mattaxy @mattaxy
Joined April 2013-
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Equity valuations can be broken down into: - What's real (book value) - What's likely (discounted earnings, next 3 years) - Hopes & Dreams (everything else) Way to go before Hopes & Dreams turn into Despair & Nightmares. Great chart by Arbor Research.
@someran14359329 @LiamJanssens @zerohedge The kid in Massachusetts saw game stop before everyone else. An out of work Stone hill College graduate.
To nie jest fake! RoboPies patroluje parki i uprzejmnie prosi ludzi aby przestrzegali social distancing - Serio! Ja się jeszcze nie natknąłęm (tak jakby trochę mniej ostatnio wychodzę...), ale jak zobaczę to dam Wam znać! reuters.com/article/us-hea…
Wersja optymistyczna: Dynamika PKB wciąż z 5 z przodu! Wersja pesymistyczna: Jesteśmy na szczycie koniunktury, będzie tylko gorzej! Wersja umiarkowana: Poczekajmy na szczegółowe dane :) bankier.pl/wiadomosc/Wzro…
Could this be the most important economic chart of the century? on.mktw.net/2KH6BuJ
Przynajmniej zarobili (?) #Murapol
A oto najwięksi wierzyciele tureckich banków, które wyemitowały dług (obligacje i pożyczki) w euro i/lub w usd. Dane na koniec zeszłego roku.
A bull market is like sex. It feels best just before it ends. --Barton Biggs
Czy w Polsce można żyć jak rentier z dywidend? #naBankiera bankier.pl/wiadomosc/Doch…
@Parkietcom Nasz główny strateg @GZatryb „W stosunku do poprzedniego miesiąca nie zaszły zmiany, które zmusiłyby mnie do zmiany składu portfela. Nadal nad rynkami wisi ryzyko związane z eskalacją konfliktu handlowego rozpętanego przez Donalda Trumpa...” bit.ly/2M2bSCz
Shiller PE 33.27. Just shy of this cycle's highs made before the Feb crash multpl.com/shiller-pe/
Fundusze w pułapce płynności. Klienci w pułapce niepewności. Czyli jak #Getback przyczynia się niszczenia zaufania do funduszy inwestycyjnych. linkedin.com/pulse/fundusze…
Wszystko się zgadza ;-) #SP500 leci na nowe szczyty. Krzywa dochodowości mówi (jeszcze)- Hossa! macrozone.pl/krzywa-dochodo… przez @mz
Record share buybacks may be a sign the end of the bull market is near: Strategist cnb.cx/2OPtDCL
Zapraszamy do Przeglądu Rynków, w którym znaleźć można aktualne dane dotyczące indeksów światowych i polskich, surowców, stóp procentowych, #PKB, #inflacja, sprzedaży detalicznej, produkcji przemysłowej. bit.ly/2M7qHCU
Pay no attention to that Fed behind the curtain. Please avert your eyes; this isn't happening. Somehow money printing inflated asset prices, but money burning will have no impact. Yeah, right.
How interesting is this: #SPX
All you need is #math #SaturdayFun

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