Сигналы
4
Christian Nolting
Global CIO, Deutsche Bank Private Bank
Винрейт
75.0%
доходность
+8.5%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
08 июл
$41.93
+20.7%
Oil prices should carry a geopolitical risk premium because the US-Iran conflict and Strait of Hormuz disruptions remain unresolved, making crude too low near $70. He expects Brent to reach $80-$82 by year-end and sees the upward move as unsurprising given fragile negotiations.
Сырьё
Лонг
08 июл
$377.49
+11.9%
Gold's long-term trend is intact, supported by central bank buying and fiscal spending. The recent setback below $4,000 is a buying opportunity; gold has already traded above $5,000 and the pullback is healthy. Remains bullish and would buy at current levels.
Сырьё
Лонг
08 июл
$581.45
-2.4%
Despite taking some gains, the AI trend remains intact. The focus is on hardware and the AI supply chain, which still offer strong earnings growth. Would add exposure on any setbacks, as AI is still in an early stage and earnings are robust.
Тематические ETF
Лонг
08 июл
$56.05
+3.9%
Market rotation out of a narrow AI rally into cyclicals and financials is healthy. European financials have been strong, and the portfolio is taking gains on tech and moving into financials to capture broader market breadth.
Тематические ETF
Показано 4 из 4 коллов · сортировка по упоминаниям
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У Christian Nolting на Buzzberg отслеживается 4 торговых идей по 4 тикерам с июля 2026. Чаще всего покрывает: XLF, SMH, GOLD.
