Yes sir! The squirrel eats hard 😌🐿️

Here are some thoughts on the shortening of the dollar:

Where does the dollar currently stand?

-> still historically high, but!

Current bias of the market:

-> shorting the dollar is therefore not

original idea (crowded trade)

Some catalysts for a dollar reversal:

> Trade surplus and financing abroad decrease

(Example: remittances to Mexico fall to a historic low)

-> growing "dollar shortage

> US dollar has decoupled itself from the rise in interest rates in the short term. This will become relevant in due course (more on this in the conclusion).

(shown is the expected interest rate differential of the USA compared to the other G10 countries - over the next 2 years)

Conclusion/opinion: Even if the US dollar has lost its "safe haven" status in the eyes of some investors, despite its historically high valuation, I believe we will see a return to "dollar safety" with the next full-on crisis in another country, especially EM.

It has to be said that I am personally bearish on the dollar in the long term (10+ years), but it is easy to nuke your account when shorting.

I also don't think hedging is necessary for 99% of the community, as it also requires the right sizing, for example - not to mention that I think it only makes sense from a portfolio size of mid 6-digit to 7-digit range.

On this topic @Epi and @leveragegrinding have also written articles on this topic, take a look at them!

For the additional reach 😉

$NVDA (-0.04%)
$GOOGL (+0.1%)
$1211 (-0.51%)
$MSFT (-0.28%)
$BTC (-0.35%)

Maybe I'll get myself some Youtube Premium - these ads are annoying all the time

$GOOGL (+0.1%)

Alphabet

• Morningstar Rating: 4 stars
• Morningstar Economic Moat Rating: Broad
• Morningstar Uncertainty Rating: Medium
• Sector: Internet content and information

Alphabet is a holding company that wholly owns internet giant Google, with Google services accounting for nearly 90% of Alphabet's revenue. We view Google as a pioneer in AI, and its investments in AI are a continuation of its efforts to secure its core product, Google Search. This cheap AI stock is trading 27% below our fair value estimate of $237 per share.

"We view Alphabet as a conglomerate with excellent businesses. With solutions ranging from advertising to cloud computing to self-driving cars, Alphabet has become a true technology giant, generating tens of billions of dollars in free cash flow annually. Although antitrust concerns regarding Alphabet's core business, the search engine, have made headlines, we remain confident in Alphabet's overall strength and expect the company to remain at the forefront of a variety of industries, including search, artificial intelligence, video and cloud computing.

Alphabet's core strategy is to maintain its strong advertising business, with the majority of advertising revenue coming from Google Search. To this end, the company has invested significantly in improving its search capabilities over the years to ensure that its search engine remains firmly entrenched in the way hundreds of millions of users access information on the internet.

We see the company's investment in AI as a continuation of these efforts to protect its core product, Google Search. We believe that by deploying generative AI, Google can not only improve the quality of its search through features such as AI overviews, but also optimize its advertising business by improving its ability to target customers with relevant ads.

In the area of antitrust, we do not expect Google's search business to deteriorate significantly due to government or court intervention. While there are a number of possible outcomes depending on what remedies are imposed, we believe it is likely that Google will maintain its leadership position in search and text-based advertising over the long term.

Beyond search, we see positive prospects for Alphabet's cloud computing platform, Google Cloud Platform. We believe that the increasing shift of workloads to the public cloud and the rise in the adoption and use of AI will be key growth drivers for GCP over the next five years. At the same time, we expect GCP to become an increasingly important part of Alphabet's overall business from both a revenue and profitability perspective as it grows in size."

Malik Ahmed Khan, Morningstar Analyst

Source:

https://www.morningstar.de/de/news/259389/die-besten-ki-aktien-zum-kaufen.aspx?utm_campaign=intl_newsletter_email&utm_medium=email&utm_source=sendgrid

Hey everyone,

Lately you often read something about $GOOGL (+0.1%) . Especially when it comes to artificial intelligence they are often talked about and of course because of the web - search queries, Chrome as a search engine etc..

However, as an IT specialist and developer with a focus on app development, I've noticed that Google is often forgotten or somewhat overlooked here, even though they also have a strong presence. 💪

The reason: Dart or Flutter

Many of you will never have heard of it - no wonder, the layman hardly ever comes into contact with this stuff. However, there will certainly be some developers who work with it, have worked with it or have dealt with it before.

Flutter is a widely used technology for native development. It can be used to develop apps for iOS and Android. In other words, one app for two operating systems - without having to "extensively adapt" the code. The so-called "write once, run anywhere" principle. Flutter is very popular here and I would estimate that almost everyone has come into contact with a Flutter app - whether consciously or (more likely) subconsciously. 😎

But what I'm getting at is the advantage that Google has with Dart and Flutter as an extension. The language and technology is free to use and very popular. Many developers build apps for Android, which makes the operating system attractive (plus point for Google, as you can become more independent from Apple). There are also many cloud integrations, so Flutter apps often use services from Google Cloud - Google also earns money from this. 📈

Generally speaking, Google doesn't earn money with the product itself - but with everything that goes with it. If you use a Flutter app, the developer may need Google services in the background for their database.

