Germany is reliant on Russian oil and natural gas. This is bad optics as the narrative clearly supports Ukraine. So I think eventually they’ll be forced to stop buying from Russia and they’ll pay the price. This situation seems very unfair to Germany and I would be surprised if it doesn’t cause a major rift within NATO.
Anyways … what companies are we shorting?
Volkwagon — $162
Porsche — $83
Airbus (a buy because they sell military equipment?) — $102
SAP — $102
Linde — $256
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To remove first post, remove entire topic.
Germany is reliant on Russian oil and natural gas. This is bad optics as the narrative clearly supports Ukraine. So I think eventually they’ll be forced to stop buying from Russia and they’ll pay the price. This situation seems very unfair to Germany and I would be surprised if it doesn’t cause a major rift within NATO.
Anyways … what companies are we shorting?
Volkwagon — $162
Porsche — $83
Airbus (a buy because they sell military equipment?) — $102
I don't have anything to add but I enjoyed reading your descriptions; reminded me of myself a week into super-covid and the market's 1/3 decline. I'm somewhat into LLKKF-believe its into lithium-battery tech sounds right
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I don't have anything to add but I enjoyed reading your descriptions; reminded me of myself a week into super-covid and the market's 1/3 decline. I'm somewhat into LLKKF-believe its into lithium-battery tech sounds right
Just passing through and saw this. A guy I know that is into this sent me a video about this. I never watched it, but maybe you will find it interesting.
https://youtu.be/mxZoJeSdmvI
Another one a couple of guys I know like in case you want to look into it:
SGML SIGMA LITHIUM CORPORATION
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@satchmo76
Just passing through and saw this. A guy I know that is into this sent me a video about this. I never watched it, but maybe you will find it interesting.
https://youtu.be/mxZoJeSdmvI
Another one a couple of guys I know like in case you want to look into it:
First there will be political fights within each country. The fights will overflow into NATO.
The other side is extremely strong with China and India. They could demolish the west in trade especially since they know inflation is already through the roof and the citizens don¡¯t have much wiggle room left to pay higher prices for goods.
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NATO rift incoming.
First there will be political fights within each country. The fights will overflow into NATO.
The other side is extremely strong with China and India. They could demolish the west in trade especially since they know inflation is already through the roof and the citizens don¡¯t have much wiggle room left to pay higher prices for goods.
Zoltan Pozsar: "If you believe that the West can craft sanctions that maximize pain for Russia, while minimizing financial stability risks in the West, you could also believe in unicorns"
Europe will see more downside than the US. Germany will see more downside than other European countries.
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Zoltan Pozsar: "If you believe that the West can craft sanctions that maximize pain for Russia, while minimizing financial stability risks in the West, you could also believe in unicorns"
Europe will see more downside than the US. Germany will see more downside than other European countries.
European natural gas prices now 14x those in the US. Does German manufacturing work at these prices? Will ordinary people be able to afford their electricity bills?
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European natural gas prices now 14x those in the US. Does German manufacturing work at these prices? Will ordinary people be able to afford their electricity bills?
Anyways ¡ what companies are we shorting? Volkwagon ¡ª $162 Porsche ¡ª $83 Airbus (a buy because they sell military equipment?) ¡ª $102 SAP ¡ª $102 Linde ¡ª $256
Volkswagon $137
Porsche $73
Airbus $95
SAP $97
Linde $252
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Quote Originally Posted by I_Need_A_Detox:
Anyways ¡ what companies are we shorting? Volkwagon ¡ª $162 Porsche ¡ª $83 Airbus (a buy because they sell military equipment?) ¡ª $102 SAP ¡ª $102 Linde ¡ª $256
It may seem a bit ludicrous right now, but I put about 20% of my reserves back in the US market today (index fund).........Naz down about 20% from all time high........DJ about 10%........I seriously doubt we're anywhere near a bottom but trying to stick to a plan.
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@I_Need_A_Detox
It may seem a bit ludicrous right now, but I put about 20% of my reserves back in the US market today (index fund).........Naz down about 20% from all time high........DJ about 10%........I seriously doubt we're anywhere near a bottom but trying to stick to a plan.
@I_Need_A_Detox It may seem a bit ludicrous right now, but I put about 20% of my reserves back in the US market today (index fund).........Naz down about 20% from all time high........DJ about 10%........I seriously doubt we're anywhere near a bottom but trying to stick to a plan.
Pretty good bounce here but I¡¯d be surprised if there wasn¡¯t more downside on the way.
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Quote Originally Posted by THEMUGG:
@I_Need_A_Detox It may seem a bit ludicrous right now, but I put about 20% of my reserves back in the US market today (index fund).........Naz down about 20% from all time high........DJ about 10%........I seriously doubt we're anywhere near a bottom but trying to stick to a plan.
Pretty good bounce here but I¡¯d be surprised if there wasn¡¯t more downside on the way.
I would sell German stocks the daxx isn't a good investment
I am confused by what you think you mean here?
He was asking about shorting certain German stocks. Are you saying you would 'sell' them as in get rid of them? So, you would not short them?
The DAXX is not a good investment? Compared to what? The DOW or S&P 500? Over how long of a period of time?
The DAXX is outperforming both of those for the last month or so? So, you expect a downturn now? You should have gotten in about a month ago. So, you get out of it when it is performing better than many other places right now?
Unless, you want to make the point of longer term? Or, if you think the S&P or DOW are about to turn it up a notch now compared to the DAXX?
I need clarification
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Quote Originally Posted by FredLeonard:
I would sell German stocks the daxx isn't a good investment
I am confused by what you think you mean here?
He was asking about shorting certain German stocks. Are you saying you would 'sell' them as in get rid of them? So, you would not short them?
The DAXX is not a good investment? Compared to what? The DOW or S&P 500? Over how long of a period of time?
The DAXX is outperforming both of those for the last month or so? So, you expect a downturn now? You should have gotten in about a month ago. So, you get out of it when it is performing better than many other places right now?
Unless, you want to make the point of longer term? Or, if you think the S&P or DOW are about to turn it up a notch now compared to the DAXX?
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I am confused by what you think you mean here? 
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