1Sem.·

Interim strategy no stocks

There is no end in sight to the Trump madness. Hence my strategy for the next few days:

No Stocks just $BTC (-1,19 %) and $4GLD (+2,4 %)

The reasons are:

Trump has announced new tariffs on pharmaceuticals.

The US corporate reporting season starts on Friday. I think with financial institutions.

The auction for US treasury bonds begins. And contrary to Trump's promises, 10-year government bonds are rising close to 5%.

$MSFT (-4,65 %) postpones the construction of data centers for AI. I.e. the AI hype will at least take a break.

Negative sentiment will prevail.

4
3 Commentaires

image de profil
Why BTC in a risk-off environment - or are these long-term purchases?
image de profil
@Ph1l1pp rather long-term purchases from $BTC buy the dip
1
image de profil
So now he has suspended the tariffs. So now I've bought more after all
Participez à la conversation