NYSE

[HY Spread]

WTF, keep posting, man

eyy, the would is big. time for 6 months travel around the world

[Money]

WTF, keep posting, man

enjoy: posted all deals, as I will do a break for 6 months after

[HY Spread]

Short Oct Sugar Future

https://www.zertifikate.commerzbank....76008867/pc-43

@ 0.48

close @ 0.49

[HY Spread]

Well done, dude

enjoy: posted all deals, as I will do a break for 6 months after

[HY Spread]

Long Weibo Corp @ 75 EUR

[Money]

Close Adidas at 182 from 203 (+11%)

Long adidas at 182

Well done, dude

[HY Spread]

Short Osram AG 34.05

[HY Spread]

Short Sudzucker AG 12.92

[HY Spread]

Short Oct Sugar Future

https://www.zertifikate.commerzbank....76008867/pc-43

@ 0.48

[HY Spread]

И двете са технически. Адидас е priced in и ги чакам на 180. Затова пък открих голяма позиция в Isra Vision и btl group

Close Adidas at 182 from 203 (+11%)

Long adidas at 182

[HY Spread]

Jesus guys, have look at Osram and Zumtobel. They got rapped. I go with Osram at 32...

Bit peer homework does not hurt...

Closing Osram at 34.20 (+6.8% 2 days)

Adio

[HY Spread]

Ray on fire..

Curiosity is a great force for learning. I find curiosity about what is happening, together with the realization that the same things happen over and over again, drives me to examine similar situations that happened in the past, and that’s very productive. Focusing on trying to understand the cause-effect relationships of these similar situations broadens my worldview and creates the faster and better feedback that I need. I’m doing that now in examining the rises and declines of empires and their reserve currencies because it’s very relevant to what’s happening with the U.S. and China (along with their currencies, their markets, their economies, their relationships and the world’s future) now and over the next several years. Those arcs of countries and reserve currencies rising to declining take about 250 years and could never be understood from the perspective of being in it. However, going above the individual cases, looking down on them, and seeing their patterns is critical to understanding what’s happening with the U.S. and China and the world now and over the next several years.

[HY Spread]

Ако това се прилага спрямо хора, които имат примерно над 5 млн. долара във финансови активи може би няма да е трагедия.

Но не виждам защо трябва да го правят при положение, че има capital gains tax.

MSCI World Net Total Return (inkl. Net-Dividend) +4,8% p.a. on average since 1998. easy

[Money]

The political logic will be: “Look, you rich people have had a return on your wealth of over 6% during the past hundred years. Why should this change very much? But if this is so, then it is time for you to pay your fair share, that is, to part with 2.5% of your total net worth annually. Your wealth will still continue to grow. With increased annual tax revenue of some $2.5 trillion, it will be possible for Americans to receive their promised benefits.”
https://www.mauldineconomics.com/fro...unded-promises

Ако това се прилага спрямо хора, които имат примерно над 5 млн. долара във финансови активи може би няма да е трагедия.

Но не виждам защо трябва да го правят при положение, че има capital gains tax.

[HY Spread]

Time for China...