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I take a more differentiated view. I certainly see the possibility that the markets could rise in the first half of the year, as there will be more liquidity due to further interest rate cuts. As things stand at the moment, I see a risk more from May, June. But in general I am already positioning myself differently at the moment. Derivatives long on conservative stocks, short on tech. But the equity positions will remain for the time being.
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@Multibagger I agree about the recovery in the 1st or 2nd quarter. However, due to the weakness, these values could only develop B-waves and then turn further downwards. But that would still be in line with your forecast from May 2026.
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@Multibagger Short on all tech stocks? I still see upside potential in Amazon and Alphabet, for example... But there are certainly some candidates where a short would be worthwhile! 😉
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@BavarianLion I named the stocks that I find interesting yesterday with the certificates. The two you mentioned are among my few long-term investments and I don't short them
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@Multibagger Ok, wasn't that active on getquin yesterday, so I probably missed your post!
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