When Trump first came to power, he said — and publicly — that he came with an amazing opportunity trading under the arm. Lame trading with Trump – Trump off.
When I got to know the man and saw the first associates in his business, it was clear that every time he did something or the next time, the market would be lower and where he would be, if you moderate or change the topic, the bag will suffer.
Go for it That’s not a criticism. This is a description of your form of work. Again, follow the same strategy: first generate chaos at the beginning of the negotiation, switch to the other side and accept it as any good option based on Trump’s current situation.
For example, first take an orange 30%, then it says that it fits 15%, the whole world breathes fresh, accept the offer endulzada and Trump picked up the 15% he didn’t have before. This is it it applies as much to economic issues as to geopolitical issues.
El trading based on electricity Trump Hon — buy by looking at the food the first move creates in the bag, then sell — by looking at the food collection it produces el Trump gone — continues to apply, as we saw recently with the topic of Greenland. But now we have a new one: el trading burbuja on – burbuja off.
Every now and then the media and networks need headlines to say “What’s the fuss about AI?” y if it generates a patch
On this occasion, burbuja de artificial intelligence (AI). Every time the center and the reds need the titles to pull out “Where did the AI excitement go!” y if it generates a fix. Then, when the results of the companies concerned are published and they are good, the last decade and the food rally, the moment we realize the benefits.
Trading with AI burbuja works so well that sometimes one wonders if it is something provoked. We saw how Target (Facebook) anything penalty For your inversions in AI infrastructures, you will only be able to publish the results a month later.
Trading in Burbuja’s AI works so well that sometimes you wonder if it’s something provoked
Those who say it was a paradigm AI burbuja say that its strategy produced great results. We also saw it in Alphabet. And Tesla. The bad news has now hit Microsoftmuch criticized for its strong inversions in the cloud business. Y suma y sigue.
I wonder why these inversions in AI might be difficult if they don’t involve trading floors. Y without a doubt This is something you have to watch out for. But it should also be appreciated that each time these big tech companies have reversed their aggressive form, they have gained momentum.
Todas cases You are great every year they just don’t increase the benefits of the event, unless They do it much cheaper than the rest of the market.
In any case, it is not the purpose of this article to clarify whether the good wishes of the burbuja will tend to explain, or whether the results of the obligations will be overcome, as has been the case so far. The point is that burbuja works as a business strategy, both at the time of taking positions -making profit- and realizing benefits -making use of the sources of publishing results-.
You are great not only do they increase their benefits from the event every year, but they do much more than the rest of the market
More traffic trading which the technology sector currently offers and which has a much greater basis for fundamental analysis and creating value “opinions” (long/short), which proves that this is an indisputable fact: expertise that has been associated with this industry.
A clear example is what we did software companies. If anything, it’s clear that the AI will stop working if it doesn’t reappear.
This created a clear opportunity for us quienes se han puesto shorts in the software sector y largos in the values they want to give upcurro (pose short it means apostar contra un sector or bravery, to represent wide it is a fall from value).
Another important conclusion is what we said at the beginning of the year at our strategic conference: Nasdaq competency requirement is to ensure that the index is not the most rentable this year, unlike all the previous ones.
However, it has values that are less than a lot Bajistas will be the board for the index. Something very important at the time of choosing where to reverse this year, both in indices and sectors and values.
***Víctor Alvargonzález is a founding partner of an independent financial consulting company Nextep Finance.
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