Liveblog Archief vrijdag 30 april 2021

TOP NEWS
• EU hits Apple with music streaming charge in boost for Spotify
EU regulators accused Apple of distorting competition in the music streaming market, siding with Spotify in a case that could lead to a hefty fine and changes in the iPhone maker's lucrative business practices.

• Chevron profit drops on weaker refining margins, storm hit
Chevron's first-quarter profit fell 29% compared with the same period a year ago as gains from oil and gas prices were undercut by weaker refining margins, production losses and the impact of an asset sale that benefited results last year.

• Amazon expects spring windfall as U.S. economy reopens, posts record profits
Amazon, one of the biggest winners of the pandemic, posted record profits on Thursday and signaled that consumers would keep spending in a growing U.S. economy and converts to online shopping are not likely to leave.

• Alibaba freezes executive pay amid China's curbs on big tech -sources
Chinese e-commerce giant Alibaba has frozen pay for senior executives in 2021 and is instead giving junior staff bigger salary increases, sources said, in an effort to preserve its workforce amid a regulatory clampdown.

• Bain Capital raises $11.8 billion for new flagship fund
U.S. private equity firm Bain Capital LP said it has raised $11.8 billion from outside investors and employees for its latest flagship North America buyout fund.


BEFORE THE BELL
U.S. stock index futures were down as investors awaited the consumer spending data, after the S&P 500 closed at a record high in the previous session following upbeat quarterly results from top companies. European shares were mostly lower, giving up earlier gains. Asian equities ended in the red, with Japan’s Nikkei weighed down by disappointing outlook from technology companies. The dollar index was up, while spot gold fell. Palladium rose above $3,000 for the first time as the market worried about a shortage. Oil prices slipped on concerns of wider lockdowns in India and Brazil to curb the COVID-19 pandemic.


STOCKS TO WATCH

Results
• Amazon.com Inc: The company, one of the biggest winners of the pandemic, posted record profits on Thursday and signaled that consumers would keep spending in a growing U.S. economy and converts to online shopping are not likely to leave. Amazon said it expects operating income for the current quarter to be between $4.5 billion and $8 billion, which includes about $1.5 billion in costs related to COVID-19. The company's first-quarter profit more than tripled to $8.1 billion from a year ago, on sales of $108.5 billion, ahead of analysts' estimates. Amazon said ad and other sales rose 77% to $6.9 billion, ahead of analysts' estimate of $6.2 billion.

• AstraZeneca PLC: The Anglo-Swedish drugmaker said its COVID-19 vaccine sales were $275 million in the first-quarter and it is on track to deliver 200 million doses a month from April, as better-than-expected results and a second half growth forecast boosted its shares. Chief Executive Pascal Soriot again defended the vaccine rollout, saying that Anglo-Swedish drugmaker had not overpromised on its ability to supply shots, as he defended big cuts in deliveries that prompted a European Union lawsuit. AstraZeneca's core business has proved resilient, with the drugmaker sticking to its forecast for 2021 and predicting better times ahead. This guidance does not include any impact from sales of the vaccine and its $39 billion purchase of Alexion, which is expected to close in the third quarter. Total revenue of $7.32 billion for the three months to March exceeded analysts' expectations of $6.94 billion, while core earnings of $1.63 cents per share beat a consensus of $1.48.

• Banco Bilbao Vizcaya Argentaria, S.A: The company’s profit returned to pre-pandemic levels in the first quarter after the Spanish bank did not set aside any specific COVID-19 provisions but lending income remained under pressure. The group's net profit came in at 1.21 billion euros in the first quarter compared with a loss in the same quarter a year ago. Profit was higher than the 905 million euros expected by analysts polled by Reuters, and was also above the 1.182 billion recorded in the same quarter in 2019, before the pandemic.

• Barclays PLC: The bank's profits more than doubled in the first quarter, as the group's investment bank capitalised on a share trading mania while charges against expected bad loans shrank to almost nothing. Barclays reported a profit before tax for the three months ended March 31 of 2.4 billion pounds, up from 923 million pounds a year ago and above the 1.76 billion pound average of analysts' forecasts. The lender took an impairment charge of just 55 million pounds for further bad loans, much less than analysts had forecast and down from 2.1 billion pounds in the same period a year ago.

