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Andrea Panizzon
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Andrea Panizzon
@Panizzon
Consulente finanziario per COPERNICO SIM. Autore del podcast settimanale 15 minuti di finanza. Scrivo su zugzwang macro. Amo la macroeconomia.
Italia Katılım Mart 2011
737 Takip Edilen262 Takipçiler
Andrea Panizzon retweetledi

Good thread by Javier 👇🏿👇🏿👇🏿👇🏿
Javier Blas@JavierBlas
KHARG ISLAND — a thread: Trump has talked about taking Iran's Kharg Island for 40 years. The problem? Capturing it won't shut down Iran’s entire oil export system. And thus it won't lead to Hormuz re-opening fast enough. 🧵1/10 @Opinion FREE-TO-READ: bloomberg.com/opinion/articl…
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@BraVoCycles Yes I am becoming aware of this as I move from assets to assets...but I'll show the complete work when ready.
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It is complicated, some cycles are 1) very stable over long time, 2) others vary more over time, and 3) there are fake cycles that appear and disappear, that arise from either superposition of shorter cycles that are not synchronous, or just "random" fundamental events/trends that diminsih over time.
The key is to capture the dominant ones in categories 1) and 2) while will provide the context but not all price moves
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S&P 500 Cycles Update
Fear is running high. My cycle analysis suggests a reversal is coming soon.
A "dead cat" bounce could last a couple of months, followed by another move down into October 2026.
Get much more analysis like this at @BraVoCycles on Slice (see bio).
#SPX #SPY #ES #Investing #Trading

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@BraVoCycles As you can see this is more or less what I (we) think if we put together the two images for comparison about what could happen.

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@BraVoCycles selfmade...I am working hard...l'll show you when ready. This is not detrended (it is not the pure cycle you show), it is weighted for the previous two years...I am still trying to fix things. Not commercial, still. But I'll ask your opinion when I am ready.
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@Panizzon 👍Nice! Is that a proprietary software or something commercial?
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@NewLowObserver It was founded by three jazz musicians. I am a strange guy, I know things, odd things.
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Notice also a positive divergence of cyclic-RSI at the last low. Nice.
BraVoCycles Newsletter@BraVoCycles
Where is Sugar Going? Sugar prices will likely rise into late 2026.
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@BraVoCycles I usually get long sugar after a long period of vix supression..sudzucker, dax stock.
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Andrea Panizzon retweetledi

@BraVoCycles 4b4ae06213f85a0eea55a8220767e1f800ac.pdf share.google/XAdDLv7HuTLAbc…
Português

@badcharts1 @brannon_neville Sudzuker. Dax stock. Nobody talks about cocoa.
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@domenicola85491 Si può essere può scavare ancora... comunque giusto per vantarmi, l'ho centrato anche io...con altri metodi. Buon weekend
Italiano

$ES actually market confirmed my view
1st target done on friday late session.

dol@domenicola85491
$ES, I believe this is the actual ongoing formation.
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