Scorpi18 | Market Insights @scorpi18 Channel on Telegram

Scorpi18 | Market Insights

@scorpi18


Insights and analysis of the global financial market by investment advisor Sergio Shalamov.

Note: This is not an investment advice.

Chat for investors: https://t.me/+lLbjdcohKhc5MDBi

Contact: @invoyager

Buy ads: https://telega.io/c/scorpi18

Scorpi18 | Market Insights (English)

Are you interested in gaining valuable insights and analysis of the global financial market? Look no further than Scorpi18! This Telegram channel, managed by investment advisor Sergio Shalamov, provides you with a wealth of information to help you navigate the complex world of finance.

Scorpi18 offers in-depth analysis, trends, and predictions to keep you informed about the latest developments in the financial market. From stock market updates to tips on investment strategies, this channel covers it all. However, it's essential to note that the content shared on Scorpi18 is for informational purposes only and should not be considered as investment advice.

If you're an investor looking to engage in meaningful conversations with like-minded individuals, Scorpi18 also hosts a chat group where you can discuss market trends, share insights, and connect with fellow investors. Join the conversation by clicking on this link: [https://t.me/+lLbjdcohKhc5MDBi](https://t.me/+lLbjdcohKhc5MDBi)

For any inquiries or to learn more about Scorpi18, you can contact Sergio Shalamov directly by reaching out to @invoyager on Telegram. Additionally, if you're interested in advertising opportunities on the channel, you can explore the options available by visiting [https://telega.io/c/scorpi18](https://telega.io/c/scorpi18).

Stay ahead of the game and make informed decisions in the financial market with Scorpi18. Join us today and take your investment journey to the next level!

Scorpi18 | Market Insights

18 Nov, 15:57


๐Ÿ“Š Scorpi18 portfolio performance (08 Nov. 2024):

- WEEK: -1%
- MONTH: -1%
- YEAR: +28%
- SINCE 2014: +618%

Scorpi18 | Market Insights

15 Nov, 11:31


โš ๏ธ๐Ÿ‡บ๐Ÿ‡ธ#inflation #us #history #monetarypolicy #warning #analogy
Nordea: dynamics of US consumer inflation: Today vs. the 1970s.

Many experts now expect Trump's policies, including tax cuts, to be more inflationary, potentially complicating the Federal Reserve's efforts to lower interest rates.
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Fed's greatest fear is a resurgence of inflation, reminiscent of the 1970s (chart)

Scorpi18 | Market Insights

14 Nov, 10:36


๐Ÿ’ฅ๐Ÿ‡บ๐Ÿ‡ธ#buyback #stocks #us
US corporate buybacks have reached record levels this year.
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Since 2011, buyback programmes have been the main catalyst for S&P 500 growth (chart)

Scorpi18 | Market Insights

12 Nov, 10:29


Channel photo updated

Scorpi18 | Market Insights

05 Nov, 17:51


๐Ÿ‡บ๐Ÿ‡ธ#stocks #us #election
TS Lombard: historically, the S&P 500 has performed better in the 12 months following a US presidential election under Democratic presidents than under Republican presidents.
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over the past 70 years, $1000 invested in the US stock market during Republican presidencies would yield $27,400 today, while it would yield $61,800 during Democratic presidencies. However, those who stayed invested regardless of political affiliation would see $1,680,000 today (chart)

Scorpi18 | Market Insights

31 Oct, 10:05


๐Ÿ‡บ๐Ÿ‡ธ#stocks #tech #us #seasonality
seasonality in US tech stocks

Scorpi18 | Market Insights

31 Oct, 09:56


โœด๏ธ#BTC #mining #costprice
the average cost of mining bitcoin among the largest publicly traded mining companies has fallen to $49,500 โ€” CoinShares
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#opinion Bitcoin is often regarded as the new gold. If this assertion holds true, its price-to-mining-cost ratio should be similar to that of gold, which is approximately 1.5 (chart)

Scorpi18 | Market Insights

31 Oct, 09:14


โš ๏ธ๐Ÿ‡บ๐Ÿ‡ธ#stocks #us #concentration #bubble #warning #macro #history
Goldman: the concentration of the largest stocks in the S&P 500 has reached levels comparable to US stock market bubble of the Great Depression in the United States.

