Marcus Siefert

VIX KNOWS BEST. Markets ALWAYS bottoms after VIX tops: 21 September VIX -5.2% S&P -0.1% 20 September VIX +23.5% S&P -1.7% 17 September VIX +11.3% S&P -0.9% Print this and put it above your screen.

@stebottaioli @stebottaioli where do you find that bullish sentiment indicator? Is there a website for it?

$SILVER 38.2% retracement, sitting on 144 MA , with bullish sentiment at 19% ... being bearish here is a good idea? From tomorrow many articles on my blog stefanobottaioli.org

@ZeContrarian7 @ZeContrarian7 do you still hold the other conviction buys?

$APPS spiking more than 20% , now up 150% since being added to my conviction buy list in January.

@NosyTrader @DaveHcontrarian ...small above-ground storages that could result in a period of shortage? Furthermore it seems very interesting, in a technical perspective. Would like to hear your thoughts. Thanks

Hi @DaveHcontrarian very much admire the calls that you’ve been making. Do you have any thoughts on Copper over the coming period? In step with your dollar forecast? With regards.

@NosyTrader @DaveHcontrarian Hi @DaveHcontrarian do you pay any attention to platinum? When/if we get the final leg up in the coming meltup that you are forecasting, couldn’t we expect platinum to soar, because of 1)the declining dollar, 2)the industrial use of platinum, and 3)because of the relatively...

@ketinusaurelis @michael_mlh72 @Truking852 @pujols_marc @DaveHcontrarian He did not change his view. He just said that he would be worried if someone thought that sp500 4K was likely by now. Obviously sentiment has to change and FED has to get some real money on the table. The current stimulus is not even stimulus - much more is needed...

@michael_mlh72 @Truking852 @pujols_marc @DaveHcontrarian Did Hunter just change his forecast for the meltup?

The President,CNBC & most of Wall St think rates are the key to monetary policy. Now that the Fed has dropped rates to zero,the pressure's off the Fed.But its money not rates that really matters & the Fed is way behind the curve.Powell needs to announce new $3T QE initiative now.

@DaveHcontrarian @trueDennisNedry @jonnysf @NationsWealth @plainview_danny @AuburnRP @MacroViewDan @Not_Kyle_Bass @DaveHcontrarian How do you expect oil and oil stocks to perform during the melt up?

@trueDennisNedry @jonnysf @NationsWealth @plainview_danny @AuburnRP @MacroViewDan @Not_Kyle_Bass Airlines, hotels, conference centers are going to suffer for a while.

I'd be a seller of T-bonds today & a buyer of stocks. I've been the biggest bond bull on the Street but this move has gone far enough. Time for a stiff bond correction while stocks ramp into a melt-up.

@DomenickBeskos @DomenickBeskos er dit syn på sølv lige så positivt, som det er på guld?

#Gold - $GLD $ABX - well, Volcker that is soon coming to an end.....

@barneytheboi @joachimvinter haha

#bitcoin support levels

@DomenickBeskos Du nævner ikke Twitter - ser du den som et godt køb i den nuværende kurs?

#Insight - the market is having a liquidity problem today. Nasdaq down 4% and no bid in treasuries. No flight to safe haven. Risk Parity Funds theses has been broken now. Expect more selling tomorrow $FB $AAPL $AMZN $AMD $TSLA $NFLX $GOOGL $BABA $NVDA $QQQ

@DomenickBeskos Vil du måske ligefrem anbefale at sætte penge på en nedtur til Apple i morgen?

#Apple - forvent negativ overraskelse ved regnskabet i morgen med fald op til 15%. Det seneste måneders kurs hsr været holdt oppe af Berkshire Hathaways køb af aktien - udgør nu 21,86% af BHs portefølje! Pejling på iPhones vil falde - marginer vil falde - services vil skuffe...!

@DomenickBeskos @DomenickBeskos Holder du fast i selskaber med stor indtjeningsfremgang/undervurderede selskaber selvom vi er i et Bear Market? Heriblandt fx Zynga, Groupon, Arcellormittal, Ericsson mv.?

#Insight - most people don’t realise that the BEAR MARKET started in January! If you exclude the FANG stocks then all indicies and sectors are NEGATIVE for the year 2018. Investors are delusional in believing that they can hide from the BEAR MARKET in the FANG stocks..!

@DomenickBeskos Er der nogen sektorer eller specifikke græske aktier, som du er særligt lun på?

#Greece - Stockmarket looks like it is ready for acceleration upwards after finishing a 18 year bearmarket last year. Good news on economy and ECB’s bank stress test has build a foundation just waiting for an general election to ignite a regime change, thus catalyst for upmove..!

@DomenickBeskos Forventer du at en handelskrig vil have nogen væsentlig betydning for guldprisen?

#Insight - Rex Tillerson erstattes af en hard core protectionist CIA direktøren Pompeo. Dette er en acceleration hen imod handelskrig og en fjendliggørelse af Kina. Aktiemarkederne har endnu ikke reageret - men det kommer de til....! cnbc.com/2018/03/13/sec…

@DomenickBeskos Er du stadig positiv overfor Barrick Gold Corp.?

@DomenickBeskos Hvordan agerer I hos MM på den baggrund? Minimere positioner, hedge porterføljerne ved salg af futures, andet...?

@DomenickBeskos Tak for info! Og tak til algoritmerne for at give mulighed for yderligere supplering i en alt for billig sektor...

@DomenickBeskos Har du nogen forklaring på dagens relativt store fald i flere af luftfartsaktierne? Nogen ændrede fundamentale forhold?