FED los últimos 5 no hay correlación. Mal asunto salvo que la FED intervenga el mercado de forma tan bruta forever.

3. - Está largo todo dios y el SP en niveles de hace 5 meses.

Niveles en 2120 y 2040 + 1964
 
Si la cosa no pinta bien, pero dudo que aumenten los tipos si piensan que eso va a hacer bajar la bolsa. Imagino que hasta el 17 de Junio tantearán cómo se toma el mercado los distintos rumores y en base a eso tomen una decisión. Ya hemos visto que están dispuestos a cualquier cosa para que sea así.

JTQ7PeW.png
 
Jesucristo el martes le acompaño en sacyr a ver si es verdad que retoma la senda alcista.

Meteremos la puntita.
 
La economia del trabajo ha perecido, al valor del trabajo solo le wyeda una lenta e inexorable devaluacion, el futuro es ls impresora, una impresira perpetua, inflaran activos, inundaran el mundo de deuda para msbteber una raquitics y moribunda demanda de biebes y servicios.
 
En este hilo hay unos cuantos aspirantes al 1% :roto2::roto2::roto2:

Va por ellos 8:8:8:

Excelente análisis

The middle class extinction

The multi-level middle class which was built on the over-consumption and in many cases on the bubble economy, is a model that the global economic elite now thinks that no longer serves its interests and therefore must be reconsidered.

The Greek experiment has shown that, the multi-level structure of middle class has been exploited by the economic oligarchy, in order to break this class, by turning one social group against another through social automatism on the basis of conflicting - mostly economic, but also ideological in many cases – interests.

Through this way, the economic oligarchy managed to disorientate a big part of the society, hiding its own huge responsibilities concerning the economic crisis in Greece, preventing a mass dynamic reaction and, proceeding fast to the next phase of the plan, which is, the destruction of the biggest part of the middle class.

The consumption-saturated and aging West, cannot longer contribute to the rise of profits of the global economic elite and therefore, through the economic crisis, the middle class is systematically eliminated so that its consuming power to be "aligned" with that of the majority of the huge populations of developing countries.

Change of model in favor of the big capital

The target of the middle class extinction in the West is to restrict the level of wages in developing economies and prevent current model to be expanded in those countries. The global economic elite is aiming now to create a more simple model which will be consisted basically of three main levels.

The 1% holding the biggest part of the global wealth, will lie, as always, at the top of the pyramid. In the current phase, frequent and successive economic crises, not only assist on the destruction of social state and uncontrolled massive privatizations, but also, on the elimination of the big competitors.

In the middle of the pyramid, a restructured class will serve and secure the domination of the top. Corporate executives, big journalists, scientific elites, suppression forces. It is characteristic that academic research is directed on the basis of the profits of big corporations. Funding is directed increasingly to practical applications in areas that can bring huge profits, like for example, the higher automatization of production and therefore, the profit increase through the restriction of jobs.

The base of the pyramid will be consisted by the majority of workers in global level, with restricted wages, zero labor rights, and nearly zero opportunities for activities other than consumption.

Suppression through maximum possible uniformity on the base

Maximum possible uniformity on the base, secures an additional, peculiar suppression. Adjusting wages in levels where people will be able only to survive in order to consume, the fact that the Western cultural totalitarianism, which is exclusively defined by economic terms is expanded everywhere, as well as the fact that, the privatization of higher education will exclude the majority from this right, are factors that will contribute to the complete dominance of the new model.

These new conditions will automatically dictate a kind of suppression since the vast majority will not have the means, the will and the intellectual ability to dispute the new model. The destruction of the multi-level middle class, nearly eliminates the probability of the birth of resistance forces which could probably fight against, and beat the dominant system.

The modified westernization of societies in this phase, is something which the global economic elite seeks. The lack of Vision of Western man spreads like a disease. Therefore, the search for a different model based on different principles becomes more and more difficult, as well as, the resistance against this cultural totalitarianism.

The basic argument by the mouthpieces that serve the global economic oligarchy - in order to promote the preferable model as the only solution - is the lack of competitiveness and the fact that people in developing countries have the right to a better life.

The reality, however, is different because the future prepared for these people, is actually a nightmare. It is about a global society where the most people will live to consume inside an authoritarian environment of suppression which will be imposed, not by a visible regime, but by private armies serving the invisible markets, and by a timid humanity which will learn to self-restricted in order to serve the interests of a global oligarchy.

However, the most horrific thing of all will be the expansion of the lower social level, consisted by millions of people all over the planet, which will be left without any kind of help, dying in extreme poverty, since the global economic elite will secure its domination through the oversupply of labor force and consumers.

Unfortunately, already, the human life increasingly lose value...
 
La vida humana, en todas sus vertientes, tanto a nivel de mera existencia como a nivel de bienestar sociial, carece de cualquier tipo de valor economico.
 
La vida humana, en todas sus vertientes, tanto a nivel de mera existencia como a nivel de bienestar sociial, carece de cualquier tipo de valor economico.

Algunas, algunas. Otras tienen un valor elevadísimo.

Feliz Semana santa.

Enviado desde mi Nexus 5 mediante Tapatalk
 
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