CAC40 (in french)
Le CAC 40 se paie aujourd’hui 10,7 fois les profits nets attendus par le consensus en 2008. Ce ratio est artificiellement bas en raison d’anticipations de résultats trop optimistes. Le vrai multiple de capitalisation tourne plutôt autour de 14 fois les résultats nets 2008, un niveau qui se situe dans la moyenne historique de valorisation […]
S&P500
Our recent view calls a gloomy market…
http://www.safetradingblog.com/stock-code-trading/sp-500.html
Bonds are performing on weak economic news. We maintain the view: the bottom still need to be resolved before all. Some technical triggers are getting more favorable in some corners: Health Care sub-index for example… Check the T-Bond 10Y index versus the SPX: Once we will face a break […]
More on the Stock Code
After our recent post, http://www.safetradingblog.com/stock-code-trading/the-stock-code-last-month.html, we have received some demands of information about the Stock Code. In order to give a hint of our method and decision process, we remind our readers some examples of our US analysis posted on December 2007 and debriefed on January 2008:
SILVER trading plan: http://www.safetradingblog.com/stock-code-trading/examination-silver.html
MICROSOFT trading plan: http://www.safetradingblog.com/stock-code-trading/examniation-msft.html
WALL-MART trading […]
Forecasting Markets
Let’s start with some common false beliefs about any financial markets; it does not matter whether it concerns bonds, equities, earnings or any other financial product. Do we have to believe experts, as fund managers or financial institutes, when they provide forecasts with a great level of confidence? The conclusion of M.R. Geer (1999) is […]
Books
http://www.amazon.fr/Concepts-Practice-Mathematical-Finance/dp/0521823552/ref=pd_bbs_sr_1?ie=UTF8&s=english-books&qid=1204222752&sr=8-1
http://www.amazon.fr/C%2B%2B-Design-Patterns-Derivatives-Pricing/dp/0521721628/ref=pd_bbs_2?ie=UTF8&s=english-books&qid=1204222752&sr=8-2
http://www.amazon.fr/Black-Swan-Impact-Highly-Improbable/dp/1400063515/ref=pd_bbs_sr_1?ie=UTF8&s=english-books&qid=1204222828&sr=8-1
http://www.amazon.fr/Fooled-Randomness-Hidden-Chance-Markets/dp/0812975219/ref=pd_bbs_sr_2?ie=UTF8&s=english-books&qid=1204222828&sr=8-2
http://www.amazon.fr/My-Life-As-Quant-Reflections/dp/0471394203/ref=pd_bbs_sr_1?ie=UTF8&s=english-books&qid=1204222858&sr=8-1
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Web Sites
*** information
http://produitsdebourse.bnpparibas.com/fr/
http://www.la-chronique-agora.com/
http://www.agefi.com/
http://www.letemps.ch/finance.asp
*** quotes
http://www.boursorama.com
http://saxobank.com/
http://www.riskgrades.com/
http://dynamic.nasdaq.com/dynamic/afterhourma.stm
*** gold and co
http://www.kitco.com/
http://www.24hgold.com/defaultfr.aspx
http://www.belkhayate.ma/fr/bloomberg.php
*** Asia
http://www.nni.nikkei.co.jp/CF/FR/MKJ
http://www.sse.com.cn/sseportal/en_us/ps/home.shtml
*** information us
http://www.cnbc.com/
http://www.bloomberg.com/markets/rates/
http://www.cboe.com/data/IntraDayVol.aspx
*** quotes us
http://bigcharts.marketwatch.com/
http://stockcharts.com/index.html/
http://stockcharts.com/school/doku.php?id=support:chartwatchers
http://bespokeinvest.typepad.com/
http://bespokepremium.com/members/
*** discussions
http://seekingalpha.com/
http://seekingalpha.com/author/bespoke-investment-group
http://seekingalpha.com/author/barry-ritholtz
http://seekingalpha.com/author/david-fry
http://seekingalpha.com/author/daniel-carroll
http://www.decisionpoint.com/
http://gicharts.blogspot.com/
http://www.prudenttrader.com/pt/
*** others
http://www.markettrak.com/index.html
http://www.forecasts.org/
http://frontlinethoughts.com/gateway.asp
http://frontlinethoughts.com/gateway.asp
https://citibankinternational.co.uk/france/FR/traders.asp?pageid=140
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VINCI Euronext
http://www.safetradingblog.com/stock-code-trading/vinci-euronext-in-french.html
Sell @ 47.1e (OPEN) => Gain +1.3%: I am not convinced by the opening and tensions are high on the market (see previous posts).
100% cash again.
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Bond prices vs interest rates?
Why do interest rates tend to have an inverse relationship with bond prices?
At first glance, the inverse relationship between interest rates and bond prices seems somewhat illogical, but upon closer examination, it makes sense. An easy way to grasp why bond prices move opposite to interest rates is to consider zero-coupon bonds, which don’t paycoupons but […]
M. Fiorentino (in french)
Marc Fiorientino, le Président d’EuroLand Finance, voue une passion pour les bulles. L’explosion de « la plus belle » d’entre elles n’a pas encore eu lieu, mais elle a débuté. Voici ses conseils dans cette situation atypique.
Tradingsat.com : Le secrétaire américain au Trésor Henry Paulson semble convaincu que l’économie américaine peut éviter une récession. Partagez-vous […]
Japan & BOJ (in french)
Parmi les 400 à 500 milliards de dollars de pertes estimées du fait des subprimes, les Américains et Européens en ont confessé et assumé à ce jour environ 140. Autrement dit, quelqu’un - ou quelques-uns - n’ont pas encore procédé à leur mea culpa et ce quelqu’un pourrait bien être les banques japonaises… En effet, […]
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