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BRIDGEWATER´s "The Big Short" vs. Airbus: Neues ATH für AIR

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Bridgewater hat in Europa aktuell mindestens 42 Bluechips im Volumen von insgesamt 22 Mrd. US Dollar geshortet. Die Netto Short Position auf Airbus beträgt 411 Mio. Euro.
Quelle: Reuters/ZH zerohedge.com/news/2018-02-14/bridgewaters-european-short-grows-massive-22-billion-here-are-targeted-companies

AIRBUS hat am 15.02.2018 überraschend gute Unternehmenszahlen vorgelegt:

Trotz Problemen Airbus verdreifacht Gewinn
Mit dem Militärtransporter hat Airbus auch im vergangenen Jahr viel Geld verloren. Trotzdem gelang es dem Luft- und Raumfahrtkonzern, seinen Gewinn zu verdreifachen.
spiegel.de/wirtschaft/unternehmen/airbus-verdreifacht-gewinn-a-1193635.html

Der 1h Chart zeigt sehr beeindruckend, dass die gesamte Shortattacke von Bridgewater, die seit Ende Februar mit zum Absturz der Europäischen Aktienmärkte beigetragen hatte, heute innerhalb von Sekunden mit einem beachtlichen Opening Gap ausgeglichen wurde. Steigt der Kurs von Airbus nur noch marginal an, wird ein neues Allzeithoch erreicht. Die gesamte Shortposition von Bridgewater auf Airbus im Volumen von 411 Mio. Euro rutscht so ins Minus.

tradingview.com/chart/LvPwQGbV/

Vor dem Kurseinbruch, der Ende Januar 2018 began, lagen nur 8 der von Bridgewater bis dahin bekannten 20 Shorpositionen im Plus. Die Shortposition auf Airbus, TOTAL SA, Allianz und Banca IntesaSanPaolo geben Hinweise darauf, dass die Strategie von Bridgewater nicht solide recherchiert und fundiert sein kann. Die aktuellen Shortpositionen sollen die höchsten in der Geschichte von Bridgewater sein. Wird Bridgewater das Risiko zu hoch, müssen Aktien im Wert von 22 Mrd. Dollar allenfalls in sehr kurzen Zeiträumen zurückgekauft werden. Dies wird sich in den Charts der Einzelwerte und in den Kursen der Indizes bemerkbar machen: In Form steigender Kurse.

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BRIDGEWATER vs. TOTAL SA (bitte Chart anklicken um facts & figures zu laden:

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BRIDGEWATER vs. Allianz (bitte Chart anklicken um facts & figures zu laden):

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BRIDGEWATER vs. Italien (bitte Chart anklicken um facts & figures zu laden):

Italien: Vergleich Referendum 2016 vs. Wahl 2018

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2. Warnung vor Bridgewaters flipp flopp "Strategie":

2. Warnung vor BRIDGEWATER´s "Big Short"

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Airbus erreicht zur Eröffnung neues All Time High mit 94,39 Euro.

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AIRBUS auf ATH:

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Pre View: Der aktuelle Kursverlauf in den USA deutet immer mehr darauf hin, dass der Kursabsturz entweder mutwillig ausgelöst oder beschleunigt wurde oder das Manipulation durch den Missbrauch von Marktmacht erfolgt ist.

Das update dazu erfolgt über das Wochenende.

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Latest news: Bitte Chart anklicken und updates (via comments) laden:

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BRIDGEWATER, update: Dalio Will Lose on European Bank ‘Big Short,’ Algebris CEO Says bloomberg.com/news/articles/2018-02-19/dalio-will-lose-on-european-bank-big-short-algebris-ceo-says

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Airbus A380 program could be 'sustainable' after Emirates purchase, top exec says cnbc.com/2018/02/20/airbus-a380-program-could-be-sustainable-after-emirates-purchase.html

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Qatar Airways Receives First A350-1000 Today, Will Fly To London Saturday forbes.com/sites/ericrosen/2018/02/20/qatar-airways-receives-first-a350-1000-today-will-fly-to-london-saturday/

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Qatar says may switch part of A350 order to biggest model reuters.com/article/uk-airbus-a350/qatar-says-may-switch-part-of-a350-order-to-biggest-model-idUSKCN1G41D9

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Aibus & 99, neues ATH: Bridgewaters Verluste steigen.

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Latest update on Bridgewater:

It's Dalio Versus Everyone Else as Money Flows to Europe

I’m surprised. That’s a big bet. Dalio and his team are very confident,” said Rick Herman, managing director of asset allocation who helps oversee about $30 billion at BB&T Institutional Investment Advisors Inc. “That’s definitely out of consensus. European stocks are cheaper, and they also have stronger earnings growth.”
bloombergquint.com/markets/2018/02/26/it-s-dalio-versus-everyone-else-as-money-flows-to-europe-stocks

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Exclusive: Airbus sets services goal, targets productivity gains

Airbus has set a goal of tripling services revenues from its commercial aircraft business to $10 billion within seven years and sharply reducing the number of times its jets are stranded on the ground for technical reasons, industry sources said.
edition.cnn.com/style/article/ancient-mayan-structures-discovered/index.html?gallery=//cdn.cnn.com/cnnnext/dam/assets/180205181338-ancient-mayan-structures-discovered-9.jpg

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Der Weg ist frei für eine Koaltion zwischen der PD und der 5 Sternebewegung:

Anti-EU SURGE - Salvini REJECTS Five Star coalition

ANTI-EU party Five Star Movement is now the single largest party in the Italian election 2018 according to the latest exit polls as the nation takes one step towards anti-establishment and anti-EU parties leading the country.
express.co.uk/news/world/927026/Italian-election-2018-results-exit-poll-live-updates-Italy-general-election

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High-performance U.S. tech stocks drive Nasdaq to record high
investing.com/news/stock-market-news/highperformance-us-tech-stocks-drive-nasdaq-to-record-high-1334870

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High-performance U.S. tech stocks drive Nasdaq to record high
investing.com/news/stock-market-news/highperformance-us-tech-stocks-drive-nasdaq-to-record-high-1334870

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High-performance U.S. tech stocks drive Nasdaq to record high
investing.com/news/stock-market-news/highperformance-us-tech-stocks-drive-nasdaq-to-record-high-1334870

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Dalio wettet gegen Airbus - Griechenland kauft für 4 Mrd Flugzeuge. Grösste Investition seit 2010.
mobil.n-tv.de/wirtschaft/wirtschaft_der_boersen_tag/Der-Boersen-Tag-am-Mittwoch-28-Maerz-2018-article20358202.html

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Airbus confirms plans to raise A320 output to 63 a month

Airbus (PA:AIR) plans to increase production of single-aisle A320-family aircraft to 63 a month, a company spokesman said, confirming press reports. The production increase, first reported by France's La Tribune, will take effect in 2019, accelerating previous plans to lift output to 60 aircraft a month over the same period. The plans were unveiled to suppliers in a letter earlier this month.
Over the longer term, Airbus is studying plans to raise output of its best-selling jet family to as high as 75 aircraft a month, a source familiar with the company's planning said.

Currently, Airbus is producing 55 a month, the source added.

Airbus Chief Executive Tom Enders has spoken of proposals to raise production to 70 a month over an undefined period, reflecting rising air travel and strong commercial jet demand.
investing.com/news/stock-market-news/airbus-confirms-plans-to-raise-a320-output-to-63-a-month-1413655

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AIR @ 96,8: World's longest nonstop flight: Airbus A350-900ULR set to enter service
edition.cnn.com/travel/article/singapore-new-york-worlds-longest-nonstop-flight/index.html