El 93% de la Subida de la Bolsa en el 2010 fue el 1er dia del mes !
Es increible ver como el 1er dia de mes, logro el 93% de la subida anual de la bolsa en el 2010.
De los 143 puntos que subio el Mercado de USA en 2010, 134 se lograron en wl 1er dia de cada mes.
El 2011 empezo IGUAL, con el 1er dia de año registrando una subida de 1.2%.
Ahora veamos el 2010 mese por mes:
Diciembre subio en el 1er dia +26 puntos,
Noviembre +1 punto,
Octubre +5 puntos.
Septiembre el Mejor mes con +31 puntos
Agosto con + 24 puntos
Julio con - 3 puntos
Junio con - 19 puntos.
Mayo con + 16 Puntos
Abril con +9 puntos
Marzo con + 11 puntos.
Febrero con + 15 puntos
Enero con + 18 puntos
AQUI ESTA LA GRAFICA del 2010 / 2010 , marcando los 1eros dias de cada mes !!
ReportesFri, 14 Jan 2011 07:10:00 -0500http://www.okanecapital.com/index.cfm/2011/1/14/El-93-de-la-Subida-de-la-Bolsa-en-el-2010-fue-el-1er-dia-del-mes-Millionaire´s ' Suffer - Record Plunge In 2008
IntroductionWith the double-whammy of falling home prices and a major bear market in stocks, and a global credit crisis on top of that, it is not surprising that the number of millionaires in the US and around the world plunged last year. An interesting new report out last week from Capgemini (a global consulting firm) and Merrill Lynch found that the ranks of the world's millionaires shrank at the fastest rate ever in 2008, with North America suffering the biggest wealth loss worldwide. The Capgemini/Merrill Lynch annual "World Wealth Report" notes that the global slump in property and equity markets last year cut the number of millionaires by 15% to 8.6 million, wiping out two years of increases. The value of the world's millionaires' assets fell 20% to $32.8 trillion, after a 9.4% increase in 2007, according to the latest report. Millionaires' Club Shrank at Record Rate in 2008 The Capgemini/Merrill Lynch World Wealth Report for 2008, which was released last Wednesday, defines a millionaire as someone with a net worth of $1,000,000 excluding the value of their primary residence, collectibles, consumables, and consumer durables (ie liquid assets). The survey is conducted globally each year. The authors use the acronym "HNWI" to represent High Net Worth Individuals who are millionaires, as defined above. The Report concludes that at the end of 2008, the world's population of HNWIs was down 14.9% from the year before to 8.6 million, and their wealth had dropped 19.5% to $32.8 trillion. The declines were unprecedented, and wiped out two robust years of growth in 2006 and 2007. As a result, the world's population of millionaires and their wealth ended 2008 below levels seen at the close of 2005. The global population of millionaires had seen robust annual growth of 7.2% on average from 2005 to 2007, before reversing in 2008. The same trend was evident in HNWI financial wealth, which grew 10.4% per year in 2005-07, before the steep contraction. The most significant declines in the HNWI population in 2008 occurred in the three largest regions: North America (-19.0%), Europe (-14.4%) and Asia-Pacific (-14.2%). But behind the aggregate numbers lie some interesting developments in the HNWI populations of those regions. The authors summarize as follows: The number of HNWIs in the U.S. fell 18.5% in 2008, but the U.S. remains the single largest home to HNWIs, with its 2.5 million HNWIs accounting for 28.7% of the global HNWI population. In Europe, the 14.4% decline in the millionaire population varied widely by country. For example, the number of HNWIs shrank 26.3% in the U.K., but just 12.6% in France and only 2.7% in Germany, which avoided a steep contraction in part because HNWIs there were more heavily invested in conservative asset classes than those in other countries. Japan, which accounts for more than 50% of the HNWIs in the Asia-Pacific region, suffered a relatively mild HNWI decline of 9.9%, but others in the region suffered greater losses, including Hong Kong (-61.3%) and India (-31.6%). The apparent resilience of Japan, however, stemmed largely