Current Market expectations for Fed Rate Cuts:
-Dec 18, 2024: 25 bps cut to 4.25-4.50%
-Jan 25, 2025: No Change
-Mar 19, 2025: 25 bps cut to 4.00-4.25%
-May 7, 2025: No Change
-Jun 18, 2025: 25 bps cut to 3.75-4.00%
-Jul 30, 2025: No Change
Posts
7Weekly Thoughts on The Market - Attention Scammers!
A relaxed week on the stock market comes to an end. Hardly interesting harvests, Jpow tells again the old story and prices go sideways.
Something interesting happened though: The well-known scammer Karl Ess has launched a fund - or as he says: "Fond". Those who have already followed it on Reddit can now switch off đđ».
Fortunately, since I have a finster account, I had to go all out for the community and find out something about it. How did he make it past Bafin? What is in his stock (I hope not too much carrot, that can hurt a vegetable stock badly in my experience)? Without further ado, this is the chat âŹïžâŹïžâŹïž
- First of all, it is noticeable that Karl Ess starts with maximum seriousness and gives me no info about his vegetable stock, but directly 𩧠how much kohle đŠ§. Let's give him benefit of the doubt: I'm sure this is just a copy noodle, I'm sure he doesn't want to hide anything about the fund. Pulled a story out of his nose, hopefully adds credibility and ask for info again.
- The conversation is immediately diverted towards P2P lending. Okay, very suspicious.
- In the chat, there is now talk of 12% p.a. but in the sample contract of 1%. That was probably just a typo, happens to everyone. Here is certainly not built from the outset a mesh to confuse between monthly / annual.
- Besides the contract, there are no verbal agreements, but the payment is then after agreement. Oh yes, it's cerebrum time.
- After asking again, he just doesn't want to explain where the return is supposed to come from. Too bad, his stock tips would have been of burning interest to the community.
- Does the fund really exist if he keeps distracting from it?
In the end, I gave him a fictitious name and contact details for Bafin. Of course, it wasn't as funny as I had hoped, since I have no idea how this phone call went. Sorry.
Finally, a question from Reddit user Kujo1: "How can you take action against him?". Warn your friends and relatives about scams or suggest a minimum of financial education. Give them @finanzfluss Videos or something. With Karl we just wait for him to say something stupid & then there is an anonymous tip to Bafin. As long as there were no victims, it will be difficult with commercial fraud and 6 months minimum prison sentence.
Have a nice Sunday you đ (and have fun at the LUS HV đđ€đ»)
p.s. I actually wanted to add a blasphemy round about @Dianazurloewen anhÀngen about a cringeworthy "Weltschmerz" Instagram Story, while they jetted in branded clothes. Was then but too krinsch.
đđżđŒđ”đ đ»đđ» đČđ¶đ»đČ đŽđżĂ¶ĂđČđżđČ đđŒđżđżđČđžđđđż đâââ
đšđœđ±đźđđČ / đđđđŻđčđ¶đ°đž đđđż đđźđŽđČ đźđ» đ±đČđ» đđ¶đ»đźđ»đđșĂ€đżđžđđČđ»:
With today's partly very đ±đČđđđčđ¶đ°đ”đČđ» đđŻđđ°đ”đčĂ€đŽđČđ» on the markets in đđđżđŒđœđź and the đšđŠđ, the starting signal for a đđŒđżđżđČđžđđđż đđŒđ» đŽđżĂ¶ĂđČđżđČđș đšđșđłđźđ»đŽ may now have been given.
We would now like to briefly share đ±đ¶đČ đłĂŒđż đđ»đ đđ¶đ°đ”đđ¶đŽđđđČđ» đŁđđ»đžđđČ with you:
đȘđźđżđđș đ”đźđ đđ¶đ°đ” đ±đ¶đČ đŠđđ¶đșđșđđ»đŽ đđđčđČđđđ đđœĂŒđżđŻđźđż đČđ¶đ»đŽđČđđżĂŒđŻđ?
Firstly, the đđĂ€đżđžđČđż đđČđżđ±đČđ»đ±đČ đđ»đłđČđžđđ¶đŒđ»đđŽđČđđ°đ”đČđ”đČđ» that has already been in place in Asia for several weeks should be mentioned here. Triggered by the đđČđčđđź-đ©đźđżđ¶đźđ»đđČ now already dominating almost everywhere, case numbers are now also rising again significantly in Europe and the USA.
