Jueves 03/11/11 ISM manufacturero, ordenes fabricas

[admin]

Ag +34.60

+193.41

[admin]

Las perdidas de FRE aumentaron en el terce trimestre a $4.4 billones, es su peor trimestre. Mientras tanto los ejecutivos de FRE y FNM recibieron de compensacion mas de $100 millones en el 2010. Gracias Obama. Si eso no es corrupcion, no se que es corrupcion.

Estas dos companias son del gobierno, estan en la cuenta de coservacion de US.

[admin]

Las acciones de US estan mas volatiles que las del mercado Chino.

[admin]

Las acciones americanas mejor que todas las demas en el G-20, pero las acciones son mas volatiles que las de China. El cambio de los rolling 50 day average del S&P500 es 1.6%, comparado con solo 1% para el Shanghai C. Tipicamente es al reves.

US Stocks More Volatile Than Chinese Stocks

By Mark Gongloff

US stocks have rather shockingly been the best performers among all G-20 stocks in the past year, FT Alphaville noted yesterday.

But investors have also had to endure a scary ride to get that performance — scarier even than the traditionally wild and woolly emerging market of China, by one measure.

That’s according to Bespoke Investment Group, which notes today that the S&P 500′s rolling 50-day average daily percentage change is 1.6%, compared with just 1% for the Shanghai Composite.

Typically Shanghai’s rolling rate of change is higher than the S&P 500′s, but S&P volatility has spiked above Shanghai’s three times in the past few years — during the financial crisis, last spring and this year.

There was a time, more than a decade ago, when Shanghai was always much, much more volatile than the S&P 500, as you’d expect from an emerging market. But in the past decade or so, in times of crisis and anxiety — 2001 and currently, to name two — China’s market has repeatedly been calmer than the US market.

(h/t Abnormal Returns)

[admin]

A pesar del recorte de intereses en Europa el euro se ha recuparado ante la esperanza de que lo de Grecia se solucionara de la mejor manera.

[admin]

Las acciones de oro baratas como la tierra

Gold stocks called ‘dirt cheap’
November 3, 2011, 2:00 PM.While many investors have been wondering if gold stocks might suffer from an improving stock market, two veteran gold investors had a strong message at the Schwab IMPACT Conference this week: Big-name gold stocks are cheap.

Caesar Bryan, manager of GAMCO Gold GOLDX, said that gold stocks – particularly of the large producers – are “dirt cheap. I have never seen them this inexpensive.”

Adding to their attractiveness is that many of the biggest players will be paying dividends, making them increasingly appealing to mainstream investors. Among his current favorites, Bryan cited Newcrest Mining NCMGY, Barrick Gold ABX among the stocks that appeal to him now.

Bryan noted that investors who go to gold GC00 right now thinking it will zig when the market zags will be disappointed for awhile, as precious metals have been closely correlated to broad market returns for some time now, a trend he blames on gold “becoming a much more mainstream investment, even though it is still under-owned.” That said, he expects gold to be a more divergent play when markets turn and the conditions for which most investors turn to gold – such as inflation – come back into play.

That sentiment was echoed by Marshall Berol of the Encompass Fund ENCPX, who said he believes gold’s increased correlation has a lot to do with the development of exchange-traded funds specializing in the metal.

“Ten years ago, you had to buy coins, bars or futures and gold stocks were the other primary vehicle for investing in golds,” Berol said, “but today the gold stocks can act more like stocks, because people have more ways to buy gold, and that has led to increased correlation right now. It will probably stay that way until inflation kicks up, at which point now more people will come into gold and the stocks will separate from the rest of the market.”

Berol, however, does not recommend waiting for that day to buy gold stocks. While he acknowledges that gold would not be particularly attractive to people who believe the high of roughly $1,925 is the high the metal will get back to, “if you feel that $1,900 is not the top, then the gold companies remain very attractive, because they will have a lot of cash flow, which they will put to work through dividends, buy-backs and acquisitions.

Like Bryan, Berol is a fan of Barrick Gold, but he also likes senior gold companies like GoldCorp GG, Yamana Gold AUY and Eldorado Gold EGO. He also likes Freeport McMoRan FCX as a combination gold-copper play.

Historically, Berol has invested with a lot of junior gold stocks, and while he says there are still some interesting names in the sector, he said the environment now is far more favorable for the big names and mid-tier stocks, and “the juniors that are closer to production. … It’s a good time to be buying gold, but that doesn’t mean it’s a good time for all gold stocks.”

