Hey guys,
it seems like we crashed back into the recent range and bounce off of it.
The globale situation is pretty weird in terms of the differences and mood of investor world wide.
Fundamental facts:
1. S&P500 = 7% Plus since Years begin
2. Globale Stockmarket (measured on ETFs) = -7%
3. Chinas Stockmarket = -19%
Question: Does that make sense?
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- First time since 1987 - 2001 the S&P 500 showed 4 red days in a row
- Apple: falling since 4 days
- Nasdaq: Worst performance since march
Conclusion? Since July defensive sectors doing well.
- Export indexes like Dax suffer
- Techs like amazon seems to advoid the high-risk-aversion since Juni caused by the tradewar = Greatest potential for a corretive phase.
- US-techs compared to CH-techs like Tencent, Alibaba etc. = massive difference in performance and Sell-Off in Stockmarket & Techmarket
- Apple produces in China and Trump wants them to produce in the USA / Is he going to destroy the globale supply chain performance like in 1930?
- Apple = vulnerable company
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