tag:blogger.com,1999:blog-2777122575539464943.post916482904783018670..comments2024-03-28T17:59:52.236+02:00Comments on Trenduri economice: Efectul DubaiUnknownnoreply@blogger.comBlogger21125tag:blogger.com,1999:blog-2777122575539464943.post-48958575699278232752009-12-01T14:04:44.914+02:002009-12-01T14:04:44.914+02:00Mia, daca vezi situatia neagra, shorteaza, nu mai ...Mia, daca vezi situatia neagra, shorteaza, nu mai sta...valabil si pentru dan! Sa-mi spuneti si mie cand intrati short!Zexenoreply@blogger.comtag:blogger.com,1999:blog-2777122575539464943.post-87636194326159283042009-12-01T05:25:43.720+02:002009-12-01T05:25:43.720+02:00>Asa cum spunea si Investitorul, la general nu ...>Asa cum spunea si Investitorul, la general nu stam nemaipomenit de bine dar nici nu suntem in pragul dezastrului.<br /><br />Despre asta probabil vom avea ocazia sa ne lamurim in urmatoarele luni ... ;)MIAnoreply@blogger.comtag:blogger.com,1999:blog-2777122575539464943.post-42974653706986319152009-11-30T15:53:31.494+02:002009-11-30T15:53:31.494+02:00Dan, respect punctul tau de vedere, totusi nu cre...Dan, respect punctul tau de vedere, totusi nu cred ca poti evalua o situatie financiara cat de cat obiectiv fara sa te uiti la partea de activ. <br /><br />De acord, datoriile raman, dar nu e ca si cum tot ce inseamna activ s-a evaporat ca si valoare de piata. Si nu vorbim aici doar de CDO uri, economia mondiala inseamna mai mult decat "imobiliare". <br /><br />Cred ca adevarul e zexenoreply@blogger.comtag:blogger.com,1999:blog-2777122575539464943.post-19255234836487408742009-11-30T15:12:55.148+02:002009-11-30T15:12:55.148+02:00Acest comentariu a fost eliminat de administratorul blogului.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2777122575539464943.post-10629637925822802272009-11-30T13:04:22.497+02:002009-11-30T13:04:22.497+02:00Investitorul, Zexe: E o diferenta de perceptie. Pe...<b>Investitorul, Zexe</b>: E o diferenta de perceptie. Pe timp de criza te uiti la pasive, cand motoarele duduie te uiti la active. De ce fac asta? SIMPLU! Pentru ca e criza. Cand e criza rotitele mecanismului care produce bani nu mai functioneaza, dar datoriile raman. Asta e motivul pentru care am facut analiza in acest fel. Spre exemplu, nu vad de ce in aceasta perioada Austria ar fi linistita Dan@Trendurihttp://trenduri.blogspot.comnoreply@blogger.comtag:blogger.com,1999:blog-2777122575539464943.post-68831150213106738702009-11-30T12:28:11.918+02:002009-11-30T12:28:11.918+02:00Investitorule, ca de obicei un comentariu excelent...Investitorule, ca de obicei un comentariu excelent cap-coada.<br /><br />Asta daca din Europa excluzi ca economie "puternica" pe UK unde tind sa-i dau dreptate lui Jean-Claude... ;)Flavianhttps://www.blogger.com/profile/00719249960999825932noreply@blogger.comtag:blogger.com,1999:blog-2777122575539464943.post-15085975968099964952009-11-30T12:01:58.606+02:002009-11-30T12:01:58.606+02:00@Dan
Am vazut un articol similar prin omisiuni pe...@Dan<br /><br />Am vazut un articol similar prin omisiuni pe blogul lui khris, diferenta fiind ca el lua in considerare doar activele iar tu doar pasivele.<br /><br />El ajungea la concluzia ca suntem la un nivel foarte ridicat de bogatie, iar tu la concluzia ca suntem pe marginea prapastiei. <br /><br />Concluzia ta e mai aproape de adevar :) dar motivul zace in primul rand in <b>modul in care RMhttps://www.blogger.com/profile/01641857050240327540noreply@blogger.comtag:blogger.com,1999:blog-2777122575539464943.post-80365617797943732882009-11-30T10:41:02.251+02:002009-11-30T10:41:02.251+02:00Dane,
Indicatorul nu e relevant daca nu te uiti ...Dane, <br /><br />Indicatorul nu e relevant daca nu te uiti la activ!!<br /><br />In cazul Romaniei e altceva, avem datorie externa mare dar nu avem investitii (active) peste hotare! Noi doar am cheltuit banii pe consum.<br /><br />Tarile din prima parte a tabelului tau au datorii mari, dar au si corespondentul activ investitii in alte tari. Ia cazul banal al Austriei si ce expunere are - adica Zexenoreply@blogger.comtag:blogger.com,1999:blog-2777122575539464943.post-71965703457998262122009-11-30T10:31:47.238+02:002009-11-30T10:31:47.238+02:00Larry Livingstone: Japonia are un grad de indatora...<b>Larry Livingstone</b>: Japonia are un grad de indatorare de ~ 50% din PIB.Dan@Trendurihttp://trenduri.blogspot.comnoreply@blogger.comtag:blogger.com,1999:blog-2777122575539464943.post-72610313645687065802009-11-30T10:29:13.675+02:002009-11-30T10:29:13.675+02:00Sorry, se pare ca am uitat sa specific. Este vorba...Sorry, se pare ca am uitat sa specific. Este vorba de totalul datoriei externe(public + privat) ca procent din PIB. Indicatorul este foarte relevant si, pentru cei care contrazic acest lucru am un exemplu cat se poate de concret: Romania.Dan@Trendurihttp://trenduri.blogspot.comnoreply@blogger.comtag:blogger.com,1999:blog-2777122575539464943.post-65640885449897734202009-11-30T10:23:51.936+02:002009-11-30T10:23:51.936+02:00Sorry Dane... dar dupa mine astea-s nishte cifre n...Sorry Dane... dar dupa mine astea-s nishte cifre neajustate :(<br /><br />Shi de ce lipseshte The Main Suspect - Japonia ???Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2777122575539464943.post-77245293842525869432009-11-30T10:06:34.416+02:002009-11-30T10:06:34.416+02:00Nu conteaza absolut nici o tara din tabelul ala......Nu conteaza absolut nici o tara din tabelul ala...<br /><br /> Inafara de una: Marea Britanie.<br /><br /> Unii circotasi zice ca Marea Depresiune a pornit de la inflatia generata de GB. Si asumata de US. Si nu am absolut nici un motiv sa cred ca de data asta va fi altfel.<br /><br />Dar... shhhhh!... asta e un secret ;).Anonymoushttps://www.blogger.com/profile/06741077654926599386noreply@blogger.comtag:blogger.com,1999:blog-2777122575539464943.post-5132578340606097142009-11-30T10:04:02.714+02:002009-11-30T10:04:02.714+02:00Am citit in alta parte cum ca nu sunt chiar 80%:
E...Am citit in alta parte cum ca nu sunt chiar 80%:<br />EU Banks Have US$40 billion Exposure to Dubai and Dubai World <br /># The WSJ reports that European banks have an aggregate $40 billion exposure to Dubai's US$80 billion in liabilities, of which US$60 billion are incurred by Dubai World. The Emirates Banks Association said the top eight foreign banks in the United Arab Emirates by lendingAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-2777122575539464943.post-7246131170272803172009-11-30T09:42:49.981+02:002009-11-30T09:42:49.981+02:00Dane, nu te-ai documentat foarte bine de data asta...Dane, nu te-ai documentat foarte bine de data asta :)<br /><br />Indicatorul gradul de indatorare, luat de unul singur, NU reprezinta absolut nimic.<br /><br />In cazul Irlandei de exemplu, gradul de indatorare ridicat este rezulatatul taxarii mai mici care se practica. Astfel, institutiile financiare au preferat sa creeze entitati care iau asupra lor expunerile pe tari din Europa, Africa, Asia Zexenoreply@blogger.comtag:blogger.com,1999:blog-2777122575539464943.post-79132035665962136972009-11-30T09:24:23.099+02:002009-11-30T09:24:23.099+02:00Mda, era vorba de datoriile externe.
Ca la ameri...Mda, era vorba de datoriile externe. <br /><br />Ca la americani daca socotim totalul obligatiilor statului iese undeva la vreo 500% PIB.Flavianhttps://www.blogger.com/profile/00719249960999825932noreply@blogger.comtag:blogger.com,1999:blog-2777122575539464943.post-86860724851016581002009-11-30T09:17:10.418+02:002009-11-30T09:17:10.418+02:00ptr flavian :
http://www.comstockfunds.com/defaul...ptr flavian :<br /><br />http://www.comstockfunds.com/default.aspx?act=Newsletter.aspx&category=SpecialReport&newsletterid=1473&menugroup=Home<br /><br />daca e vb de datorie publica+privata.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2777122575539464943.post-77681997338235448282009-11-30T09:06:02.989+02:002009-11-30T09:06:02.989+02:00Da, e vorba de datoria publica plus cea privata. I...Da, e vorba de datoria publica plus cea privata. Iar aici se pot face mici comparatii.<br /><br />Germania are procentul total de 2 ori mai mare decat al US. Dar procentul public e mai mic decat al americanilor. Si Franta vs US este la fel.Flavianhttps://www.blogger.com/profile/00719249960999825932noreply@blogger.comtag:blogger.com,1999:blog-2777122575539464943.post-86466058269567773512009-11-30T08:46:46.548+02:002009-11-30T08:46:46.548+02:00Datele mi se par umflate. Precizeaza te rog sursa....Datele mi se par umflate. Precizeaza te rog sursa. Cel putin in cazul Frantei,Germaniei, M. Britanie datele nu corespund (franta 80%, germania 75%, m. britanie 60%). Ai pus datoria publica+privata la unele dintre ele ?<br />https://www.cia.gov/library/publications/the-world-factbook/rankorder/2186rank.htmlAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-2777122575539464943.post-11779418964716250562009-11-30T08:37:04.514+02:002009-11-30T08:37:04.514+02:00Hrisant, Andrei: Inca nu am date referitoare la st...<b>Hrisant, Andrei</b>: Inca nu am date referitoare la structura datoriilor decat pentru cateva tari. O sa incerc o centralizare in momentul in care voi avea toate datele.Dan@Trendurihttp://trenduri.blogspot.comnoreply@blogger.comtag:blogger.com,1999:blog-2777122575539464943.post-35375953119607637642009-11-30T08:28:51.833+02:002009-11-30T08:28:51.833+02:00In mare parte, cel putin in cazul Europei, cred ca...In mare parte, cel putin in cazul Europei, cred ca creditorii finali sunt persoane fizice care locuiesc in tara respecttiva. In cazul SUA se stie ca cea mai mare parte a datoriei este in China.<br />Poate ne lamureste Dan.Andreihttps://www.blogger.com/profile/10942437582637843268noreply@blogger.comtag:blogger.com,1999:blog-2777122575539464943.post-35143163324071852902009-11-30T06:44:08.480+02:002009-11-30T06:44:08.480+02:00Interesant ar fi de dezbatut si cine sunt cei care...Interesant ar fi de dezbatut si cine sunt cei care au creditat toate statele din tabel.<br />HrisantAnonymousnoreply@blogger.com