Another one from the speculative corner. The volatility in the uranium sector alone isn’t for the faint of heart. Constant surges of hundreds of percent, followed by 50% corrections within just a few months. Still, the monthly charts look more than promising if these stocks correct another 20% now and touch the 200-week line next time. Also note the monthly RSI levels, which are particularly noteworthy for $UUUU (-6,79%) and $URA (-3,96%) show just how much room there still is to run. Most stocks, such as $UEC (-6,09%)
$UUUU (-6,79%) as well as ETFs such as $URA (-3,96%) , broke out of a 15-year bear market in 2020.

Hi folks. An interesting thesis from a relatively small YT channel that claims that it will be difficult to beat gold over the next 10-15 years. This is partly in line with my expectation of a "lost decade" in the US markets in the 2030s. This does not necessarily mean a 70% crash in the Nasdaq, but could also be a tough sideways market like in the 70s. Reasons include the time limit of a major bull market (usually 26 years from low to high) and the retirement of large generations (millennials - also Tom Lee's thesis).

To measure this, simply let the assets compete against each other and the result is as follows: GOLD/SPX

NDX/GOLD

BTC/GOLD

In turn, it is also mentioned that there are still investment sectors that look even more bullish than gold and that is the uranium sector, for example. $URA (-3,96%) (I am invested myself).

What about you? Have you also dealt with something like this or with such long-term forecasts? What do you think will outperform over the next 10-15 years?

It's definitely interesting for me, especially because the US dollar is always used as a benchmark. But gold is sometimes the tougher benchmark.

Weekly Review: September 28

New all-time highs for the DAX, Dow Jones, S&P 500, gold, GE Vernova, Meta, Netflix, SAP, Vistra Corp, and Walmart 👑🥇 $LYY7 (-0,83%)
$CSPX (-1,03%)
$ABX
$GEV (-10,93%)
$META (-11,37%)
$NFLX (+3,04%)
$SAP (+0,69%)
$VST (-10,1%)
$WMT (+3,17%)

New 52-week highs for 3M, Air Products, Alibaba, Arista Networks, Barrick Gold, Bank of Nova Scotia, BlackRock, Caterpillar, Constellation Energy, DuPont, HSBC, Infosys, Live Nation, McDonald’s, Palantir, PayPal, Public Storage, Royal Bank of Canada, Royal Caribbean, Sea Ltd., Spotify, Tanger 💵📈 $PLTR (-2,49%)
$9988 (-3,72%)
$BABA (-2,37%)
$BLK
$CAT (-4,9%)
$BNS (-0,49%)
$STZ (+5,54%)
$DD (+0,8%)
$HSBA (-2,49%)
$HSBC (-2,68%)
$INFY
$LYV (+0,24%)
$MCD (+2,72%)$PUB
$PUB
$RCL (-0,12%)
$SEA
$SKT (+3,23%)

Bitcoin hits a new 1-month high, up 22% in three weeks since its low on September 7—from $52k to $66k—and up 150% in 12 months 📉📈 $BTC (-0,17%)

PayPal’s own stablecoin, PYUSD (crypto), is growing rapidly and now ranks 95th among the top 100 cryptos by market capitalization 💰 $PYPL (+0,4%)

Palantir joins the S&P 500 on Monday #PLTRgang 🤜🤛👊✊ $PLTR (-2,49%)

Uber is partnering with Google’s Waymo (Alphabet) and plans to offer robotaxis for an additional fee 🚗🤖 $UBER (+1,83%)
$GOOGL (-3,06%)
$GOOG (-2,93%)

Following the ECB and the Fed, China has also fired up the money printer *brrr brrr*, plus a massive economic stimulus package is on the way; Chinese stocks are having their best week in 10 years, and auto and luxury stocks with China exposure are rising as a result 🖨🇨🇳 $MC (-0,6%)
$P911 (+0,35%)
$BMW (+1,25%)
$MBG (+0,6%)

The CEOs of AMD and Nvidia confirm that demand for AI chips remains high 🧠🤖; the Nvidia CEO says he won’t sell any more of his own shares for the time being. $AMD (-8,32%)
$NVDA (-4,41%)

The upcoming PlayStation 6 will again feature an AMD chip, but AMD will be exiting the high-end graphics card market for PC gamers and will instead focus on scaling up its presence in the mid-range and entry-level segments. Nvidia would then have a monopoly 🎮 $SONY (+4,48%)
$6758 (+4,38%)

Super Micro is under suspicion of financial fraud. According to an insider, the U.S. Department of Justice is apparently already investigating; the stock price has fallen 62% in three months 🔍👮 $SMCI

AI requires a lot of electricity, and nuclear power plants are being reactivated in the U.S. In Germany, it’s the other way around due to the world’s most foolish energy policy. U.S. utility stocks, uranium mining stocks, and ETFs are rising. ⚛️⚡️ (see Podcast Episode 57, “Buy High. Sell Low,” pinned to my profile at ganznoben) $URNM
$URA (-3,96%)
$UEC (-6,09%)

Micron reports strong quarterly results and a +13% stock price gain; semiconductor stocks are rallying 💻📈 $MU (-6,95%)

Costco—mixed quarterly results; EPS beats estimates but revenue is worse than expected; stock falls slightly 🛒 $COST (+2,1%)

McDonald’s raises quarterly dividend by 6% to $1.77. The dividend has been increased for 48 consecutive years since the first payout in 1976. 🍟🍔 $MCD (+2,72%)

Investigation launched against Visa 💳 and SAP 💻 in the U.S. over alleged price-fixing $V (+1,53%)
$SAP (+0,69%)

Oil prices fall again; Shell & Co. heading toward a 1-year low 🛢⛽️ $SHEL (+0,55%)
$GB00B03MM408
$RDS.A

Meta to release Quest 3s VR headset for €330 starting Oct. 15, 2024 📱👓

Intel launches the “Gaudi 3” AI accelerator as an alternative to Nvidia’s H100. IBM, Google, and Dell are the first customers. 🧠 $INTC (-8,67%)

U.S. national debt climbs above $35 trillion for the first time 🖨💵

Ubisoft stock plummets due to the delay of “Assassin’s Creed: Shadows,” with a -70% one-year performance 🎮📉 $UBI (-5,66%)

DHL raises its outlook and growth forecast through 2030 and will increase letter postage rates by 10.5% in Germany starting in 2025 📦✉️📯 $DHL (-1,25%)

BASF is struggling with high energy prices and weak demand; plant closures loom and the dividend is being cut 🇩🇪📉 $BAS (-0,46%)

Adidas (+28%) has significantly outperformed Nike (-18%) since the start of the year ⚽️🏀👟 $ADS (-1,29%)
$NKE (+1,65%)

Takeover speculation at Commerzbank involving Italy’s Unicredit continues 🏦🇮🇹🇩🇪 $CBK (-4,31%)
$UCG (-4,3%)

Jefferies issued a “buy” recommendation for BioNTech and sees the BNT327 cancer antibody as a potential massive revenue driver. 👨‍⚕️⚕️💊 $DE000A0V9BC4

Mutares down 14% as short seller Gotham City levels serious allegations against the SDAX-listed company: pyramid scheme, accounting fraud, and a circular business model 🔍👮 $MUX (+4,67%)

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