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Commodities saw their largest monthly allocation increase in history
Source: BofA
CTAs will dump billions worth of stocks over the next week in EVERY SINGLE SCENARIO warns Goldman Sachs
Source: Barchart
Federal Reserve posted its biggest loss in history of $114 billion last year 👀
Source: Yahoo Finance
How does Buffett find great investments?
He uses his 4 filters: "Charlie and I look for companies that have a) a business we understand; b) favourable long-term economics; c) able and trustworthy management; and d) a sensible price tag." Simple, but not easy rules to follow. By "The Investing for Beginners Podcast"
Novartis approaching 2 support zones
Novartis (NOVN SW) has now consolidated 11% since January last swing high. It's approaching two important levels. First zone 83.63-84.56 is a strong institutionnal demand level and second level is 83 which is the swing low support level ! Keep an eye over the next few days. Source : Bloomberg
The master has failed more than the beginner has tried
Thru Yasin Arafeh
The YEN is COLLAPSING and Abenomics has taught us some lessons:
After years of money printing, Yen now trades to 155 against USD: -32% against USD since 2021, -50% since 2012 The Bank of Japan has been buying over half of the national debt with freshly created yen, plus a bunch of other securities. But there is a price to pay after all: the destruction of the currency: Source Wolfstreet
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