Der USA Bären-Thread
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Eröffnet am: | 20.02.07 18:46 | von: Anti Lemmin. | Anzahl Beiträge: | 157.419 |
Neuester Beitrag: | 06.07.25 13:32 | von: Frieda Friedl. | Leser gesamt: | 25.632.481 |
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"....On Thursday, SoftBank said it has raised $35 billion by selling down assets including part of its stake in China’s Alibaba Group Holding Ltd to fund share buybacks and pay down debt - a figure representing 80% of its planned total.
“Major asset sales have been announced but given the structured nature of the transactions, cash proceeds may not all yet have been received or applied towards debt reduction,” Moody’s said.
SoftBank’s preference for complex financial transactions like collateralised margin loans “signals a heightened tolerance for risk and financial complexity,” Moody’s continued.
The concerns follow peer S&P Global Ratings which earlier this month said SoftBank’s 2.5 trillion yen ($24 billion) buyback plan - launched to stabilise the firm’s stock price after its tech investments faltered - raised doubts about “financial soundness and creditworthiness”.
https://www.reuters.com/article/...oftbank-spat-idUSKBN23X10W#:~:text
"Als Spießbürger, Spießer oder Philister[1] werden in abwertender Weise engstirnige Personen bezeichnet, die sich durch geistige Unbeweglichkeit, ausgeprägte Konformität mit gesellschaftlichen Normen und Abneigung gegen Veränderungen der gewohnten Lebensumgebung auszeichnen."
Die Gesellschaften kommen in Bewegung. Corona könnte in der Tat einen Punkt in der Geschichte markieren. Die letzten drei Abstürze der Börsen seit 2000 zeugen ja von nicht nachhaltigen Wirtschaftsmodellen, die durch kreditfinanzierten Übertreibungen immer wieder platzen. Dabei ging es um immer mehr Konsum, was wenig sinnvoll ist.
Wir sehen jetzt eine sich beschleunigende Veränderung des Wirtschaftsystems. Dieses wird digitaler und nachhaltiger werden. Dafür sind enorme Investitionen notwendig. Insbesondere der Klimawandel wird diese Entwicklung voran treiben.
Das ist in meinen Augen unter dem Strich nicht bärisch und trifft nur die Unternehmen, die sich nicht anpassen. Daran wird auch das Geld der Notenbanken nichts ändern.
Also AL, ab und zu die Bärenbrille absetzen. Das macht beweglich!
The hotel, the Park Inn by Radisson, had been used to house asylum seekers during the coronavirus pandemic, although authorities cautioned against speculating about a motive from that.
https://www.reuters.com/article/...being-shot-by-police-idUSKBN23X1TK
Die Arbeitslosenquote bei Lockdown betrug im Schnitt 13,2 %, bei offenen Staaten nur 7,8%
Die Todesrate in Lockdown States war viermal höher !
https://www.aier.org/article/...at-were-the-benefits-of-locking-down/
The results do not prove that staying open necessarily caused the good outcomes, but should certainly lead us to question the notion that “lockdowns are necessary or else we all are going to die.”
https://www.blackknightinc.com/blog-posts/...three-weeks-of-declines/
Muss man die Entwicklung abwarten.
wie schon bei anderen pleiten (z.b. containervermieter p&r) erklärt die ehemalige bafin auch nach dem wirecard debakel mit an den haaren herangezogenen argumenten, warum sie auch diesmal nicht zuständig war. ja meine güte, für was ist sie denn sonst da?!
https://www.finanznachrichten.de/...-zustaendig-fuer-wirecard-015.htm
Twitter ist zwar nicht Ziel des Boykottaufrufs, ist zuletzt aber auch in die Kritik geraten.
Chart FB:
Baidu
WKN: A0F5DE
ISIN: US0567521085
US-Symbol: BIDU
Alibaba
WKN: A117ME
ISIN: US01609W1027
US-Symbol: BABA
https://de.wikipedia.org/wiki/Wilshire_5000
Und hier ein Facebook-Chart aus einer anderen Perspektive:
hab eben in der wilshire 5000 liste nachgeschaut, kein baidu und keine alibaba. ich werd mich bei der nzz beschweren...
