๐๐๐๐๐ก๐๐ฃ๐๐ & ๐๐ฅ๐ฅ๐ค๐ง๐ฉ๐ช๐ฃ๐๐ฉ๐ฎ
Good evening dear investors the markets open under the sign of green and good gains, $NSDQ100 above 25k points $SPX500 above 6.5k... but as I've been telling you for some time now.
I'm increasing my cash position by taking profit on several positions because I don't like this macro situation much, and to be able to use it wisely should opportunities arise in the markets... well, that opportunity presented itself sooner than expected, in fact two... one with $RACE (Ferrari NV) and the other today with $BNP.PA (BNP Paribas SA) where I consider the market reactions excessive for both Businesses
I know that perhaps some will say they don't see any clouds on the horizon with 2 more rate cuts coming and the peace between Israel and Palestine... but I like to remain cautious in this situation because the developments could be different... the worst that can happen is that we lose a few percentage points along the way compared to the Nasdaq and SPX500... but we are doing so well that we are doubling both indices, so it's a "risk" we will take.
And as I always say, "Better safe than sorry."
Klaudio... Show More
