Long-term bond yields have gone up sharply today $TLT (iShares 20+ Year Treasury Bond ETF ) . This is a big move. It will be the main indicator I will be following, not the broader market $SPX500 . I will post a bit more in detail the consequences of a sharp rise in bond yields a bit later this week.... Zobrazit více Přeložit
Long-term bonds have decreased quite a bit since "Liberation day", now close to record low in years. If this continue, yields rising will put pressure on Precious Metals and I will need to reduce the position on those. ... Zobrazit více Přeložit
The portfolio is reacting well in the last 2 days. I am obviously checking multiple times a day given the volatility at the moment and the on off on off tariffs announcement and flaking.
I took profit on some $GOLD.BARRICK (Barrick Gold) and used the proceeds to buy $TTE.PA (TotalEnergies SE) . We... Zobrazit více Přeložit
Over the past week, the financial markets have experienced significant volatility due to escalating trade tensions between the U.S. and China. President Trump's recent tariff announcements, including a 34% increase on Chinese imports on top of an existing 20%, led to a sharp market downturn on April... Zobrazit více Přeložit
Over the past month, financial markets have experienced increased volatility, largely due to President Trump's announcements and subsequent reversals regarding tariffs, particularly the recent 25% tariff on auto imports. This policy uncertainty has contributed to a sideways movement in major indices... Zobrazit více Přeložit
The increase in volatility is entirely due to President Trumps announcements, it was all going very well until he started threatening tariffs. I still think he will somehow make the markets explode at some point.... Zobrazit více Přeložit
Over the past month, we've observed notable corrections across major U.S. stock indices. The $SPX500 has declined by approximately 4.5% year-to-date, reflecting increased market volatility. Similarly, the $NSDQ100 has experienced a downturn, influenced by significant losses in major tech stocks.... Zobrazit více Přeložit
So wie ich das sehe, hat Gold das Geld von allen anderen Assets abgesaugt, wie ein Schwarzes Loch.
Deswegen gingen Aktien runter und Gold wie verrückt rauf.... Zobrazit více Přeložit
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