2023/05/21 (229) Column

Our DAX 40 Index
Around All-Time Highs
Despite Fears Of A Recession
Here In My Homeland Germany!
While The US Should Continue To Grow?
Due to numerous emails from you, yes you my reader, I am analyzing the current situation on the stock markets again. And or maybe I’ll try to give you my personal individual subjective opinion about the financial market price actions again. Because despite all the adversities our German DAX 40 index is trading near all-time highs. So that I let you persuade me to formulate some 4XSetUp Trading Capabilities again for this summer 2023.


The German economy grew by 0.8% in the 1st quarter, while the USA grew by 0.9%.
And many economists are also skeptical about the rest of 2023. The reasons for this, in addition to the uncertain domestic political situation, are geopolitical tensions and concerns about the extent to which inflation and/or the resulting rise in interest rates will dampen the economy and consumption. On the other hand, the projects passed in recent years, such as the Inflation Reduction Act in the USA and/or the investment via the Bundeswehr special fund, gere in my homeland Germany, still provide a lot of support for the economy. And that`s why I keep asking myself: „Is the stock market too worried?“
And that`s why I keep asking myself: „Does the stock market have faith in the FED?“
And that`s why I keep asking myself: „Will the Fed keep US inflation down without an US recession?“
And that`s why I keep asking myself: „Will we experience something like 2007 in this year 2023?“
And that`s why I keep asking myself: „So a year before the big bang in 2008?“
And that`s why I keep asking myself: „So before the coming year 2024?“
And that`s why I keep asking myself: „Like 2020; during the last us presidential election year?“

Of course I don’t know! But I’m assuming one! That we will not even come close to experiencing the year 2007 again this year 2022! Quite the opposite: because the gap between the US key interest rate and the current US inflation is currently as low as it has been since the outbreak of the green wave of inflation in our so-called West. Which can be traced back to the green economic policy, because of politically (economic) motivations – under the guise of (green) democracy – it is simply accepted that we, taxpayers and consumers, simply pay too high prices for the normal product energy (i.e. strime and refueling).

So that based on this assumption of the current scenario regarding the future financial market price development, the question, at least for me, arises for every interested trader and/or investor:
Will the desired soft landing succeed in the USA?Due to the currently described scenario on the US stock market, representative of most other stock markets in our so-called west, especially our DAX 40 index, in my home country Germany, blue chip stock indices largely have the previous friendly trend in the year 2023 continued and in some cases even reached new all-time highs in Europe. In particular, blue chip stocks with strong market positions and stable business models are in demand. In addition to Munich Re and Hanover Re, Beiersdorf is also one of the top performers in the DAX40 for the year. At the European level, the drivers of the increase are also the luxury groups Hermes and LVMH. While in the US the Top Tech stocks are driving stock market prices up. Because without the shares of Apple, Microsoft, Nvidia and Co., most indices would have been unchanged since the beginning of January.DEVISE 2 DAY 48h
– My Last Thoughts About Our Open 4XSetUps

Symbol         since entry target stop

TVC:US01         2023/03/03 4.79%
short TVC:UKOIL        2023/04/20 80.75 60.30 89.05
long TVC:DXY         2023/05/11 102.75 108.09 100

And that’s why I stick to my previous opinion, as discussed several times in all my, in all oir, last DEVISE 2 DAY Affialte Financial Market Online Newspaper Editions. And admit that it was willy-nilly the fear of the media reporters that made me close all our open 4XSetUps; 10 days ago. In order to reopen them all – just 10 days later. Because it is always the reaction of the market, i.e. the opinion of the majority of investors and traders involved, that drives price action up/down. 
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And I actually thought – even the last 10 days – the US stock marketreaction would be bearish! But I was wrong! I was wrong, that I was wrong, if you will. And/Or to put it with 3 quotes from my old US WallStreet literary ego George Soros:
“It doesn’t matter if you’re right or wrong. What matters is how much you make when you’re right, and how much you make loses if you’re wrong.“
„The more the theory of efficient markets is believed, the less efficient markets become.“
„My approach doesn’t work because it makes correct forecasts, but because it allows me to correct wrong forecasts again.”

While the rise in interest rates again means actuallity alternatives for medium-term and long-term investors, stocks continue to offer the most attractive prospects for short-term investors in terms of returns. Because positive news can send investors into a buying frenzy at any time in the short term, which is why it is not surprising that small and mid-cap stocks in particular are suffering from the current development. So that I, for the summer of 2023, continue to rely on high-quality blue chip stocks with solid profits – just like that on the DOW JONES Future, DAX Future, and or again Indian SENSEX Index. In addition then just renewed long 4XSetUps in the TESLA share and/or also ADIDAS share. Inclusive a new old BITCOIN long 4XSetUp. With 3 new long 4XSetUps in the LVMH, AMAZON and/or PAYPAL shares. So that we can use our old new 4XSetUps – 10 days ago – today again.DEVISE 2 DAY 48h
– May Last Thoughts About Our All New Old 4XSetUps Symbol     since entry target stop
TVC:US01   2023/03/03 4.79%
short TVC:UKOIL   2023/04/20 80.75 60.30 89.05
long TVC:DXY     2023/05/11 102.75 108.09 100