from the fact that the expansion of the HNWI population there had already been capped by the 2007 slowdown in macroeconomic growth and a weakening stock market (market capitalization was down 11.1% in 2007). The Capgemini/Merrill World Wealth Report also surveys the globe for the super-rich, those with at least $30 million in liquid assets, which they refer to as the "Ultra-HNWIs." The contraction in the overall HNWI population was exacerbated by the steeper-than-average decline (globally and regionally) in the number of Ultra-HNWIs. A decline in Ultra-HNWI numbers has a disproportionate effect on overall HNWI wealth, because so much world wealth is concentrated in their hands. The Report notes that at the end of 2008, Ultra-HNWIs accounted for 34.7% of global HNWI wealth, but only 0.9% of the total HNWI population. Recall as noted above that the entire world population of HNWIs was down 14.9% in 2008, and their wealth had dropped 19.5% to $32.8 trillion. Yet the world population of Ultra-HNWIs shrank and lost even more. The number of Ultra-HNWIs plunged 24.6% in 2008, and their wealth was down 23.9%. This is very interesting! The Ultra-HNWIs (those with at least $30 million in liquid assets) should have access to the very best in money management, and they should be highly diversified. Yet they lost more numbers and more wealth than the mere millionaires. The authors suggest that the sharp decline in the number of Ultra-HNWIs globally largely resulted from that group's "partiality for more aggressive products, which tend to deliver greater-than-average returns in good times, but delivered hefty losses in 2008." While this may have been true in some cases, I strongly suspect that the losses occurred primarily because many millionaires (along with average investors) bought into Wall Street's buy-and-hold mantra, and when the stock markets plunged, so did their assets. It is also true that some of the most highly sought after, high profile professional money managers lost 40% or more last year. And who knows, they may have had money with Bernie Madoff! I would also suggest that the plunge in oil prices last year played a role in the losses among Ultra-HNWIs, many of whom are Middle East oil sheiks. Finally, I am sure there will be readers who will respond and ask, Why should I care if a lot of millionaires and super-millionaire fat cats took a beating over the last 18 months; after all, I lost a lot of money in the market as well. To that question, I would simply remind everyone that the wealthy create lots of jobs and pay a lot of taxes (top 5% of taxpayers pay over 60% of all income taxes). To that end, their large loss of wealth will have a negative effect on economic growth and the federal budget deficits. But at the end of the day, what this demonstrates for all investors is that Wall Street's buy-and-hold mantra was a recipe for huge losses over the last 18 months, just as it was during the last bear market in 2000-2002. Perhaps that is why we are seeing a wave of investors seeking actively managed alternative investment strategies such as those I recommend. . Conclusions The bear market in stocks, which saw the S&P 500 Index fall by more than 50% from the peak in late 2007, has certainly inflicted a lot of casualties on the world's millionaires and super-millionaires. The White House National Economic Council estimates that on a global basis, $50 trillion dollars in wealth has been erased over the last 18 months. This includes $7 trillion dollars in US stock market wealth which has vanished, and $6 trillion dollars in US housing wealth that has been destroyed over that period. These declines were unprecedented, and wiped out two robust years of growth in 2006 and 2007. In 2008, the world's population of millionaires was down 14.9% from the year before to 8.6 million, and their wealth had dropped 19.5% to $32.8 trillion. The super-millionaires ($30 million or more) fared even worse. The number of super-millionaires plunged 24.6% in 2008, and their wealth was down 23.9%. .
