paolo giovanardi

Non prevalebunt

[paolo giovanardi @giopab]

#Germany #Gold

[Holger Zschaepitz @Schuldensuehner]

Good Morning from #Germany, where retail investors are ultra-bullish on #gold. Annual bar & coin investment jumped 13.1% in 2022 to a fresh ATH of 196t, aided by the highest #inflation in 70yrs.

[paolo giovanardi @giopab]

🇺🇸 Fed Funds

Historically, Fed tightening cycles end with a financial event
👉 https://t.co/OI6PkDPYVc

h/t @BofAML
#markets #Fed #FederalReserve #Fedfunds
#rates #interestrates #interestrate #rates #monetarypolicy

[ISABELNET @ISABELNET_SA]

🇺🇸 Fed Funds

Historically, Fed tightening cycles end with a financial event
👉 https://t.co/GTvcwBHbwP

h/t @BofAML #markets #Fed #FederalReserve #Fedfunds
#rates #interestrates #interestrate #rates #monetarypolicy

[paolo giovanardi @giopab]

The Bitcoin market price remains above the average cost of production
👉 https://t.co/NOUrTFVnXj

h/t @SoberLook #crypto #bitcoin $btc #btc #mining #digitalassets
#bitcoins #bitcointrading #crypto #cryptocurrency #cryptocurrencies

[ISABELNET @ISABELNET_SA]

📌 Bitcoin

The Bitcoin market price remains above the average cost of production
👉 https://t.co/KPsRLJvnP9

h/t @SoberLook #crypto #bitcoin $btc #btc #mining #digitalassets
#bitcoins #bitcointrading #crypto #cryptocurrency #cryptocurrencies

[paolo giovanardi @giopab]

#Bitcoin #Bubbles

[ISABELNET @ISABELNET_SA]

📌 Bubbles

Is Bitcoin the biggest bubble in the history of mankind?
👉 https://t.co/blMxcoFA78

h/t @SoberLook #markets #bitcoin #bitcoins $btc #btc
$ndx $qqq #tech #stocks #stockmarket #equities #bubble #investing

[paolo giovanardi @giopab]

#Bulls & #Bears

[Markets & Mayhem @Mayhem4Markets]

Bull and bear markets since 1932

[paolo giovanardi @giopab]

#BORSA e banche centrali

[Vito Lops @VitoLops]

Perché nel 2022 le Borse sono entrate in un bear market? Al di là di tutto, questo è il primo grafico che conta

[paolo giovanardi @giopab]

#inflazione a livelli elevati ancora per lungo tempo...#germany #Europe #inflation #recession

[Holger Zschaepitz @Schuldensuehner]

Good morning from Germany, which is entering a new age of inflation. Economists expect #inflation rate to remain >3% until 2026. This is more reminiscent of the 1980s when inflation averaged 2.8%. Since 1990, inflation rate has avg 1.8% in German https://t.co/0M41AfJLXW via @welt

[paolo giovanardi @giopab]

#SP500 nonostante tutto ancora rialzista...

[Lance Roberts @LanceRoberts]

Just a bit of #perspecitve. While the decline this year has #felt terrible, the #bullish trend, for now, remains intact, with the #market defending the 200-week moving average. We will be in a #bearmarket when the trend is broken, for now, it remains a #correction.

[paolo giovanardi @giopab]

#rates and #recession

[Lance Roberts @LanceRoberts]

Once the #Fed is done hiking #rates, how long will they stay at the #terminal rate? The thought is 12-18 months, the #economy will say about 3-6 months at most.
h/t @thedailyshot

[paolo giovanardi @giopab]

#recession
🇺🇸 EPS

Q3 earnings estimates have been cut significantly
👉 https://t.co/wL954BOjjc

h/t @DeutscheBank #markets #investing #earnings #EPS
#sp500 $spx #spx $spy #stocks #stockmarket #equities

[ISABELNET @ISABELNET_SA]

🇺🇸 EPS

Q3 earnings estimates have been cut significantly
👉 https://t.co/aDsUtomjx5

h/t @DeutscheBank #markets #investing #earnings #EPS
#sp500 $spx #spx $spy #stocks #stockmarket #equities

[paolo giovanardi @giopab]

#Euro #Dollar

[Robin Brooks @robin_j_brooks]

The last big fall in the Euro - in 2014 - happened WITH the ECB, given that Draghi was pursuing the shift towards QE. The current fall in the Euro is happening DESPITE the ECB, which is hiking aggressively. That makes this fall in the Euro much more powerful and longer lasting...

[paolo giovanardi @giopab]

#central #banks

[Dylan LeClair @DylanLeClair]

Here. We. Go.

[paolo giovanardi @giopab]

#GOLD

[Jesse Felder @jessefelder]

'There's a global migration underway in the gold market, as western investors dump bullion while Asian buyers take advantage of a tumbling price to snap up cheap jewelry and bars.' https://t.co/OpVlRnXCiW

[paolo giovanardi @giopab]

#equities #StockMarket #stocks #SP500 #SPX500

[Holger Zschaepitz @Schuldensuehner]

It's the #liqduity, stupid! S&P 500 trades in tandem w/liquidity of global central banks.

[paolo giovanardi @giopab]

#dollar and #Financial stability
Historically, a rapid rise in the US dollar can lead to economic and financial instability
👉 https://t.co/WGIbXLxtAD

h/t @LanceRoberts #markets #sp500 $spx #spx #stocks #dollar
$usd #usd #usdollar $dxy #dxy #stockmarket #equities #investing

[ISABELNET @ISABELNET_SA]

🇺🇸 Dollar

Historically, a rapid rise in the US dollar can lead to economic and financial instability
👉 https://t.co/LviK3hr7na

h/t @LanceRoberts #markets #sp500 $spx #spx #stocks #dollar
$usd #usd #usdollar $dxy #dxy #stockmarket #equities #investing

[paolo giovanardi @giopab]

#GOLD

[Lance Roberts @LanceRoberts]

Is #gold FINALLY showing some signs of life? It's all down to #real #interest #rates.
h/t @soberlook

[paolo giovanardi @giopab]

#goldmansachs continua ad aggiustare previsioni, finora spesso fuori dalla realtà...#crash #SPX500 #equities

[Lance Roberts @LanceRoberts]

As #GS continues to be consistently wrong on their estimates and outlooks, they have now cut their #hard #landing scenario from 3400 a couple of weeks ago to 3150. (In January, they had no prediction of a recession.)

[paolo giovanardi @giopab]

#CreditSuisse

[Dylan LeClair @DylanLeClair]

Credit Suisse credit default swaps gapping to new highs.

[paolo giovanardi @giopab]

#silverprice

[Otavio (Tavi) Costa @TaviCosta]

Interesting fact:

Last time silver went up as much as today was November 2008.

That was the bottom and silver went up 400% in the next two and a half years.

[paolo giovanardi @giopab]

#Equities #crash #test

[Lance Roberts @LanceRoberts]

Another day, another record for #put #options.
#Contrarian #indicator.
@RealInvAdvice @SoberLook