• Chevron Corp: The company’s first-quarter profit fell 29% compared with the same period a year ago as gains from oil and gas prices were undercut by weaker refining margins, production losses and the impact of an asset sale that benefited results last year. Chevron reported a profit of $1.72 billion, or 90 cents per share, compared with $2.45 billion, or $1.31 per share, a year earlier. Year-ago results included about $680 million in asset sales and favorable tax items. Net profit was $1.4 billion, or 72 cents a share, down from $3.6 billion, or $1.93 cents a share, a year earlier. Chevron's cash flow from operations, at $4.2 billion, was more than $1 billion below Wall Street forecasts. Its expenses for debt costs, employee pension and benefits more than doubled to $978 million.

• Clorox Co: The company cut its full-year earnings per share forecast and also expects a drop in gross margins for the year, citing higher manufacturing, commodity and logistics costs. The company projected diluted earnings per share of $5.94 to 6.14 per share, compared with $8.05 to $8.25 per share earlier. Net sales for the three months ended March 31 were flat at $1.78 billion, missing the $1.87 billion analysts on average had expected.

• Emergent BioSolutions Inc: The contract drugmaker said on Thursday it hopes to respond to U.S. regulators within days on how to resolve the problems at its Baltimore plant, which have forced Johnson & Johnson to largely halt U.S. manufacturing of their COVID-19 vaccine. Emergent lowered its 2021 revenue forecast to a range of $1.7 billion to $1.95 billion from its previous forecast of $1.95 billion to $2.05 billion. It also lowered its net income forecast for the year to $395 million to $470 million, from $475 million to $525 million previously. Excluding items, Emergent earned $1.53 per share, ahead of estimates of $1.12 per share in the first quarter. Quarterly revenue rose 78.2% to $343 million.

• Eni SpA: The Italian energy group is planning to spin off a minority stake in its new retail and renewable business next year, it said, after announcing first quarter profits that missed expectations. In the first quarter, Eni said its adjusted net profit jumped almost five times to 270 million euros as firmer oil prices offset lower production. The result was below an analyst consensus of about 440 million euros, in part because of weak gas prices and refining margins. Cash flow from operations fell 12% to 1.6 billion euros. The group confirmed its full-year production target of about 1.7 million barrels of oil equivalent a day and said it would be investing around 6 billion euros this year.

• Gilead Sciences Inc: The company on Thursday reported first-quarter revenue that fell short of Wall Street estimates as the coronavirus pandemic hurt sales of its flagship HIV and hepatitis C drugs, partially offset by sales of COVID-19 antiviral treatment remdesivir. Gilead reported adjusted earnings of $2.08 per share, edging out the average analyst estimate of $2.07. Revenue for the quarter rose 16% to $6.4 billion, helped by $1.46 billion in remdesivir sales. But total revenue still fell short of Wall Street estimates of $6.73 billion. For full-year 2021, Gilead said it continues to expect adjusted earnings per share of $6.75 to $7.45 on product sales of $23.7 billion to $25.1 billion.

• Restaurant Brands International Inc: The company beat quarterly revenue estimates, as a reopening U.S. economy and government stimulus checks boosted spending at the company's Burger King chain. Total revenue rose to $1.26 billion in the first quarter ended March 31, from $1.23 billion a year earlier, and was above analysts' average estimate of $1.25 billion. However, same-store sales at the company's Popeyes restaurant chain rose just 1.5% in the quarter, missing expectations of 1.7% growth.

