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Continue reading →: Warren Buffett Sees Potential In Germany, I See A Moat In Adidas
Warren Buffett (BRK-A) has started to buy in Europe, more specifically in Germany. He stated that Germany is a great country, with a vigorous and productive economy. Therefore, we shouldn’t be surprised that he bought a German supplier of motorcycle equipment and he may be up for more (Source: Fortune).…
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Continue reading →: Why Apple Has A Shot In The Electrical Vehicle Market But It Won’t Be Overnight
Long term stock picking is not about being right about the next line of products for a given company. In my view, it is about understanding how an organization works and thinks. This way we can measure the organization’s ability to build great products and services. When you look from…
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Continue reading →: Is Nokia Going To Connect People Again?
Photo credit: Are Sjøberg The plot Rumor has it that Sony (SNE) is looking to sell the Xperia unit (original source: Reuters). Tomi Ahonen in his Communities Dominate Blog , argued that Nokia (NOK) could be one of the most suitable buyers for the Sony smartphone unit. Tomi Ahonen estimated that…
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Continue reading →: Amazon: Should Investors Sleep Well?
Stocks are often evaluated by how the underlying business might perform in the future rather than how things are going right now. Therefore, companies whose main markets or products are under threat tend to have their stock price depressed. On the other hand, companies in new markets with huge growth…
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Continue reading →: Game theory: Why Varoufakis is wrong and there won’t be a deal soon.
Yanis Varoufakis have stated several times that soon there will be an agreement between the EU and Greece about the financing matters. He has based his opinion on the fact that both have more to lose if they don’t reach an agreement. Mr. Varoufakis has even used game theory to…
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Continue reading →: Earnings Digested: Coach Inc – The turnaround gains traction
Coach Inc (COH) presented last quarter’s results last week. The market reacted with optimism to the news that heavy discounting was largely stopped and encouraging sales in remodeled stores. Additionally, Stuart Vevers collection represented 90% of the women products on sale during the quarter. Photo Credit: gatoreena On the retail…
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Continue reading →: Market Outlook: The U-Turn In European Politics
European leaders did not understand the essence of the present crisis. The turbulence was provoked by the failure of the established elite’s political direction. The establishment is rotten but its roots are deep; this is the reason why the turmoil provoked by the 2010 debt crisis didn’t make victims sooner.…
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Continue reading →: Blackberry – Lost In Communication
Photo credit: Matthew Hurst Research in Motion (RIM), renamed BlackBerry Ltd (BBRY), was founded in 1984 and was involved in several activities related to wireless communications. In the beginning of the century, the company introduced a pager that could push email through its proprietary BlackBerry enterprise server. In order to…
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Continue reading →: If The Bear Comes: Keep Calm!
The current stock market landscape is screaming troubles. More than just short term variations, we are talking about significant economic developments. The shockwaves from the plunge in the oil price might create a short term bear market or even a short term recession. In this case, one should remain undisturbed…
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Continue reading →: 2015 Market Outlook: United States, EU and the Oil Industry
As we are approaching the end of the year, it is time to make the balance of the present year and to formulate some outlooks regarding the next one. A couple of days ago, I wrote an article for Seeking Alpha about the market outlook for 2015, you can consult…
Hi Fren,
Pepe Maltese
I used to trade inside the machine. Now I just raid it.
I publish two high-conviction setups daily — one momentum, one turnaround — filtered through tape structure, volume shifts, and misaligned narratives.
Some of these turn into full trades. A few evolve into deeper stories. The rest get cut.
This isn’t education. This is intelligence.
I don’t run ads. I don’t sell dreams. I track price, watch structure, and call bullshit when the story breaks.
Follow the setups. Fade the noise. Stick it to the man.
Let’s connect
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