Scorpi18 | Market Insights

30 Oct, 18:45


โš ๏ธ๐Ÿ‡บ๐Ÿ‡ธ#stocks #us #bubble
Top Down: euphoria in the US stock market is at an all-time high

Scorpi18 | Market Insights

29 Oct, 17:32


โš ๏ธ๐Ÿ‡บ๐Ÿ‡ธ#stocks #us #bubble #macro
S&P 500 statistically expensive on 19 of 20 metrics โ€” BofA

Scorpi18 | Market Insights

29 Oct, 17:15


๐Ÿ‡บ๐Ÿ‡ธ#realestate #office #us
Goldman: the cost of office real estate in US central business districts (CBDs) has plummeted to levels last seen during the 2008 mortgage crisis. Meanwhile, office real estate prices in suburban areas appear to have stabilised and are likely to have bottomed out.

WSJ: investors are showing renewed interest in office properties

โ—๏ธ#ONL #EQC

Scorpi18 | Market Insights

29 Oct, 09:44


๐Ÿ‡บ๐Ÿ‡ธ#stocks #us #seasonality #election
Goldman: US stock market is entering its strongest seasonal period of the year.

Goldman: โ€˜FOMOโ€™ could help drive stocks higher after US election

@scorpi18

Scorpi18 | Market Insights

28 Oct, 16:27


๐ŸŒŽ#logistic #container #world
ัontainer shipping costs continue to decline.

historically, the Shanghai rates have served as a leading indicator.

โš ๏ธ#DAC

Scorpi18 | Market Insights

28 Oct, 09:48


โ›ฝ๏ธ๐Ÿ‡บ๐Ÿ‡ธ#gas #us
US gas production is falling for the first time since 2000, as a sharp drop in prices makes extraction less profitable. This shift is prompting producers to reduce the number of active drilling rigs or halt production altogether โ€” US Department of Energy.
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US gas prices could rise due to reduced production (chart)

Scorpi18 | Market Insights

28 Oct, 05:31


๐Ÿ›ข#oil
BBG: hedge funds and asset managers have cut their bullish bets on WTI oil to a 14-year low.

Scorpi18 | Market Insights

23 Oct, 16:42


โš ๏ธ๐Ÿ‡บ๐Ÿ‡ธ#USD #fx #election
HSBC: uncertainty over the outcome of the US presidential election would be negative for the USD.

#history the last US election with an uncertain outcome was in 2000 between Gore and George W. Bush, and the dollar fell significantly then.

Scorpi18 | Market Insights

22 Oct, 09:18


๐ŸŒŽ#liquidity #markets #cycles #macro
Crossborder Capital believes that the cycle of liquidity growth will continue to rise in the global system, which will undoubtedly have a positive impact on risk assets.

Scorpi18 | Market Insights

22 Oct, 08:58


๐ŸŒŽ#liquidity #world #stcoks #macro
global M2 money supply continues to expand = bullish for SP500 and Bitcoin
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correlation between SP500 and global M2 money supply (chart)

correlation between Bitcoin and global M2 money supply (chart)

Scorpi18 | Market Insights

21 Oct, 15:38


โ›ฝ๏ธ๐Ÿ‡บ๐Ÿ‡ธ#gas #us #forecast
RBC Capital expects US natural gas prices to rise to $5 and beyond, driven by increasing LNG exports, higher electricity demand, and a lack of growth in gas production โ€” report
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strong European demand for liquefied natural gas (LNG) will push up US natural gas prices (chart)

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