• Twitter Inc: The social media company’s shares sank in post-market trading on Thursday as it offered tepid revenue guidance for the second quarter, warned of rising costs and expenses and said user growth could slow as the boost seen during the coronavirus pandemic fizzles. It said it expected second quarter revenue between $980 million and $1.08 billion, lower than Wall Street estimates of $1.06 billion on average. It also said stock based compensation for new hires would be more than expected this year. Ad revenue for the first quarter were $899 million, up 32% from the same period a year ago and beating analyst estimates of $890 million. Total revenue for the quarter was $1.04 billion, up 28% year-over-year and slightly higher than estimates of $1.03 billion. Separately, Russian state communications regulator Roskomnadzor said that Twitter was complying with its demand to remove content banned in Russia, but that it was still taking too long to do so.​

Deals Of The Day
• Gores Metropoulos II: Lodging startup Sonder Holdings Inc said it has agreed to go public through a merger with a blank-check firm backed by billionaire investors Alec Gores and Dean Metropoulos, in a deal valuing the combined company at around $2.2 billion. The deal with Gores Metropoulos II will be financed with a private placement of $200 million from investors including Fidelity Management & Research Company LLC, funds and accounts managed by BlackRock Inc and Senator Investment Group. Cash proceeds are expected to be about $650 million.

• KKR & Co Inc: Nestle has bought the main brands of vitamin and supplements maker The Bountiful Company for $5.75 billion, the world's largest packaged food company said on Friday, the latest expansion of its health and nutrition business. The KitKat chocolate bar maker bought Bountiful from KKR in a deal which covers the U.S. company's Nature's Bounty, Solgar, Osteo Bi-Flex and Puritan's Pride brands. Nestle is paying 3.1 times the value of Bountiful's sales for the brands, and a multiple of 16.8 times of their earnings before interest before tax, depreciation and amortisation (EBITDA). The acquired brands had sales of $1.87 billion in the year to March 2021, with an EBITDA margin of 18.3%. The margin is expected to increase above the Nestle Group average once synergies are fully implemented by 2024, the Swiss company said.

IPOs
• Vaccitech Plc: The biotech startup that owns the technology behind the COVID-19 vaccine developed by Oxford University and AstraZeneca, priced its ordinary shares at $17 each on Thursday ahead of its U.S. initial public offering. The British company expects gross proceeds of $110.5 million from the offering of 6.5 million of its American Depositary Shares (ADSs), representing the same number of ordinary shares. Vaccitech had announced its plans to go public earlier this month and said the ADSs would begin trading on the Nasdaq under the symbol "VACC" on Friday. The company expects the offering to close on May 4.

In Other News
• Alibaba Group Holding Ltd: The Chinese e-commerce giant has frozen pay for senior executives in 2021 and is instead giving junior staff bigger salary increases, sources said, in an effort to preserve its workforce amid a regulatory clampdown. Hundreds of top-tier executives at Alibaba are not entitled to salary hikes this year, unless they performed extraordinarily, four sources familiar with the matter said. The company, though, has offered considerable wage increases to junior staff, they said. Its management level executives, over the years, received on average a 5% to 10% pay rise annually and were also given stock incentives, one source said. In a statement to Reuters, Alibaba did not directly comment on the pay freeze for executives, but said: "Talent is Alibaba Group's most important asset. We have a robust and competitive compensation system that reflects our priorities in cultivating our next generation of talents."

• Apple Inc & Spotify Technology SA: EU regulators accused Apple of distorting competition in the music streaming market, siding with Spotify in a case that could lead to a hefty fine and changes in the iPhone maker's lucrative business practices. The preliminary findings start a process that will allow Apple and Spotify to respond. If the case is pursued, EU regulators could demand concessions, and even impose a fine of up to 10% of Apple's global turnover, or as much as $27 billion, although they rarely levy the maximum penalty. The EU competition enforcer, in its so-called statement of objections setting out the charge, said the issue related to Apple's restrictive rules for its App Store that force developers to use its own in-app payment system and prevent them from informing users of other purchasing options.

• Chesapeake Energy Corp: The company, which exited bankruptcy in February, is working with two banks on a potential sale of its oil-producing South Texas assets that could fetch as much as $2 billion, two sources familiar with the plan said. The launch of a formal sale process by the U.S. natural gas producer, however, could be delayed as it works through the exit of Chief Executive Officer Doug Lawler, the sources said, declining to be identified as the plan is confidential.

