Cycle Investment Strategy
@cycle_strategy
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Long-term cycle, value, technical analysis; trading & investing || Become a sub: https://t.co/nS75O2uvHb
Hamburg, Germany
Joined March 2021
Subs, check your inbox or the link below! Have a great start to the week!
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Biggg day for $VAL — the stock is up around 27% today after news that $RIG will acquire #Valaris in an all-stock deal. Unexpected, to be honest, but it answers the question from our last post about a potential breakout above the 200MA 😉 It also shows that the #offshore sector is
Another attempt by $VAL to break through the 200MA — let’s see if we can close the week above it. No rush though; pullbacks can still offer good entry opportunities if you’ve missed it so far. There’s still a long road ahead to the upside #oil #offshore
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$RIG x $VAL - in all stock deal! We didn´t expect that one; two #offshore names we've been holding and covering since the lows in April 2025. They delivered some amazing returns and this deal gives #Transocean pretty much a monopoly in the sector! #oil
Big news in Offshore as $RIG is acquiring $VAL in an all stock deal.
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$XLE had a massive week, and capital is increasingly rotating into this area. The fact that the sector continued to rise together with the overall market on Friday and went out of trading at daily and weekly highs is an extremely bullish sign! #oil #gas #crude #offshore
In contrast to #oil, the underlying equities have already delivered a confirming follow-through on the weekly chart after the breakout week, supported by solid buying volume. Even if a backtest occurs, the overall direction is clear $XLE #crude
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New report out for the subs! Have a great start to the week! Link below
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What are we seeing here? #LatAm is clearly in melt-up mode, with January in particular being absolutely insane. We’re already seeing strong outperformance of $ILF versus $SPY — just the beginning of a multi-year trend unfolding.
Investors are piling into emerging markets at a record pace: Emerging Markets ETFs attracted +$20.6 billion in inflows last month, the biggest monthly intake on record. This marks the 12th consecutive monthly inflow. This also nearly TRIPLES the prior two months and DOUBLES
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Seems like they missed the macro regime for the ipo and are panicking..
BREAKING: SpaceX advisers have reached out to major index providers, including Nasdaq, to discuss how SpaceX can join key indexes “sooner than normal,” per WSJ. SpaceX might be joining the S&P 500 very soon.
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God will literally sit you down and break you to humble you, then will isolate you to build you. Then God will give you back everything far beyond what you lost to prove to you God is real and that everything is for a reason. Keep your trust in God.
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Luckily $MSTR has at least a softwa.. never mind
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What we are seeing this week in the US tech stocks and energy is the consequence of the macro regime we have entered.
Subs, check your inbox or the link below! Have a great start to the week!
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U.S. could issue general license for oil companies to produce in Venezuela this week, source says
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Yuan on the move
Chinese Yuan hits strongest level against the U.S. Dollar since May 2023 🇨🇳📈
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Extreme Single Stock Volatility On a 1-week basis, the average stock in the SPX was 7x more volatile than the index. Very rare.
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Its happening. Flows will invert, brace yourself for a China equity supercycle
Xi Jinping has called for the renminbi to become a global reserve currency, in some of his clearest comments on his ambitions for China’s currency as Beijing seeks to play a greater role in the international monetary system: https://t.co/qvIgOzMkmi
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One of the reasons we implement a momentum strategy also for the subs!
Stanley Druckenmiller explains how to buy momentum stocks based on price action and study their fundamentals later.
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