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sind eher die Schuldigen: Die streuen Gerüchte über den Bankensektor... Ja, es geht um Gerüchte, nicht Tatsachen
DAX: Gerüchte und Hedgefonds?
Frankfurt (BoerseGo.de) - Der deutsche Aktienmarkt bleibt weiterhin im Korrekturmodus. Damit folgt die Börse der gestrigen schwachen Wall Street und ignoriert eine ganze Reihe von Fundamentaldaten, die alle zeigen, dass sich die Weltwirtschaft zügig erholt. Das gilt etwa für den gestern gemeldeten amerikanischen ISM Einkaufsmanager Index, der im August die Wachstums-Schwelle von 50 Punkten überschritt und damit indiziert, dass die US-Industrie wieder auf Expansionskurs ist. Ein Entwarnungssignal kam auch vom US-Immobilienmarkt, entlastend für Konsumenten (Hauspreise) und Kreditgeber (Banken). Heute Nachmittag sind die Auftragseingänge der US-Industrie vom Juli fällig.
Bloomberg berichtete allerdings bereits gestern, dass verschiedene große Hedgefonds gegen den Konjunkturaufschwung und damit die Erholung am Aktienmarkt wetten. Zufall oder nicht, verschiedene Broker senkten prompt ihre Ratings für einige Finanz-Titel der 2. Reihe, die im August steil in die Höhe gestiegen waren. Prompt fielen deren Kurse, etwa bei AIG, und in deren Schlepptau der Finanzsektor und damit auch der Gesamtmarkt.
Trotz der schlechten Stimmung am Aktienmarkt zieht der konjunktursensible Ölpreis bereits schon wieder deutlich an.
Der DAX bröckelt dagegen zur Mittagsstunde 0,4 Prozent auf 5.306 Punkte.
Die Münchener Rück, schon lange einer der Favoriten, kann sich wieder vom schlecht gelaunten Gesamtmarkt absetzen. Der Versicherer, der andere Versicherer versichert, wurde bei der Credit Suisse von neutral auf outperform befördert. Die Erträge aus risikoarmen Kapitalanlagen würden derzeit vom Markt unterbewertet, hieß es dort.
Auffällig ist, dass auch die Deutsche Bank zu den Gewinnern zählt und sich damit konträr zu ihren US-Branchenkollegen bewegt, die unter Gerüchten litten.
Rückkäufe gibt es bei den in den Vortagen schwer gebeutelten VW-Aktien. Die Wolfsburger erzielten im August, dank US-Version der Abwrackprämie (cash for clunkers), ihren besten Verkaufsmonat seit Dezember 2005.
Salzgitter übernimmt momentan die rote Laterne. Cheuvreux rechnet dort mit einem anhaltend herausfordernden Jahr 2010. Die Bank strich den Stahlkocher aus ihrer "Selected List" und degradierte den Stahl-Titel auf "Underperform". Das Kursziel ging von 80,00 auf 70,00 Euro. Daimler und BMW stehen ebenfalls auf den Verkaufslisten. Die Autobauer leiden darunter, dass die Abwrackprämie inzwischen auslief. Außerdem fielen die US-Verkäufe im August enttäuschend aus.
Im MDAX gibt es derzeit nur kleine Gewinne. Leicht über der Wasserlinie bewegen sich Südzucker, Eads und Celesio.
Im TecDax stehen Carl Zeiss Meditech und Drägerwerk vorne.
Ist vom Kopp-Verlag, der zuweilen auf selbigen gefallen scheint.
Nichtsdestotrotz hier die neue Weltuntergangsversion von Celente:
Erfolgreichster US-Trendforscher sagt voraus:
"Economic 9/11 – die größte Blase platzt noch"
von Brigitte Hamann
Die größte aller Blasen in der Geschichte wird immer noch aufgeblasen – und sie wird mit einem Knall explodieren, sagte Gerald Celente vom »Trend Research Institute. "Das ist die Mutter aller Blasen und wenn sie platzt, ist das das Ende des Boom-Krisen-Zyklus, der die globale Wirtschaft in der entwickelten Welt gekennzeichnet hat." Celente spricht von der "Bailout-Blase", der Blase der US-Rettungsprogramme...
info.kopp-verlag.de/news/...ie-groesste-blase-platzt-noch.html
:))
Russian Professor: Collapse Of America Could Begin In Two Months
http://www.youtube.com/watch?v=dIDP6U-JzSs ^
Posted on Dienstag, 1. September 2009 16:50:35 by cycle of discernment
Russian Professor: Collapse Of America Could Begin In Two Months
Paul Joseph Watson Tuesday, September 1, 2009
Russian Professor Igor Panarin says that events are continuing to confirm his doomsday prediction first made over 10 years ago, that the United States will completely collapse like the Soviet Union before the end of 2010, and warns that the chaos could begin to unfold in as little as two months.
