Nehany kisebb puzzle darab a mai emaileim kozul....:
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...What we are seeing now are credit markets revolting against the risk of over levered sovereign treasuries and the fact of receiving zero compensation for the outsized risk.....
..The truly HUGE problems lay in the derivatives markets. These are multiples of all markets ...with very thin margins allowed for losses. The volatility seen in currencies and debt over the last month have surely bankrupted many. You see, it was the use of derivatives markets in the first place to "engineer" the bubbles ...which are now bursting! It is quite simple, the leverage afforded by derivatives, funded by credit and freely printed currency blew the bubbles to begin with. Margin calls and forced closure of many of these derivatives will be the driving force of the coming collapse. A broken derivatives chain will break everything beneath them including the currencies themselves.....
(a kockazat kotvenyeken, nem csak a hozam amit elerhet az ember ill. ennek vasarlo erteke, hanem a teljes toke ami ezekbe lett fektetve...)
az engem nem nyugtat meg hogy, jaj istenem elbuktam a kotveny portfoliom 20,30,50%-t de nem baj mert a tobbseg ennel sokkal tobbet vesztett aranyaiban.....
vannak akik regionalisan, esetleg eu-hoz hasonlitva neznek dolgokat en megprobalom globalisan vizsgalni....
masok vagyunk es mindenki mashogy iteli meg a kockazatokat...
sok sikert mindenkinek!
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...What we are seeing now are credit markets revolting against the risk of over levered sovereign treasuries and the fact of receiving zero compensation for the outsized risk.....
..The truly HUGE problems lay in the derivatives markets. These are multiples of all markets ...with very thin margins allowed for losses. The volatility seen in currencies and debt over the last month have surely bankrupted many. You see, it was the use of derivatives markets in the first place to "engineer" the bubbles ...which are now bursting! It is quite simple, the leverage afforded by derivatives, funded by credit and freely printed currency blew the bubbles to begin with. Margin calls and forced closure of many of these derivatives will be the driving force of the coming collapse. A broken derivatives chain will break everything beneath them including the currencies themselves.....
(a kockazat kotvenyeken, nem csak a hozam amit elerhet az ember ill. ennek vasarlo erteke, hanem a teljes toke ami ezekbe lett fektetve...)
az engem nem nyugtat meg hogy, jaj istenem elbuktam a kotveny portfoliom 20,30,50%-t de nem baj mert a tobbseg ennel sokkal tobbet vesztett aranyaiban.....
vannak akik regionalisan, esetleg eu-hoz hasonlitva neznek dolgokat en megprobalom globalisan vizsgalni....
masok vagyunk es mindenki mashogy iteli meg a kockazatokat...
sok sikert mindenkinek!
silver&gold