Alan Gałecki – Financial-Engineering.net

New Research Report — for Premium PLUS members My latest stock idea is targeting a medical area with high unmet need. > market penetration of only c. 5%, despite three big players already serving patients. > no needle-moving innovation for four decades > patients holding back due to certain inconveniences > an aging population increases the potential customer pool even further. playbook: 1. take market share 2. increase the market as such with a better product 3. growth further through more qualifying patients in an aging population My pick is ready to revolutionize the hearing-loss market with a novel approach, overcoming certain obstacles. —> Join Premium PLUS (link to my blog in my bio) to uncover my latest pick before others do.

@DonMiami3 Reminds me of the British trade deal

How many times will we pump on the same fake reopening the Strait headline 50?

@RealEmirHan Agree

Pierce Brosnan is the best Bond ever according to Christopher Lee. “I don’t think anyone has ever succeeded in putting Ian Fleming’s James Bond up on the screen.” “The closest, in my opinion, is Pierce Brosnan.”

@CaryKelly11 Yeah true gum (seldom) or just drops (with stevia, no sugar, no strange sweeteners)

Anyone still chewing gum? That chewy part that never gets smaller is a plastic polymer. That same polymer can also be found in plastic bags, glue and tires. A 2025 UCLA has shown that chewing gum releases hundreds to thousands of microplastics into your saliva per piece. I highly recommend you stop chewing plastic.

@DeepIceValue For the same reason my paid subscribers and I had $EQNR

I guess we know now why $BRK.B was stacking $OXY and $CVX for years while the price was not amazing..

Ouch 😣

@Stock_Bonvivant Auf die Brötchen und Blumen an der Tanke? :-)

Und in Deutschland wird dagegen über Übergewinnsteuer philosophiert 🫠

Well… who’d have thought $FNMA $FNMAS $FMCC

$CPB I hope consumers don’t start associating the sauces with the stock’s performance 📉

Risking to repeat myself, but: it is not wise to think about food stocks if expecting food inflation. it’s land, fertilizers, energy. expect foods stocks — everybody’s dividend darlings — to have a tough time amid margin pressure, battling private label.

6/6 Read my full article for my complete thought potpourri: financial-engineering.net/positioned-to-… —> Paid subscribers get exclusive access to my best stock ideas —> transparent performance —> results without a single Bag7 stock

5/6 It’s not all gloom + doom, though. Opportunities include energy producers, select commodity and fertilizer plays, pharma / bio- / medtech with low market correlation, special situations, and undervalued stocks. Tactical cash provides short-term flexibility.

1/6 With commodity and energy prices surging amid geopolitical tensions, consumers and investors face a second inflationary wave. Key Q: How to position portfolios to sidestep 2022's pitfalls (or worse)? Continue reading to uncover some ideas. 👇

@capitalistexp It was bread prices that kicked off the French Revolution

9/9 Think Maslow's hierarchy: food at the bottom... everything else on top. When people start worrying about eating, they stop worrying about their Mag 7 stocks. Think the crowd is pissed about gas prices and flight cancellations now? Wait till they're pissed about food prices. That's how empires collapse. Return of capital > return on capital. The world is about to learn it the hard way.

1/9 Few thoughts on the Middle East mess... Oil running hot. Lines at the pump. Flights grounded. Everyone is glued to oil prices and Dubai chaos. But few are pricing in the second-order effects...

Yes

@traderhc selling whatever's liquid These are the keywords.

Sure, the dollar is the mechanical driver . $DXY at 100 and rising explains the $GLD price action on any normal day. But that's the surface read. The deeper question is WHY gold is selling when Fear & Greed is at 18. In a normal risk-off environment, gold catches a bid even with dollar strength. The fact that it's down 3.5% on a day with extreme fear tells you someone is raising cash, not hedging risk. Look at what's happening in parallel . $SPY and $TLT both selling off, $SPY/$TLT correlation flipped to +0.55 vs the normal -0.35. That's not a rotation, that's a liquidation pattern. Everything is being sold to meet margin or raise dollars. The dollar isn't causing the gold selloff. The dollar is the SYMPTOM of the same thing causing it . a global scramble for dollar liquidity. Funds short the dollar or long commodities on leverage need to cover, and that means selling whatever's liquid. Gold is liquid. I'd watch HY spreads here . they're at 450bps and still relatively calm. If credit starts cracking too, this isn't just a positioning flush, it's something uglier.

Gold down 2% on a day when Fear and Greed reads 18. Let that register. The "safe haven" is getting liquidated during extreme fear. That's not a risk-off move. That's a margin call. $GLD selling while the dollar rips higher and oil squeezes tells you exactly one thing. Funds are raising cash. Not expressing a view. Meeting obligations. Same fingerprint as the initial March 2020 crash phase. Correlations hit 1. Everything gets sold. Only the dollar and supply-constrained commodities survive. I think $SPY loses 655 before this week is out. The forced selling doesn't stop at oversold readings. It stops when the margin calls are met. Want the single best tell for when it's safe to buy the dip? Watch gold. When it starts going up on red days again, the liquidation phase is over. Until then, every bounce is a trap. Is gold your canary too, or am I reading this wrong?

@behindtheshares Mag ich nicht — beides :-)

@Fin_Eng_Net Was ist gegen Pommes Bahnschranke einzuwenden? 🤣

Recipe for disaster