Panarin, doctor of political sciences and professor of the Russian Diplomatic Academy Ministry of Foreign Affairs, told journalists during the unveiling of his new book yesterday that President Obama has done nothing to forestall the fast approaching crisis and that it could begin to properly unfold in November.
“Obama is “the president of hope”, but in a year there won’t be any hope,” said Panarin. “He’s practically another Gorbachev – he likes to talk but hasn’t really managed to do anything. Gorbachev at least had been a secretary of a regional communist party administration, whereas Obama was just a social worker. His mentality is totally different. He’s a nice person and talks nicely – but he’s not a leader and will take America to a crash. When Americans understand that – it will be like a bomb explosion.”
Since 1998, Panarin has been warning of a future disintegration of the United States and the collapse of the dollar. The recent election victory for Japan’s Democratic Party is another sign that the economic collapse of the U.S. is imminent, according to Panarin.
“Today I received another confirmation that the collapse of the dollar and the US is inevitable. Japan’s Democratic Party won the election, and I’d like to remind you that its leader [Yukio Hatoyama] has the snubbing of the dollar among his economic plans. In plainer words, he plans to transfer Japan’s monetary reserves from US dollars into another currency. The move will seriously accelerate the dollar’s exchange slump as early as this November. Disintegration will follow shortly,” he said, adding that next year China would also begin to massively dump the dollar and that Russia would begin to sell oil and gas for roubles.
Panarin previously stated that the dollar would eventually be replaced with “a common Amero currency as a new monetary unit”, referring to the Security and Prosperity Partnership agreement between the U.S., Canada and Mexico.
He foresees the U.S. breaking up into six different parts, roughly along lines similar to those of 1865 during the Civil War, “The Pacific coast, with its growing Chinese population; the South, with its Hispanics; Texas, where independence movements are on the rise; the Atlantic coast, with its distinct and separate mentality; five of the poorer central states with their large Native American populations; and the northern states, where the influence from Canada is strong,” according to Panarin.
Longer term, Panarin predicts that the breakaway states will eventually be taken over by the European Union, Canada, China, Mexico, Japan and Russia and America will cease to exist altogether, as depicted in the illustration above.
Panarin blames the collapse on a “political elite that implements an absurd and aggressive policy that aims to create conflicts around the planet” and warns that increasing firearms sales in the U.S. are a sign that people are preparing for “chaos” in the aftermath of a total financial meltdown.
“In my opinion, the probability of the US ceasing to exist by June, 2010 exceeds 50%. At this point, the mission of all major international powers is to prevent chaos in the US,” Panarin concluded.
http://freerepublic.com/focus/f-news/2329402/posts
The markets started the month with a selloff led by financial issues as investors worried that the summer rally could be facing a correction. Should you worry about further declines?
Art Cashin, director of floor operations at UBS Financial Services, offered CNBC his stock-market insights.
“Rumors began to spread that there might be a major shoe to fall in the U.S. banking financial crisis,” said Cashin.
“Even though there was never any substance brought out to the rumor—no real name, place, details at all—the markets never got a breather and that’s highly unusual. Usually, when you get a rumor-driven sell-off, and it’s not confirmed, you get a bounceback.”
“So you would have thought you had a chance for a reflex rally, and that may still come,” he said. “But I think yesterday, the fact that we closed on the bottom with that kind of rumor indicates to me the high level of nervousness in the market and the lack of commitment to many of these buyers.”
“The fact that people are buying these cheap stocks and some stocks that are said to be worthless, they’re buying them like lottery tickets—this is more gambling than investing and therefore it doesn’t have a very strong backdrop,” he added.
die Zahl der weggefallenen Stellen im ADP-Bericht höher war als erwartet, berichtet Marketwatch.
