Economy on 24.05.2023...

The market is currently under tension ⤵️

As Friday and Monday won, so yesterday almost everything clotted again! Of course, this is not 100% true and is different for everyone. Depending on the weighting of the corresponding sectors in the portfolio. But you can clearly see how much under tension, the current stock market is. If one goes only after the fundamental data of the companies and their quarterly figures, we would not be where we are today. It is already again very much future music eingepreist. Which is of course normal on the stock market, because the stock market always trades the future. But how much of it will really happen and when?

• Interest rate hikes are now history?
• Are we already expecting the first interest rate cuts?

One sees again and again how risk capital is pulled out of the market, but which alternatives are there really? It flows back again and again and we will probably still be in this ping pong for a while.

Let's take a look at the S&P 500:

• $AAPL Apple 7.41% weighting and YTD +32.98%
• $MSFT Microsoft 6.74% weighting with YTD +33.83
• $GOOGL Alphabet
  4.0% weighting with YTD +41.04%
• $AMZN Amazon 2.95% Weighting with YTD + 37.30%
• $NVDA Nvidia 2.19% weighting with YTD +113.53%

The performance of the $IUSA
S&P500 is currently +8.9% in 2023 (as of yesterday pre-market). Nvidia will still publish the quarterly figures today and we will also be able to look behind the company fundamentally! But you can already see strongly how the big tech companies, the market just pull. A setback in this sector, so could really hurt. On Instagram, I have made the days a survey among Nvidia investors, and the majority has taken profits before the numbers or plans it now after the numbers. At least partial sales were at the top of the list. It remains exciting! If you continue to have some capital lying, you can be quite relaxed and diligently buy in case of setbacks!

The ECB (Council member Villeroy de Galhau) has said yesterday in an interview that the interest rate increases stop in the summer at the latest. This has of course companies like $VNA
Vonovia pleased, which was then around 6% in plus. But others also did well yesterday against the market. Tech and large US stocks down a bit and the good anti-cyclicals up a bit. I'm curious to see how it goes this week. What do you think and do you change anything in your investment?

$SIX2
Sixt is trading EX-dividend today and today numbers at. $S92
SMA Solar. There I am very curious. Am there unfortunately, much too early got out!

What is still so today:

08:00

• UK: Consumer Prices April Consumer Prices PROGNOSIS: +0.8% yoy/ +8.2% yoy previously: +0.8% yoy/+10.1% yoy Core consumer prices PROGNOSIS: +0.7% yoy/ +6.1% yoy previously: +0.9% yoy/ +6.2% yoy

10:00

• DE: ifo Business Climate Index May PROGNOSE: 93.0 previous: 93.6 Business situation PROGNOSE: 94.5 previous: 95.0 Business expectations PROGNOSE: 91.9 previous: 92.2

15:00

• BE: Business Climate Index May PROGNOSE: -8.8 points previous: -7.8 points

16:30

• US: Crude oil inventory data (week) from the government's Energy Information Administration (EIA).

Untimed:

• EU: Commission, presentation of an "investment strategy for retail investors," including proposals on commission-based advice and information requirements

ex-dividend of individual stocks

Krones 1.75 EUR

Nemetschek 0.45 EUR

PSI Software 0.40 EUR

Sixt St. 6.11 EUR

Sixt Vz. 6.13 EUR

Quarterly figures / Company dates USA / Asia

05:00 Lenovo annual results

13:00 Analog Devices Quarterly Results

18:00 Amazon AGM

22:20 Nvidia quarterly figures

Quarterly figures / Company dates Europe

07:30 CTS Eventim quarterly figures

10:00 Lanxess | New Work | SMA Solar

10:00 Uniper | Zalando AGM

11:00 Puma | Adva | Teamviewer AGM

Without time information: Cropenergies | Einhell Quarterly figures

Image from the post is from Instagram from Cashcocktail's post. This was not generated by me. Click here to go to the post https://www.instagram.com/p/CslsQkNMFu8/?igshid=MzRlODBiNWFlZA==

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#boerse
#börse
#aktien
#news
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#communityfeedback
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#fed
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#bitcoin
#ethereum
#solana
#zinsen
#ezb
#dax
#inflation
#dividende
#dividenden
#vonovia#nvidia
#smasolar
#puma

Opinion on Silicon Valley Bank ($SIVB)

Dear Community, With all the discussion surrounding SVB since last week, we wanted to answer some of the questions/topics that have been heavily discussed in our community 🙂 .

Prior to getquin, I worked as an M&A banker for Deutsche Bank and was heavily involved in the recapitalization of European and American banks. So I would like to use my experience to answer some of these points.

