Ciclu economic e cam făcut de politica monetara dar nu ne batem capul cu asta doar unde se pot face bani.
I) Bursa se anticipează mult mai mult în economiile dezvoltate și mult mai puțin sau deloc în economiile sărace
II) Pe ansamblu ne uitam la index și doar după aia la firme în concret, într-o categorie putem avea variații din multe motive și cu asta o să vă bateți capul fiecare
Ciclu de bubble și bubble pop
( https://www.youtube.com/watch?v=bw9CALKOvAI muzica obligatorie lol ) ciclul face ca economia după 5-6 sa meargă prost și sa fim în criză
1>2>3>4>5>6>7>8>9>1>2>3>4>5>6>7>8>9>1>2>3>4>5>6>7>8>9>1>2>3>4>5>6>7>8>9>
notă: o să fac edit și mai pun una alta
1) Transporturi
http://www.investopedia.com/terms/d/djta.asp BALTIC DRY INDEX
http://www.bloomberg.com/quote/BDIY:INDDow Jones Transportation Average Index
http://finance.yahoo.com/q?s=^DJT
iShares Transportation Average
https://www.tradingview.com/x/l1sz9wKu/SPDR S&P Transportation ETF
https://www.tradingview.com/x/2OrThcqB/2) Tehnologie
First Trust NASDAQ-100-Tech Index
https://www.tradingview.com/x/4ay3x3mK/Guggenheim S&P 500 Eq Weight Technology
https://www.tradingview.com/x/nk3NK7ZO/ Technology Select Sector SPDR
https://www.tradingview.com/x/lw1PXTm2/Apple Inc
Microsoft Corporation
Google
International Business Machines Corp
Oracle Corporation
Intel Corp
Cisco Systems
Qualcomm
Accenture PLC
EMC Corporation
3) Producție
Vanguard Industrials ETF
https://www.tradingview.com/x/Fdb1LAwq/Fidelity Advisor Industrials A
https://www.google.com/finance?q=MUTF%3A+FCLAXGeneral Electric
United Technologies
Union Pacific
3M Co
Boeing Co
United Parcel Service Inc
Honeywell International
Caterpillar
Emerson Electric
Danaher Corporation
4) Minerie, mărfuri bazice etc
Materials Select Sector SPDR
https://www.tradingview.com/x/RwiM3liv/Monsanto
E.I. du Pont de Nemours & Company
Dow Chemical Co
Ecolab, Inc.
PPG Industries, Inc.
Air Products & Chemicals Inc
Mosaic Co
Weyerhaeuser Co
Newmont Mining Corporation
5) Energie, gas, petrol, etc
Vanguard Energy Index Adm
https://www.google.com/finance?q=MUTF%3AVENAXExxon Mobil Corporation
Chevron Corp
Schlumberger NV
ConocoPhillips
Occidental Petroleum Corporation
Anadarko Petroleum Corp
Halliburton Company
Phillips 66
EOG Resources
Apache Corporation
6) Bunuri de consum + sănătate
http://www.investopedia.com/terms/c/consumerstaples.aspVanguard Health Care Inv
https://www.google.com/finance?q=MUTF%3AVGHCXConsumer Staples Select Sector SPDR
https://www.tradingview.com/x/gXzMLyL7/Fidelity Select Consumer Staples
https://www.google.com/finance?q=MUTF%3AFDFAXJohnson & Johnson
Pfizer Inc
Merck & Co Inc
Amgen Inc
Gilead Sciences Inc
AbbVie Inc
Bristol-Myers Squibb Company
UnitedHealth Group Inc
Abbott Laboratories
Eli Lilly and Company
Procter & Gamble Co
Coca-Cola Co
Philip Morris International, Inc.
Wal-Mart Stores Inc
PepsiCo Inc
Altria Group Inc.
CVS Caremark Corp
Mondelez International Inc
Colgate-Palmolive Company
Costco Wholesale Corporation
7) "utilities"
Vanguard Utilities Index Adm
https://www.google.com/finance?q=MUTF%3AVUIAX Duke Energy Corporation
Southern Co
Dominion Resources Inc
NextEra Energy Inc
Exelon Corp
American Electric Power Co Inc
PG&E Corp
FirstEnergy Corp
PPL Corp
Sempra Energy
8 ) Finanțe
(aici am fost când sau tipărit bani)Vanguard Financials Index Adm
https://www.google.com/finance?q=MUTF%3AVFAIXBerkshire Hathaway Inc
JPMorgan Chase & Co
Wells Fargo & Co
Citigroup Inc
Bank of America Corporation
Visa, Inc.
American Express Co
Goldman Sachs Group Inc
U.S. Bancorp
American International Group Inc
9) "Consumer Cyclicals"
http://www.investopedia.com/terms/c/consumer_cyclicals.aspConsumer Discret Select Sector
https://www.tradingview.com/x/vc1CJv3C/Walt Disney Co
Home Depot, Inc
McDonald's Corporation
Amazon.com Inc
News Corporation Class A
eBay Inc
Time Warner Inc
Ford Motor Co
Nike, Inc. Class B
Starbucks Corporation