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@PolarizerTrader
"I apologize for a typing error in one of my yd's tweets about #Puma. Nevertheless I stick to my idea that with patience and a XX mths horizon yd's ratio of 8:1 between $ads #Adidas and $pum will go towards X or even X. In Aug '23 it stood X with $ads @182 and $pum @65. $mdax"
@PolarizerTrader on X 2025-07-25 10:59:42 UTC XXX followers, XXX engagements
"Lower #crude #oil in WTI Aug-25 @$65b after hitting $XX during the #US 'attack' on 'Iran' combined with a $eur #currency @1.172 vs. $usd - that will make #energy cheaper in the #EU. So money can be spent on new #sneakers of #Puma $pum with the #stock in turnaround @23 $mdax" @PolarizerTrader on X 2025-06-27 17:21:04 UTC XXX followers, 1707 engagements
"Today: Buy the rumor sell the fact in #stockmarkets. You saw that in #Nikkei225 where #investors realized that they do not have a XX% tariffs advantage over #Europe due to equal rates. Especially in #US #stocks with $spx #Futures @6450 the #stagflation will set in. $dax $mdax" @PolarizerTrader on X 2025-07-28 08:48:18 UTC XXX followers, XX engagements
"In #Puma a near brain-dead designer =perspective of relevant juvenile fans of individual style a new #mgmt input will most likely lead to prices around 28+ in $pum from current XXXX The #Adidas $ads rival just needs new input which seems to be starting. $mdax $dax $eur" @PolarizerTrader on X 2025-06-30 19:03:47 UTC XXX followers, XXX engagements
"Nice #chart and meaningless because a few more days would even be counted if for another XX days the market stood flat. Think Point of the analysis should be: $spx and $ndx are in grossly overoptimistic mood as also shown in a seldom low $vix @15 $dax #dax40 $mdax #dax30 $stoxx" @PolarizerTrader on X 2025-07-24 12:02:05 UTC XXX followers, XXX engagements
"Just X day later #Swatch group $uhr is @150.5 $chf. From my perspective it might hit the CHF XXX first target this afternoon. A lower $usd puts via $cny #Yuan peg more money into #Chinese #customers hands. $uhr that great #Swiss #luxury watchmaker is on the way chf200 $smi" @PolarizerTrader on X 2025-07-23 11:42:40 UTC XXX followers, XXX engagements
"Some #Brands in #luxury that #Swatch group $uhr @157.5 $chf in #Swiss owns: #Breguet #Blancplain #Glashuette-Original #Longines #Rado #Tissot #Balmain #Hamilton #calvinklein-#watches. And without #Omega even the once #male #JamesBond would be naked. I miss my Omega @ age six" @PolarizerTrader on X 2025-07-24 11:45:51 UTC XXX followers, XXX engagements
"With yesterdays business report also in #LVMH $mc @493 +5% bad news is out. #Luxury #stocks are often grossly undervalued. #LVMH reported very low to medium single digit negativ revenues BUT reported a net PROFIT of XXX billion for first half of year. #MoetHennessy" @PolarizerTrader on X 2025-07-25 08:44:20 UTC XXX followers, XXX engagements
"@VladTheInflator Go for #swatch #stocks @158 $chf in a turnaround and sum-of-the-parts story instead and perhaps buy that #luxury #watch later. $smi" @PolarizerTrader on X 2025-07-24 13:28:05 UTC XXX followers, XX engagements
"@Barchart Since there exists a $usd peg of the #Chinese #currency #Yuan obviously a much lower #Dollar automatically increases the competitiveness of #China in global #markets. Nevertheless a much bigger reshaping away from China-Russia axis to others is underway. $rmb $cny $cnh $fxi $jpy" @PolarizerTrader on X 2025-07-23 11:25:38 UTC XXX followers, XX engagements
"A short in $sap @248 vs. long $novo.b @448 $dkr $nvo @$69.5 might work fine now because any kind of #healthcare #stocks worldwide is grossly under-rated now due to partly voodoo partly cost-saving health-ideas coming from the #US #admin #govt. $spx $dax $stoxx #stoxx600" @PolarizerTrader on X 2025-07-23 15:04:46 UTC XXX followers, XXX engagements
"@MarioGabelli Now please show the real values in $eur $jpy $cad $chf $sek $krw and you will discover that over a XX month time span foreign #investors in #US #stocks that make a larger part of trading in $spx $ndx $dji $rtx now are not that happy due to the sinking #Dollar #currency" @PolarizerTrader on X 2025-07-24 11:14:27 UTC XXX followers, XX engagements
"IWatch out for a break-out in #Swatch group $uhr from @143.3 $chf towards the CHF XXX area. In June 2018 the #stocks traded @ CHF XXX and its ATH was CHF XXX in Nov 2013. #Swatch owns many #luxury brands not #plastic #watches. Sum of the parts is high #value. #Swiss $smi" @PolarizerTrader on X 2025-07-22 09:55:15 UTC XXX followers, XXX engagements
"Any #turnaround story is volatile. Same with #Puma $pum after a weak outlook @20.4 well above the lows of XXXX from April. The new $pum CEO from July X coming from #Adidas seems to have cleaned the books now. Bad news = chance for cheap new CEO #stock #options. $mdax $dax" @PolarizerTrader on X 2025-07-25 08:13:02 UTC XXX followers, XXX engagements
"Why should a #stock that traded @800 just XX months ago deserve to lose -XX% while it is making billions of #Euro in profit Who will care if heshe pays for a bottle of #champagne or #cognac a few $usd or for an expensive real hand-bag Optimism pls #Stoxx $stoxx #France" @PolarizerTrader on X 2025-07-25 08:53:41 UTC XXX followers, XX engagements
"#Kering #luxury good maker of #brands like #Gucci with its #stocks @220.5 +8 is behaving nice in the bottom-building process. It is a cheap and much underrated stock. As soon as #Asian consumers like #Japanese will regain their confidence the $ker #stocks will fly. $stoxx" @PolarizerTrader on X 2025-07-25 08:34:51 UTC XXX followers, XXX engagements
"When #Adidas back in autumn 2022 had their Kanye West problem $ads traded XX Old CEO was fired. New CEO in Jan. 2023 presented a very weak outlook and a write-off in inventories of 500m. E.g. the way to go for new CEOs to get cheap #stock #options. #Puma again $pum $dax" @PolarizerTrader on X 2025-07-25 08:02:20 UTC XXX followers, XXX engagements