(Disclaimer - this is not investment advice. Everyone is responsible for their own research and investment decisions).

Why was SVB small enough for limited regulation, but systemically important enough for a bailout? How did depositors get their money back? Who pays? They say not the taxpayers - is that true?

In the U.S., banks with less than $250 billion in deposits have lower capital requirements and simpler stress tests (for comparison, Deutsche Bank's private bank ($DBK) has over USD 300 billion in deposits worldwide. And that is really not little).

The lower testing allowed these banks to offer more attractive products and received a large influx of deposits during Covid and during periods of quantitative easing. The onset of quantitative tightening, i.e., higher interest rates, by the Fed, the availability of better rates elsewhere, and high burn by depositors (i.e., mostly startups) were the main risks that these banks began to face and triggered uncertainty in this area (more details below).

Larger banks, on the other hand, are in a much better liquidity position due to stricter regulations.

Although everyone is talking about a bail-in (i.e. bail-out), technically it is not, since only depositors get their money back, not the bank's equity and bondholders. The latter are wiped out because they took a known risk by owning these securities.

The money for the deposits comes from a fund into which all banks pay, the Deposit Insurance Fund (Deposit Insurance Fund).

Will the new SEC rules be enough to prevent this from happening again? What does better regulation look like? Will we see more bank failures like this one and Signature Bank ($SBNY) ?

It's always a fine line between regulation and profitability, especially when you're talking about U.S. banks because they tend to be the biggest donors in presidential elections (so a lot of lobbying work goes into that). In Europe, after the 2008 crisis, they decided to be stricter with banks. So the European banking sector has really suffered in terms of shareholder returns. But even with stricter regulation, you are never protected from mismanagement in the banking sector, as we are currently seeing with Credit Suisse ($CSGN). So regulators not only need to implement stricter capital controls, but also stricter rules and management oversight.

On the subject of the massive selling of shares by bank management in recent weeks - why was this not a public issue and why were people not surprised about it at the time?

It is quite common for listed companies to incentivize their executives and the Board of Management not only with high salaries but also with attractive option packages, especially in the USA. The U.S. Securities and Exchange Commission (SEC) does not actually prohibit executives from buying or selling stock before earnings are announced, as long as the company's legally required disclosures are up to date. In practice, this means the following:

- Stock must be held for at least six months before it is sold.

- The person selling the shares must have notified the sale at the latest at the time of the sale (cf. SE Rule 144).

The last point was already amended at the beginning of this year and comes into force on April 1, so that management is required to notify the intention to sell 90 days before the shares are actually sold.

It should be noted that SVB paid bonuses at the beginning of March. So the timing and the large amount of shares sold by management is a concern, and lawmakers will likely address it in the near future.

If high interest rates are the cause of the bank failure, will banks benefit from lower interest rate increases because they would be directly negatively impacted by higher interest rates? Will the Fed therefore slow down to reduce the risks to banks?

A bank's business model is key to answering this question. Banks receive deposits from their customers and in return give them interest on that amount. The bank then takes that money and lends it to individuals or businesses in exchange for interest payments. This difference is called the net interest margin (NIM) and has always been an important indicator of a bank's earnings potential.

Now interest rates have become a variable. When interest rates were zero or even lower, banks had difficulty monetizing their loans well, even when volumes were higher. So they began to use deposits to buy additional securities, which they either sell at a profit in the short term (i.e., that's the job of each bank's trading department) or hold longer to profit from interest payments (i.e., typically corporate bonds, asset-backed securities).

What every bank should do, regardless of its size, is to always lower its potential risk:

• For loans - ensure that they can be repaid, i.e., do not lend to low-quality borrowers.
• For securities - ensure that they do not incur losses.

As interest rates have changed repeatedly in the past, banks have been forced to adjust their income streams. The mistake SVB made was to take mostly deposits from startups (i.e. high monthly consumption and low deposit rate) and invest in long maturity bonds without hedging against higher than expected interest rate increases (they should have bought swaps to hedge, by the way, but that's another discussion!). So when deposits became scarce, the bank had no choice but to sell those long maturity bonds at a huge loss (i.e. bond prices move inversely to interest rates). And suddenly it needed cash to make up for those losses. We have all heard about the rest extensively in the last few days.

Given the current level of inflation, interest rates simply have to be higher (this is not investment advice, but reflects the current consensus of the ECB and leading money managers). The risk of prolonged inflation is worse than the short-term pain of higher interest rates. So we can expect central banks to continue to focus on tightening interest rates in the hope that they can be eased in the near future.

