xyz @Rusch79

Joined March 2021

Tweets

27
Followers

2
Following

46
Likes

15

xyz @Rusch79

3 years ago

@agnostoxxx This one worked out as expected 😁 Closed with good profit now.

0 0 0 16 0

View Details

@agnostoxxx We discussed potential opportunities before. Just FYI I'm shorting Remy Cointreau as I keep hearing sales of champaign are down in the US and Cognac even more... For what it is worth... But keen to get your take on that with your wealth of experience.

2 0 1 420 0

View Details

xyz @Rusch79

3 years ago

@agnostoxxx I'd think so too. Even LVMH growth is slowing down 🙂 I'd look at shorting Hermès as also high PER especially with growth stopping but careful not go too aggressive and end up burning my fingers

0 0 0 72 0

View Details

xyz @Rusch79

3 years ago

@agnostoxxx I'm also considering shorting Michelin as it broke the 28€ support and could go down to 26€ or maybe even 21€ like a year ago. Cars sales are down and tractors ones as well. The real economy seems to be slowing down faster since September

0 0 1 151 0

View Details

xyz @Rusch79

3 years ago

Great evening! @MiamKitty

0 0 0 9 0

View Details

xyz @Rusch79

3 years ago

@LadeiroJoao @INArteCarloDoss I think because bonds offer similar yield and less risks. Utilities have limited growth potential so bond become an alternative positioning competing for same type of liquidity

1 0 2 68 0

View Details

xyz @Rusch79

3 years ago

@simon_ree Living in Reims, you can find many small producer with high quality champaign with better quality/price ratio than big brands. Laurent Perrier is great for well know champagne. Same as Roederer. Cliquot and Moet are not so good and a lot of marketing in it. Same as Ruinart...

0 0 0 52 0

View Details

xyz @Rusch79

3 years ago

@agnostoxxx @INArteCarloDoss

0 0 0 6 0

View Details

xyz @Rusch79

3 years ago

Closed Cap Gemini trade in small profit earlier in the week. Closed Michelin put today with 10% profit. Now the question is which outstanding bottle of wine do I buy with some of the profit. I drafted this rule to motivate myself to take profit 😅 @agnostoxxx @INArteCarloDoss

3 0 0 9 0

View Details

xyz @Rusch79

3 years ago

Shorted: - Michelin around 30 last week and today because close to annual top and macro outlook is weak (cf @INArteCarloDoss) so should go down from this level as it did before - Cap Gemini at 167 as it was an advice from @Meilleurtaux_pl and it made sense with high rates

1 0 1 216 0

View Details

xyz @Rusch79

3 years ago

@agnostoxxx @INArteCarloDoss

0 0 0 6 0

View Details

xyz @Rusch79

3 years ago

@agnostoxxx @INArteCarloDoss

0 0 0 5 0

View Details

xyz @Rusch79

3 years ago

So these trades switched to medium term opportunities as they are now in red 😅 I should have sold VK with 4% profit within 24 hours. But confident it will be back in green sooner or later...

0 0 0 8 0

View Details

xyz @Rusch79

3 years ago

Open trades: - Bought Vallourec at 11.85 last week as the dip made no sense given solid company presentation / outlook and high oil price as a supporting factor - Bought ALD this morning at 8.55 as the 13% dip looked exaggerated. Was close to annual bottom

1 0 0 44 0

View Details

xyz @Rusch79

3 years ago

@agnostoxxx Done. 100%. Waiting for September drop now...

0 0 1 27 0

View Details

xyz @Rusch79

3 years ago

@agnostoxxx It is not easy selling when it goes up but I guess it shows I'm making progress as a trader 😅 Securing profit and not dreaming about them is good. Thanks for the inspiration Shrub!

1 0 0 22 0

View Details

xyz @Rusch79

3 years ago

@agnostoxxx You were right 👍

0 0 0 9 0

View Details

xyz @Rusch79

3 years ago

@agnostoxxx Deere is also something to watch as they have record profitability and growth their tech side where they are clearly leading the way. But share price still looks high for the time being to be safe to buy

1 0 1 45 0

View Details

xyz @Rusch79

3 years ago

@agnostoxxx Talking about fertilizer price stabilizing on the end historical end

0 0 1 37 0

View Details

xyz @Rusch79

3 years ago

@agnostoxxx I'm not in fertilizer trading anymore but in farm equipment so my market knowledge is not as good but still have contact and watch it to evaluate farmers profitability. Basically it looks like it gets back on the high end of the average range. Like wheat by the way.