18 ordspråk av Andre Caminada

Andre Caminada

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People are taking some profit because it (the index) rose strongly over the last few days; that's normal.

Although no serious figures on the results of rationing should appear in the next month or two, the market is slightly less worried. The feeling is that, if there are no blackouts, rationing itself is already priced in.

It was a bit slow day with some room for profit-taking, and the market should continue in a slow mode for a while. The present level corresponds to the situation, and we don't see great rises or falls ahead.

If they keep managing the energy crisis well, there should be no major impact.

The U.S. market's rise triggered the rally. Our stocks have been raring to rise for a while. Nobody has appetite to sell right now, but nobody wants to build up big positions either.

CVRD is still down 8 percent on the month mainly due to a stronger real currency, which affects this big exporter. CVRD became too undervalued and this new rise is natural.

Telecoms reacted today after falling sharply yesterday, when there wasn't much reason for their fall.

The market is accumulating strength, watching oil prices and awaiting the U.S. Fed's rate meeting and Brazil's own rate decision. Until next week, investors may be just slightly reviewing their positions.

What we see now is a battle between a new economy and an old economy.

The market was taking its cue from investors' mood outside. There was concern about the economic numbers that came out today.

Trading was nervous today; turnover improved a lot. The market is talking a lot about changes in the main index. Many say that some big companies may lose some weighing.

There are no real reasons for the stocks to fall, but turnover stays fairly low and they are slipping.

The metals sector is red-hot. The economy is growing, companies are working at full capacity and there is demand. For many, buying steel companies is also a way to invest in durable goods.

The fall in oil helped diminish some nervousness over inflation.

It gets better there and it gets better here, it falls there and we fall here.

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