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Polarizing stock market professional for 35+ years | True Opinion | Enlightenment instead of harmony |
No investment advice! |polarizer-trading.com Bavaria, GermanyJoined December 2023
$lulu #Lululemon#stocks @~$168 - down a lot - are seeing their volume-wise shakeout with over 30 m stocks changing hands.
Losers are out now, like in many underrated #sports#apparel and #sneakers stocks like #Puma $pum @<€20 today.
Likewise $lulu seem to be a buy.
$usd $spx
$nvda already has to prop up sales numbers - otherwise the fabulous sales-story built on just a few mega-customers could not go on like this forever.
#Nvidia#stocks at $166.90 are a losers game.
$140 might be in sight within a few weeks.
$ndx $spx $eur $usd $jpy #mag7
$nvda already has to prop up sales numbers - otherwise the fabulous sales-story built on just a few mega-customers could not go on like this forever.
#Nvidia#stocks at $166.90 are a losers game.
$140 might be in sight within a few weeks.
$ndx $spx $eur $usd $jpy #mag7
The market cap of the #sneakers maker #Puma at a price of the #stocks is roughly €3 b. At a projected minus in sales of 10-15% for '25 Puma's sales will be ~ €7.8 to 8 b.
So @€20.09 for $pum you can buy a major #sports brand for ~38% price to sales ratio.
$mdax $dax $eur $jpy
#Sneakers and #sport clothing maker #Puma saw its highs @~€115.4 during the Covid-19 #fitness bubble, on Nov 19. '21.
Over dozens of bursting bubbles statistically they lose on avg. -83% from the top.
For $pum remaining 17% = €19.62
The #stocks @ $eur 20 are a buy.
$mdax $dax
Barry Callebaut #stocks of that great raw #chocolate producer now hit 1133 $chf.
From Feb '24 'til Nov '24 the stocks went up from 1216 to 1627 which makes + 411 from low to high.
From the Apr '25 low at 707 to 1133 today that makes +426 all in #Swiss Franks.
Reduce.
$smi #cocoa
#Nestle Namen bei ca. 75,3 $chf mit guter Einstiegs-Chance nach Fall vom Hoch im Jan. 2022 bei ca. 129 chf um bis -46% in der Spitze. #Cocoa Input-Preise fallen für den Chocolatier der #Schweiz seit Wochen.
$nesn $barn $smi #commodities#barrycallebaut $swiss #luxury#consumer
Very elegant movements full of respect for our wonderful nature and creation. I love sushi and sashimi accompanied with fine wasabi and many other fine foods like wale from the great country #Japan.
$jpy $eur $usd
Very elegant movements full of respect for our wonderful nature and creation. I love sushi and sashimi accompanied with fine wasabi and many other fine foods like wale from the great country #Japan.
$jpy $eur $usd
On April 7, '25 $nflx hit the 200d MVA last time @~$810 per #Netflix#share.
This time they will most likely tank again towards the 200d MVA now @~$1056 together with a $ndx #NASDAQ100#Futures now going south @ ~<23.2K. Thereafter phps lower.
$dji $spx #stocks $usd $eur #ETFs
Robots don't need #grains like #corn and #wheat.🙃
The very strange thing is that this is happening while or although the $usd keeps on falling vs. $eur @~1.17 plus and vs. other countries' #currencies. So s.th. is going wrong for #US#farmers.
Robots don't need #grains like #corn and #wheat.🙃
The very strange thing is that this is happening while or although the $usd keeps on falling vs. $eur @~1.17 plus and vs. other countries' #currencies. So s.th. is going wrong for #US#farmers.
You are absolutely on the right path, as soon as phps Lulas days are numbered in 2026. #Bovespa and $ewz and $brl are longs with a nearing $usd crash.
Also cheap #sugar prices will soon be a thing of the past.
$ibov
You are absolutely on the right path, as soon as phps Lulas days are numbered in 2026. #Bovespa and $ewz and $brl are longs with a nearing $usd crash.
Also cheap #sugar prices will soon be a thing of the past.
$ibov
After 35 min of trading the $vvix is still 89.3 even with a slightly lower $vix @~14.8 - a sign of pressure building on the short side of $spx #futures @~6432 after high 6442 today.
Still plenty of over-optimism in #US#stocks.
#ShortSelling to come.
$eur $usd $ndx #ETFs
Stay out of $nflx @$1166 and ignore a possible resistance @~$1162.
In a few weeks the #stocks might already see the $1060 mark.
$ndx $spx #mag7 $eur $usd
Stay out of $nflx @$1166 and ignore a possible resistance @~$1162.
In a few weeks the #stocks might already see the $1060 mark.
$ndx $spx #mag7 $eur $usd
One day $vix @~6.65 is extremely low and a sign of over-optimism of #investors or better to say #speculators in #US#stocks in $spx and $ndx. Also $vix itself @~15.3 is very low and set to rise massively in the coming correction in $dji $rty at al.
$usd $eur
It is an error to expect a prolonged phase of tight spreads like at the end of the 1990s because back then #globalisation started at full speed with #Chinas inclusion it production lines and now it stops at half speed with #tariffs and #tradewars.
#yields#etfs $spx $ndx $dax
It is an error to expect a prolonged phase of tight spreads like at the end of the 1990s because back then #globalisation started at full speed with #Chinas inclusion it production lines and now it stops at half speed with #tariffs and #tradewars.
#yields#etfs $spx $ndx $dax
So what a great auto-#tariff deal for the #EU vs. #US.
#US#car makers like #GM and #Ford will pay 50% for their #steel and #aluminium#imports while #EUropean producers will only have to pay 15% for the full car imports into the #USA. $gm @~53.5 $usd looks overvalued.
$bmw #VW
Stagflation coming to the #US#consumers.
Not yet priced into $spx now in #futures only @~6435 up +0.2% after the #EU-#US#tariffs 'deal' and $ndx.
#US#stocks are overvalued and set for a correction.
Stagflation coming to the #US#consumers.
Not yet priced into $spx now in #futures only @~6435 up +0.2% after the #EU-#US#tariffs 'deal' and $ndx.
#US#stocks are overvalued and set for a correction.
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