[admin]

Canada
INDEX VALUE CHANGE % CHANGE TIME
S&P/TSX COMPOSITE INDEX 12,446.40 204.60 1.67% 15:24
S&P/TSX EQUITY INDEX 12,848.60 214.28 1.70% 15:23
S&P/TSX 60 INDEX 708.70 12.36 1.77% 15:23
S&P/TSX VENTURE COMP IDX 1,637.13 15.09 0.93% 15:21

Mexico
INDEX VALUE CHANGE % CHANGE TIME
MEXICO IPC INDEX 36,525.40 782.81 2.19% 15:04
MEXICO INMEX INDEX 1,978.42 46.23 2.39% 15:03
MEXICO IMC30 INDEX 416.82 6.59 1.61% 15:03
MSE TOTAL RETURN INDEX 43,617.90 913.49 2.14% 15:01

Panama
INDEX VALUE CHANGE % CHANGE TIME
Bolsa de Panama General 320.33 -0.01 -0.00% 11/02

Argentina
INDEX VALUE CHANGE % CHANGE TIME
ARGENTINA MERVAL INDEX 2,771.44 82.13 3.05% 15:03
ARGENTINA BURCAP INDEX 9,589.34 272.13 2.92% 15:03
M.AR MERVAL ARGENTINA IX 2,235.28 30.42 1.38% 15:03
INDICE BOLSA GENERAL 156,260.00 4,085.73 2.68% 15:02

Brazil
INDEX VALUE CHANGE % CHANGE TIME
BRAZIL BOVESPA INDEX 58,225.80 903.03 1.58% 15:23
BRAZIL IBrX INDEX 19,661.40 302.21 1.56% 15:08
BRAZIL ELECTRIC.ENRGY IX 29,124.70 442.53 1.54% 15:08
BRAZIL TELECOM INDEX 1,704.51 13.84 0.82% 15:08
BRAZIL CORP GOV INDEX 6,686.19 77.87 1.18% 15:08
BRAZIL VAL/BOV 2 TIER IX 5,715.17 68.61 1.22% 15:08
BRAZIL IBrX-50 INDEX 8,318.65 139.36 1.70% 15:08

Chile
INDEX VALUE CHANGE % CHANGE TIME
CHILE STOCK MKT SELECT 4,277.39 6.43 0.15% 15:20
CHILE STOCK MKT GENERAL 20,536.50 28.29 0.14% 15:20
CHILE INTER-10 INDEX 5,405.43 -30.11 -0.55% 15:20
CHILE 65 INDEX 3,004.52 10.57 0.35% 14:58
CHILE LARGE CAP INDEX 2,885.59 10.37 0.36% 14:58
CHILE SMALL CAP INDEX 3,905.76 10.10 0.26% 12:16

Venezuela
INDEX VALUE CHANGE % CHANGE TIME
VENEZUELA STOCK MKT INDX 108,192.00 0.00 0.00% 13:28

Peru
INDEX VALUE CHANGE % CHANGE TIME
PERU LIMA GENERAL INDEX 19,521.30 35.09 0.18% 15:07
PERU LIMA SELECTIVE INDX 27,270.40 96.32 0.35% 15:05

Colombia
INDEX VALUE CHANGE % CHANGE TIME
COLOMBIA COLCAP INDEX 1,602.19 6.99 0.44% 15:01
COLOMBIA COL20 INDEX

[admin]

AKAM + 5.11%

INTC +2.37%

RIO +4.18%

AMR +5.22%

BAC +3.27%

NR +7/27%

HAL +3.57%

RIG -12.36%

Exagerada caida

NFLX +7.75%

RVBD +4.57%

XLK +2.42%

FAS 6.18%

SLW +3.12%

ERX +7.37%

EPU +2.72%

BAP +1.89%

USO +1.88%

[admin]

Victor vendiste BAP?

[admin]

+217.74

[admin]

Los yields de Italia en 6.23% comparados con 2.06% de US.

Los yields Italianos bajaron algo hoy dia.

Analistas esperan que Grecia salga de la zona Euro. Eventualmente.

Oil up 94.04

+205.03

[admin]

El VIX ha bajado a 30.25

[admin]

Futures cu up 3.59

[admin]

DNDN -36.90%

Medivation +140%

[admin]

+214.83