I expect the US Dollar to recover as the Fed has done its job; as far as your monetary policy is concerned.
So I no longer assume that the US Dollar Index will recover to up to 92 points, even 88 points. But already around the 101 point mark something like a trend reversal formation is currently manifested. Because while some are already speculating on interest rate cuts, as we can see at the FED Watch Tools, further significant interest rate hikes are imminent in the other major currencies, such as the ECB and BOE. So it may well be that both the foreign exchange market and the stock market anticipate the future faster than we think today. Which is why I am generally more bullish than bearish for the US dollar and/or US stock market. Admittedly not so bullish that I want to give up our 4.79% interest rate position. On the other hand, I also let our UKOIL short 4XsetUp still open. Because I still don’t assume that a possible demand from China will push the oil price back towards $100. Because I saw the reason for this, as I wrote in the old DEVISE 2 DAY Affiliate Financial Market Online Newspaper Editions, in Russia’s war of aggression against Ukraine, and/or also green politics in our so called western democracies. Who are currently experiencing their historical political peak!? And or maybe we already experienced last year 2022?!


Symbol     since entry target stop
long CBOT_MINI:YM1!    2023/05/19
long EUREX:FDAX1!   2023/05/19
long BSE:SENSEX     2023/05/19

So that in addition to our already open 4XSetIps trading capabilities, I first formulated 3 new old 4XSetUps for the blue chip stock markets in the USA, Germany and/or India. To make money from a recovery on the stock markets worldwide – if the expected scenario for this summer 2023 is likely to materialize. Namely a soft landing organized thanks to the FED. Just asymmetrical opposite scenario of the years 2007 and /r also 2008. Symbol     since entry target stop
long NASDAQ:TSLA     2023/05/19
long XETR:ADS     2023/05/19

In order to get a little more dynamic in our 4 SetUps trading capabilities, I again wrote 2 long 4XSetUps for the TESLA share and ADIDAS share. With the TESLA share, we are participating in a possible upturn in the technology sector. And with the ADIDAS share, we are still counting on the company’s recovery after the historic disaster involving Kanye West.

Symbol     since entry target stop
long CME:BTC1!     2023/05/19

And since many of my readers are huge BITCOIN euphorics, I’m also renewing our old long 4XSetUp trading capability.

Symbol     since entry target stop
long MIL:1MC    2023/05/19
long NASDAQ:AMZN  2023/05/19
long NASDAQ:PYPL     2023/05/19

In addition, I would like to add 3 more shares. This is because of the assumption, but also the expectation that US inflation should recover and the US unemployment rate should rise, but basically lingers around historic lows, because the FED with your timing, what the speed and or but also As far as the level of the US interest rate is concerned, this time it doesn’t make the same mistake as in 2007. So that we will hopefully be spared a disaster like that of Lehman Brothers Bank in 2008. So that we are formulating 3 new 4XSetUps on the French luxury supplier stock LVMH, on the US online retailer AMAZON. And/Or also PAYPAL; which offers a worldwide widespread payment system.So now,
based on the last closing prices on Friday May 19th 2023,
we now have the following 4XSetUp trading capabilities ioen, during this summer 2023:

                         Size Of Our 4XSetUps
In Relation To Our Portfolio Value Symbol     since entry target stop

                     90% of our portfolio value TVC:US01   2023/03/03 4.79%
  max 0.50% of our portfolio value short TVC:UKOIL   2023/04/20 80.75 60.30 89.05
  max 0.50% of our portfolio value long TVC:DXY     2023/05/11 102.75 108.09 100

  max 0.50% of our portfolio value long CBOT_MINI:YM1!    2023/05/19
  max 0.50% of our portfolio value long EUREX:FDAX1!   2023/05/19
  max 0.50% of our portfolio value long BSE:SENSEX     2023/05/19

  max 0.50% of our portfolio value long NASDAQ:TSLA     2023/05/19
  max 0.50% of our portfolio value long XETR:ADS     2023/05/19

  max 0.50% of our portfolio value long CME:BTC1!     2023/05/19

  max 0.50% of our portfolio value long MIL:1MC    2023/05/19
  max 0.50% of our portfolio value long NASDAQ:AMZN  2023/05/19
  max 0.50% of our portfolio value long NASDAQ:PYPL     2023/05/19

All in all, it is important to keep the big picture – and that expecially in the context to our 4XSetUps trading capabilities about our depot management!
By that I mean to always understand all individual 4XSetUps in connection with the other individual 4XSetUps in the overall context. Because the biggest piece ofour cake, if you will, our CFD portfolio, consists of 90% of a fixed-income security. I think that we investors and/or traders – above all if you also pursue another main professional activity every day – this historic opportunity of up to 5% interest for the next 12 months, in any case, in any case, should use for us. In order to advertise myself – both for my modest person as an IB (Introducing Broker) agent and for my books and this online newspaper – I have decided to use 90% of our total portfolio value. So that we can only open all of our other 4XSetUp Trading Capabilities with a maximum position size of 0.5%. So that we will navigate our money, our capital, with the help of CFDs, this summer 2023 with a basic defensive orientation.

