◼ National Bureau of Economic Research (NBER) – the only body eligible to arbitrarily call recession dates in the US – has just announced that the Covid-driven recession lasted ONLY 2 months. ◼ This is very surprising for most economists and investors and makes the 2020 even the shortest recession in history. ◼ The NBER’s…
𝗘𝗾𝘂𝗶𝘁𝗶𝗲𝘀 𝗰𝗼𝗿𝗿𝗲𝗰𝘁𝗲𝗱 𝘁𝗵𝗶𝘀 𝘄𝗲𝗲𝗸. 𝗜𝗻𝗱𝗶𝗰𝗲𝘀 𝗱𝗶𝗱 𝗻𝗼𝘁 𝗹𝗼𝘀𝗲 𝗺𝘂𝗰𝗵, 𝗯𝘂𝘁 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝘄𝗮𝘀 𝗳𝗲𝗲𝗶𝗻𝗴 𝗮 𝗹𝗶𝘁𝘁𝗹𝗲 𝗱𝗶𝘀𝗼𝗿𝗶𝗲𝗻𝘁𝗲𝗱. 𝗢𝗻 𝘁𝗵𝗲 𝗼𝗻𝗲 𝗵𝗮𝗻𝗱 𝘄𝗲 𝗵𝗮𝗱 𝗮 𝗳𝗲𝘄 𝗯𝗶𝗴 𝘀𝘁𝗼𝗰𝗸𝘀 𝗵𝗼𝗹𝗱𝗶𝗻𝗴 𝘄𝗲𝗹𝗹, 𝗯𝘂𝘁 𝗼𝗻 𝘁𝗵𝗲 𝗼𝘁𝗵𝗲𝗿 𝗵𝗮𝗻𝗱 𝘄𝗲 𝘀𝗮𝘄 𝘁𝗵𝗲 𝗻𝘂𝗺𝗯𝗲𝗿 𝗼𝗳 𝘀𝘁𝗼𝗰𝗸𝘀 𝗵𝗶𝘁𝘁𝗶𝗻𝗴 𝟱𝟮-𝘄𝗲𝗲𝗸 𝗵𝗶𝗴𝗵𝘀 𝗲𝘅𝗰𝗲𝗲𝗱𝗶𝗻𝗴 𝘁𝗵𝗲 𝗻𝘂𝗺𝗯𝗲𝗿 𝗵𝗶𝘁𝘁𝗶𝗻𝗴 𝗹𝗼𝘄𝘀 𝗮𝘁 𝘁𝗵𝗲 𝗹𝗼𝘄𝗲𝗿 𝗲𝗻𝗱 𝗼𝗳 𝗶𝘁𝘀 𝗿𝗮𝗻𝗴𝗲,…
𝗡𝗲𝘄 𝗔𝗧𝗛𝘀 𝗳𝗼𝗿 𝗦&𝗣𝟱𝟬𝟬 𝗱𝘂𝗿𝗶𝗻𝗴 𝗮 𝘄𝗲𝗲𝗸 𝘁𝗵𝗮𝘁 𝗳𝗲𝗲𝗹𝘀 𝗰𝗼𝗿𝗿𝗲𝗰𝘁𝗶𝘃𝗲 𝗳𝗼𝗿 𝗺𝗼𝘀𝘁 𝗼𝗳 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝗽𝗮𝗿𝘁𝗶𝗰𝗶𝗽𝗮𝗻𝘁𝘀. 𝗧𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝗶𝘀 𝗳𝘂𝗹𝗹 𝗼𝗳 𝗳𝗲𝗮𝗿. 