#svb
#fed
#ezb
#zinsen
#bonds
#loans
#inflation
#stocks

Economy on 26.04.2023...

40 is the new 30. Big tech delivers ab⤵️

Yes today is the day...40 is now upon us. It's no different than 39. If you think about it, a share of $KO
Coca-Cola on 26.04.1983 in about 1,17$ and of $ABT
Abbott 1.32, a lot has happened since then. Unfortunately, my parents didn't have it as easy investing in stocks back then as we do now, 40 years later. Even my wife and I, have for years, run junior securities accounts for both children. Both are also being raised knowing they own stocks and are learning daily from dad what that means.

Big tech delivers very well yesterday. $MSFT
Microsoft and $GOOG
Alphabet have presented and delivered their numbers. Outlook for both good and Alphabet with further share buyback program. $V
Visa also delivers surprisingly good figures. Since I would have expected after Sven results of AMEX with something less. But everything seems to run smoothly and the outlook looks good. Also $PEP
PepsiCo The flood of numbers will continue today and tomorrow and also takes in the next week still no halt. Tomorrow I have my 4th wedding anniversary and probably won't post.

I continue to wonder if everyone is delivering on the numbers like the big ones have, why are we still and constantly talking about a recession. Why should the FED now lower interest rates so quickly, as it was already expected by her again and priced in the market. Can well imagine that here the next few weeks will be looked at again more closely. I think that we should not fire the ammunition so quickly again. Could of course also be that the market, exactly that, had priced in the last 2 days. We will see!

Let's take a look at the day today, am also curious whether it was again only a short twitch in cryptos or continues. Unfortunately, my savings plans are always triggered on Wednesdays. Maybe I need to change that sometime.

Economic data

08:00

• DE: GfK consumer climate indicator May PROGNOSIS: -27.8 points previously: -29.5 points
• DE: Destatis, Labor Costs in EU Comparison 2022

08:45

• FR: Consumer confidence April PROGNOSIS: 82 previously: 81

11:00

• DE: Federal Government, Cabinet Meeting, Berlin

14:15

• DE: Federal Minister of Economics Habeck, Pk to present the new economic forecast of the Federal Government, Berlin

14:30

• US: New orders for durable goods March PROGNOSIS: +0.5% yoy previous: -1.0% yoy

16:30

• US: Crude oil inventory data (week) from the government-owned Energy Information Administration (EIA)

ex-dividend of individual stocks

First Sensor AG 0.47 EUR

ING Groep 0.389 EUR

L'Oreal 6.00 EUR

Quarterly figures / Company dates USA / Asia

01:30 SK Hynix quarterly figures

13:30 Boeing quarterly figures

22:05 Ebay | Mattel | Align Technology

22:30 Meta Platforms Quarterly Figures

Quarterly figures / Company dates Europe

07:00 Varta Annual Results | Roche

07:00 Safran Sales 1Q

07:30 Danone | Orange | KPN NV quarterly figures

07:30 Unibail-Rodamco | Symrise Trading Update 1Q

07:30 Beiersdorf Sales 1Q

08:00 MTU Aero | Puma | GSK plc

08:00 Standard Chartered Quarterly Figures

08:00 CRH plc Trading Update

08:20 Iberdrola quarterly figures

10:30 Hochtief AGM

15:00 RTL Group AGM + Annual Report

17:40 Michelin Sales 1Q

18:00 Flatexdegiro quarterly figures

19:00 Deutsche Börse quarterly figures

No time stated: TAG Immobilien Capital Markets Day

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#dax
#inflation
#urlaub
#microsoft
#visa
#alphabet
#google
#microsoft
#visa
#alphabet
#google
#varta
#pepsico

Economy on 15.11.2023...

Market still in the year-end rally? Do you have experience with short positions? ⤵️

Yesterday evening, we received the news that Mr. Burry had closed his short positions on the S&P500 and NASDAQ worth "$1.6 trillion" ( for the morning grouches here, I left the $1.6 trillion in English and quoted it from the CBNC image),has closed. He did this with "only" a 40% loss. Of course, you immediately read a lot of malice and insults on the net.

Personally, I think that selling positions at a loss is the most difficult thing to learn on the stock market. All you hear from many new investors is: "As soon as my position is back to 0, I'll sell it"! They don't dare to take the loss. They see this as failure. When playing poker (yes, I come from this scene, and I made a living from it for many years), I quickly learned that in the long run, you make the most money with "folds". You simply maneuver yourself into "stupid" hands too often and burn money. That adds up to a lot of money in the long run.

