26/01/2011

BONJOUR...+1% à 12h25..INTERVIEW DE MARC FABER..DYNAMITE!

NYRSTAR RECOMMANDEE...(TIMING ?? PAS TROP BON A MON AVIS;AUGMENTATION DE CAPITAL POUR BIENTOT)

 


HSBC Raises Nyrstar Target Price

DJ MARKET TALK: HSBC Raises Nyrstar Target Price

0828 GMT [Dow Jones]--HSBC raises Nyrstar (NYR.BT) target price to EUR16.6 from EUR14. Notes 2011 will be a year of records for the European metals and mining sector for production, prices and earnings. Adds, however, it sees risks also growing. Reiterates overweight. Shares up 0.9% at EUR11.87. (alessandro.torello@dowjones.com)

Dow Jones Newswires

January 25, 2011 03:28 ET (08:28 GMT)

Copyright (c) 2011 Dow Jones & Company, Inc.

MON OBJECTIF RESTE 14.50€ APRES AUGMENTATION DE CAPITAL , D'ICI 15 MOIS......CC.

ET L'INTERVIEW DE MARC FABER....OUFTI!(merci Mic)

 

 

01/25/2011

 

Earlier, Marc Faber appeared on Bloomberg TV, in what may go down in history as his most scandalous interview ever. When asked, in advance of the SOTU address, what he thinks of the president, Faber, who appears to have had enough with all the bullshit, propaganda, and lies, replies: "I think he's done a horrible job and I think that will continue, I think he is a dishonest person, and nothing has changed... Some politicians are more honest than others. I don't think that I have a very high regard for politicians, I have a high regard for businessmen and for people who work, and not for people who abuse the system continuously. And in comparison to other politicians, I think he came in on a platform as a president that would want to change the government in Washington, and actually he's made it worse... We foreigners, we just laugh at someone like Mr. Obama. I was very critical of Mr. Bush, but at least he had one line and he stuck to that line, and at least he set out to do a thing and he was relatively straight on the thing that he did. He may have been wrong, but at least he didn't change his mind continuously, and didn't prostitute himself." If nothing else, how many other people do you know who will compare, in front of a live Bloomberg audience, the president of the formerly greatest country in the world to a whore?

As for what Faber thinks the real state of the union address should be, he says:

"I think what should happen in the US is for the president to tell the US, you have to tighten your belts. 'We have to go through hard times for 5 years to repair the damage that was committed over 20-25 years by the Federal Reserve, by the Treasury, by the politicians, and somebody has to tell the truth. But the politicians keep on fueling the illusion that you can spend yourself out of the misery, and that by printing money you will improve the economy, which is not the case."

On the topic of the Fed and relative performance:

You don't know. Maybe [Bernanke] will resign. After he sees the disaster he has created he may resign. Or he may be disposed, who knows. But all i want to say is in terms of investments we have a very interesting situation, because from the March lows, the EM universe has performed fantastically well, and industrial commodities have done fantastically well, and the US has underperformed everything. And now we have a change: the US may outperform, it may not go up, but may go down less than emerging markets.

On his latest opinion on Treasurys

In the long-run, for sure US Treasurys and most government bonds are a suicidal investment. But as a shorter-term timeframe, and I think for the next three months or so, I think we have a situation where stock markets have become very overbought, and emerging markets in January, most of them failed to make new highs above the November, December highs, and recently some of them have sold off very considerably, plus the Chinese market is giving you a signal that something is not right in the Chinese economy, because it is going down. For the next three months you have to shift out of the Emerging Markets, they may correct 20-30%, out of industrial commodities, on a relative basis. And I think the sentiment, just recently, was overly optimistic on the reflation trade, and overly negative about treasury bonds, so treasury bonds right now are oversold, and as of tonight I got the buy signal on US Treasurys. I think Treasury are the best place for the next 3 months, as is the US dollar. I think a correction is coming in the range of 10% in the S&P and 20-30% in the emerging markets.

On all the current batch of Davos participants:

I dont think the 'thinkers' are in Davos. I think it's a group of liars, and people that go along with the system, and perpetuate fraud and abuse, and dubious practices in the financial system

INDICES A 12H38...

BEL 20 * 2,682.78 21.90 0.82 %  
AEX 25 * 362.84 4.08 1.14 %  
CAC 40 * 4,057.65 38.03 0.95 %  
Euronext 100 * 724.32 6.18 0.86 %  
Next 150 * 1,707.32 20.99 1.24 %  
DAX 30 7148.42 89.41 1.27 %  
MIB 30 22,111.51 171.38 0.78 %  
IBEX 35 10780.40 116.00 1.09 %  
SMI 6,608.15 27.82 0.42 %  
SLI 1,049.17 5.99 0.57 %  
SPI 5,906.50 24.53 0.42 %  
FTSE™ 100 5994.19 76.48 1.29 %  
Dow Jones * 11,977.19 -3.33 -0.03 %  
Nasdaq 100 2,304.03 0.00 0.00 %  
Nasdaq 2,719.25 0.00 0.00 %  
OMX Nordic 40 1,128.64 21.29 1.92 %  
OMX Helsinki 25 2,684.28 28.43 1.07 %  
OMX Stockholm 30 1,172.64 19.95 1.73 %  
OMX Copenhagen 20 463.81 1.43 0.31 %  
  • AFP le 26/01/2011 à 12:28

La Bourse de Paris reste bien orientée, rassurée par les propos d'Obama :

 

#content2cols p { padding: 4pt; font-size: 14px; }#content-news p img, #content-new td img { margin: 8px; }

Vue du Palais Brongniart, place de la Bourse à Paris, en octobre 2004
© AFP/Archives  Francois Guillot

La Bourse de Paris poursuivait sa progression mercredi en fin de matinée, le CAC 40 prenant 1,08%, rassuré par les propos de Barack Obama sur une éventuelle baisse de l'impôt sur les entreprises aux Etats-Unis.

A 12H06 (11H06 GMT), l'indice vedette prenait 43,12 points à 4.062,74 points dans un volume d'échanges de 1,380 milliard d'euros.

Le marché parisien était soutenu par les déclarations du président américain Barack Obama qui souhaite baisser le taux de l'impôt sur les entreprises aux Etats-Unis, selon des analystes.

Toutefois, M. Obama a continué à alimenter le débat sur la réduction des déficits, laissant entendre qu'à court terme il se contenterait d'une maîtrise du déficit, n'envisageant sa baisse qu'à long terme.

Le marché attend désormais les chiffres des ventes de logements neufs aux Etats-Unis et surtout, après la clôture, le communiqué du Comité de politique monétaire de la Réserve fédérale américaine (Fed), attentif à tout changement de ton qui pourrait laisser présager un tour de vis monétaire.

Aperam, la branche aciers inox et spéciaux du leader mondial de l'acier ArcelorMittal, faisait ses premiers pas en Bourse exceptionnellement sur le CAC 40. Elle prenait 3,18% à 28,19 euros et ArcelorMittal (+3,85% à 26,95 euros) enregistrait la plus forte hausse du CAC 40.

STMicroelectronics (+3,24% à 8,46 euros) n'était pas affecté par l'abaissement de recommandation de l'agence de notation Standard & Poor's à "vendre" contre "conserver" auparavant.

Spir Communication (-3,94% à 36,50 euros) était l'objet de prises de bénéfices après les performances de l'action depuis le début de l'année (+66%).

12:40 Écrit par swingteam-cc | Lien permanent | Commentaires (0) |  Facebook |

Les commentaires sont fermés.