Christine Lagarde, head of the ECB, has just emphasized in the context of the interest rate decision that she is confident that $BTC (+1,61 %) will not become part of the reserves of central banks in the eurozone.

She also said that she had spoken to the head of the Czech central bank about this😂

The Norwegian sovereign wealth fund has increased its Bitcoin exposure $BTC (+1,61 %) increased by 153% in 2024. This increase results from investments in companies such as MicroStrategy, Marathon Digital and Riot Platforms, which hold significant Bitcoin holdings. The fund now holds indirectly 1,500 Bitcoin worth around 35 million US dollars. This development reflects the growing institutional interest in cryptocurrencies.

#bitcoin

https://coin-update.de/norwegens-staatsfonds-erhoeht-bitcoin-engagement-um-153-in-2024/

El Salvador has adapted its Bitcoin law $BTC (+1,61 %) to meet the requirements of the International Monetary Fund (IMF) for a 1.4 billion dollar loan 💰. The parliament, dominated by President Nayib Bukule's party, approved a reform that ensures the voluntary (previously mandatory) adoption of Bitcoin in the private sector and limits government involvement in Bitcoin activities. These changes are intended to strengthen financial stability and address the IMF's concerns about the risks of cryptocurrencies.

#bitcoin

https://de.investing.com/news/cryptocurrency-news/el-salvador-passt-bitcoingesetz-fur-iwfabkommen-an-93CH-2855778

Here is my portfolio, in which I have entered the sales as purchases.

Briefly: What profits/losses have I lost since selling position XY?

Background information: I have been saving the $IWDA (+0,48 %) + $CSPX (+0,02 %) and a little $BTC (+1,61 %) - now only due to the size $HMWO (+0,18 %) - and from the beginning of 2020 to mid-2024 the 76 individual shares were also included.

Well, it actually looks quite good, why didn't you switch completely to individual stocks, you have some nice stocks in there? 1.9% dividend yield with 80% TTWROR

Quite simply: I'm not interested in the hassle - it's just too stressful for me

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Here's a comparison of the "what-if" portfolio with the actual portfolio:

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Now have fun browsing. Maybe one or the other will find a Tenbagger.

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.

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Oh yes, exactly. Thank you @DonkeyInvestorthat was quite a task to grasp the whole thing, but I wanted to see it.

Jerome Powell, head of the Federal Reserve, spoke constructively about Bitcoin and crypto at the press conference. 🇺🇸

He sees no major problems with banks offering services around $BTC (+1,61 %) offer. 👀

"We are not against innovation." - J. Powell

@stefan_21
@Testo-Investor

According to a report in the Financial Times, the governor of the Czech National Bank, Aleš Michl, is planning to submit a proposal to include $BTC (+1,61 %) into the central bank's currency reserves.

This would make it the first central bank with Bitcoin reserves and a huge step for the adoption of Bitcoin as a reserve asset.

https://www.reuters.com/technology/czech-central-bank-governor-present-plan-hold-reserves-bitcoin-ft-reports-2025-01-29/

https://www.ft.com/content/a3c06f8f-34ad-4065-bcf4-97670230824f

Podcast episode 74 "Buy High. Sell Low."

Subscribe to the podcast to prevent AI from becoming Terminator Skynet.

00:00:00 DeepSeek panic #deepseek

00:24:00 Market trends Nasdaq 100 and S&P 500, FED / FOMC

00:30:00 Nvidia, AMD, ASML $NVDA (-4,89 %)
$AMD (+0,3 %)
$ASML (+2,99 %)

00:41:40 Microsoft $MSFT (-4,67 %)

00:47:40 Alphabet $GOOG (+1,81 %)
$GOOGL (+1,88 %)

00:50:50 Vistra Corp $VST (+10,28 %)

00:57:00 DeepSeek in a practical test compared to OpenAI, xAI / Grok and Gemini

01:11:20 Bitcoin, Coinbase, MicroStrategy, Robinhood Markets $BTC (+1,61 %)
$COIN (+2,92 %)
$MSTR (+0,09 %)
$HOOD (+3,72 %)

Spotify

https://open.spotify.com/episode/1pLsuf12M2BaEQi86Dbg6d?si=DFHLqOk1QU2gewOB1ldfaw

YouTube

https://youtu.be/iGZNFQvkayk

Apple Podcast

https://podcasts.apple.com/us/podcast/folge-74-deepseek-ai-nvidia-asml-amd-microsoft-alphabet/id1695869891?i=1000686140692

#podcast
#spotify
#bitcoin
#openai
#grok
#xai
#scalai
#perplexityai
#gemini
#ai
#ki
#halbleiter
#semiconductor
#etf
#etfs

Tonight presents LVMH
$MC (+0,74 %) presents its results for the 2024 financial year and Q4.

• Financial release after the close of the Paris stock exchange
• 18.00 Earnings Call via live webcast

https://www.lvmh.com/en/financial-calendar/2024-full-year-results

Analysts expect sales for the fourth quarter of 23.2 billion euros and earnings per share (EPS) of 17.44 euros [1].

For the full year 2024, turnover of 84.2 billion euros and EBITDA of 25.97 billion euros is forecast [2].

Morgan Stanley raised its rating for LVMH to "overweight" yesterday and set the target price at 820 euros (+14%). As a result, the share price rose by 3% and is moving back towards the 800 euro mark [1].

Market development:

The luxury sector recently experienced an upswing after Richemont $CFR (+1,09 %) the parent company of Cartier, presented impressive figures.

In the third quarter, which ended in December 2024, turnover rose by 10% to 6.15 billion euroswhich exceeded analysts' expectations [3].

The positive results also boosted other luxury brands such as LVMH, Kering $KER (+3,91 %) and Hermes $RMS (+0,69 %) [4].

The US market is expected to be a key driver of LVMH's growth, especially given the continued weakness of the Chinese market [5].

USA: A sustained recovery in demand is boosting sales.

China: The recovery is slower than expected, but competitors such as Burberry $BRBY (+4,73 %) are reporting stabilized sales.

Fashion & Leather Goods: Louis Vuitton and brands such as Loewe and Rimowa continue to perform strongly.

Risks in brief:

Morgan Stanley warns of potential burdens from tariffs on luxury goods or consumer restraint, particularly in China.

Should growth at Louis Vuitton stagnate, this could have a negative impact on the entire Group.

Portfolio:

LVMH is the second-largest single position in my portfolio after getquin Deepdive with just under 5%, consisting of direct and indirect investments, behind Bitcoin $BTC (+1,61 %) .

I am therefore looking forward to the results tonight and am betting on a strong Q4.

The battle for Europe's most valuable company continues... can LVMH still surprise and make the leap over the €800 mark or are expectations already priced in?

___________________

Sources:

[1]

http://de.investing.com/equities/l.v.m.h.?

[2]

https://de.marketscreener.com/kurs/aktie/LVMH-4669/termine/

[3]

https://www.richemont.com/investors/results-reports-presentations/

[4]

https://www.investopedia.com/european-luxury-stocks-jump-on-richemont-record-quarterly-sales-8775521

[5]

https://www.reuters.com/business/retail-consumer/luxury-groups-pin-hopes-us-china-weakness-persists-2025-01-15/