It's similar on the stock market. With sensible money management, you can get rid of losing positions in good time or keep a better eye on them and not let them run against you for no reason! It is therefore important to review your positions from time to time and, if necessary, accept losses. With M. Burry, of course, everyone is always happy to take a loss, as he is betting against us all.

Have you had any experience with short positions? Have you already bet on falling prices?

Please always be careful, especially if you do this with leverage certificates. Not all of us have the opportunity to go short directly on the share with our broker.

What actually happens there? You borrow the share and then sell it immediately. Now you hope that this share will continue to fall and then at some point you buy it back at a lower price and can then give it back. You then make a profit. But of course you still pay some fees for borrowing the shares. With many brokers, these are also covered again and again at the end of the trading day. So you can only go short intraday and the profit or loss at the end of the day is always there. So please take a close look and be careful. It is best to focus on the rising market. There are always plenty of opportunities there and it is easier for "beginners" to analyze.

The market currently looks very positive and seems to want to show its "good" side again at the end of the year. A lot of capital is flowing in again. Yesterday, some capital also flowed back into the stock market from the risky crypto market. But even in the crypto market, things still look good on a weekly basis. Above all $SOL
Solana has made considerable gains here. But also the $BTC
BTC and $ETH
ETH, have also performed very well. When the approvals for the crypto ETFs finally come, the party could start. The next BTC halving is also scheduled for 2024. It remains exciting!

Let's take a look at the entire trading day today. Above all, the figures from $ENR Siemens Energy. What will happen here now that the aid has been approved?

Economic data

08:00

• UK: Consumer prices October Consumer prices PROGNOSE: +0.1% yoy/+4.7% yoy previous: +0.5% yoy/+6.7% yoy Core consumer prices PROGNOSE: +0.4% yoy/+5.8% yoy previous: +0.5% yoy/+6.1% yoy

11:00

• EU: Trade Balance September | Industrial Production September Eurozone FORECAST: -0.8% yoy/-6.4% yoy previously: +0.6% yoy/-5.1% yoy

14:30

• US: Retail Sales October FORECAST: -0.2% yoy previous: +0.7% yoy Retail Sales ex Motor Vehicles FORECAST: 0.0% yoy previous: +0.6% yoy
• US: Empire State Manufacturing Index November FORECAST: -3.0 previous: -4.6
• US: Producer Prices October PROGNOSE: +0.1% yoy previous: +0.5% yoy Core rate (excluding food and energy) PROGNOSE: +0.3% yoy previous: +0.3% yoy

15:30

• US: Fed Governor Barr (FOMC voting member) testifies at House Financial Services Committee hearing

16:00

• US: Inventories September PROGNOSE: +0.4% yoy previous: +0.4% yoy
  

Quarterly figures / company dates USA / Asia

22:05 Cisco Systems quarterly figures

Quarterly figures / company dates Europe

07:00 Siemens Energy | Grand City Properties

07:30 Infineon | Alstom | Dermapharm | SFC Energy

08:00 Cherry | Leifheit Quarterly figures

08:30 Siemens Energy PK

11:00 Siemens Energy Analyst Conference

14:00 Renault Capital Markets Day

22:00 Morphosys quarterly figures

Without time information: Evotec Capital Markets Day | Vitesco Presentation of the takeover offer by Schaeffler

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#dax
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#dividende
#michaelburry
#short
#nasdaq
#sandp500
#siemensenergy
#cisco

Economy on 24.08.2023...

Nvidia explodes after the numbers! More on the numbers here ⤵️

Nvidia's numbers were probably expected by most this week. Many have sold before the numbers, because the share has already risen sharply before and others again, hold the share and go with the hype.

Let's take a look at the numbers first before we go further into Nvidia:

Nvidia second-quarter earnings per share of $2.70 beat analyst estimates of $2.07. Revenue of $13.51 billion beat expectations of $11.13 billion.

Nvidia revenue data centers $10.32 billion; revenue games $2.49 billion; revenue car $253 million.

Nvidia they third quarter revenue at $16 billion.

Nvidia is buying back $25 billion worth of its own stock and holding its dividend steady.

Nvidia expects third quarter gross margin of 72-73 percent.

Nvidia revenue year-over-year: data center +171 percent, gaming +22 percent, professional visualization -24 percent, automotive +15 percent.