• Credit Suisse Group AG: The company’s board member and risk committee chairman Andreas Gottschling will not stand for re-election, the Swiss bank said, the latest head to roll among top leadership after the Greensill and Archegos debacles. "Andreas Gottschling has informed the Board that he will not stand for re-election at the Credit Suisse 2021 Annual General Meeting of Shareholders," Credit Suisse said in a short statement. David Herro, vice-chair of Harris Associates, which says it owns 10.25% of the bank's stock, and the Ethos Foundation, which advises 225 Swiss pension funds and public utility foundations owning between 3%-5% of the company's stock, wanted Gottschling to be removed at the upcoming shareholders meeting, according to media reports.

• Palantir Technologies Inc: The data analytics firm’s chief earned a billion dollars last year after taking the company he co-founded public, a regulatory filing showed on Thursday. CEO Alexander Karp received a compensation of $1.10 billion that included $797.9 million earned in options and $296.4 million in stock awards. He was paid $12.1 million in 2019. Co-founder and President Steven Cohen was paid $192 million, compared with $16.1 million in 2019.

• Pfizer Inc: The drugmaker's shipment of COVID-19 vaccine to Mexico this week includes doses made in its U.S. plant, the first of what are expected to be ongoing exports of its shots from the United States, a source familiar with the matter told Reuters on Thursday. The vaccine shipment, produced at Pfizer's Kalamazoo, Michigan plant, marks the first time the drugmaker has delivered abroad from U.S facilities after a Trump-era restriction on dose exports expired at the end of March, the source said. Pfizer will use extra capacity in its U.S. facilities to deliver shots abroad while continuing to meet its commitment to supply the United States, the source said, adding that the drugmaker will also make shipments from Belgium.


PREVIEW
Berkshire annual meeting to showcase Munger as he rejoins Buffett
Berkshire Hathaway's widely anticipated annual meeting on Saturday will be held virtually for a second year but reclaim one bit of normalcy as Charlie Munger rejoins fellow billionaire Warren Buffett to answer shareholder questions.


ANALYSTS' RECOMMENDATION
• Amazon.Com Inc: Keybanc raises target price to $4,000 from $3,700, saying the company will continue to take market share and also benefit as total share accorded to e-commerce continues to grow.

• Carlyle Group Inc: Evercore ISI raises target price to $45 from $40 after the company reported strong second-quarter results.

• Caterpillar Inc: Credit Suisse raises target price to $264 from $250 after the company reported better-than-expected first-quarter sales and margins.

• Zendesk Inc: Piper Sandler raises target price to $186 from $180 based on encouraging signs of a robust enterprise recovery, in part fueled by strong uptake of the new Zendesk Suite launched in February.


ECONOMIC EVENTS (All timings in U.S. Eastern Time)
0830 (approx.) Personal income mm for Mar: Expected 20.3%; Prior -7.1%
0830 (approx.) Personal consumption real mm for Mar: Prior -1.2%
0830 (approx.) Consumption, adjusted mm for Mar: Expected 4.1%; Prior -1.0%
0830 (approx.) Core PCE price index mm for Mar: Expected 0.3%; Prior 0.1%
0830 (approx.) Core PCE price index yy for Mar: Expected 1.8%; Prior 1.4%
0830 (approx.) PCE price index mm for Mar: Prior 0.2%
0830 (approx.) PCE price index yy for Mar: Prior 1.6%
0830 (approx.) Employment wages qq for Q1: Prior 0.9%
0830 (approx.) Employment benefits qq for Q1: Prior 0.6%
0830 (approx.) Employment costs for Q1: Expected 0.7%; Prior 0.7%
0945 (approx.) Chicago PMI for Apr: Expected 65.3; Prior 66.3
1000 U Mich Sentiment Final for Apr: Expected 87.4; Prior 86.5
1000 U Mich Conditions Final for Apr: Prior 97.2
1000 U Mich Expectations Final for Apr: Prior 79.7
1000 (approx.) U Mich 1 year inflation final for Apr: Prior 3.7%
1000 (approx.) U Mich 5-year inflation final for Apr: Prior 2.7%
1200 (approx.) Dallas Fed PCE for Mar: Prior 1.8%