𝗝𝗮𝗽𝗮𝗻 𝗰𝗹𝗲𝗮𝗿𝗹𝘆 𝘂𝗻𝗱𝗲𝗿𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗲𝗱 𝗱𝘂𝗲 𝘁𝗼 𝗮 𝘄𝗼𝗿𝘀𝗲𝗻𝗶𝗻𝗴 𝗖𝗼𝘃𝗶𝗱-𝟭𝟵 𝘀𝗶𝘁𝘂𝗮𝘁𝗶𝗼𝗻. 𝗘𝗨 𝗮𝗻𝗱 𝗨𝗦 𝗲𝗻𝗱𝗲𝗱 𝘀𝗹𝗶𝗴𝗵𝘁𝗹𝘆 𝘂𝗽 𝗼𝗻 𝘁𝗵𝗲 𝘄𝗲𝗲𝗸. The CNN Fear&Greed Index ended the week at 37. The Wall of Worry goes on.…
𝗦𝗼 𝘄𝗲’𝘃𝗲 𝗵𝗮𝗱 𝘁𝗵𝗲 𝘃𝗲𝗿𝘆 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗙𝗢𝗠𝗖 𝘁𝗵𝗶𝘀 𝘄𝗲𝗲𝗸 𝘁𝗵𝗮𝘁 𝘀𝗮𝗶𝗱 𝘁𝘄𝗼 𝘁𝗵𝗶𝗻𝗴𝘀: 𝟭. 𝘄𝗲 𝗮𝗰𝗸𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲 𝗵𝗼𝘁 𝗶𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗿𝗮𝗶𝘀𝗲 𝘁𝗵𝗲 𝗱𝗼𝘁 𝗽𝗹𝗼𝘁 𝗳𝗼𝗿 𝟮𝟬𝟮𝟯 𝗼𝗻𝘄𝗮𝗿𝗱𝘀 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝘁𝗼 𝘀𝘁𝗮𝗿𝘁 𝗱𝗶𝗴𝗲𝘀𝘁𝗶𝗻𝗴 𝗵𝗶𝗴𝗵𝗲𝗿 𝗿𝗮𝘁𝗲𝘀 𝘀𝗼𝗼𝗻𝗲𝗿 𝗮𝗻𝗱 𝟮. 𝘄𝗲’𝘃𝗲 𝗸𝗲𝗲𝗽𝗶𝗻𝗴 𝘁𝗵𝗲 𝗮𝘀𝘀𝗲𝘁 𝗽𝘂𝗿𝗰𝗵𝗮𝘀𝗲𝘀 𝗮𝘀 𝘁𝗵𝗲𝘆 𝘄𝗲𝗿𝗲 (𝗻𝗼 𝘁𝗮𝗽𝗲𝗿𝗶𝗻𝗴). 𝗘𝘅 𝘁𝗵𝗮𝘁 𝘁𝗵𝗲 𝘄𝗲𝗲𝗸 𝘄𝗮𝘀 𝗮𝗯𝗼𝘂𝘁 𝗚𝗿𝗼𝘄𝘁𝗵 𝗼𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗶𝗻𝗴…
𝙎𝙋𝟱𝟬𝟬 𝙚𝙠𝙚𝙙 𝙤𝙪𝙩 𝙖 𝙣𝙚𝙬 𝘼𝙏𝙃 𝙛𝙞𝙣𝙖𝙡𝙡𝙮 𝙩𝙝𝙞𝙨 𝙬𝙚𝙚𝙠, 𝙖𝙛𝙩𝙚𝙧 𝙝𝙖𝙫𝙞𝙣𝙜 𝙘𝙤𝙣𝙨𝙤𝙡𝙞𝙙𝙖𝙩𝙚𝙙 𝙖𝙧𝙤𝙪𝙣𝙙 𝙩𝙝𝙚 𝙝𝙞𝙜𝙝𝙨 𝙛𝙤𝙧 𝙤𝙫𝙚𝙧 𝙖 𝙢𝙤𝙣𝙩𝙝. 𝙏𝙚𝙘𝙝 𝙨𝙩𝙤𝙘𝙠𝙨 𝙝𝙖𝙫𝙚 𝙮𝙚𝙩 𝙖 𝙩𝙞𝙣𝙮 𝙡𝙞𝙩𝙩𝙡𝙚 𝙗𝙞𝙩 𝙩𝙤 𝙜𝙤, 𝙗𝙪𝙩 𝙚𝙣𝙙𝙚𝙙 𝙁𝙧𝙞𝙙𝙖𝙮 𝙖𝙩 𝙩𝙝𝙚 𝙬𝙚𝙚𝙠𝙡𝙮 𝙝𝙞𝙜𝙝𝙨 𝙖𝙨 𝙬𝙚𝙡𝙡. 