Podcast episode 69 "Buy High. Sell Low."

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00:00:00 Portfolio Max

00:30:00 Portfolio Juri

01:22:00 Portfolio Stephan

Spotify

https://open.spotify.com/episode/21rBlhDGjWHtKgUnAWB1Zj?si=AWdM-sIdReWRfMGyCwt0DA

YouTube

Apple Podcast

https://podcasts.apple.com/de/podcast/folge-69-jahresr%C3%BCckblick-portfolio-performance/id1695869891?i=1000681721764

$MSFT (-6.43%)
$PLTR (-1.04%)
$MSTR (-2.85%)
$BTC (-0.83%)
$AMD (-1.88%)
$COIN
$NOVO B (+1.98%)
$APP (-1.35%)
$SNOW (-1.34%)
$IWDA (-0.25%)
$BLK
$SOL (-2.12%)

Upcoming events for next week:

Monday:

• Arista Networks Inc. ($ANET ) and Cadence Design Systems Inc. ($CDNS (+0.86%) ) report quarterly figures before.
• Monthly US federal budget statement (January).

Tuesday:

• Quarterly figures from Coca-Cola ($KO (-0.16%) ), Moody's Corp. ($MCO (+1.99%) ), Shopify Inc. ($SHOP (-1.05%) ), Airbnb Inc. ($ABNB (-0.7%) ) and Marriott International Inc. ($MAR (+0.53%) ).
• Consumer Price Index (CPI) (January).

Wednesday:

• Quarterly figures from Cisco ($CSCO (-2.11%) ), Sony Group Corp. ($6758 (+0.62%) ) and Kraft Heinz Co. ($KHC (-0.26%) ).

Thursday:

• Quarterly figures of Applied Materials Inc. ($AMAT (+0.73%) ), Stellantis ($STLAM (-0.48%) ), Occidental Petroleum Corp. ($OXY (-0.8%) ), John Deere & Co. ($DE (+1.54%) ), DoorDash Inc. ($DASH (+4.82%) ), CBRE Group Inc. ($CBRE (+3.11%) ), Coinbase Global Inc. ($COIN ) and DraftKings Inc. ($DKNG (+1.52%) ).
• Initial claims for unemployment benefits (week ending February 10)
• US Retail Sales (January)
• Import Price Index (January)
• Industrial Production (January)
• Capacity utilization (January)
• Homebuilder confidence index (February)

Friday:

• Producer Price Index
  (PPI) (January)
• Building permits (January)
• Michigan Consumer Sentiment Index (Preliminary February)

I thought it was delightful - Barclays is putting out a sell recommendation on $COIN Coinbase before the numbers.

And the share price promptly jumps by 25%.

This is now just one current example of many....

They always turn like a flag in the wind. And the unpredictable throws every serious forecast over the edge.