Chronicles of 2025

You can do it yourself - with almost none-existing fees for FX. You can hedge. I know you know how to do it.

Edit: But if you don’t - ask the question.

I wouldn’t say advantageous. I would say maybe a bit more safer (UCITS) against asset freezes.

It all boils down to one key question when selecting VT vs WEBG
What’s more important ? Peace of mind or 0.1% of your annual performance per year.

1 Like

He is doing clever thing - he conditions a market to his whim.
He spokes…
Market awaits…

What the hell is this green thing in my chart? :sweat_smile:

4 Likes

I
just
can’t.
:see_no_evil_monkey:

3 Likes

I missed my TQQQ buying opportunity!

2 Likes

Trump said today people should keep cool and keep buying stocks and then came the 90 days pause

This is such a drama

I feel this move is designed to do two things

  1. Now the 10% would sound like good deal to most countries (versus the made up higher tariffs) and they might not retaliate and US gets 10% universal tariff. US will see this as a win because it’s still a loss for other countries

  2. Singled out China to ensure other countries don’t support China.

Wait until next week, you’ll be happy you did

5 Likes

Reaction isn’t surprising, a pause in tariff is kinda a big deal (given how much it moved on Monday with the fake tweet, a real one was likely to have a lot more impact).

1 Like

But you already know that he is not going to keep the word - do you?
Because keeping the word is only for suckers.!

1 Like

Why didnt we believe the fake tweet?

It wasn’t sourced, people speculate it was based on some misinterpreted comments from a different interview: https://edition.cnn.com/2025/04/07/media/fake-news-x-post-caused-market-whiplash/index.html

(normally that account just republishes press releases)

Well, apparently, the penguins won:

---->[]

8 Likes

One thing I did - was load on the puts - basically everywhere :slight_smile:
Nothing boosts mood more that belief in humanity

same rule as always, for people that want to trade counter to the trade. Whenever there was a major Event (whether positive or negative), the resulting “wave” runs across the globe for 3 days until it ebbs off. Meaning that today’s news (no tariffs for 90 days) will be fully reflected by Monday Morning.

This is not relevant if you want to buy on these good news, then for god sake just buy immediately if you feel like - but if you want to trade counter the news, aka sell some to re-balance your asset allocation to your (newly discovered) risk appetite. I would generally suggest to do so by Monday Morning. Given no-one trusts the weekend - probably Friday afternoon.

Sticking to the plan, religiously.

2 Likes

That‘s why we don‘t time the market. Keep investing, ignore the noise.

1 Like

There you go. Peace of mind.

1 Like

SMI tomorrow, any guesses?

You didn’t :wink: Long way down still or just buy some and don’t look at it for 10+ years.