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Thanks, to you too 😊

Quite an ugly day though…

PS last week Berkshire Hathaway had a massive 299 Billion in cash, waiting for the inevitable market correction. As Warren says, you don’t run out of the Store during a fire sale 😄

Cheers 🙏🏻🙏🏻

The problem is, they don’t want to cut before being sure that inflation is under control … because if they cut prematurely, they should hike again, and that would be bad for confidence. Therefore, the timing to start cutting is so crucial. And this is also why I think they’d rather start by 25bp - unless crisis. Because rectifying with another cut is simpler than rectifying with a hike.

No way ! I pray for the opposite to happen 😂

@@user-mz9il9ry9d China is sitting on a huge amount of US dollars. The US is slowly degenerating. China sees a big drop in the value of the US dollar over time because tax revenues won’t be enough to meet interest payments on the ever increasing national Debt. Long term the US is screwed because governments just keep printing money. China is using its USD to buy gold. Hence the gold price is so bulletproof.

Hi👋🏻👋🏻

No doubt. It’s the case everywhere I guess. I assure you that inflation in Switzerland is not 1% when you have 20-40% increase for your mandatory health insurance (one of the biggest charges of the year) but is not taken into account when calculating the cpi 😅 but we only have this in hand to work with unfortunately…

Hahah yes, I was also wondering when on earth they were going to say something for God’s sake 😊😊

@@ipekozkardeskaya1383 Or maybe they were just trying to make a bottom in the oil market? Tell everyone we're bringing back tons of oil, load up on investments, then say we're cutting haha

@@samthedoorI’m not sure they win at this game ://

@@ipekozkardeskaya1383 Well they can do well if they keep cutting production but I guess then they have to go with lower revenues. If I were them I'd have my equipment ready to just turn on the taps so that I could keep up with slower developing projects that the US might start, especially if Trump wins.

@@samthedoorthat was the idea I think, not for a trump win but to let the global dynamics adjust… but…

Yep, indeed.

Yes, I was referring to the global equity rout that accompanied the yen appreciation.

Cheers, thank you 🙏🏻🙏🏻

Lol, everyone has been traumatized by the recent BLS revision, I totally understand :)

I think so too. Todays weak jolts data wasn’t bad news per se - as lower job openings is not lost jobs. Let’s see what the data tells. I think good news will be good news for oil, along with OPEC now hesitating to start restoring production (surprise !)

@@ipekozkardeskaya1383 so that tells me that opec made a mistake and it wasn't a contrived strategy to confuse the market. Jeese, that's not good lol

Cheers 🙏🏻🙏🏻

Yes !

And this thought makes the market so sensitive right now !!!

Hopefully, a good set of figures could stop bleeding quite fast I think …🤞🏻

Hi, these videos have no filter. You are probably referring to our logo!

How please?? Please help me I really need to gain My losses back

I think I'm blessed if not I wouldn't have met someone who is as spectacular as expert Ashley Anderson. Highly recommend 👌

Same here, I'm blessed only. God knows how much I praise her, £32,000 every week! I now have a good house and can now afford anything and also support my family, and never will I forget to pay my tithes because God has been so faithful to me and my family

Yeah! Our government has no idea how people are suffering these days. I feel for people with disabilities not getting the help they deserve. Thank you mrs Ashley Anderson, imagine investing $10,000 and received $52,500

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It sure isn’t. But it’s not exact science 😊

It’s interesting because the car sector is under pressure, airlines, luxury, miners… and yet.

Well, it’s not me, it’s the numbers 😊

Didn’t come across any particular news ..

@@ipekozkardeskaya1383 OK, thank you. It was a significant drop of 1% from the 1 pm prices. the three iron ore miners I have on my watchlist: BHP, RIO, FMG = circa 2% down for the day; and other miners fell but less so. Thank you for looking Ipek.

😊

And Europe walks back on ESG rules instead of motivating companies to build EVs.

Western Sanctions Against Moscow Have Backfired Mostly On Berlin And Its Industry, Sanctions Are Biting The Wrong Way....

Cheers 🙏🏻🙏🏻

🤞🏻🤞🏻

How please?? Please help me I really need to gain My losses back

I think I'm blessed if not I wouldn't have met someone who is as spectacular as expert Ashley Anderson. Highly recommend 👌

Same here, I'm blessed only. God knows how much I praise her, £32,000 every week! I now have a good house and can now afford anything and also support my family, and never will I forget to pay my tithes because God has been so faithful to me and my family

Yeah! Our government has no idea how people are suffering these days. I feel for people with disabilities not getting the help they deserve. Thank you mrs Ashley Anderson, imagine investing $10,000 and received $52,500

Can't imagine earning €22,000 biweekly, God bless mrs Ashley Anderson God bless America❤️

I guess we are at the very edge yes.

@@ipekozkardeskaya1383 The pmi of industry customers are in a low point (like 2019)

Do you see any signs of a Carry Trade towards the strong CHF

Yes, the franc has become increasingly popular for carry trades due to the SNB cuts as the BoJ started normalizing.

Thank you 🙏🏻🙏🏻

He is trying to avoid exactly that 😊 Umm, yes the revisions are not great, but it’s a compromise between precision of the figures and the regular releases. Often, the gap is small enough to rely on the data, sometimes it is not. I think that they are still a good proxy of the state of the economy. Image, if we had to wait two-three months to get a number…

@@ipekozkardeskaya1383 Yeah I guess you cant have it all. Maybe when AI takes over !! Cheers

It definitely would - especially knowing that inflation hasn’t yet returned to 2% - on the other hand, there is the risk of over tightening the economy. For their defense, it’s not easy …

Well yes that’s the problem, if the money leaves the tech, I am also worried that it won’t stay in the small caps for long, but I think that the scenario makes sense until correction. Where is the long weekend ? I have nothing over here 😊

Thanks Luc, have a great weekend as well !😊

That’s the only think we have :)

😊

Yes in theory lower rates could boost economic growth and increase earnings hence temper the upside pressure on PE ratios. But if the rate cuts are due to slowing economy we can see the opposite - so the macro environment is important for the interpretation of the correlation between rates and PE ratios

Thank you for your excellent wrapup and enjoy your weekend

@@roddscherwthank you ! 🙏🏻 have a lovely one as well 😊😊

@@ipekozkardeskaya1383 Thank you Ipek

🙏🏻🙏🏻

Well this is what they say, I need to dive into that to see to what extent it will be a threat. Nvidia could swallow these companies - or others could !

@@ipekozkardeskaya1383 Yeah, I mean this could be a bit like when smaller EV companies started coming out of nowhere to compete with Tesla, maybe we're sort of at the 2/3 mark in AI but lots of trading left.

How please?? Please help me I really need to gain My losses back

I think I'm blessed if not I wouldn't have met someone who is as spectacular as expert Ashley Anderson. Highly recommend 👌

Same here, I'm blessed only. God knows how much I praise her, £32,000 every week! I now have a good house and can now afford anything and also support my family, and never will I forget to pay my tithes because God has been so faithful to me and my family

Yeah! Our government has no idea how people are suffering these days. I feel for people with disabilities not getting the help they deserve. Thank you mrs Ashley Anderson, imagine investing $10,000 and received $52,500

Can't imagine earning €22,000 biweekly, God bless mrs Ashley Anderson God bless America❤️

🙏🏻🙏🏻