The CEO himself says, "A new computing era has started," and the numbers prove him right. Is this hype or can the fundamentals be backed up? Neither one, nor the other. In this case, the future is simply being traded. One assumes further increases and believes that this growth will be maintained. It is a bet on the digital future, in which Nvidia is and should remain a big player! If all this comes true, one will also receive fundamental figures in the future, but if a competitor or something else negative comes out of nowhere, then this can also turn very quickly. The downside risk is enormous, but so is the upside opportunity. There are some analysts who see Nvidia at $800. Now we are just at 500$, so there would still be a lot of meat to the top. But if we consider that we were just at 130$ at the beginning of the year, this is already an amazing story. In the last 3 months alone, more than 100% was added.

Yesterday came then also many Finfluenzer out of their holes and have sold Nvidia, today will surely come just as many out of the holes and brag that they have not sold and have always known. This confuses many investors. Got there yesterday some news from people who are now angry that they have sold before. This is a point that I can not understand. Please never think result-oriented. If a thing has happened, you can always say, oh I would have, but was clear..... I see it differently. The sale yesterday, or even days before, I can understand completely. fundamentally seen and if you look at the current market, I can understand that you have taken a few profits here. Whether partial sales or just completely out.

Do not be triggered by the fact that some will now brag about the profits. Yesterday at a live call on the numbers, every 3rd comment from some people was: "Now I'm rich", "Which color should I order the Lambo". And that's just because a stock went up 8% more. This is just very stupid, but triggers these people who have sold before, for their own reasons (hope that these are not influenced by Finfluenzern, but do it from their own decision). If you always go about it this way, the stock market will break you. Always stick to your strategy and don't let the bragging of others dissuade you from it. If you only take the information you had at the time of the decision, you have done everything right, what happens afterwards, you can not influence. Your strategy determines which risk you take and which you do not. If selling was the best solution for you, to take profits and to take pressure out, then you are doing the right thing for you. There will certainly be many other situations in your years on the stock market where things go differently, the stock falls and you are happy.

The Story $NVDA Nvidia is probably far from over ....

Let's take a look at today's trading day:

I'll add it in a moment due to time constraints!

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#krypto
#kryptowährung
#bitcoin
#ethereum
#solana
#zinsen
#ezb
#dax
#inflation
#dividende
#nvidia

Economy on 25.05.2023...

Nvidia drives the NASDAQ and FED gives information for the possible future of interest rates this year ⤵️

The trading day was yesterday yes again very exciting. If you look at it on a weekly basis, most of the gains were siphoned off first. There are currently also some political points that provide again and again for upwind and downwind. Debt ceiling in the U.S. and interest rates, interest rates and again interest rates. Even an ECB member of the Governing Council says that he thinks an interest rate break is possible and hours later the Deutsche Bank boss comes around the corner and calls for further increases. Also in the FED one is further uncertain. One holds a lowering meanwhile for impossible. Rather a break but then further increase. One is not satisfied on the part of the FED with the high inflation and the measures do not take effect as they should, or too slowly. So one assumes after a summer break of further increases. So it remains exciting and in constant change.

$NVDA
Nvidia... what to say about it. The figures yesterday looked like this:

Nvidia's first quarter earnings per share of $1.09 beat analyst estimates of $0.92. Revenue of $7.19 billion beat expectations of $6.52 billion.

The stock rose more than 25% after-hours, hitting a new ATH and driving the NASDAQ pre-market up nicely. What's going on. If you read through the news then you can hardly get past the news in the chip sector. China and the U.S. want to protect each other's markets and exclude each other. At Nvidia, China makes up about 1/3. If there are any harbingers or anything else, this could hit Nvidia hard. Congratulations to all shareholders who have been on this ride. For me, the air is getting a little very thin up there. Do you have an exit scenario at Nvidia or do you want to keep holding the stock and assume continued growth? I would be interested to know what the Nvidia investors among you think! I will also look at the numbers today again something in depth.

What happens today still so beautiful:

Economic data

07:30

• DE: ifo Export Expectations May

08:00

• DE: GDP (2nd release) 1Q calendar- and seasonally-adjusted yoy PROGNOSIS: 0.0% yoy 1st release: 0.0% yoy Q4: -0.5% yoy calendar-adjusted yoy PROGNOSIS: -0.1% yoy 1st release: -0.1% yoy Q4: +0.8% yoy
• DE: GfK Consumer Climate Indicator June PROGNOSIS: -24.8 points previously: -25.7 points
• DE: Construction industry, new orders and sales March

08:45

• FR: Business Climate Index May PROGNOSIS: 102 previously: 101

14:30

• US: GDP (2nd release) 1Q annualized PROGNOSE: +1.1% yoy 1st release: +1.1% yoy 4th quarter: +2.6% yoy GDP deflator PROGNOSE: +4.0% yoy 1st release: +4.0% yoy 4th quarter: +3.9% yoy
• US: Initial jobless claims (week) PROGNOSED: 245,000 Previous: 242,000
• US: Chicago Fed National Activity Index (CFNAI) April

16:30

• US: Fed Boston President Collins (2023 non-voting FOMC member), speech at Community College of Rhode Island.