On the other hand, with the latest data on đđ»đłđčđźđđ¶đŒđ» đ¶đ» đđđżđŒđœđź đđ»đ± đ±đČđ» đšđŠđ there is now also concern, that there could be a change in thinking with regard to the ultra-loose monetary and interest rate policy of the central banks. Investors always react nervously to statements by central bankers in this regard, also with regard to the outlook for the đđ¶đ»đđČđżđ”öđ”đđ»đŽđČđ» planned for next year.
đȘđźđ đžĂ¶đ»đ»đđČ đČđ¶đ»đČđ» đœđŒđđ¶đđ¶đđČđ» đđ¶đ»đłđčđđđ đźđđł đ±đ¶đČ đ Ă€đżđžđđČ đ”đźđŻđČđ»?
Here, the đđČđżđ¶đ°đ”đđđđźđ¶đđŒđ» already started in the đšđŠđ the previous week with the fresh đ€đź đđźđ”đčđČđ» đ±đČđż đšđ»đđČđżđ»đČđ”đșđČđ» should be mentioned in particular. In addition to the result itself, it will depend here in particular on which đđđđŻđčđ¶đ°đž the companies will announce for the full year. It will probably depend on whether the đđżđđźđżđđđ»đŽđČđ» đ±đČđż đđ»đčđČđŽđČđż can be exceeded here by the majority or "only" fulfilled.
đȘđŒđ±đđżđ°đ” đčĂ€đđđ đđ¶đ°đ” đČđ¶đ»đČ đșöđŽđčđ¶đ°đ”đČđżđđČđ¶đđČ đŻđČđđŒđżđđđČđ”đČđ»đ±đČ đŽđżĂ¶ĂđČđżđČ đđŒđżđżđČđžđđđż đźđŻđčđČđ¶đđČđ»?
First, by the very strong đđ»đđđ¶đČđŽ đ±đČđż đ©đŒđčđźđđ¶đčđ¶đĂ€đ today in both the VDAX-New and the VIX in the US. On the other hand also by the đđ»đ±đ¶đžđźđđŒđżđČđ» đđ¶đČ đ±đČđż đ„đŠđ đŒđ±đČđż đźđđ°đ” đ„đŠđ the đđđčđČđđđ đ»đČđ đșđźđżđžđ¶đČđżđđČđ» đđŒđ°đ”đ in the DAX and Dow Jones đ»đ¶đ°đ”đ đșđČđ”đż đŻđČđđĂ€đđ¶đŽđČđ» đžđŒđ»đ»đđČđ». With today's đ„ĂŒđ°đžđłđźđčđč đđ»đđČđż đ”đŒđ”đČđș đšđșđđźđđ, moreover, a đ§đŒđœ-đđ¶đčđ±đđ»đŽ now threatens to complete itself in several indices at once.
As an example of this, we have attached a đŒđŁđđĄđźđšđ đđđš đżđ€đŹ đ đ€đŁđđš đđŁđđȘđšđ©đ§đđđĄ đŒđ«đđ§đđđ (see photo).
đđ€đĄđđđŁđđ đŹđđđđ©đđđ đđ§đđđđŁ đšđ€đĄđĄđ©đ đąđđŁ đŁđȘđŁ đĂŒđ§ đšđđđ đđđđŁđ©đŹđ€đ§đ©đđŁ, đȘđą đđđšđšđđ§ đ«đ€đ§đđđ§đđđ©đđ© đŻđȘ đšđđđŁ:
-> Are there perhaps positions where I should now realize the gains of the last few monthsâ.
-> Are there any opportunities to invest countercyclically in stocks where I have been waiting for a long time for an opportunity to enter?
-> Are there already existing positions where I would like to take advantage of a possible correction to buy upâ?
-> And is the sidelines perhaps the better place for me at the moment, before I let my emotion guide my decisions too muchâ
As always, we wish you well in your decisions and đłđżđČđđČđ» đđ»đ đźđđł đđđżđČ đ đČđ¶đ»đđ»đŽ on the current topic.
We wish you a relaxing end of the day! Magnus & Sören đđ
Top creators this week