Uranium Energy Bulls WKN: A0JDRR ISIN: US9168961038 Forum: Aktien User: Chris_90_

Sieht mir eher nach weiterer Konsolidierung aus. Überlege, erstmal Gewinne mitzunehmen und zu abzuwarten.

Ist schon irre… alle warten auf die NVIDIA Zahlen und das das einen Schub gibt wenn sie gut sind und da liefern sie ab … und trotzdem gehts runter. So wie Cameco … versteht man nicht. Bin mal gespannt was mit EF morgen passiert 🙈

Neustes Update der Makroanalyse : At first glance this may not show in the S&P500, but look under the surface and you will see that the index has basically traded sideways since early October. There was plenty of chop in between, with painful intra-day corrections and powerful bursts upwards, but the weakness underneath the surface combined with the prevailing macro uncertainty has made for a market that, as I noted above, feels like it is running on fumes. Remember what I wrote about my expectations on Q1 in the macro roadmap at the start of the year? I noted the following: “Those aforementioned data points do not eliminate risk, yet they support my base case that Q1 can lean constructive while still feeling choppy underneath” . Yeah, that sounds about right, given we have seen more chop than your average steakhouse. I expect that this will continue, again as per the macro roadmap, for a few more months. !!! My base case expectation therefore remains the same. More chop going into next month, followed by a much needed relief rally after all the (mainly tech related) companies that got taken to the woodshed recently, usually those rallies last around 1-1.5 months and when everyone is getting bullish again, the midterm seasonality headwinds will take over and we get a 10-20% drawdown into the end of Q2-start of Q3.!!! Going forward, it’s very important to have a healthy cash position and little to no leverage, as well as strong exposure to gold, in order to properly make it through this market. That is why I issued several sell alerts for the more speculative silver holdings and some uranium as well, amongst other things, as we headed into what felt like a ‘speculation en masse’ top at the end of last month. There will come a time, sooner rather than later, to be aggressive and press the proverbial bid again to prepare for a strong end of the year, but we are not there yet and at this point the name of the game is patience and sitting on a healthy cash position

Das wird doch langsam lächerlich 😂😂😂