Seeking for great quality companies for a fair price rather than good companies for great price. No contrarian bets/special situations. Just great bussinesses.Joined September 2019
Sold Mader group shares. Stock seems to be more cyclical, than I thought, so it is not worth of its premium valuation. Profit ~35% after less than half year. $MAD $MAD.AX
I think Jay Powell was not being dovish today, and this is the sort of speeches that people will realize how hawkish it is with time to digest.
And this kind of knee jerk reaction, only to be reversed later, had happened before.
@neu_jan@AkciovyGURU nevím jestli jde porovnávat tě pár let s tím co se děje letos )) FED už je v jiných rukou:
TRUMP: WILL FIRE COOK IF SHE DOESN'T RESIGN
$NVO For bull's 👀 only:
If we simply look at the largest monthly volume months in it's 43 year history, you'll notice it marked THE bottom.
Are we currently there again?
Just simple data, don't overthink it.
Posilování dolaru v tomto týdnu nemá oporu ve vývoji tržních sazeb ani ve změně tržních očekávání. Jelikož byla sázka na short USD jednou z nejvíce „přelidněných“, aktuální pohyb může souviset s úpravou pozic. Společnost Citi uvedla, že svou sázku na long euro vůči dolaru…
Letošní propad vykoupili především drobní investoři, kteří posílali peníze do trhu v rekordním objemu.
Instituce a velcí hráči spíše prodávali. Moc často se nestává, že by malí vyhráli a velcí prohráli.
Pochybuji že to bude tak snadné. Čekám turbulence v druhé polovině roku.
We need to be cautious about company growth right now, especially in industrials and materials. Numbers won't be normal in the coming quarters — many purchases were brought forward in Q1 to avoid potential price hikes from tariffs.
Čekal jsem utlumenou reakci na Moodys + Walmart ... -1% ... -1.5% na S&P ... ale tohle, to fakt ne. To je až děsivé jak trh ignoruje úplně vše 👀 To smrdí ...
... a to jsem long, hodně long. Takže bych si měl pískat ale nějak to nejde 🤔
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