top of page

๐๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐”๐ฉ๐๐š๐ญ๐ž

๐–๐จ๐ฐ, ๐ฐ๐ก๐š๐ญ ๐š ๐ง๐ข๐œ๐ž ๐ญ๐ข๐ฆ๐ž ๐ญ๐จ ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ, ๐ฆ๐ฒ ๐Ÿ๐ž๐ฅ๐ฅ๐จ๐ฐ ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ๐จ๐ซ๐ฌ! ๐€ ๐ฌ๐ฆ๐š๐ฅ๐ฅ ๐ฆ๐š๐ซ๐ค๐ž๐ญ ๐š๐ง๐š๐ฅ๐ฒ๐ฌ๐ข๐ฌ, ๐š ๐œ๐ฅ๐จ๐ฌ๐ž ๐ฐ๐š๐ญ๐œ๐ก ๐จ๐ง ๐ญ๐ก๐ž ๐ƒ๐€๐— ๐š๐ง๐ ๐ฌ๐จ๐ฆ๐ž ๐ž๐ง๐œ๐จ๐ฎ๐ซ๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ.

Stocks slid on the late yesterday and continue doing so today, giving up their gains from earlier yesterday.

The tech-heavy $NSDQ100 dropped 1.3% and the $SPX500 fell 1.1%. The $DJ30 declined 313 points or 0.9%, after the index dropped 339 points Wednesday. Earlier in the day, all three major indexes were up, with the Nasdaq rising more than 2%.

For the first time since early last year, on March 20 and 21, the Nasdaq rose more than 1% and then ended the day down more than 1% on back-to-back days

๐€๐ง๐ ๐ง๐จ๐ฐ, ๐ญ๐ก๐ข๐ง๐ค ๐จ๐Ÿ ๐ข๐ญ: If the Nasdaq had held on to its gains, Thursday would have marked the seventh straight instance when the index closes higher the day after entering correction territory than where it had finished. There was no such fortune for tech investors on yesterdays Thursday.

The start of the new year has been bumpy for the global stock markets. The $GER40 of all indices, is doing well compared to the US indices. The index of German heavyweights is benefiting from a circumstance that has been interpreted as weakness for years: There are hardly any tech stocks in the DAX, but many companies from the industrial sector and thus hardly anything that could inspire stock market participants with bombastic visions. In anticipation of the interest rate turnaround, however, moderately valued companies from the old economy are attracting attention again. A rotation therefore suits the $GER40 .

It would only become dangerous if the weakness in tech were to become so strong that the broad indices were dragged down with it. The 200-day line offers investors important orientation in turbulent phases. If the current price falls below this moving average, this is seen as an alarm signal. However, one should be a little generous: Since many investors orientate themselves on the trend line, there are often false signals.

๐€๐ฅ๐ฌ๐จ, ๐ˆ ๐ฌ๐ž๐ง๐ฌ๐ž ๐ญ๐ก๐ž ๐ฎ๐ง๐ž๐š๐ฌ๐ž ๐จ๐Ÿ ๐ฌ๐จ๐ฆ๐ž ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ๐จ๐ซ๐ฌ ๐ญ๐ก๐š๐ญ ๐ญ๐ก๐ž ๐ฆ๐š๐ซ๐ค๐ž๐ญ ๐ก๐š๐ฌ ๐ญ๐ซ๐š๐ง๐ฌ๐Ÿ๐ž๐ซ๐ซ๐ž๐ ๐ญ๐จ ๐ญ๐ก๐ž๐ฆ ๐š๐ง๐ ๐ฐ๐จ๐ฎ๐ฅ๐ ๐ฅ๐ข๐ค๐ž ๐ญ๐จ ๐œ๐จ๐ฆ๐ฆ๐ž๐ง๐ญ ๐จ๐ง ๐ญ๐ก๐š๐ญ: I usually never get tired of mentioning that I love times like this - and today is no exception. For those who have sat down with my strategy, I am all about long-term wealth building, so a few months (and even years), which can be tough, don't count here at all. On the contrary! Because by advising everyone to invest additional funds every month, you have a wonderful cost-average effect that makes you feel the stronger upwinds that always come after such times twice as much.

I can only recommend everyone to keep going and not to be disturbed by all the news. The portfolio is tech-heavy (hence the poor performance this month in particular, as these companies tend to have high debt ratios, which are expensive due to rising interest rates and ultimately affect future returns), but it has a lot of mining stocks and precious metals at the same time, so we have a heavy safety anchor that plays to its strength in such times.


bottom of page
    <script type=