Seltsamerweise war zuvor aus dem gleichen Grund der Dollar stärker geworden. Vielleicht ist es doch nur ein Temperatur-Phänomen ?
Despite some signs of improvement in the jobs outlook, investors might want to hold off on jumping into consumer stocks.
Normally, the more people who find work, the more money they'll have to spend on consumer goods. But the expected recovery in the services industry—which makes up the bulk of the US economy—is likely to be in lower-paying jobs rather than the high-end financial industry.
For that reason, market pros say investors shouldn't count on the consumer but look instead at companies with a broad international presence and strong exports.
"You've got to be real careful in investing in the bread-and-butter US company that relies on consumer demand," says David Twibell, managing director of investments for Colorado Capital Bank in Denver. "We still have a long way to go before most consumers feel like they are in a position to go out and spend."
Wall Street is wrestling with a week's worth of economic reports, much of which focus on the state of the jobs market. The early news wasn't particularly good: ADP reported Wednesday that while the loss of jobs in August was less than in July, it was still worse than most economists had anticipated.
That left investors in a quandary as they prepare for Thursday's weekly jobless claims report and Friday's monthly Labor Department reading. With the manufacturing sector still weakening and the services sector leading what is likely to be a tepid recovery, the safest place to put money for now probably will be multinational companies that can capitalize on global consumers' demands for US-produced goods.
"It's really a struggle for the consumer," says Kurt Karl, chief economist for Swiss Re in New York. "This is just not enough of a robust consumer recovery. We'll need to have much better than these types of unemployment drops to have the consumer feel more comfortable."
Owen Malcolm, chief operating officer at Sanders Financial Management in Atlanta, sees the employment trends as suggestive of a weak labor picture overall. His firm is invested largely in fixed income and is using covered-call option plays to reduce exposure to gyrations in the equities markets.
The traditional employment metrics don't examine the number of workers underemployed—those in part-time positions or in jobs for which they are overqualified—and therefore not providing a complete picture, he says.
"We don't have any kind of a bullish sentiment that all of a sudden people are going to start spending money again," Malcolm says. "Even if unemployment stabilizes we count other people who are underemployed and suffering and they're not going to be spending money like they did once upon a time.
That doesn't mean the Sanders firm is completely out of stocks. It finds some favor in multinationals but also cautions that consumers are generally weak globally.
Credit card companies also are likely to gain attention from the jobs numbers.
Should the figures show some improvement, that will be a boon to companies that are dependent on employment trends. The credit card space was one area that showed some optimism during Wednesday's trading, with Dow component American Express as well as MasterCard posting modest gains.
Consumer stock were broadly lower, though, with the Consumer Discretionary Sector SPDR exchange-traded fund edging into the red.
Investors will be looking closely not only at the unemployment rate and amount of jobs shed but also at the length of the work week, says Dave Lutz, managing director of trading for Stifel Nicolaus in Baltimore. Longer work weeks mean employers are asking current employees to work longer hours rather than approving new hires.
"People look at that as a very clean mechanism to watch," Lutz says.
The current recession is comparable to the 2001-2002 span, Lutz adds, when manufacturing took a brief move higher on dealer incentives but then turned negative when consumers couldn't spend anymore. That could spell more troubles for manufacturing stocks.
"Once all that demand was pulled forward, no matter what incentives they put forward it didn't incentivize anybody to go out and buy cars," he says. "They're afraid the same thing is happening now."
Indeed, the sentiment seems strong that the service sector is going to drive any jobs recovery, and that is likely to lead to volatility among stocks, says Michael Pento, chief economist for Delta Global Advisors.
Pento says the transfer of the US manufacturing base will be especially evident in the jobs picture, and will translate to prolonged consumer weakness.
"Is their spending power going to come from income growth? Not at all. All evidence is to the contrary. Real disposable income has been flat year over year as we continue to shed jobs," he says. "We're very far from a healthy economy and we're very far from having a substantiation of this market rally."
mein Depot freut sich, (heute aufgenommen)
http://www.ariva.de/Gold_Silber_t283343?pnr=6414990#jump6414990
meine Shorts sind verkauft:
http://www.ariva.de/..._than_Expected_t283343?pnr=6417452#jump6417452
Nun habe ich ein leckeres Weizenbier genossen:
http://www.brauerei-gutmann.de/hp1/...erv=C51bb85b1X1237b541e87XY187c
Gruss
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