Everybody is so depressed about China that it is time to look for the bottom... All big players have sold China, the state is starting to take some economic measures
After the huge rally in recent months, earning season and recession fears could be bearish for tech companies.
Hi everyone, This is another trade taken today: Long Facebook vs Short JC DECAUX. Facebook has lost about 20% from its august top. Fundamentals are still strong (ROE, revenues, margin, cash flow), the management is strong as well. I choose to hedge it with JC DECAUX, traditional advertising industry, with weakening fundamentals (debt and cash flow are bad),...
Hi everyone, I just wanted to share 2 trades I took today. First one is Long Alibaba versus Short Carrefour. Retail industry trade, e-retail vs traditional. Fundamentals speak by themselves (Revenue growth, ROE, etc all in favor of BABA). This a 90 day trade (using barrier options). Going to the winter, it is a replay of the covid trade. The second one is Long...
After a first attempt, a re-test of the 28 level looks probable...
Heading for a pullback before the ECB?
From my humble view, there is still room to 1.21 (R2 Yearly Pivot). The market will test the ECB at each meetings, but in the end the risk is on the downside to pullback on 1.13 (R1 Yearly Pivot)...
Go short on EUR/USD AFTER Fed meeting following a pullback - The market is too consensual at the moment - High probability of a steep pullback. Thank you for your feedback!
EUR/USD is poised to pull back befor ECB, BoJ and Fed Meetings. Go SHORT after the meetings
Facebook is overbought in the short term. Earnings announcement end of october could be the trigger for a correction. Short @ 52$ Target @ 42$