18:00

• DE: ECB, reception on the occasion of the 25th anniversary

ex-dividend of individual stocks

Lanxess 1.05 EUR

Puma 0.82 EUR

Takkt 1.00 EUR

Vossloh 1.00 EUR

New Work 6.72 EUR

Quarterly figures / Company dates USA / Asia

16:00 McDonald's AGM

22:15 Costco Wholesale quarterly figures

No time stated: Best Buy Quarterly figures

Quarterly figures / Company dates Europe

07:00 Südzucker | Adler Group | Gigaset quarterly figures

07:35 Assicurazioni Generali Quarterly Figures

10:00 Bechtle | Deutsche Pfandbriefbank | Patrizia AGM

11:00 Salzgitter AGM

11:30 Fresenius SE Capital Markets Day of the Operating Company Kabi

14:00 Biontech AGM

Without time information: Deutsche Pfandbriefbank AGM | Medtronic Quarterly Figures

#quartalszahlen
#boerse
#börse
#aktien
#news
#newsroom
#community
#communityfeedback
#nachrichten
#täglich
#investieren
#wirtschaft
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#inflation
#fed
#rezession
#mitverstandzumkapital
#fed
#krypto
#kryptowährung
#bitcoin
#ethereum
#solana
#zinsen
#ezb
#dax
#inflation
#dividende
#dividenden
#nvidia
#puma
#mdonalds
#bechtle
#costco

Economy on 27.02.2024...

Insurance companies pay out more. Ethereum pulls an⤵️

First Allianz increases its dividend, but raises the payout ratio from 50% to 60%, then the next insurance company follows suit. MüRück is also increasing its dividend substantially.

• $ALV
  Allianz is launching another share buyback program and has decided to revise its dividend policy. The Board of Management is proposing a dividend of 13.80 euros per share for 2023, compared to 11.40 euros in the previous year. As the DAX-listed company announced on the eve of the publication of its figures, it intends to buy back further shares for up to EUR 1 billion. The buy-back is to be carried out from the beginning of March 2024 until December 31, 2024
• $MUV2
  Munich Re intends to pay a dividend of 15 euros per share for 2023, which is significantly above the consensus of 12.49 euros. The company also intends to buy back shares worth up to 1.5 billion euros.

Analysts' forecasts are also rising across the market. It looks as if the insurers are being predicted another good time. $BRK.B If you look at Waren Buffet's letter to shareholders, you can see that this is happening throughout the insurance industry! Are you invested there?

Cryptos are also continuing to rise. Above all $ETH Ethereum is now following suit. I myself am invested in $BTC Bitcoin and Ethereum. I also hold other coins in the Ethereum network. Including Pepe, which was launched in 2023 as Memecoin. Tonight it also went up by up to 50%. My equity was very low at the time and I currently have 4x. If the coin runs to the ATM and then a little further, I would have a 10X. Let's see what else is coming. There is a lot of news about Ethereum that will ensure that it gains a little more. Previously, Bitcoin always led the way. There is now also talk of ETFs for Ethereum. But an update is also planned for March 13. This is primarily intended to further improve fees and make transactions more scalable! Staking ETH has also become much more interesting after the switch to proof-of-stake! You can also see that significantly more ETHs are being moved to a cold wallet than Bitcoins. Do you also have your cryptos on a cold wallet, such as Ledger or something like that?

Let's take a look at the trading day:

Economic data

08:00

• DE: GfK Consumer Climate Indicator March PROGNOSE: -29.0 points PREVIOUS: -29.7 points

08:45

• FR: Consumer Confidence February PROGNOSE: 92 previous: 91

10:00

• EU: ECB, M3 money supply and lending January M3 money supply PROGNOSE: +0.3% yoy previous: +0.1% yoy

14:30

• US: New orders for durable goods January PROGNOSE: -5.0% yoy previous: 0.0% yoy

16:00

• US: Consumer Confidence Index February PROGNOSE: 115.0 previous: 114.8

Quarterly figures / company dates USA / Asia

23:00 Ebay quarterly figures

No time specified: First Solar | Agilent Technologies Quarterly figures

Quarterly figures / company dates Europe

07:00 Signify | Straumann Annual results

07:30 Munich Re | Dürr | Bouygues Annual results

08:00 Puma annual results

09:30 Munich Re BI-PK

10:00 Puma | Dürr BI-PK

13:00 Intesa Sanpaolo annual results

15:00 Puma | Dürr Analyst Conference

18:00 Flatexdegiro | ASM International Annual Results

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Economy on 03.05.2023...