COMPANIES REPORTING RESULTS
Abbvie Inc: Expected Q1 earnings of $2.83 per share
Alexion Pharmaceuticals Inc: Expected Q1 earnings of $3.16 per share
Cboe Global Markets Inc: Expected Q1 earnings of $1.39 per share
Exxon Mobil Corp: Expected Q1 earnings of 59 cents per share
Illinois Tool Works Inc: Expected Q1 earnings of $1.90 per share
W W Grainger Inc: Expected Q1 earnings of $4.30 per share


CORPORATE EVENTS (All timings in U.S. Eastern Time)
0800 Eastman Chemical Co: Q1 earnings conference call
0830 Aon PLC: Q1 earnings conference call
0830 Carter's Inc: Q1 earnings conference call
0830 Cboe Global Markets Inc: Q1 earnings conference call
0830 Charter Communications Inc: Q1 earnings conference call
0830 Colgate-Palmolive Co: Q1 earnings conference call
0830 Hill-Rom Holdings Inc: Q2 earnings conference call
0830 L3harris Technologies Inc: Q1 earnings conference call
0830 Louisiana-Pacific Corp: Annual Shareholders Meeting
0830 United States Steel Corp: Q1 earnings conference call
0900 Abbvie Inc: Q1 earnings conference call
0900 Acadia Healthcare Company Inc: Q1 earnings conference call
0900 Aptargroup Inc: Q1 earnings conference call
0900 Avient Corp: Q1 earnings conference call
0900 Leidos Holdings Inc: Annual Shareholders Meeting
0930 BWX Technologies Inc: Annual Shareholders Meeting
0930 Cabot Oil & Gas Corp: Q1 earnings conference call
0930 Exxon Mobil Corp: Q1 earnings conference call
1000 AT&T Inc: Annual Shareholders Meeting
1000 Erie Indemnity Co: Q1 earnings conference call
1000 Gaming and Leisure Properties Inc: Q1 earnings conference call
1000 Hanover Insurance Group Inc: Q1 earnings conference call
1000 Huntsman Corp: Q1 earnings conference call
1000 Illinois Tool Works Inc: Q1 earnings conference call
1000 Newell Brands Inc: Q1 earnings conference call
1000 VICI Properties Inc: Q1 earnings conference call
1000 Weyerhaeuser Co: Q1 earnings conference call
1000 Willscot Mobile Mini Holdings Corp: Q1 earnings conference call
1000 WP Carey Inc: Q1 earnings conference call
1100 Camden Property Trust: Q1 earnings conference call
1100 Chevron Corp: Q1 earnings conference call
1100 Cousins Properties Inc: Q1 earnings conference call
1100 CubeSmart: Q1 earnings conference call
1100 LyondellBasell Industries NV: Q1 earnings conference call
1100 Mohawk Industries Inc: Q1 earnings conference call
1100 Portland General Electric Co: Q1 earnings conference call
1100 Shell Midstream Partners LP: Q1 earnings conference call
1100 W W Grainger Inc: Q1 earnings conference call
1130 Park Hotels & Resorts Inc: Annual Shareholders Meeting
1200 Phillips 66: Q1 earnings conference call
1230 MGM Growth Properties LLC: Q1 earnings conference call
1300 Ensign Group Inc: Q1 earnings conference call
1300 Kellogg Co: Annual Shareholders Meeting
1330 Clorox Co: Q3 earnings conference call
1400 DISH Network Corp: Annual Shareholders Meeting
1400 Phillips 66 Partners LP: Q1 earnings conference call
1500 Zions Bancorporation NA: Annual Shareholders Meeting


