Marc
140 posts


@Raijinmeister @Mericamemed Then you can use anti thermal tissu- textile like the one they make umbrella is better in my opinion.
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@KobeissiLetter Not a single tanker has moved since the start of the so called opening of the strait

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@TheLongInvest Even the smallest Irish town has women, liquor and certainly vad habits
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@callumgowar03 @TheLongInvest My thoughts exactly. What’s to say they won’t take the same hit on top of what they already had
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@TheLongInvest Will the stocks that have already corrected not take a hit again with the SPY dropping 22%? I understand they're in different cycles but will they be completed immune to the SPY correction?
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$SPY The Market will complete a correction, this is a guarantee, this is not scaremongering, this is simply a fact
The market retested its 200 WMA in 2009, 2011, 2016, 2018, 2020, 2022 and came close in 2025
This is consistent and a GUARANTEE that it will happen again
Right now the 200 WMA is at $515, so it would mean a -22% drop from our current levels
This is also similar to what happened in April 2025
A lot of sectors have ALREADY corrected and their pull backs are a lot more severe than -22%.
If we get a pull back to $515 and it holds support here, everyone should be happy, you get a generational opportunity to add great companies, if it drops lower than this then we have a big issue (great issue for long term investors however)
But this will happen
But whether it happens now or after the next Earnings season, nobody knows, I doubt the market can wait until the midterms are over but that would be the best case scenario.
Do not take on unnecessary risk right now, there are plenty of fundamentally undervalued positions available right now that are already deep under their 200 WMA with a large margin of safety, these are the positions you need to focus on and build your portfolio around
The market has been weak since the Seasonal Weakness started on the 10th of October, it has been held up by a number of strong influential players only and they have hidden the true damage....they have been incredibly resilient for the market
But the price action needs to reset to the 200 WMA as it always has
The last time the breath was this large between the price action and the 200 WMA was in Jan 2022 where the price dropped from $470 to $349.
History will repeat itself.

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@TheLongInvest Never trust anybody who says they can guarantee what will happen.
The markets do not have to correct in price, they can correct in time as well
Trade safe
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@HitmanGFX44 @TheLongInvest Give it max 5 years until the Chinese have caught up
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@TheLongInvest I'm waiting for $NVDA at 120 again.
I call it the gap fap.
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@FranckenTheo @BelgiumDefence Trots op onze jongens (en meisjes)!
Trek je niets aan van de negatieve commentaren hier, het leger afvallen is een nationale sport.
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Proud of @BelgiumDefence
With the support of French Defence, they successfully boarded a Russian shadow fleet oil tanker, now in Zeebrugge for seizure.
Operation Blue Intruder shows courage, precision, and determination. Excellent work by all involved. 💪
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Unfortunately communism has found its way to my country. Unrealized gains tax + highest tax rate in Europe on investments at 36%.
Fortunate enough to be able to start a Dutch equivalent of LLC and evade this (this tax is on personal level not company level), but our government is on the brink of wiping out the middle class in my country.
Let alone all employees at companies like Nebius and ASML now need to pay 36% unrealized gains on their investments from 2028 onwards together with one of the highest income tax rates in Europe this will make the country less competitive going forward.
Fun fact is that the politicians know this in fact they are even concerned about it, but folded anyway to close a short term budget gap of roughly $2 billion.
We are about to run a major expirement that will be studied for years to come by economists and that has failed spectaculairly in the past.
Powerful second order effects:
> Listed top companies with share based compensation have difficulties to attract top talent, because nobody wants to work in the Netherlands
> Middle class investments wiped out and discouraged, allowing for them to lean in on social security, which increase costs
> Annual reducation in taxable income for the government in the medium / long term
> Wealthy individuals leave the country
> Reduce risk capital available to invest in the Netherlands directly in opposition with Draghi's EU report.
In fact I predict the results will be so scary and bad in a year or three that this will be reversed as soon as possible, but then the damage is already done. It's like watching a crash in slow motion from the side lines.
Wall Street Mav@WallStreetMav
The Netherlands government is about to pass a bill introducing a 36% tax on unrealized capital gains. Every country in Europe that has tried this, has cancelled it after the wealthy flee to cheaper tax jurisdictions. Even if they have not sold yet, they will be forced to pay taxes even though the investment could decline also and lose money. This will destroy any compounding and incentive to start new companies or investments. Only real estate has been exempted from the tax.
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@uponlytech @Codie_Sanchez The world needs something new to explore. A new west to travel to.
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@grok @TheLongInvest Could you state that all technical analysis is basically confirmation bias on arbitrary numbers such as Fibonacci, eliott waves and so on
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@MarcSt84 @TheLongInvest Fair point—confirmation bias is a classic trap in analysis. I called it neutral due to the symmetrical triangle and uptrend, but a downside break could flip it bearish. What's your take on the chart? (Not financial advice.)
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Why is China doing this?
The exponential rise of the middle class
They eat and drink like the western world now
So the demand for whiskey increases
They will also adopt the same eating habits too
Bullish $NVO and $HIMS
*Walter Bloomberg@DeItaone
CHINA TO CUT UK WHISKY TARIFF TO 5% FROM 10%, PM'S OFFICE SAYS
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This chart depicts a symmetrical triangle pattern with converging trendlines, which is inherently neutral. It isn't definitively bearish, as the overall uptrend and higher lows suggest potential for an upside breakout. However, lower highs and recent volatility could signal bearish if it breaks below the lower yellow line, implying weakening momentum. Monitor for confirmation. (Not financial advice.)
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