rtlustymen

rtlustymen

Structure is there, one of the best P/E ratios in highest market cap stocks, looking good.

rtlustymen

Mid-term trade for maximum few weeks, new tariffs could hit Brasil also and make the pump even stronger.

rtlustymen

Trade for 1-2 months, no recession is happening yet.

rtlustymen

Lam Research is one of the companies that should benefit the most from the US 500 billion infrastructure investments.

rtlustymen

A pattern we see quite often with cocoa, as it still refuses the breakdown to sub 10k prices I believe we'll stay in this range for perhaps months as last year, occasionally having larger spikes up.

rtlustymen Updated 

Short term trade - if Japan increases interest rates as it did in July, there's a high chance the Yen Carry trade will unwind again, causing a large drop. If Japan doesn't raise them, I'd close the trade soon after that. THE SL is orientational the point of the trade is to hold till the decision on friday.

rtlustymen Updated 

Short term trade - Yen Carry trade will unwind again, causing a large drop. I expect it during the next week or two but we will see.

rtlustymen

Lobby in government is gonna be strong, obviously heading to new highs imo.

rtlustymen Updated 

Shame I didn't publish this two weeks ago when I originally had the idea, nonetheless: Very clear that Chevron will profit massively from Trump.

rtlustymen Updated 

Structure is perfect for a large push up/down, if the prices pushes upwards strong, I'd consider switching a short for a long position as we might make new highs. Currently I'm bearish.

rtlustymen Updated 

Can Trump lower the prices of oil? I think yes. During his first term he held prices in the $40-65 range for most of the 4 years. I believe the prices can go significantly under $60 but we'll see.

rtlustymen Updated 

Very aggressive trade, I'm skeptical about the Interest rates lowering coming in next months, though it should have a positive effect not just on precious metals but also agrocommodities.

rtlustymen Updated 

History is repeating itself, Gold wen 45% up in the time of lowering interest rates of September 2007 to March 2008. Interest rates were lowered 5x by 2.25%, from 5.25% to 3%. FED announced plan to reduce interest rates from 5.5% to 3.5% by March 2025.

rtlustymen

The unemployment rate has been steadily rising for the past year, which as seen on the comparison regularly precedes major economic downturn.

rtlustymen Updated 

Rheinmetall dipped today due to concerns of the European "far-right" (half of them centrists lmao) wanting peace with Russia in the future. This doesn't change anything for Rheinmetall though. Key facts: - Earnings grew by 21.8% over the 2023. - Earnings are forecast to grow 26.06% per year. - Revenue expected to grow 40% this year. - New deal with Continental...

rtlustymen Updated 

NVIDIA is going to be one of the companies most hit by the coming crisis. Does the blue graph seem eerily familiar? Yeah its Cisco in 2000 right before the bubble. Latest open gap at $21 which would be my main TP.

rtlustymen Updated 

Sadly I have not posted my original DD here, so here's the link to the original. www.reddit.com

rtlustymen Updated 

Intel is objectively making very low prices. Be fearful when others are greedy and greedy when others are fearful. Intel is planning on releasing new GPUs in mid 2024, smart move in these crypto & ai filled times. From what we know, the new GPUs should be able to compete with NVDIA and AMD, giving Intel the space to expand more into this booming sector....