Weekly performance - Positions percentage change Friday close to Friday close (1 week)
+8.68% INGA.NV ING Groep N.V.
+1.73% MFG Mizuho Financial Group, Inc.
+1.62% BBVA.MC Banco Bilbao Vizcaya Argentaria, S.A.
+1.45% DB Deutsche Bank Aktiengesellschaft
-0.79% MUFG Mitsubishi... 顯示更多 翻譯
Lots of voices proclaiming we are out of the woods, I'm not so sure yet. We've had a few up days after a few down days; I think charts are going to move fairly "flat and sideways" for the foreseeable.
I still believe the (relatively) "soft landing" hypothesis seems the right... 顯示更多 翻譯
Thank you for the alternative scenario, and it is quite scary. Obviously we generally disagree, but I thank you for setting out the consequences of a "hard landing".
It does concern me that your scenario could yet be the right one, and i at least agree that Europe/UK are particularly susceptible re:... 顯示更多 翻譯
I'm curious about the US property market. Seeing a huge decline in sales, that together with high material costs, would you not just short the home builders? Honest question. I'm looking into it, but since I don't live in the US, I can't say for myself.... 顯示更多 翻譯
Weekly performance - Positions percentage change friday close to friday close (1 week)
+16.17% X United States Steel Corporation
+8.77% FSM Fortuna Silver Mines Inc.
+8.34% DB Deutsche Bank Aktiengesellschaft
+8.30% AER AerCap Holdings N.V.
+8.23% KGC Kinross... 顯示更多 翻譯
WEEKLY UPDATE as of close of September 9
Hello copiers and followers!
The indices $SPX500$SPY$NSDQ100$QQQ$DJ30$DIA.US$IWM
they avoided losing the 0.618 Fibo level where they just rebounded, although levels such as the 0.5 Fibo, the 100, 50-day moving averages have recovered, we are still not... 顯示更多 翻譯