Filip Weber
1.6K posts
Filip Weber
@FilipWeber3
Wybory w Polsce wygrało lotnisko we Frankfurcie.
Poznań Katılım Mayıs 2019
339 Takip Edilen109 Takipçiler
While other factors do influence price on a smaller time scale, it's the dollar that drives bull and bear markets in gold. The dollar entered a long term secular bear market in 2022 and you can see how the excess liquidity has been leaking into and driving the bull market in metals.
These secular trends tend to last multiple years and now that metals appear to have re entered the wall of worry phase it looks like the bull should run to at least 2028-30.
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@LukeyTrags @bowtiedstocks With 0839, they have been investing heavily over the previous years and ready now to benefit. Recent earnings growth is a great indication of that. The bear case of Chinese education are mainly poor demographics looking forward. R/R still on my side, I don't intend to hold it 5+y
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@FilipWeber3 Fair enough. Are your concerned about either of their growth outlooks? They may appear cheap historically but if growth flattens or even declines then you get both multiple + earnings compressions simultaneously which is always dangerous as @bowtiedstocks loves to say
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Where will this former market darling bottom out, if ever? $CSL.AX
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@LukeyTrags @bowtiedstocks I get your point, always prepared things might go well worse and I'd be facing a loss. But an established global leader dropping 70% off highs because of two profit warnings? It's a 100% buy, great r/r opportunity.
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@LukeyTrags I'm not a technical analyst at all though, just a value investor.
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@FilipWeber3 What is your buy level & why do you think its a bottom?
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@LukeyTrags Sometimes you're just wrong. I loaded some HK.0839 in March and look how it collapsed since, regardless of posting good earnings last week. I'm still though scanning China's edu sector and see other buys there.
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@longriverCM Smells like Ebay/Gamestop shops would be proper pawnshops with a lot of junkies circling around.
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“No Salary, No Cash Bonus, No Golden Parachute”
You kinda have to respect the man.
Ryan Cohen@ryancohen
Proposal to acquire eBay. investor.gamestop.com/ebay
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@Trader__007 @UKLabour To be fair, current Labour is not good enough to incorporate any form of 'socialism', whatever it is. Starmer and his team are just the worse kind of 'liberal-left' bullshit tarnishing the West continuously since Blair and Clinton got to power.
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Socialism hits the real world.
@UKLabour just don't seem to be able to build in the consequences of their policies.
The incompetence in the Labour Party is staggering.
Don Keith@RealDonKeith
🚨Labour’s Renters Rights Act backfires spectacularly — landlords are dumping properties due to the avalanche of red tape, tightening the rental market and pushing rent higher. Classic socialist thinking with zero awareness of the consequences.
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@InTheAssembly what've happened with his Chinese position from last year?
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Michael Burry made $100 million for himself and $725 million for his investors betting against the housing market in 2008.
Hollywood made a movie about him called The Big Short.
Last quarter he made his BIGGEST market call in 17 years.
Here's where he's putting his money now:
– He opened a 3.5% position in PayPal at $49.38
– He's adding Salesforce (CRM)
– He's adding MSCI
– He's holding Adobe (ADBE), Autodesk (ADSK), Veeva (VEEV), Fiserv (FISV).
Every name on that list is software or payments.
Every name on that list got destroyed in the recent selloff.
Wall Street thinks AI is going to kill these companies, Burry thinks Wall Street is wrong.
His thesis: the recent software crash wasn't about AI disruption
It was driven by technical pressure in private credit markets.
None of his picks rely on private credit. He says the AI disruption fears are overblown.
This is the same Burry who:
– Shorted Palantir with put options on 5 million shares
– Shorted Nvidia with put options on 1 million shares
– Accused hyperscalers of using accounting tricks to hide $176 billion in depreciation
– Called this the biggest speculative bubble of all time
Translation: Burry doesn't think tech is dead. He thinks the AI Mag 7 are overpriced and the rest of tech is mispriced
The man who saw 2008 coming when nobody else did just told you exactly what he's buying and why.
Every time he makes a new move, we will break it down here.
Turn on notifications so you don’t miss the alert, this is VERY important.
Many people will wish they followed us sooner.
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@PMResearch_ca My uranium stocks didn't post such gains on Friday.
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@Kathleen_Tyson_ But this can't be prevented = the UK is a hostage to big corps and the likes and in it's current dire financial state has got no other choice than doing this.
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Boris Johnson campaigned endlessly for Brexit then ‘reformed’ immigration law to bring in Almost a million non-European immigrants per year.
Simon Kuestenmacher@simongerman600
From the outside, there are indeed funny aspects to Brexit. The fact that migration went heaps up is certainly the funniest bit.
