ho ho ho. Merry Christmas for our readers. Lets see the current snapshot. Oil is in the direction to 60 a barrel. Cars are already 80 % up. Will assume to go till double and 30%+. Techs also bounced.

From the previous ideas already 2 moving to the predicted ranges. No further comment now. Out:)

BMW Q1 '21 SWBI 2020 YE XOM '21 Jan & Oil

MSFT at 201 already APPL at 109 already

Appl 90 MSFT below 200

OIL XOM BMW

In a nutshell. Tech drop. Value stocks :cars, oil bounce till YE or early 2021, as there will be a vaccine, US election done, demand starting to get back to normal. Watch out.;)

Finally the idea came true. Tech rally is over. (for now) Probably wait ,till APPL will be 90$/share again (before split equals 360$ which is below 30x P/E), as a signal of 30-40% correction  has been done as usual. After that will be super cycle for iPhone upgrades + 5G. Meanwhile in the background the electrification of the Auto sector is in full steam, and the big story is happening for 2020-2030. (BMW +70% from March 2020 bottom) And finally do not forget the old big names from OIL. Yes oil where you can get now 5%+ yield just for buy and hold the stock, till it recovers in 2021. Why? because OIL is not only gas for cars for daily commuting, BUT clothes fabrics, Marine fuel, industry energy, packaging,…

I wrote it a month ago it will come. The date is 03.09.2020. Lets see if the fall will be 20-30-50%?   Out.

FALL. 2020.07.30 facts: EU markets started to point lower before US markets open. US  jobless claims stagnate around 16-17 million (ca.10%), plus weekly 600$ aid will soon be expired. German and US economy dropped 8-10 % on a monthly basis. Similar approx. as in 2008. Stay tuned.