Llamativa opinión del analista Jim Woods sobre el Oráculo de Omaha, Warren buffett, a quien se refiere como el «idiota útil» gracias a las declaraciones en favor de una subida de impuestos a los más pudientes… enlace
Alex Green, estratega jefe de Investment U ha publicado un breve informe señalando razones para defender un rally de mercado desde los precios actuales: Conservatives are disappointed about the outcome of the national elections. Investors are troubled about the recent volatility in the market. And just about everyone is skeptical about the outlook for the economy – and the Middle East. But that doesn’t mean you should avoid owning shares of great companies – or move your money into low-yielding cash and bonds. There are plenty of good reasons this bull market can continue well into 2013 and beyond. Here are just 10 of them: You shouldn’t fight the Fed. We can argue about the proper role of the Federal Reserve or whether we ought to even have one. But history shows it doesn’t make sense to invest counter to the Central Bank when it is in an accommodative mode. And with the Fed buying up mortgage securities and long-term bonds to keep interest rates down, this is as accommodative as it gets. Short-term interest rates are zero. Hyper-low rates make it cheaper for businesses to borrow and easier for consumers to spend. They also make stocks attractive relative to
El gigante GM fabricante de coches de Detroit tuvo que ser rescatado por el gobierno de Estados Unidos, junto con Chrysler, vía TARP y facilidades fiscales para evitar su desaparición. Se estima que en la última década el gobierno USA ha empleado cerca de $80 billones en el rescate de GM, además de otros $30 billones en beneficios fiscales y la empresa entró en concurso de acreedores para eliminado deudas, estimadas en un valor cercano a los $92 billones. Desde el año 2007, GM ha perdido cuota en el mercado global de coches, desde el 23% de entonces hasta el 18% actual y bajando. Los nuevos modelos lanzados por GM tienen cada vez menor aceptación y la competencia está ocupando su lugar… interesante noticia
la deuda americana podría superar el límite estatutario (TECHO DE DEUDA) antes de 2013, sólo restan $235 billion para alcanzar el límite ahora establecido en $16.4 trillion
Interesante artículo publicado por Wharton en su área de Finanzas e Inversión
I am amazed that Federal Reserve Chairman Ben Bernanke has emphasized the beneficiaries of low interest rates and has never bothered to mention the losers. Nor, to my knowledge, have key administration officials or members of Congress. Yet interest rates close to zero are causing considerable distortions and, for many, outright harm. About Gary Shilling A. Gary Shilling, a Bloomberg View columnist, is president of A. Gary Shilling & Co., a consultancy in Springfield, New Jersey. He is the author of “The Age of Deleveraging: Investment Strategies for a Decade of Slow Growth and Deflation.” More about Gary Shilling Think about savers who are receiving trivial returns on their bank and money-market accounts. Those returns would be negative if fund managers weren’t waiving fees. Furthermore, free checking accounts are disappearing. Banks and thrifts, facing low interest earnings, have increased the size of the required balance on checking accounts that pay no interest to $723, on average, up 23 percent in the last year. The average fee on non-interest checking accounts jumped 25 percent to $5.48 per month, also a record. The percentage of non-interest checking accounts that are free of charges dropped to 39 percent from 76 percent in 2009.
Ortega Tops Buffett With Zara Fortune of $53.6 Billion By Alex Cuadros – Oct 31, 2012 5:02 AM GMT+0100 Bloomberg Markets Magazine Inside Inditex SA (ITX)’s concrete-and- glass headquarters in the Spanish town of Arteixo, a lithe woman slips into a dress that a seamstress working amid buzzing sewing machines stitched together just minutes earlier. A half circle of designers — looking like models themselves — nod approval. Amancio Ortega, Inditex SA’s founder and former chairman, is richer than Warren Buffett with a $53.6 billion fortune. Photographer: Dusko Despotovic/Corbis 2:37 Oct. 31 (Bloomberg) — Bloomberg’s Matthew G. Miller and Alexander Cuadros discuss Bloomberg Markets’ inaugural list of the world’s richest people. The roster is a snapshot of Bloomberg’s exclusive daily wealth ranking, the Bloomberg Billionaires Index, which identifies the mega-rich and quantifies their fortunes. This issue features profiles of Europe’s richest man, Amancio Ortega, China’s richest man, Zong Qinghou, and Asia’s richest woman, Gina Rinehart. (Source: Bloomberg) In weeks, this and hundreds of others creations inspired by pop culture or couture catwalks will fill the company’s more than 1,600 Zara stores in 85 countries on six continents. Since opening the first shop in his seaside home of La Coruna in
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