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@scientificecon @MosiniElisa Liberal influencer vs Economics Professor.
You’ve got zero chance.
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@MosiniElisa The euro has been an unmitigated disaster, what are you talking about? Asset bubbles, big banking crises and multi-year deep recessions with record youth unemployment in many countries, to name some of the predictable fruits of the euro.
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Péter Magyar has stated that adopting the euro is in Hungary’s national interest and has indicated a target for its implementation around 2030.
Wonderful!
The euro means stability, trust, and stronger economic integration.
One of Europe’s greatest successes. Let’s go!
🇪🇺🇭🇺
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@mr_deepvalue I live in the UK and also
understand the bear case for them, but the valuations are also in deep bear now.
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Let me get this straight… I can buy one of the UK’s major housebuilders for less than tangible book, with a £60B future revenue land pipeline, huge institutional ownership, decades of operating history, and a strategic landbank being converted from £5.6k plots into £44k plots, while the market treats it like a dying retailer with a lease problem. Apparently land, houses and planning permissions are worth nothing now. Useful to know.
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@Kacper_PK_CH Sold my ALB last week on over 100% up. Still in Sigma, and moved some proceeds of ALB's sale into few juniors.
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Lithium now up over +150% YoY. We're in $SQM but close second play is $ALB. Both are not cheap anymore, so will just stay until trend is intact.
Kacper Piotr Kaminski@Kacper_PK_CH
Lithium is surging higher; we continuously track it and publish updates every week. It's still relatively low compared to the last peak, but it's a good start. $LIT $SQM (our LTH - Long-Term Hold) $ALB
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@adonispara Gonna get found with +100k of followers as well. Splendid marketing.
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I’ve been to Morocco 3 times, and I can comfortably say that it’s not a place for blonde European women to go alone. What was the company thinking?
G R I F T Y@GriftReport
MISSING IN MOROCCO 31-year-old British travel influencer Rachel Kerr from Dunblane in Scotland has gone missing in Agadir Morocco, she was on a work trip and checked out of the Caribbean Village Agador hotel on April 25, her phone has been switched off ever since and the family has not heard from her for three days, cousin Claire Hill appealed for anyone who saw her or has contact with her contacts in Morocco to come forward, the family says they are extremely concerned for her welfare and even the smallest detail could help, This is so sad, really hope they find her
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Po fakcie uwierzono też w kilka innych tez majątkowych...
złoto, srebro, srebrne spółki, nieruchomości Stambuł, kupowanie crypto 2015-2022, krasnalcoiny do piekła, Xiaomi, PetroChina, Sinopec - China Petroleum & Chemical Corporation, Intel, McDonalds, pozostałe spółki z modelowego portfela akcji Cezary Graf Office oraz przeglądów z 2022 roku 50 apetycznych firm chińskich i 50 apetycznych firm amerykańskich, akcje w hongkongu, szeroki rynek amerykański, rośnie i będzie rosło a działanie przeciwne czyli tzw. "shortowanie", brak delewarowania & bessy, brak wojny amerykańsko- chińskiej, brak wojny amerykańsko- rosyjskiej, brak zajęcia Tajwanu przez Chiny, brak upadku Chin, brak upadku dolara i USA
Polski
Przez ostatnie 6 lat wielkrotnie tłumaczyłem, że Rafał Zaorski to zwykły podły złodziej i oszust udający w Internecie fajnego gościa
Słyszłałem za to same obelgi
Zaorski dodatkowo próbował mnie pozwać
Teraz gdy Ci co rzucali obelgami dowiedzieli się - po fakcie - dokładnie tego samego, ale z Polsatu oraz z TVN'u to w końcu uwierzyli
I taki to jest właśnie "mądry" naród
Dywersyfikujcie się majątkowo
Polski
@robin_j_brooks But what else could be expected from France? It's one of the most anti-growth economies, with no plan, neither prospects.
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Global growth is very weak. The yellow column shows what growth in 2026 would be if GDP is flat after Q4 '25. This is what people call "carryover." For France, that's 0.5% versus my forecast of 0.7% in gray. France is flatlining and many others are too...
robinjbrooks.substack.com/p/physical-sho…
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@eaujusth1 @Frenchie_ Well, the post was aiming at getting undervalued names rather than those who are richly valued already. Do your homework, check IAG, Ryan, Delta. AF is a similar quality company and with favorable winds, might get a 200-400% run at some point.
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@FilipWeber3 @Frenchie_ It should be, but it is not. Current value is 9€.
And the fuel crisis is part of the market, like every crisis, so may be the value will keep going down in 2026.
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