Giuro @_Giuro_
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What if we get a final melt up. Not before a chunky correction. Some stocks acting weird
Some leaders already pretty weak. Meme stock weak for a few days now. Melt up finished after September attempt and bears finally getting some time with some risky headlines lurking?
Some leaders already pretty weak. Meme stock weak for a few days now. Melt up finished after September attempt and bears finally getting some time with some risky headlines lurking?
Meme stocks selling off in the last couple of days, leaders of recent rally feeling a bit tired..no melt up phase or we already seen what the market was capable of?
I wonder if this could lead to at least an underperformance of thiel mafia (palantir Tesla and the likes)
So many calling for duration Armageddon..it might be time to get some
Probably makes sense to buy some fixed income at these levels. Too many bearish and talking about everyone dumping treasuries.
Time to sell some bonds?
Time to buy some?
I have no idea why but I feel like taking profit on European defense stocks
4.5k likes out of 16.5 followers. Time to go long VW or, more in general, Germany/Europe?
4.5k likes out of 16.5 followers. Time to go long VW or, more in general, Germany/Europe?
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Oil and bonds pushing recent lows and highs respectively. Feels battle is on into month end. Key levels here. Leaning towards bullish oil but talking my book. So bonds will keep rallying 😀
Equity markets feeling a bit tired. But would keep being negatively correlated to oil. Bonds..tbh not sure. They are tired but could get a bid if equities start falling off. It would be an opportunity to sell imho.

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