𝙊𝙞𝙡 𝙞𝙨 𝙗𝙖𝙘𝙠 𝙖𝙗𝙤𝙫𝙚 𝙐𝙎𝘿𝟳𝟬/𝙗𝙗𝙡. What’s notable is that all this happens with the Fear&Greed Index only…
𝙄𝙩’𝙨 𝙗𝙚𝙚𝙣 𝙖 𝙬𝙚𝙚𝙠 𝙬𝙞𝙩𝙝 𝙫𝙚𝙧𝙮 𝙡𝙤𝙬 𝙫𝙤𝙡𝙖𝙩𝙞𝙡𝙞𝙩𝙮. 𝙄𝙣𝙙𝙞𝙘𝙚𝙨 𝙝𝙤𝙫𝙚𝙧𝙚𝙙 𝙖𝙧𝙤𝙪𝙣𝙙 𝙞𝙩𝙨 𝘼𝙏𝙃𝙨 𝙖𝙨 𝙞𝙛 𝙩𝙝𝙚𝙮’𝙙 𝙗𝙚 𝙥𝙧𝙚𝙥𝙖𝙧𝙞𝙣𝙜 𝙩𝙤 𝙗𝙚𝙖𝙩 𝙩𝙝𝙚𝙢. 𝙂𝙧𝙤𝙩𝙝 𝙤𝙪𝙩𝙥𝙚𝙧𝙛𝙤𝙧𝙢𝙚𝙙 𝙑𝙖𝙡𝙪𝙚 𝙩𝙝𝙞𝙨 𝙬𝙚𝙚𝙠. What’s notable it that the sentiment is pretty bad still with equities being so high. Fear&Greed Index is in the low 40s. This shows that we’re having a typical…
𝙇𝙖𝙨𝙩 𝙬𝙚𝙚𝙠 𝙬𝙚 𝙨𝙖𝙬 𝙖 𝙥𝙖𝙧𝙩𝙞𝙖𝙡 𝙧𝙚𝙣𝙚𝙬𝙖𝙡 𝙤𝙛 𝙩𝙝𝙚 𝙂𝙧𝙤𝙬𝙩𝙝-𝙩𝙤-𝙑𝙖𝙡𝙪𝙚 𝙧𝙤𝙩𝙖𝙩𝙞𝙤𝙣 𝙩𝙧𝙖𝙙𝙚. 𝙏𝙚𝙘𝙝𝙣𝙤𝙡𝙤𝙜𝙮 𝙨𝙩𝙤𝙘𝙠𝙨 𝙘𝙡𝙚𝙖𝙧𝙡𝙮 𝙪𝙣𝙙𝙚𝙧𝙥𝙚𝙧𝙛𝙤𝙧𝙢𝙚𝙙. 𝙄𝙣𝙛𝙡𝙖𝙩𝙞𝙤𝙣 𝙙𝙖𝙩𝙖 𝙬𝙚𝙧𝙚 𝙘𝙡𝙪𝙚 𝙩𝙤 𝙩𝙝𝙚 𝙬𝙤𝙗𝙗𝙡𝙚𝙨 𝙖𝙣𝙙 𝙧𝙚𝙣𝙚𝙬𝙚𝙙 𝙛𝙚𝙖𝙧𝙨 𝙞𝙣 𝙩𝙝𝙖𝙩 𝙧𝙚𝙨𝙥𝙚𝙘𝙩. 𝘾𝙚𝙣𝙩𝙧𝙖𝙡 𝙗𝙖𝙣𝙠𝙨 𝙠𝙚𝙚𝙥 𝙩𝙝𝙚 𝙨𝙩𝙖𝙣𝙘𝙚 𝙩𝙝𝙖𝙩 𝙘𝙪𝙧𝙧𝙚𝙣𝙩 𝙔𝙤𝙔 𝙙𝙮𝙣𝙖𝙢𝙞𝙘𝙨 𝙞𝙣 𝘾𝙋𝙄 𝙖𝙧𝙚 𝙩𝙚𝙢𝙥𝙤𝙧𝙖𝙧𝙮 𝙙𝙪𝙚 𝙩𝙤 𝙫𝙚𝙧𝙮 𝙡𝙤𝙬 𝙗𝙖𝙨𝙚 𝙛𝙧𝙤𝙢 𝙡𝙖𝙨𝙩 𝙮𝙚𝙖𝙧 𝙖𝙙𝙣 𝙬𝙞𝙡𝙡 𝙛𝙖𝙙𝙚. 𝙏𝙝𝙚 𝙢𝙖𝙧𝙠𝙚𝙩…
