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Börsipäev 14. aprill

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  • Rev Shark:

    Market's Road Rests on Digestion of Apple's News
    4/14/05 8:38 AM ET

    "Individuality is founded in feeling; and the recesses of feeling, the darker, blinder strata of character, are the only places in the world in which we catch real fact in the making, and directly perceive how events happen, and how work is actually done."

    -- William James

    The complete and utter failure of the market to follow through after the big intraday reversal on Tuesday demonstrated how negative market participants are feeling. In the dark recesses of their minds this market simply can not be trusted. The market has made several feeble attempts to turn in recent weeks but each time it fails, the unhappiness and pessimism grow deeper.

    The market has had some good news to work with but trust levels are so low that even good news is just seen as an excuse to sell. The latest example is the reaction last night to a very good earnings report from Apple (AAPL:Nasdaq). The report could not have been much better but folks distrust this market to such a degree that they sold anyway.

    The failure of the market to bounce at all as crude oil has fallen more than $8 also demonstrates the negativity of market participants. We are in an environment where all news is bad because there is simply no confidence that buyers will show any real resolve in putting their cash to work.

    The positive side of this deep dark gloom is that it means that the folks who are inclined to sell are much more likely to have done so. When unhappiness is intense people act and when they have all acted the selling pressure will recede.

    The total disregard of good news by market participants may be a sign that we are approaching an extreme in negative sentiment. How can the market become even more negative when it already is treating all news as bad?

    Trying to measure the intensity of negativity is a very dangerous game -- it isn't something that lends itself to easy measurement. Market participants have a tendency to act and feel to an extent that seems totally unrealistic. We have to be very careful about trying to impose some rational measure of feelings in a situation where people act irrationally.

    The key today will be the reaction to Apple. It was a good report but until market participants start buying the stock rather than selling, it is irrelevant. If Apple turns up, watch for this market to follow.

    We have a flat open shaping up. The dollar is strong, oil's down a little and the market seems a bit dazed and confused after a truly ugly day yesterday.

    Gary B. Smith:

  • Intel tegi tüüpilise pea ja õlad ning kohe kukub sügavusse
  • Vähemalt see oleks temast väga kena minu lühikese nimel.
  • Njaa, henryhenry - selle kohta on kasutusel termin "positsioon räägib", ehk kui hakkad positsiooni õigustamiseks põhjusi otsima.
  • Kas mul on ainult selline tunne või ongi see nii, et "HAI LÕUGADE VAHEL" olevad hinnad on veidi tagapool kui onlines näha võib.
    See annaks ju teadjatele suure eelise nende kõrval kes pole online hindu välja kraapinud.
  • Volatiilsus on eilse ja tänase päevaga päris kenasti kosunud. Langus muudab närviliseks.

  • AAII sentiment:

    16.5% bulls, 41.8% bears, neutral 41.8%

    nelja nädala keskmised: 24% bulls, 44% bears, 32% neutral

    -- in the last 20 years, bullishness less than 25% and bearishness above 39% marked most significant troughs.

  • EUR/USD käis isegi 1.2770 ära, viimase paari kuu uus põhi. Veebruaris oli põhjaks 1.2740, kui see peaks murtama, siis suund väga olulise 1.2400 taseme juurde.
  • Kas keegi asjaosaline oskab kommenteerida.
    Kui tihti uuendatakse pertfelis hetkehindu.
    Pakun et hetkel on uuendamine usa börsiga 26 min.
    Kas sama hinnavahega toimuvad ka tehingud?
    Mis loogika seal kehtib.
    Mul tulevad telefonisse kah värskemad hinnad kui portfelli.
    Kui teaks täpset aega siis saaks rihtida ka täpsemalt.
    Isegi kui hind võetaks tulevikus 5 min pärast oleks võimalik lainetega mängida sisenemisel ja väljumisel.

    Tegelikult pole sellel ju olulist tähtsust aga ikkagi oleks huvitav.
    Minu puhul on jutt ehk paarikümnest kroonist.
  • Portfelis.
    Parandan ise ära, muidu tuleb jälle, et portfell tuleb likvideerida.
  • henry

    Kas Su küsimus käib muidu Börsihai portfelli või reaalse portfelli kohta LHV inevsteerimiskonto näol?

    Esimesel juhul oleks ilmselt targem olnud postitada küsimus Börsihai foorumisse ja teisel juhul Alustajate foorumisse - börsipäeva foorum on ikka hetke päevasündmuste kajastamise koht.

    Aga kui saan teada kumba tüüpi potfellist jutt, siis oskan ka vastata
  • QCOM täna teated vastuolulised
    CSFB raises Qualcomm
    ja paar tundi hiljem
    Morgan Stanley maintained an "underweight" rating for Qualcomm...and said Qualcomm has a "fair value" price of $29.

    Esimese uudise peale tõus ,negatiivse MS kommentaari peale ei mingit liikumist
    Hetkel 33.9,
    20 aprill tulemused
  • Kas IBM on see "BIG BAD EVENT", mis teeb põhja?

    sB
  • Kui Bettie jutt aluseks votta, siis hea, et IBM varem kui plaanitult tuli pohja tegema - kes teab kui sugaval me 18. aprilliks oleksime olnud:)

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