I’m Currently In Negotiations With A Financier Who Might Possibly Will Finance
Our Daily DEVISE 2 DAY Affiliate Financial Market Online Newspaper All By Himself !?
That`s Why I Don’t Want And/Or Can’t Take Time To Write Useful Daily Columns In The Next Weeks …

The last DEVISE 2 DAY Affiliate Financial Market Online Newspaper Edition, in the current format and/or design, will therefore appear on Thursday, May 11, 2023 for the time being. And then back again, regardless of my current negotiations, then at the latest from Sunday, September 03, 2021, again for all interested financial market participants. Whether in the same format and/or also affiliate partners or even a new individual financier !? I don`t know yet ?! We will – one way or another – experience this together from September 2023. So a big THANK YOU to all loyal readers – and until Sunday, September 3rd, 2023 at the latest. If you have any further questions, contact me at Devise2Day@gmail.com …DEVISE 2 DAY 48h
– Where I Was Wrong, Where I Was Right

A possible impending default by the USA is currently driving financial market prices around; if i`m not wrong!?
However, it almost seems like everything negative has been said so that we may be should buy again. And that’s why I also decided to formulate some new old 4XSetUps trading capabilities. Even the billionaire Ray Dalio does not assume that the legislator will allow the USA to default. Like me. Nevertheless, for better and/or for worse, the USA will not be able to find a viable long-term solution to the debt situation, which will ultimately lead to another political and/or fiscal crisis. Despite this, and also precisely because of this, I dare to formulate new old 4XSetUps today. Because I think that we, on US WallStreet, have the worst behind us, at least as far as US stocks are concerned: Russia’s war of aggression against Ukraine,
behind us, at least as far as US stocks are concerned: rising inflation,
behind us, at least as far as US stocks are concerned: rising commodity prices,
behind us, at least as far as US stocks are concerned: low production,
behind us, at least as far as US stocks are concerned: rand/or weak retail sales numbers,
behind us, at least as far as US stocks are concerned: in our so-called West.

In a post on LinkedIn, the Bridgewater Associates founder Ray Dalio predicted that the negotiations will result in commitments to reduce the deficit in the coming years, but will not actually materialize when the time comes. “Increasing the debt limit, as Congress and Presidents have repeatedly done and will most likely do this time, means there will be no meaningful limit on debt,” Dalio wrote. “This will ultimately lead to a catastrophic financial collapse.”President Joe Biden and House Speaker Kevin McCarthy recently expressed their hope of reaching an agreement on the debt limit that prevents a default. But Dalio sees a bigger problem. “Spending more than you take in and financing it with debt, as the US has been doing for years, is not sustainable and it’s not the decision he would make if it were up to him. In the long run,” Dalio said , this decision will make it impossible to pay investors a high enough interest rate for them to hold debt while keeping interest rates low enough for borrowers to service their debt.

“When debt assets and liabilities reach the point where the amount of debt being sold is greater than the amount of debt buyers are willing to buy, central banks are faced with a choice: either let interest rates rise to balance supply and demand , which is crushing for the debtors and the economy, or they have to print money and buy the debt, which is inflationary and encourages debt holders to sell the debt, making this debt imbalance even worse.” Aptly to the point. Therefore from my side: “buy when the cannons thunder!” Because there is hardly anything worse! It is and remains, as I have been writing since my first issue, the green revanchist green Cain Inflation of Joe Biden and/or his US Democrats; compared to his predecessor Donald Trump. But don`t understand me wrong about this political crises in the USA; it`s politics (at it`s best/worst). I also criticized Trump for his reaction after his defeat in 2020 and/or much more on everything else later. If he would step back for two years – and took his lost like a man (like his win 2016) – we would have this political theather in the USA. „That`s right!“, write me one reader, in the last days. „But it would be an another political theather (if he would have been quiet until midterm elections 2 years after his lost)!“ That`s it. However, so let’s face it – (not) friends of the US (my readers worldwide) – Trump’s policies were the right ones for the US. While Biden, like Cain from the old testament, thwarts the policies of his predecessor – so that since his defeat he has reacted the way he reacted.

But back to us interested financial market price action follower. What to do now?
The panic appears to be cultivating following the fall of Silicon Valley Bank, on US Wall Street!
While one of the largest mergers in the history of banking is currently being organized in Switzerland. So that I heed the quote of my literary ego George Soros to explain why I have just formulated the 4XSetUps trading capabilities as I have formulated them: “We try to catch new trends early and in later stages we try to catch trend reversals. Therefore, we tend to stabilize rather than destabilize the market. We are not doing this as a public service. It is our style of making money.” If I understand George Soros right, he trades with the trend until the end when it starts to bend. Trend trading over many months is what many hedge funds do. And this is completely different to how retail traders trade. How the most provate traders and/or investors are acting! And that`s why I`m truly believing that`s my, that`s our DEIVE 2 DAY Affiliate Financial Market Online Newspaper is usefully special for anyone who has a daily main job. And still os trying to make money on the financial markets witg CFD`s. So that we learn, also thanks every D2D Edition, to follow true market trends price actions.