The more apps are built with it, the more attractive Android becomes as an operating system (revenue for Google via ads and Play Store).

$GOOGL (+0.1%) can therefore do much more than just AI and the web. They are also on a great path in app development and offer good competition to other technologies such as Swift (Apple). If they manage to continue innovating here, they can create a strong pillar in the area of apps and end-user operating systems in the long term.

I hope you enjoyed my little digression, which operating system do you use Android warriors or iOS disciples? 😄

Hello dear investors

I am the yield puppy 😉 and I would like to introduce you to my Chaos portfolio.

Briefly about me:

I'm turning 19 this year and started taking over my childhood portfolio, which was managed by my father, when I was 15.

At the time, the account consisted of around €8,000 in ETFs and an additional €15,000 in cash, saved for my studies, which I didn't dare touch at the time.

So 2021 is my financial birth year, at least in terms of building up knowledge, which is also a very important asset. In the beginning, I only watched videos from Finanzfluss and later also read the Handelsblatt, which my father loves to read.

Since then, I have invested all the money that was available to me - as pocket money or from various jobs - initially only "safely" in the MSCI World.

Over time, I decided that I enjoyed being more active in the market and I started to look more closely at economic news in order to identify good opportunities.

I then traded thematic ETFs, which in hindsight was profitable overall, but a poor bet compared to the MSCI as a benchmark.

The AI ETF was the only one in profit and outperformed the MSCI. Green Energy and Space flopped massively.

All in all, a meagre result, but I learned at the time that experiments from which I can draw experience like this are a thousand times more valuable than just the financial increase in value.

So the journey continued, but now with the motivation to actively learn and make mistakes.

The next step was shares. After some research, I decided to invest in$META (+0.02%) and $GOOGL (+0.1%) decided to invest. The motives for this should be well known. I have held $META ever since, as my entry was pretty good.

$GOOGL (+0.1%) In the meantime, I have already sold and bought it again.

But my search for good stocks continued and during my research I came across Getquin, where I have not only been tracking my portfolio ever since, but have also been a silent reader and have benefited from a great deal of expertise.

With a broad spectrum of information options and many opinions, the portfolio has now exploded with individual stocks. I know that this is very unpopular here on Getquin, and I also know myself that it is better to have fewer shares and, above all, a strategy.

However, I am still interested in trying things out. I'm years away from being even a good investor, but I'm improving and learning every day.

My most important lesson so far has come from using leverage. I initially tried it out with crypto via Bitget, because my circle of friends was into crypto leverage hype and some had a lot of luck. Here, too, I just wanted to try out what works and, above all, how.

Of course, I did my research beforehand and knew about the risks. However, I think you learn best from your own experience, so I deposited €30 and just got started.

After a few very questionable YouTube videos and a little time, I had traded my capital up to just under $300. In hindsight, there's no question: more luck than sense and the advantage that the courses didn't know any losses.

However, when the money increased tenfold, my emotions took over and today I have a balance of around $2 on Bitget.

This is an example of how mistakes can make you better in the long run because I am now more careful to let my emotions out and only invest in crypto 1:1.

My journey to this point has enriched my knowledge more than anything else. Even if my Chaos portfolio is still far from perfect, the rule here is: puppy protection 😂

I just wanted to share my story because I am very grateful for the many informative posts and exciting stories I have read here. Especially valuable comments - the more critical, the better - enrich Getquin considerably in my opinion.

It really is a great community. Many thanks ❤️

Greetings from 🐶

Hey everyone,

My little sister has just turned 13 and I would like to set up a monthly savings plan for her until her 18th birthday. 20 € for her until her 18th birthday - i.e. for 5 years. I'm using Trade Republic.

My first idea was:

➡️ 10 € in $GOOGL (+0.1%)

➡️ 10 € in $NVDA (-0.04%)

What do you think - good mix or do you have other recommendations (only individual stocks, no ETF)? The goal is long-term growth - it should be a small starting cushion for her 18th birthday.

A few general conditions:

• I cannot not open a children's custody account so the whole thing is in my name for the time being.
• Now the question arises: How do I transfer the custody account to them later? Are there any sensible (tax and legal) ways to transfer the custody account or the income at 18?
• Or would it be better to save in a normal account and then invest everything at once when she turns 18? I think that would be a shame, because then 5 years of compound interest are missing.

I would be grateful for any feedback - especially from people who have done this for siblings or children!

Best regards

Viktor