1. The current gold and silver sell off is a bear trap since there is high market volatility and the price of gold is likely to increase sharply 2. To benefit from this position the best position is to short $ETFS Physical Gold(GOLD.AU)$ 3 at the moment gold is falling in value and oil is appeciatinf in value, however over supply of oil is forecast in the near term to benefit from selling oil today
Samsung: while sk Hynix has more volumes of production and micron has more advanced HBM memory, Samsung has greater scale and integration with other technology divisions
1. Bank stocks are higher profit margin relative to leveraged property stocks 2. Follow the trends in purchasing ai stocks 3. Ltd rules tightening do reduce profitability of money related stocks
1. Reserves be shortage: the g7 release is intended as a short term measure which is insufficient for a longer term war with Iran which will continue to increase prices 2. Portfolio pivot: a better decision is to long $Gold.com(GOLD)$ 3 market outlook: . The Iran war has already started while the us may lose the war the adverse impact of high oil prices has already occurred
1 $DBS Group Holdings Ltd.(DBSDF)$ is more attractive that ocbc and uob due to higher growth prospects and higher dividend yield. Smaller banks tend to outperform larger banks in times of economic prosperity 2. Middle East war is an ongoing issue and has no signs of stopping anytime soon. This is likely to weigh on market returns for an extended period. 3. Dbs share price has not bottomed out with further falls expected due to economic upheaval and disruption
1. Dramatic geopolitical market swings are a high risk time for investing & need holdings in defensive stocks at this time $ETFS Physical Gold(GOLD.AU)$ 2 in relationships the hardest is timing the moment 3. If someone is good at investing this is not a useful skill for relationships since defensive portfolio management is a strategy based response not profit seeking
1. Black swan preparedness: no I was underweight both $ETFS Physical Gold(GOLD.AU)$ and oil in my portfolio due to renewables transition 2. $NVIDIA(NVDA)$ lesson: yes I am aware of high expectations for $NVIDIA(NVDA)$ and why the stock has fallen dispite earnings outperformance 3. Did I protect my profits in February: no I was positioned for continued tech performance . Yes gold is likely to exceed $5500 in march
1. Stablecoins are coins which are convertible to fiat currency dependent on demand for these coins. These coins grow in popularity due to growth in cryptocoin demand. 2. Circle’s surge is at a time cryptocoin values have fallen. The catalyst for price growth in cryptocoins is not known at this time with the market in long term decline. 3. $BTC Digital(BTCT)$ is in a long term bear trend which is primed for a rebound to new highs due to increased interest in cryptocoins and high prices for alternatives in gold
Can ai stocks assure the market rally? No, $NVIDIA(NVDA)$ is currently in a bear trend as markets react to low profitability of ai services Who will prove themselves in the new ai era $Alphabet(GOOGL)$ is the strongest of the declining ai stocks
A: $NVIDIA(NVDA)$ has strong earnings growth and momentum which increases likelihood of further price growth in the near term driven by data centre capex spend