1 - Rising infections and hospitalizations of COVID-19 cases
2 - Economic surprises from the U.S. Labor Department’s monthly jobs report due Thursday
3 - Quarter-end and month-end rebalancing of portfolios by pensions and mutual funds
4 - Stalled plans for further economic stimulus from Congress
5 - Joe Biden’s lead in presidential polls
6 - Market technicals used by some investors as decision making tools
7 - Low stock market volumes in a holiday-shortened week ahead of the July Fourth to be observed on Friday
https://www.marketwatch.com/story/...ing-coronavirus-cases-2020-06-27
Meine Sicht:
2 - unwahrscheinlich, solange die Zahlen so gezählt werden, wie momentan
4 - das bleibt abzuwarten
5 - würde für mich keinen Unterschied machen, ob nun der dumme Donald oder komische Joe
6 - haben doch bis jetzt auch nicht gezogen
7 - bis jetzt war niedriges Volumen eher ein Indikator für steigende Kurse, außer einmal kürzlich für 3 Tage
Wir werden sehen....
die begründung des entscheids dürfte auch frustrierte wirecardgeschädigte interessieren: schadenersatzklagen gegen das unternehmen seien unzulässig, beklagt werden können einzig ehemalige verantwortliche personen sowie die damalige prüfgesellschaft.
(ps, steinhoff ist mehrheitseigner des sanierten und nun rentablen matratzenverkäufers mattressfirm in den usa, das passt also gut hier in den thread).
https://www.clickorlando.com/news/local/2020/06/...er-9000-new-cases/
Trump verliert gegen Biden Stimmen in Florida
https://www.thestreet.com/mishtalk/politics/...cent-florida-polls-why
https://www.bloomberg.com/news/articles/...-billion-reprieve-on-swaps
"The Federal Reserve, Office of the Comptroller of the Currency and Federal Deposit Insurance Corp. approved changes to the Volcker Rule Thursday that let banks increase their dealings with certain funds by providing more clarity on what’s allowed. The regulators also scrapped a requirement that lenders hold margin when trading derivatives with their affiliates.
Thursday’s separate reversal of the interaffiliate margin requirement for swaps trades could free up an estimated $40 billion for Wall Street banks, though regulators added a new threshold that limits the scale of margin that can be forgiven.
The FDIC’s Gruenberg opposed the change to swaps rules, arguing that it removes a critical protection for banks. Fed Governor Lael Brainard reiterated that concern, saying in a statement that she dissented from the Fed’s approval because she fears the deregulatory move “could again leave banks exposed to the buildup of risky derivatives.”
na das war ja zu erwarten nach dem Absturz der Banken und Analysenhäuser wie Goldman und Morgan Stanley...auf die Fed ist Verlass wenn es um Retungsaktionen geht
"World trade in goods plunged by 12% in April from March, after having already dropped 2.4% in March from February. This plunge of the Merchandise World Trade Monitor, released by CPB Netherlands Bureau for Economic Policy Analysis, was by far the largest month-to-month drop in the history of the data going back to 2000. Compared to April last year, the index was down 16.2%.....
On June 25, the Commerce Department released its advance estimates for May, which showed further deterioration in both exports and imports:
Exports in May dropped 5.7% from April and collapsed by 35% year-over-year, to just $90.1 billion, the lowest amount of exports since August 2009, and down 37% from the peak in 2018.
Imports in May dropped 1.8% from April and 23.6% year-over-year to $164.4 billion, the lowest since July 2010. This was 25% below the peak in 2018...."
https://wolfstreet.com/wp-content/uploads/2020/06/...l-2020-06-27.png
Fundamentals and reality are making their presence felt. The reopening of the US economy is hampered by violent spikes in coronavirus infections in some part of the US leading to delayed reopening in some cases raising questions about the veracity of any V shape recovery in the economy as lay off announcements keep mounting globally.The realization that jobs will not come back to anywhere near February levels may take time to sink in as does perhaps the inconvenient truth that the Fed’s intervention efforts may be hitting a point of diminishing returns.....
$SPX, following peaking June 8th when it tagged a key trend line has now reversed lower and has closed the week below its weekly 5 EMA for the first time since the March lows following the break of the rally trend earlier in the month:This could be signaling a trend shift. But also note $SPX closed right at its weekly 50MA and just below its daily 200MA:
https://i0.wp.com/northmantrader.com/wp-content/...2020/06/SPXW-8.png
https://northmantrader.com/2020/06/27/straight-talk-8/
That brought the total for the big boys and girls this year to 117, which matches the record peak for the first half of a year set in 2009.
https://www.ccn.com/wp-content/uploads/2020/06/...tcies-Bloomberg.jpg
The numbers above, however, scarcely compare to the number of bankruptcies for all US businesses from largest to smallest.On a monthly basis, US bankruptcies jumped by almost half in May due to the pandemic, year on year.
U.S. courts recorded 722 businesses nationwide filing for chapter 11 protection last month, a yearly increase of 48%…. In May 2019, a total of 487 businesses filed for that type of bankruptcy….These bankruptcies, it should be noted, have been finalized in spite of all government and Federal Reserve bailouts. So, the stock market should not assume financial aid will prevent further economic damage."
https://thegreatrecession.info/blog/...mean-trouble-for-stock-market/