HNWIReportesWed, 01 Jul 2009 08:15:00 -0500http://www.okanecapital.com/index.cfm/2009/7/1/Millionaires--Suffer--Record-Plunge-In-2008Indicadores Financieros a Mayo 24 2009
Noticias de Okane:Les anexo los principales indicadores financieros del MUNDO a Mayo 24, 2009. El Viernes 5 de Junio a las 5PM vamos a repetir el curso "HAZTE Millonario"- www.MillonarioPermanente.com . Si alguien esta interesado en asistir al curso, les ruego me indique para poderle apartar su lugar. Como siempres estoy a sus ordenes , para cualquier duda o aclaracion.Atte.www.OkaneCapital.comTasas en MéxicoEstaSemana%Enero 1ero2006%% de cambioaEnero 2006TIIE 28 dias 6.115 8.7 -29.71%TIIE 91 dias 5.9035 8.74 -32.45%CPP 4.95 6.02 -17.77%Cetes 28 Dias 5.54 7.97 -30.49%Cetes 91 Dias 5.42 8.15 -33.50%MEXIBOR 3 meses 7.2000 7.2000 0.00%Tasas en el MundoEstaSemana%Enero 1ero2006%% de cambioaEnero 2006Prime Rate 3.25 3.25 0.00%Fed Funds Rate 0.09 0.09 0.00%Bono USA 3 meses 0.17 0.07 142.86%Bono USA 2 años .88 0.76 15.79%Bono USA 5 años 2.2 1.55 41.94%Bono USA 10 años 3.16 2.21 42.99%Bono USA 30 años 4.06 2.68 51.49%Libor 1 mes .400 0.44 -9.09%Libor 3 meses .97 1.43 -32.17%Bolsa de ValoresEstaSemana$Enero 1ero2006$% de cambioaEnero 2006IPC 24093.24 22380.32 7.65%Dow Jones 8277.32 8776.39 -5.69%S & P 500 887.00 903.25 -1.80%Nasdaq 100 1692.01 1577.03 7.29%Merval 1079.66 1079.66 0.00%Bovespa 50568 37550.31 34.67%FTSE 100 4365.29 4434.17 -1.55%Nikkei 9225.81 8859.56 4.13%Dax 30 4918.75 4810.20 2.26%Cac 40 3227.97 3217.97 0.31%Indicadores de ReferenciaEstaSemana$Enero 1ero2006% de cambioaEnero 2006UDI 4.2613 4.1962 1.55%INPC 135.61 132.84 2.09%Inflacion Mexico 12 meses (acum) 6.1733 6.2329 -0.96%MonedasEstaSemana$Enero 1ero2006$% de cambioaEnero 2006Dólar Menudeo 13.3 13.90 -4.32%Dólar Fix 13.1728 13.83 -4.75%Dólar 48 Horas 13.1570 13.81 -4.73%Euro (Europa) US$ 1.3998 1.407 -0.51%Dolar (Canada) US$ 1.1195 1.2166 -7.98%Libra (Gran Bretaña) 1.5932 1.4614 9.02%Yen (Japon) 94.77 90.34 4.90%Futuros del PesoEstaSemana$Enero 1ero2006$% de cambioaEnero 2006SPOT 13.17 13.83 -4.77%Junio-09 13.21 14.09 -6.25%Julio-09 13.22 14.51 -8.89%Ags-09 13.58 14.79 -8.18%Ene-10 13.58 14.93 -9.04%Metales / CrudoEstaSemana$Enero 1ero2006$% de cambioaEnero 2006Centenario (pesos) 14500 13100 10.69%Oro (NY) dólares 956.85 879.98 8.74%Plata Libertad 190 150 26.67%Petroleo WTI 61.02 44.60 36.82%Petroleo Mezcla 57.27 38.75 47.79%GAS (Henry Hub) 3.42 5.63 -39.25%
ReportesSun, 24 May 2009 05:58:00 -0500http://www.okanecapital.com/index.cfm/2009/5/24/Indicadores-Financieros-a-Mayo-24-2009OPINION de ANALISTA: Mexico to Cut Rates: Peso is a Sell
Esta es la opinion de un Analista de Monedas de USA:By Marc ChandlerMexico to Cut Rates: Peso is a Sell3/20/2009 7:54 AM EDTMexico's central bank is widely expected to cut its overnight rate by 25 bp today. That would bring it to 7.25%. Last month it delivered a 25 bp rate cut too. The market had expected a 50 bp cut and punished the peso in disappointment.However, the peso has strengthened sharply in recent days-up until yesterday--and this has renewed some speculation of a 50 bp move today. This