저자: 미상 · 외국인
요약 보기
워런 버핏의 지분 매도와 뱅크오브아메리카 투자 수익(340억 달러 이익) 언급을 중심으로, 버핏이 현금화에 나서는 이유를 시장 과열 신호로 해석한다. 금리 인하 시 은행 이익 감소 가능성, 미국 기존주택판매 11개월 저점 등 실물경제 약세를 지적한다. 한편 S&P500 목표치(6100) 상향 전망과 미국-이스라엘-이란 간 중동 긴장 고조도 함께 다룬다.
다듬은 글
Let's see if we're in a fantasy world. This is all about record highs, record highs, record highs, and the super- minister—understand what I mean by minister—the US Secretary of State for Economic Affairs, Janet Jellen, says the problem is gone, the job is done, that right now the key is growth, but the job is done.
How can Warren Buffett keep announcing he's selling shares? For example, Bank of America says it has covered all the costs with a multi-billion dollar investment that leaves it with a stake of over $34 billion, which is pure profit. It has already covered the cost, pure profit, $34 billion. Where does it say that in that round of transactions that Versailles Hathaway disclosed yesterday in Thursday's presentation, it sold $ 896 million of the shares this week?
This means that the total proceeds from those share sales, from that divestiture of shares since mid-July, and the dividends obtained in 2011 have exceeded $14.6 billion, which the conglomerate that Versailles Hathaway... He spent money to build his stake in the second largest bank in the United States, so why doesn't he buy more if this is going to go on forever?
If we're going to take this... if this seems like taking Elon Musk's SpaceX to go to Mars, but in the market on Wall Street... Why does he see going into cash positions to recover everything he invested at the peak and stay in profit-only positions? I'm telling you, he's already covered all the costs with the sales.
Everything that Bank of America has left is profit upon profit upon profit. How much right now? 34 billion dollars. Look at the photograph, look at the photograph. Bloomberg says that 34 billion doesn't include taxes. But what's happening? What's happening between the economy of cloud capitalism and that economy of real capitalism?
And above all, Warren Buffett is seeing a movement towards lower interest rates where the profits of the big banks are going to decrease because the interest rate falls. If there's no other way to see it, rates rise. Governments see that the banks earn a lot. Governments like the Spanish one say that they have profits that fell from the sky because...
They're in their own little world, separate from their communist world, right next to Marx's capital, and in that environment... Now, when they fall, let's see what they say about the windfall profits they might lose through taxes. They're going to lose them, they're going to enjoy it. 8:28 in the morning, half an hour on a Friday that has been the key catalyst to bring us to the presidential elections in the United States, where Pennsylvania is key, where the market, and especially the FET, yesterday said Daniel, "The street has entered the elections, it's starting to look at a position contrary to that of Warren Buffett: more greed, more greed, more greed, more greed, more greed, more greed." And Warren Buffett saying, "I've made enough, I've made enough, time to collect." Let's go to the key points again.
The fundamental point is the FET. We're seeing very positive data in the market since the drop, not the rise, that's there with a rat. Sales of existing homes in the United States, the real economy falls to an 11-month low. Have you heard what we told you about Olly Ren on the other side? On the other side of the Atlantic in Europe, one of the fundamental causes of the...
The interest rate cut in Europe is an attempt to avoid further economic weakness in the United States. Exactly the same: existing home sales in the United States are at an 11-month low. This is where I was telling you about [ __ ] Capital Markets. Their chief strategist, Brian Belsky, one of the most bullish in the market, one of those at the top of the forecast, unlike Morgan or Goldman who are further down trying to take a more conservative position, says that the S&P 500, from his previous projection of 5600, will reach 6100 points.
And we have the picture I was telling you about at the beginning of tension, although Blink is already warning. The United States warns Israel and ESBOL against the escalation in the Middle East. ESBOL says that Israel's move to infiltrate explosives inside pagers and walkie-talkies is a declaration of war.
Israel says it has entered a new phase of the war. The new phase of the war was introduced by Israel, but Israel says no, that it is Israel that has entered a new phase of the war, or that it did, after the walkie-talkies exploded 24 hours after... The searchers now say we haven't entered a new phase of the war, no.
And you have entered a phase of the war, but you entered 5 months ago, 5 months with the searchers, with the devices full of this petrine.
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