Blog Full Left Sidebar

Safra Ada Catz, CEO & Director during the earnings conference: “So the Oracle database is on fire. And it is only the beginning (…).” After publishing solid financial results for Q4-2025, Oracle’s management surprised investors with a very positive guidance. As a result, Oracle’s share price rose by 22% in two days and is already +47.55% since the Liberation Day – see Figure 1. Since...Read More

According to BofA’s Michael Hartnett: “Price & Positioning say long US dollar is summer pain trade, especially since „short dollar” is the top trade reco (recommendation) at Goldman, Morgan Stanley, DB and JPM.” One can only recall Bob Farrell’s rule 9: “When all the experts and forecasts agree – something else is going to happen.” What’s the pain trade? According to AI’s Copitol: “A pain...Read More

Trump’s approval rating refuses to rise any further and currently stands at 45.9% (according to Silver Bulletin). However, after a brief pause, US stocks are breaking out and it is possible that Trump’s approval rating will also continue to rise. See Figure 1. US stocks have been doing quite well since “Liberation Day,” especially the Nasdaq 100, which is now over 10% above its Liberation...Read More

As a reminder, Nvidia’s quarterly revenue for Q3 2022 (calendar basis) was less than $6 billion, or $5.93 billion to be exact! According to the company’s guidance, quarterly revenue in Q2 2025 (calendar basis) is to be $45 billion +/-2%! This is the definition of a beast! See Figure 1. Figure 2 shows the division of revenue into business segments. The markets interpreted the results...Read More

“Buy Humiliation, sell Hubris” – this approach was presented by BoA’s investment strategist Michael Hartnett in his latest report “The Flow Show”. What is Humiliation? Just long-end US Treasuries! Humiliation #1: total return since 31-Dec-2006: iShares 20+ Year Treasury Bond ETF: +67,2% iShares Euro Govt Bond ETF: +71,7% iShares Core S&P500 ETF: +481,5% Humiliation #2: annualized total return since 31-Dec-2006: iShares 20+ Year Treasury Bond...Read More