seems unlikely.Consumer inflation remains stubborn. It was 6.2% in Feb, having peaked at 6.53% at the end of last year. Mexico's economy is contracting. Domestic demand is weak and of course foreign demand (primarily the US) is poor.The main sources of capital inflows into Mexico--exports, worker remittances and tourism are drying up. Oil prices are roughly a third of where they were 9 months ago.Mexico has spent some $20 bln to slow the peso's descent or roughly 5% of its reserves. Central Banker Ortiz is unlikely to risk the new found stability in the currency may cutting rates more aggressively. Given the pass through of a weaker peso on imported inflation and then domestic inflation, means that policy makers think that the stability of the peso is the key to capping inflation.Mark Twain once said that history doesn't repeat itself but that sometimes it rhymes. In this context, it would suggest that the peso may not sell-off on a 25 bp rate cut like last month.On the other hand, K Marx said that history repeats itself--the first time as tragedy the second time as farce. That would suggest that the peso might in fact sell-off again.Technicals are more aligned with the latter scenario. Hourly technical indicators suggest the overnight recovery in the peso has left it over-extended. Look for the dollar to bounce back from a test on MXN14.10
MXN USDReportesFri, 20 Mar 2009 06:25:00 -0500http://www.okanecapital.com/index.cfm/2009/3/20/OPINION-de-ANALISTA-Mexico-to-Cut-Rates-Peso-is-a-SellResultado Okane UNO Enero 2009
Estimados Amigos de Okane.Me da mucho gusto darles los resultados de Enero 2009.La bolsa de valores de USA tuvo una bajada del 9%, nosotros en OKANE tuvimos una UTILIDAD de aprox $12,500 USD. En estos momentos no les puedo decir que % de utilidad es sobre el capital invertido, hasta que terminemos de capitalizar las nuevas aportaciones que entraron en este 2009, y ademas saldar el pago de Impuestos por las utilidades del 2008.Lo positivo es que ganamos dinero. ganamos en dollares y vamos bien.Les agradezco su confianza..Como siempre estoy a sus ordenes para cualquier duda o aclaracion.Atte.www.OkaneUno.com
ReportesWed, 04 Feb 2009 10:01:00 -0500http://www.okanecapital.com/index.cfm/2009/2/4/Resultado-Okane-UNO-Enero-20092008 Indicadores Financieros Finales ** WOW !!
Noticias de Okane:No dejes de ver los cambios tan fuertes en las tasas de Interes de USA.Los cambios porcentuales (%) de cada uno de los indicadores que seguimos fueron muy fuertes en este 2008. Tanto las bolsas de valores, como los tipos de cambio, y los precios de los comodities como petroleo tuvieron movimientos en 12 meses que normalmente se dan en 250 meses.Tasas en MéxicoEstaSemana%Enero 1ero2006%% de cambioaEnero 2006TIIE 28 dias 8.7 7.93 9.71%TIIE 91 dias 8.74 7.99 9.39%CPP 6.02 5.13 17.35%Cetes 28 Dias 7.97 7.43 7.27%Cetes 91 Dias 8.15 7.63 6.82%MEXIBOR 3 meses 7.2000 7.2000 0.00%Tasas en el MundoEstaSemana%Enero 1ero2006%% de cambioaEnero 2006Prime Rate 3.25 7.25 -55.17%Fed Funds Rate 0.09 4.00 -97.75%Bono USA 3 meses 0.07 3.24 -97.84%Bono USA 2 años 0.76 3.05 -75.08%Bono