Holger Zschäpitz
Financial Journalist, Die Welt
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Short
Mar 11
$40.69
-5.1%
A significant GDP forecast downgrade from a major bank, citing multiple headwinds (war, weather, weak retail), points to a deteriorating economic outlook for Germany.
A significant GDP forecast downgrade from a major bank, citing multiple headwinds (war, weather, weak retail), points to a deteriorating economic outlook for Germany.
Macro
Long
Apr 22
$54.02
-6.3%
Buy BASF and Wacker Chemie as the Iran conflict disrupts naphtha supply to Asian competitors, restoring pricing power and margins for German chemical producers in the near term.
Buy BASF and Wacker Chemie as the Iran conflict disrupts naphtha supply to Asian competitors, restoring pricing power and margins for German chemical producers in the near term.
Other
Long
Mar 01
$81.95
+72.2%
The author expects oil prices to rise due to escalating geopolitical conflict in the Middle East, which could disrupt supply.
The author expects oil prices to rise due to escalating geopolitical conflict in the Middle East, which could disrupt supply.
Energy
Long
Feb 23
$43.90
-2.6%
The author synthesizes multiple improving data points (Ifo, Bundesbank Activity Index, PMI) to build a forward-looking case for a German economic recovery, expecting ~0.3% GDP growth.
The author synthesizes multiple improving data points (Ifo, Bundesbank Activity Index, PMI) to build a forward-looking case for a German economic recovery, expecting ~0.3% GDP growth.
Macro
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