AAPL, GOOG, CMG .............SUNE

[JANASENA]

[idibezwada]

[JANASENA]

1 hour ago, idibezwada said:

y laughing ?

[Nenu_maranu_ra]

 

[JANASENA]

ee year inka govindenemo ..... vache year choodali emanna 

[sattipandu]

TSLA rocks amma mogudu

bought for 148, sold for 242 

high on profits as fucck

[loveindia]

ori mee SUNE... inka hopes unnaya daani meedaa... asalu ela pettaru man investing... what is the strategy man....why did you enter..? when do you plan on exiting?

[Nenu_maranu_ra]

[Nenu_maranu_ra]

watchout for lng

[aragorn]

assam kee dariedhi 

[aragorn]

Today’s Markets: A Place Where Nothing Makes Sense

U.S. stock rally was full of contradictions and confusion

 

That rally reversed a beginning-of-the-year selloff and wiped away worries about China, tighter financial conditions, weak economic growth and collapsing commodity prices.

Yet it was full of contradictions and confusion. How often do stocks, government bonds and gold rally together? Why did the yen rise even as the Japanese economy weakened? How come oil rose 67% while producers struggled to find places to store excess supply?

 

 

[aragorn]

Blame it on years of weak economic growth and distortions caused by central-bank stimulus. The normal rules of investing have been upended, causing bond markets to predict slowdowns while stocks expect recoveries and currencies move on their own, increasingly untethered from economic fundamentals or central-bank direction.

 

This makes it especially difficult to predict what’s next. One scenario is that markets start believing that the U.S. Federal Reserve is more serious about raising rates, which would send the dollar higher and hit commodities, bonds, China and emerging markets.

[aragorn]

Here’s a walk through some of the risks and contradictions in major markets:

Stocks: The U.S. stock market is up 11% from its February bottom and trades at a forward price-to-earnings ratio of 18, slightly below its valuation a year ago. That is, as bankers like to say, a full and fair price, given we have just finished the third straight quarter of down or flat earnings per share. True, earnings could pick back up with higher energy prices and a weaker dollar but there is little chance of a strong jump.

 

One positive is that companies are paying shareholders through rising dividends and share buybacks at a time when yield is so hard to get. The flip side is companies are borrowing but aren’t investing, weakening future earnings potential that would justify the current valuation.

[turtle]

SUNE ap lo kada....TG lo ledu gaa.

 

[tom bhayya]