PureValueMetrics @PureValueMetric
Finance - asset management - FINMA regulated - just some opinions, things that look interesting - does not consist of investment advice purevaluemetrics.com Pfäffikon/SZ - Switzerland Joined November 2014-
Tweets2K
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Following687
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purevaluemetrics.com/post/hegseth-f… #firstbrandgroup why it matters #supplychainsecurity #supplychainfinances #XAG #india #SPX500 ... #opex dealer loose loads of gamma #quarterend done #VIX could bounce sharply from here.. #timeforaheadging trade in equity (owned stuff #AI etc #NVDA )
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purevaluemetrics.com/post/modi-us--… #gold #silver #plat #RareEarth keep on trucking, USD will be tested with #Powell tomorrow #QQQ too high on valuations clearly, flows remains positive though
purevaluemetrics.com/post/trump-xi-… #inflationtarget #usd #PreciousMetals #fed inflation target will not be met till 2028, that's 7years outside their target...why 2% why not admit new 3% #duration #UST #JGB no reacting too well after FED cut this week
It's FOMC day, and 1st cut coming, U.S-UK tech pact, China new world order, UBS to risk CH ?, Nestle reshuffle, US sales up nicely (BUT adjusted for inflation they been flat for 5years). More here comme d'hab : purevaluemetrics.com/post/uk-us-tec… have a super Powell day #UBS #GDX #SILJ…
purevaluemetrics.com/post/precious-… #alltimehighs #VIX funds max short, buy some and hedge a bit for next week's FED and many other CB meetings
purevaluemetrics.com/post/poland-ar… #article4 #ORCL #PPI softer ? perhaps a little strange one here
purevaluemetrics.com/post/poland-na… #ORCL #NATO #POLAND #GOLD what else #FRANCE >>> #blockeverything could get a little wild out there #EuroBasket
#skiisthelimit central banks cutting in some 3 to 4% inflation regime... (well they may not cut)...but still, fiscal issue is going global... #duration IMHO... and we may even have a 'european bond crisis' coming up again #france ...remember 2010 period when euro bond crisis as…
#skiisthelimit central banks cutting in some 3 to 4% inflation regime... (well they may not cut)...but still, fiscal issue is going global... #duration IMHO... and we may even have a 'european bond crisis' coming up again #france ...remember 2010 period when euro bond crisis as…
purevaluemetrics.com/post/de-minimi… #deminimis deadline #UST curve #EURO with french confidence vote in Sep #AI #QQQ top #VIX buy some, far too low going into September #timeforahedgingtrade !
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