Just for the records:
Everywhere I look, EVERYONE and EVERY „eggspurt“ knows for a fact that THE top in rates is in.
Only one brave man does not. 😉
Quite tricky now. It does not feel like just another short squeeze without follow thru. Quite some issues did test the 200 or other important technical stuff from above and then bombed higher from that level.
The October candle could very well have been a bear trap.
Just a guess: The January 2024 candle will be a bull trap.
If that chaos shows us anything then that the Asset Managers did have a good handle: Started to reduce lpngs in Q3 2021 it looks like and then started to built up longs from Q3 2022 on. Not bad. Guess the "Asset Managers" category can't get net short as a whole, since most of them will be quite likely "long only" funds.
The earnings they posted today have the earmarks of a matured, saturated company.
It is not a growth conpany, it is a consumer staple. Few years from now it will be perceived like Procter & Gumler today.
Will Apple be the party pooper after ze bell? Doubtfull. Maybe 1% chance. Apple is part of the club and last time they really disappointed was in? 2008 or so?
I know. Mother of friend of mine was owner of the Burlington store in Heidelberg. Now closed. If still open, I would have shown you, so that you could buy a pair of new socks there.
Deflation would not be good for stonks either.
Would not be surprised if in Germany we would go directly from inflation into deflation, without having much of a dis-inflationary period.
Solaredge down 22% in the afterlife, although it already gave a horror earnings warning 2 weeks or so ago.
Look at the monthly, what a crash, wow. Now trading below its March 2020 low.
Most likely they will not. Like with Appeasement policy of the 1930s. When you deal with a devil - Hitler in that case - you can‘t behave as if you would deal with someone who shares your basic principles and values. The only chance to stop Hitler was to built up massive military strengh right after 1933. It was crystal clear right from the beginning that the Nazis want war and prepare for it.
Given that how come that almost no historian warns in drastic words about Appeasement policy by the US regarding Iran? One thing is crystal clear: Right in the moment when they would have a functioning atomic bomb they would nuke Israel. So the policy must be: Never ever can Iran be allowed to have atomic weapons. The Mossad knows that and killed one „scientist“ after the other. Thankfully. You can’t deal with the devil. You can only destroy him.
If I would be Israel I would give a damn about what the UN says anyway. That insititution promotes top-level antisemitism and we in the West sponsor that crap since decades. Antonio Gutteres showed that even a social-dumbocrat from Portugal can be a facist at heart. That guy is a puppet sponsored by the global islamo-facist „countries“.
Hugs and kisses go out to all Jews in the world, to all Israelis, to the IDF and to all Mossad agents.
