Podcast episode 69 "Buy High. Sell Low."

Subscribe to the podcast to make 2025 good.

00:00:00 Portfolio Max

00:30:00 Portfolio Juri

01:22:00 Portfolio Stephan

Spotify

https://open.spotify.com/episode/21rBlhDGjWHtKgUnAWB1Zj?si=AWdM-sIdReWRfMGyCwt0DA

YouTube

Apple Podcast

https://podcasts.apple.com/de/podcast/folge-69-jahresr%C3%BCckblick-portfolio-performance/id1695869891?i=1000681721764

$MSFT (-6,49%)
$PLTR (-1,08%)
$MSTR (-2,94%)
$BTC (-0,85%)
$AMD (-1,74%)
$COIN
$NOVO B (+1,93%)
$APP (-1,41%)
$SNOW (-1,34%)
$IWDA (-0,28%)
$BLK
$SOL (-2,15%)

Upcoming events for next week:

Monday:

• Arista Networks Inc. ($ANET ) and Cadence Design Systems Inc. ($CDNS (+0,76%) ) report quarterly figures before.
• Monthly US federal budget statement (January).

Tuesday:

• Quarterly figures from Coca-Cola ($KO (-0,17%) ), Moody's Corp. ($MCO (+1,75%) ), Shopify Inc. ($SHOP (-1,19%) ), Airbnb Inc. ($ABNB (-0,75%) ) and Marriott International Inc. ($MAR (+0,48%) ).
• Consumer Price Index (CPI) (January).

Wednesday:

• Quarterly figures from Cisco ($CSCO (-2,13%) ), Sony Group Corp. ($6758 (+0,62%) ) and Kraft Heinz Co. ($KHC (-0,21%) ).

Thursday:

• Quarterly figures of Applied Materials Inc. ($AMAT (+0,87%) ), Stellantis ($STLAM (-0,48%) ), Occidental Petroleum Corp. ($OXY (-0,85%) ), John Deere & Co. ($DE (+1,54%) ), DoorDash Inc. ($DASH (+4,65%) ), CBRE Group Inc. ($CBRE (+3,02%) ), Coinbase Global Inc. ($COIN ) and DraftKings Inc. ($DKNG (+1,52%) ).
• Initial claims for unemployment benefits (week ending February 10)
• US Retail Sales (January)
• Import Price Index (January)
• Industrial Production (January)
• Capacity utilization (January)
• Homebuilder confidence index (February)

Friday:

• Producer Price Index
  (PPI) (January)
• Building permits (January)
• Michigan Consumer Sentiment Index (Preliminary February)

I thought it was delightful - Barclays is putting out a sell recommendation on $COIN Coinbase before the numbers.

And the share price promptly jumps by 25%.

This is now just one current example of many....

They always turn like a flag in the wind. And the unpredictable throws every serious forecast over the edge.