𝙒𝙚 𝙝𝙖𝙙 𝙣𝙚𝙬 𝘼𝙏𝙃𝙨 𝙛𝙤𝙧 𝙩𝙝𝙚 𝙎𝙋𝙓𝟱𝟬𝟬 𝙖𝙣𝙙 𝙩𝙝𝙚 𝘿𝙤𝙬, 𝙬𝙝𝙞𝙡𝙨𝙩 𝙉𝙖𝙨𝙙𝙖𝙦 𝙞𝙨 𝙨𝙩𝙞𝙡𝙡 𝙨𝙩𝙧𝙪𝙜𝙜𝙡𝙞𝙣𝙜 𝙩𝙤 𝙜𝙚𝙩 𝙙𝙚𝙘𝙞𝙨𝙞𝙫𝙚𝙡𝙮 𝙝𝙞𝙜𝙝𝙚𝙧. 𝙃𝙞𝙜𝙝-𝙩𝙚𝙘𝙝 𝙨𝙩𝙤𝙘𝙠 𝙪𝙣𝙙𝙚𝙧𝙥𝙚𝙧𝙛𝙤𝙧𝙢𝙚𝙙 𝙦𝙪𝙞𝙩𝙚 𝙖 𝙗𝙞𝙩 𝙖𝙜𝙖𝙞𝙣. 𝙂𝙤𝙡𝙙 𝙠𝙚𝙚𝙥𝙨 𝙧𝙚𝙜𝙖𝙞𝙣𝙞𝙣𝙜 𝙨𝙩𝙧𝙚𝙣𝙜𝙝𝙩 𝙤𝙛 𝙡𝙖𝙩𝙚, 𝙬𝙝𝙞𝙡𝙨𝙩 𝙧𝙖𝙩𝙚𝙨 𝙖𝙧𝙚 𝙧𝙚𝙡𝙖𝙩𝙞𝙫𝙚𝙡𝙮 𝙨𝙩𝙖𝙗𝙡𝙚. Value is the word lately, as the economy reopens and restrictions are being lifted around the world, vaccinations…
𝙑𝙚𝙧𝙮 𝙡𝙤𝙬 𝙫𝙤𝙡𝙖𝙩𝙞𝙡𝙞𝙩𝙮 𝙖𝙜𝙖𝙞𝙣 𝙩𝙝𝙞𝙨 𝙬𝙚𝙚𝙠. 𝙀𝙦𝙪𝙞𝙩𝙮 𝙞𝙣𝙙𝙞𝙘𝙚𝙨 𝙝𝙤𝙫𝙚𝙧 𝙖𝙧𝙤𝙪𝙣𝙙 𝘼𝙏𝙃𝙨. 𝙏𝙝𝙚 𝙮𝙞𝙡𝙚𝙙 𝙘𝙪𝙧𝙫𝙚𝙨 𝙨𝙩𝙚𝙚𝙥𝙚𝙣𝙙 𝙞𝙣 𝙜𝙚𝙣𝙚𝙧𝙖𝙡, 𝙚𝙨𝙥𝙚𝙘𝙞𝙖𝙡𝙡𝙮 𝙤𝙪𝙩𝙨𝙞𝙙𝙚 𝙐𝙎, 𝙤𝙣 𝙝𝙞𝙜𝙝𝙚𝙧 𝙩𝙝𝙖𝙣 𝙚𝙭𝙥𝙚𝙘𝙩𝙚𝙙 𝘾𝙋𝙄 𝙧𝙚𝙖𝙙𝙞𝙣𝙜𝙨 𝙖𝙘𝙧𝙤𝙨𝙨 𝙀𝙪𝙧𝙤𝙥𝙚. April turned out to be a good month in general. $SPX500 is up 5% this month. Will the “sell in May and go away” good old saying…
Dear Followers&Copiers, In this post I run a fundamental update for $VWS.CO, which “is a Denmark-based company active within the wind power industry. The Company operates through two segments, Project and Service. The Project segment is responsible for sale of wind power plants and wind turbines, among others. The Service segment contains provision of services…