EX-DIVIDENDS
Aon PLC: Amount $0.51
Blackstone Group Inc: Amount $0.82
Carrier Global Corp: Amount $0.12
Caseys General Stores Inc: Amount $0.34
Citigroup Inc: Amount $0.51
East West Bancorp Inc: Amount $0.33
Hasbro Inc: Amount $0.68
Hess Midstream LP: Amount $0.45
Loandepot Inc: Amount $0.61
NRG Energy Inc: Amount $0.32
Omega Healthcare Investors Inc: Amount $0.67
People's United Financial Inc: Amount $0.18
Pinnacle West Capital Corp: Amount $0.83
Realty Income Corp: Amount $0.23
Signature Bank: Amount $0.56
Synchrony Financial: Amount $0.22
Texas Instruments Inc: Amount $1.02

Goedemorgen
Op een druilige dag als vandaag is het ook op de beurs nu moeilijk om aan te geven wat we kunnen verwachten. Alles geraakt tot de topzone maar ik zie nergens een duidelijke indicatie dat het makkelijk verder omhoog zou kunnen behalve bij de Dow Transport index die plots weer tot leven komt en al een reeks nieuwe records neerzet. Of dat nu ook een indicatie zal zijn voor de rest moeten we afwachten, u weet dat ik er twijfels over heb ...

Marktoverzicht:
Tot gisteren veel cijfers en nieuws over de FED, dat ligt nu achter ons en het lijkt erop dat alles al in de prijzen zit verwerkt. Vanmorgen willen de markten wat lager openen via de futures, ook Wall Street laat wat lagere futures zien maar het is vrijdag en dat blijft elke week een rare dag. Hoe het echt zal verlopen moeten we afwachten, de BIG-5 bedrijven zijn met cijfers gekomen en de reacties op de koersen is wat verdeeld merken we. Alphabet en Amazon lieten een forse reactie omhoog zien, Microsoft verloor behoorlijk na de cijfers. Apple blijft na een sterke opening gisteren wat hangen merken we. Veel meer valt er niet over te melden, we zien bij vrijwel elke index een consolidatie rondom de topzone.

Strategie nieuwe posities:
Om posities omhoog op te nemen moet je zoals ik al enkele keren aangaf wel durf tonen maar het is ook niet zo dat ze momenteel geen kansen meer bieden. Aan de andere kant lijkt het mij nog meer logisch om strategisch short posities uit te kiezen met een ruime stoploss maar ook dat blijft moeilijk momenteel zodat ik besloten heb om nog even te wachten. Voor short posities zie ik eerlijk gezegd wat meer kansen op de kortere termijn.

Voor de leden zal ik in ieder geval een en ander uitzoeken de komende sessies, op dit moment zitten we nog zonder posities omdat het nu wat te onduidelijk is. Alles op zijn tijd, u kunt uiteraard door lid te worden mee met de posities die ik per mail en SMS stuur naar de leden.

Technische conditie AEX en DAX:
De AEX ziet u via een chart hieronder, ik zie zowel bij de indicatoren als bij het koersverloop door het ontbreken van een nieuwe top een behoorlijke verzwakking bij de index. Wel blijft de weerstand nu eerst de 715 en meteen daarna de 718 punten, pas later mocht de index uitbreken kansen tot 725 of zelfs 735 punten. Of de index het nog in zich heeft om uit te breken betwijfel ik maar we moeten er altijd wel rekening mee houden.

Steun nu de 708, de 702-703 en later de 688-690 punten zone waar de meest recente top en zware weerstand wacht. De komende week maar eens heel goed kijken en vooral overwegen wat we met de AEX index kunnen doen. Let nu vooral op de zone 708-710 punten. Ik heb wel een mooi plan in gedachte voor wat betreft de AEX index. Ook bij enkele andere indices zie ik kansen maar we moeten geduld hebben voor we echt wat kunnen gaan doen.

De DAX kwam na een valse uitbraak tot net boven de 15.500 punten weer helemaal terug naar de range 15.100-15.300 punten, zo blijkt maar weer eens dat de stevige uitbraak eind vorige week nogal voorbarig was. Een valse move ofwel een "BULL TRAP" zoals we dat ook noemen.

De DAX zit dus weer in de slopende range 15.100-15.300 punten. Weerstand nu de 15.300 en de top die werd gezet rond de 15.500 punten. Steun nu die 15.150, de 15.000, de 14.850 en de 14.750 punten. Ik denk dat we moeten opletten met de DAX de komende dagen, er staat denk ik iets te gebeuren met deze index.