USA 5 años 1.55 3.44 -54.94%Bono USA 10 años 2.21 4.03 -45.16%Bono USA 30 años 2.68 4.45 -39.78%Libor 1 mes 0.44 4.60 -90.43%Libor 3 meses 1.43 4.70 -69.57%Bolsa de ValoresEstaSemana$Enero 1ero2006$% de cambioaEnero 2006IPC 22380.32 29536.83 -24.23%Dow Jones 8776.39 13264.82 -33.84%S & P 500 903.25 1468.36 -38.49%Nasdaq 100 1577.03 2652.28 -40.54%Merval 1079.66 2151.73 -49.82%Bovespa 37550.31 63886.10 -41.22%FTSE 100 4434.17 6456.90 -31.33%Nikkei 8859.56 15307.78 -42.12%Dax 30 4810.20 8067.32 -40.37%Cac 40 3217.97 5614.08 -42.68%Indicadores de ReferenciaEstaSemana$Enero 1ero2006% de cambioaEnero 2006UDI 4.1962 3.9335 6.68%INPC 132.84 125.04 6.24%Inflacion Mexico 12 meses (acum) 6.2329 3.9296 58.61%MonedasEstaSemana$Enero 1ero2006$% de cambioaEnero 2006Dólar Menudeo 13.90 11.03 26.02%Dólar Fix 13.83 10.915 26.71%Dólar 48 Horas 13.81 10.919 26.48%Euro (Europa) US$ 1.407 1.459 -3.56%Dolar (Canada) US$ 1.2166 0.998 21.90%Libra (Gran Bretaña) 1.4614 1.9848 -26.37%Yen (Japon) 90.34 111.70 -19.12%Futuros del PesoEstaSemana$Enero 1ero2006$% de cambioaEnero 2006SPOT 13.83 10.915 26.71%Feb-09 14.09 13.83 1.88%Junio-09 14.51 13.83 4.92%Oct-09 14.79 13.83 6.94%Dic-09 14.93 13.83 7.95%Metales / CrudoEstaSemana$Enero 1ero2006$% de cambioaEnero 2006Centenario (pesos) 13100 9900 32.32%Oro (NY) dólares 879.98 833.03 5.64%Plata Libertad 150 180 -16.67%Petroleo WTI 44.60 96.65 -53.85%Petroleo Mezcla 38.75 82.44 -53.00%GAS (Henry Hub) 5.63 7.16 -21.37%
ReportesThu, 01 Jan 2009 08:34:00 -0500http://www.okanecapital.com/index.cfm/2009/1/1/2008-Indicadores-Financieros-Finales--WOW-Trade Like Billionaire Carlos Slim Helu
In such volatile and uncertain times, investors more than ever are relying on expert advice and examples to make their own investment decisions. Piggybacking top investors even has a fan in Jim Cramer, who last year said: "If you want to piggyback off a winner, Carlos Slim Helu is your guy." Carlos Slim Helu has been considered the second-richest man in the world, after Warren Buffett and ahead of Bill Gates. And now that Buffett's Berkshire Hathaway(BRK) has had a significant drop in price, Slim could bump up to be the richest. Slim is known for taking major positions in publicly traded companies. For example, he recently announced a position in New York Times(NYT) of 9.1 million Class A shares. Here are the shareholdings of this billionaire and compiled a list of the top stocks of Carlos Slim Helu. ALYAllis-chalmers En Price: $5.97 Change: -13.23% Open: $6.59 AMXAmerica Movil Price: $28.97 Change: -12.53% Open: $31.96 MOAltria Group Inc Price: $19.29 Change: -0.46% Open: $19.14 TMXTelefonos De Mex Price: $18.27 Change: -11.05% Open: $19.75 KFTKraft Foods Inc Price: $28.18 Change: -3.59% Open: $28.56 TITelecom Italy New Price: $11.20 Change: -5.17% Open: $11.47 SKSSaks Inc Price: $5.79 Change: -6.16% Open: $5.97 GLBCGlobal Crossing L Price: $8.12 Change: -13.62% Open: $9.27
carlos slimReportesSat, 29 Nov 2008 04:29:00 -0500http://www.okanecapital.com/index.cfm/2008/11/29/Trade-Like-Billionaire-Carlos-Slim-HeluBolsa USA en el 2008 ABAJO 10.43% - Okane UNO BIEN