SBUX and AMD deliver today FED interest rate decision ⤵️

After hours yesterday came the numbers from $SBUX
Starbucks and $AMD. Both delivered well and beat forecasts. The outlook for the rest of the year also looks promising. Both are after-hours but fell over 1%. Here there were

there was probably some profit taking and the market was very weak yesterday anyway.

Until yesterday, the market probably assumed that there would be no increase. Yesterday were then according to survey of 96.8%, assumed that there is a 0.25% increase and to 3.2% that there is no increase or even 0.25% is lowered. Today at 20:00 it is then announced. But much more important is what will then be told in the press conference at 20:30 by Powell. What is the FED planning after May, what will happen next. Interest rate step planned or was it now really first of all the last? How does the market dadrauf react and what is now really expected. One can only guess. Tonight we are smarter.

What do you expect?

Also today there are again exciting quarterly figures from Qualcomm, Airbus, Lufthansa, Teamviewer and so on. What else is going on:

Stock market holiday in China and Japan

Economic data

08:00

• DE: Online bookings of overnight stays in vacation apartments and vacation homes 2022

11:00

• EU: Labor market data March Eurozone unemployment rate PROGNOSED: 6.6% previously: 6.6%

14:15

• US: ADP Labor Market Report April Private Sector Employment PROGNOSIS: +133,000 jobs previously: +145,000 jobs

15:45

• US: Purchasing Managers' Index/PMI Service (2nd release) April PROGNOSED: 53.7 1st release: 53.7 previously: 52.6

16:00

• US: ISM non-manufacturing index April PROGNOSIS: 51.8 points previously: 51.2 points

20:00

• US: Fed, outcome of FOMC meeting Fed funds target rate PROGNOSIS: 5.00% to 5.25% previously: 4.75% to 5.00%

ex-dividend of individual stocks

Pfeifer Vacuum 0.11 EUR

Anheuser-Busch InBev 0.75 EUR

Quarterly figures / Company dates USA / Asia

15:00 Kraft Heinz quarterly figures

22:00 Qualcomm quarterly figures

Quarterly figures / Company dates Europe

07:00 Lufthansa | Deutsche Post | Teamviewer

07:00 BNP Paribas | Unicredit | Klöckner & Co

07:00 Signify quarterly figures

07:30 Auto1 | Bike24 Quarterly Figures

08:00 Porsche AG | Lloyds Banking

08:00 Flutter Entertainment plc, Trading Update 1Q

08:00 Stellantis Sales 1Q

09:30 Aston Martin quarterly figures

10:00 ENBW | Fuchs Petrolub

10:00 Mercedes-Benz Group AGM

10:30 Hapag-Lloyd AGM

11:00 Hannover Re AGM

17:45 Airbus | Enel SpA Quarterly figures

22:00 Morphosys Quarterly Figures

22:05 Qiagen quarterly figures

No time stated: Vantage Towers AG, end of the tender period for the takeover offer of the Oak consortium (consisting of Vodafone and the investors GIP and KKR)

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Economy on 14.06.2023...

It's FED interest rate decision again. Is there a surprise in store? Search autocopier...-1,2 Mio I can too! ⤵️

Today it's that time again. The FED will announce how it will continue in June. For me, everything has actually already been said here. In several meetings, the various members have spoken out for a break, but still said that it will go on again in the summer. They are not yet satisfied with inflation and are still aiming for 2%. Today, 73% assume a pause and only 27% assume an increase of 0.25%. For a reduction in interest rates, seems to be probably no one. Is also really unlikely and would be a much too early sign!

Yesterday came the CPI data, which were below expectations, but really moved a lot on the market. went down briefly, but then recovered again at the close of trading. With similar I expect today.

Even though so much has already been written about this, I would also like to use my reach again to really warn against such a rip-off. I myself have made a story on Instagram over a year ago, where I have questioned the copytrading on Naga and especially the person Dubai Flo. There were many reports of affected, which has already shown that the displayed trades, can only be the closed. Problem is, if you do not have enough capital on the broker, a trade runs further and further into the minus, then it is closed for you and you stand there with the loss. With him, it may simply continue to run and he shoots a few euros after. What do you think, why he trades with so "little money", when he is so good? So he adds a thousand per month and earns 50k (or whatever). At that time I was stoned for the story and all the younger ones of him are on me. I wonder where they are now and if he will even comment on it. I know it's getting on many of your nerves at some point, but you can't warn enough about it and shoot from all guns.