S&P 500 analyse:
Op Wall Street blijft alles dicht bij de toppen en dus rondom de recordstand hetgeen we ook zien bij de S&P 500 want er werd opnieuw een record neergezet bij deze index. Wel is duidelijk te zien via de grafiek hieronder dat de reeks toppen er niet echt overtuigend uitziet en er van een uitbraak nog lang geen sprake is. Het testen van de topzone ofwel de recordstand of er net iets boven geraken dat lukt nog wel maar echt fors uitbreken zit er blijkbaar niet meer in voorlopig. Net als bij de meeste indices moeten we ook voor wat betreft Wall Street en dus bij deze S&P 500 index op onze goede blijven in welke richting dan ook.

Dat de indicatoren verzwakken is duidelijk te zien is via de chart hieronder en dat terwijl de waarderingen zeer hoog blijven hetgeen we er maar bij moeten nemen voorlopig. Verder valt het ook op dat de index een behoorlijk eind boven de belangrijke MA's staat. Het 50-MA zien we rond de 3997 punten, het 200-MA rond de 3650 punten.

De gemiddelde waardering komt op slotbasis nu al uit op gemiddeld 42.88 keer de winst. Er branden genoeg rode lichten nu, dus opletten. Ook op de beurs is het niet zo dat de bomen tot in de hemel groeien.

Resultaat dit jaar verloopt naar wens maar rustig:
Deze maand heb ik nog niet veel kunnen doen, we staan dan ook nagenoeg vlak tot nu toe voor de lopende maand april, wat in de plus maar door amper te handelen heb ik geen groot verschil kunnen maken. De eerste 4 maanden dit jaar waren in ieder geval positief en met december vorig jaar erbij komen we uit op 5 maanden na elkaar dat er winst werd behaald via de signalen. De grote reden dat ik deze maand weinig kon doen is omdat er telkens weer behoorlijke divergenties zijn, de ene sector of regio beweegt tegengesteld aan de andere en dat maakt de keuze enorm moeilijk. Dat heb ik ook een paar keer aangegeven richting de leden en die geven aan dat dit hoe dan ook de juiste keuze is in deze fase. Een abonnement is meer dan alleen maar signalen versturen, het is ook de leden proberen te coachen waar dat nodig is zodat ze weten waar ze aan toe zijn.

Het handelen moet nog altijd voorzichtig gebeuren want ik hou in het achterhoofd rekening met een aanstaande grote correctie over de gehele markt. Deze manier van werken wil ik hoe dan ook proberen aan te houden, het handelen onder de huidige omstandigheden krijg ik steeds beter onder controle en ik probeer met kleine posities zo als goed mogelijk te werken voor de leden. Onderaan deze update ziet u nog een overzicht met hoe de maand maart werd afgerond en hoe we er dit jaar voor staan wat betreft het resultaat via de signalen die we naar onze leden versturen.

Euro, olie en goud:
De euro zien we nu rond de 1.212 dollar, de prijs van een vat Brent olie komt uit op 67,5 dollar terwijl een troy ounce goud nu op 1768 dollar staat.

De LIVEBLOG en Twitter:
Via de LIVEBLOG en tussendoor ook via mijn Twitter account laat ik gedurende de dag ook wat grafiekjes met korte uitleg voorbij komen over de markt. Op Twitter kunt u mij volgen via @USMarkets dan kunt u deze snelle informatie die ik deel uiteraard ook inzien .... https://twitter.com/USMarkets , ook opvallende beursfeiten komen er vaak langs !

LET OP !! Vanaf vandaag een nieuwe aanbieding die loopt vanaf nu tot 1 JULI voor €39 (Polleke Trading €49)... Via de site en dan de Tradershop kunt zich inschrijven en daar kunt u als lid de lopende posities met alle details altijd inzien. Ga naar de Tradershop en schrijf u meteen in ... https://www.usmarkets.nl/tradershop

Met vriendelijke groet,
Guy Boscart