Brookfield, one of the best Fund of Funds. Super positioned in various markets and sectors. Top CEO with lot of money in his company, strong and stable earnings and revenue. No hype, no scandal - pure and hard brainworkers, with excellent human factors. Perfect share for everyone, who will not spend all the time for market screening. Put it right...
Consolidation done. Still huge conflicts in Middle East. And we all know, what happend, when tanker blocked in street of hormuz or suezmax or havarie before in harbour Rotterdam. Whole econmic world is forced by hours/days in logistics. So be prepared for move in Oil. 19.12.24/Dan
DAX40 one of the most import Index beneath MSCI, SPX und DJIA und Nikkei. German economy leads the european economy. For shure, the DAX has not the performance like an SPX. But the 2024 rise is very impressive. And if I look, what germans politicians did the last years and also actually, i am still stunning what real economy does. But overall, big tasks ahead. And...
Regarding the last 15 to 20 months, on monthly chart, you will find the comparison between the major sectors within the SPX: semiconductors, finance, retailer goods, information technology. What is interesting: sector information technology still rising, no cut, no descending, linear rsining, not hyperpolic, which is still a sign of exuberation. The largest...
After years of solid growth, the signs for distribution beetween bulls and bears has arrived. Shares are changing the hand, from investors to speculants. And I suppose extreme speculatants. There are some players on market which are preparing an extreme short selling. Technical side, there a enough signs to say good bye and change the river side, from long to...
Tesla actually as an high flyer. Since end of october, the value has been doubled. Are there any fundamental reasons, to substantiate such a move? 100% for sure not. Why? Musk will launch next year another cheaper car. This may help to keep the piece of the market, but not to increase very higher sales in total. 2024 tesla sold end of Q3 not more cars than in...
China in trouble and perfect situation for Mr. Trump. China needs the US Market to sell her products and not not fall in an deflation. Same for EU. German market very important for china. What will china do. Decaluation its currency or accept miniummprices. For some goods.
Maybe DAX will reach 21000 in the next 2 months, even SPX could rise up to 6400 USD, but one is for sure. Such a great disbalance in 40 years is incredible. Rising US Treasury yields up from o% to 4.5% and CPI by 2.7% with riskless 1,7% is wonderfull, but normaly not for the stock market. Every time, Fed rose the yields more than 2% within 12 months, stock market...
Paramount Global in interesting situation. Company sold to money, means to Davis Ellison son of Oracle founder. Means money should never be a problem. And Davis Ellison has experience in this business and is very successfull with his own companies Skydance media. For sure. Davis has not the biggest cable TV net bought, but he has a lot of content to fill this...
How to read the Char. In the main pan, there we find the ratio built by Willshire5000 divided by global Gross Domestic. As you know, the Buffett indicator is built by the ratio built by Willshire5000 divided by GDP USA. Meantime, together with the strong globalization, various experts thinking, that US companies make a lot of there revenues in foreign countries....
M3 contains more asset classes than M2. So, to find the signs to bubble, in a point of historical view, it might be better, to compare value of equities with M3. Therefore you see below, what it means. Market crisis/crashes are marked. The differences from 2007/08 to others: there we had an Interbanken problem: no one trusted each other and was not willing to...
How to read the Chart? SPX in main picture an below - with own scales- you find the Put/Call Ratio and and bottom the VIX. Put/call Ratio tells us, how much euphoric is in the market. Values below 0.65 , market is bullish. VIX tells us, how much volatilty is in the market. Values below 13 tells us normally, that market is prepared for larger or bigger movements....
How to read the chart? In the historical point of view, the ratio between the DAX und S&P 500 is swinging in significant boundaries. This boundaries are signed in the Chart with red dashed lines above or below a center line (average). What you also can see, is the developement of DAX and S&P500 in EUR resp. USD with separate scales. Where is the beef? The...
The chart shows the development between the Money supply of the USA M2 versus the prices of the Standard & Poors 500 an also the small and short recessions we had. Naturally, also the foreign holders of SPX equities, with their money the switch in USD were responsible for higher SPX prices. Neverthenless, the chart shows over the years a high coincidence between...
SPX has done an unbelievable Performance in the last years. The Index was driven by large and successfull companies and also bei smaller ones. By comparing the russell2000, small one began to weaken. Why, cause competition from China, India etc. hits them hars. And: we saw three small correction, but not in the character of consolidations. time was to short...
Sector software overflys the semiconductor sector in the last months. Oracle still as one of the biggest market leader. But salesforcea (CRM) on track and very strong in second place relative to Oracle since 2020 and also since 2024. Very impressive: company with very high earnings stability. Management top, Benioff CEO since years, knows business from beginning...
One of the strongest title in the subindex Dow Jones US Software. Stronger is only Oracle which is overrated. But main thing: Software subindex meanwhile stronger than semiconductor sector. Salesforce now built also wonderfull cup and handle Formation, with very good correction conditions, maybe 10% but much more potential towards 520 USD Strong buy at 367...