Please do not be lured by any mega return promises. One gets yield only with risk paid. A lot of return = a lot of risk. Remember this rule of thumb. So sorry and thanks for your time!

Let's take a look at today in detail!

Economic data

08:00

• DE: Wholesale prices May
• UK: GDP April PROGNOSIS: +0.2% yoy/+0.5% yoy previous: -0.3% yoy/+0.3% yoy
• GB: Trade balance April PROGNOSIS: GBP -17.6 billion previous: GBP -16.4 billion
• GB: Industrial Production April PROGNOSIS: -0.1% yoy/-1.6% yoy previous: +0.7% yoy/+2.0% yoy

11:00

• EU: Industrial production April Eurozone PROGNOSIS: +0.5% yoy/-0.8% yoy previous: -4.1% yoy/-1.4% yoy

14:30

• US: Producer prices May PROGNOSIS: -0.1% yoy previous: +0.2% yoy Core (excluding food and energy) PROGNOSIS: +0.2% yoy previous: +0.2% yoy

16:30

• US: Crude oil inventory data (week) from the government Energy Information Administration (EIA)

20:00

• US: Fed, outcome of FOMC meeting and projections on interest rates, growth, inflation, unemployment rate PROGNOSIS: 5.00% to 5.25% previously: 5.00% to 5.25%

20:30

• US: FED-PK with Chairman Powell Fed funds target rate

No time stated

• DE: Federal Ministry of Economics, Monthly Report on the Economic Situation June
• EU: European Parliament votes on planned EU rules for artificial intelligence

ex-dividend of individual stocks

FCR Real Estate 0.11 EUR

2G Energy 0.14 EUR

Quarterly figures / Company dates USA / Asia

03:00 Toyota AGM

14:00 Blackrock Investor Day

15:00 Altice | Caterpillar AGM

Quarterly figures / Company dates Europe

07:00 Fraport Traffic Figures May

07:00 Heidelberger Druckmaschinen detailed annual results

10:00 Delivery Hero | Dermapharm | Instone Real Estate AGM

11:00 Cancom AGM

17:00 Hugo Boss Investor Day

No time stated: Software AG, end of acceptance period in the course of the takeover offer of the holding company Mosel Bidco SE

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Economy on 27.03.2023...

Volatil as f.uck or comes now slowly calm purely?⤵️

As all could read yes also at the weekend, says Dirk Mueller, that it goes now only correctly loose. A bank after the other gets now difficulties and and. Well we know Dirk yes all....

For me now begin 2 weeks of vacation (compulsory vacation, have this year still far more than 50 days, which I must take) and I will deal with it in this time times a little more. Above all I want to question my investment in $WFC
Wells Fargo a little bit and read through here a little bit. I started investing in the bank where it was marked with scandals and is in restructuring. Only because of that I am despite high price loss, still in the plus and look at it quite relaxed.

I will hold back the week but generally still with purchases and look at me once more, what the market is doing so. Cryptos are currently still quite stable and here I also let my savings plan continue to run. Also this week there will be again some numbers. What exactly, you can see in the picture below this post.

But now first to this day today:

Economic data

10:00

• DE: ifo Business Climate Index March
• EU: ECB, Money Supply M3 and Lending February

11:00

• DE: PK VDMA large-scale plant engineering

No time stated:

• DE/Verdi and Eisenbahn- sowie Verkehrsgewerkschaft (EVG), presumably nationwide warning strike in the transport sector.
• DE/Galeria Karstadt Kaufhof, creditors' meeting with decision on continuation of the company
• DE/Continuation of collective bargaining for federal and municipal public sector employees in Potsdam (until March 29)

Quarterly figures / Corporate dates Europe

07:00 Wienerberger AG, detailed annual results

07:00 Deutsche Pfandbriefbank AG, detailed annual results and annual report

07:30 Salzgitter AG, annual results (09:00 BI-PK)

07:30 Aurelius Equity Opportunities SE & Co KGaA, detailed annual results

07:30 SNP Schneider Neureither & Partner SE, 1Q results

09:00 ENBW Energie Baden-Württemberg AG, detailed annual results (10:30 BI-PK; 15:00 analyst conference)

10:00 Nordex SE, Extraordinary General Meeting to pass resolution on the conversion of shareholder loans into equity

12:00 Biontech SE, annual results (14:00 analysts' conference)

No time stated: DE/Commerzbank AG, Annual Report, DE/Hypoport SE, Annual Report

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