UK

I do not know much about Perplexity, but am a bit shocked, in a good way, how good and useful Gemini now is. Maybe it fits into what I am looking for, but wow, no delays, very coprehensive and useful answers, basically solving problems for which I just recently was literally paying money (and still was not able to get satisfactory answers:))

Perhaps there is still this situation that the AI themed music is still playing and it could get even louder for some time? Difficult to time this?

So if average volume is 50K+ shares and price not affecting volume max 30 per cent, does this mean at least 30 trading days of buying, in order to not increase the price and to get to the 500K shares?

Also: https://www.bloomberg.com/graphics/2025-baltics-border/?srnd=homepage-europe

Nice! Thank you!

This was my idea as well, but I feel a little disappointed with this "nothing pop"...perhaps I will have to wait those few month or so to get to the numbers MMM20 is talking about, I would like them much better:))

It does, same isin, only in EUR, as lots of other non German stocks, but usually smaller caps are very low volume, but if you make a bid, ussually market makers will get you the shares. Something like this: https://fintechnomad.medium.com/are-german-listed-vs-us-listed-stocks-the-same-1b79f8c6101a If you are eur based and do not use something like IBKR, you can save on currency conversion this way, but overpay somewhat on price.

Yep! I do not understand how this works in Frankfurt (or even if it is automated or not), but perhaps also there is not zero chance of situation changing, after these Germans finally finish drinking their coffee or when Canada trading opens:)? So I am thinking, perhaps this could be a nice additional trade into this index addition OR even longer one, into 4q results (because hurricane season is over and q4 should be good for other reasons), or until FFH themselves tells us when it is over, by closing TRS (some 20-30 per cent later?). Now, I am not sure how to size this extra bet, but half seriously, they trade in Frankfurt as FFX, so maybe I can open it as a second position to FFH, with a fresh new allocation limit:)))

This is exactly where my attention also is:))

Well, this is exciting news for sure! Fortunately I was already back to my max FFH position limit when it was trading near 2200 CAD awhile ago...but, the question is, what would you do, if you have an opportunity to buy even more FFH near Friday close price?

https://www.bloomberg.com/news/articles/2025-12-06/in-spain-and-italy-banks-drive-a-long-awaited-stocks-recovery?srnd=homepage-europe “Banks have outperformed the Nasdaq by a factor of two in the last three years. You would’ve done much better owning the SX7E than the hyperscaler AI,” Giles Rothbarth, portfolio manager and co-head of the European equity team at BlackRock, referring to the Euro Stoxx Banks Price Index.

https://www.wsj.com/opinion/thank-climate-change-for-our-hurricane-free-season-2dee015a?mod=hp_opin_pos_6

Well...at least airport in your country is still mostly open:))

Oh, I can relate to that:)

Netflix?

I am afraid all this plan from the beginning was an is just Russian activity which gas nothing to do with ending the whole thing. By it they just 1. deferred any stronger sanctions or possible military assistance e.g. tomahawks coming (so far this has worked) 2. Ukraine has some internal political turbulence, so this further divides the county and anyway by accepting some "unexpectable" terms, this could lead to a internal disorder (as Medvedev states, Zelenksy would have to flee the country, if he accepts such things and then we will take them) and this could make they job easier, and 3. if Ukraine will not accept this (as likely will be), there is a chance of turning US away from further supporting Ukraine. So yes, basically this is a very good and somewhat already working plan from their point point of view...meanwhile it seems Russia is drafting even more man and even starting to accumulate long rage missiles for a while now being able to produce more then they used to immediately fire on Ukraine, so their position is only getting stronger.

Yes, this was what I meant, sorry, lost in translation:)

Inflation? So just dont hold too much of monetary assets for long term?

SNP top ~6150*0,65=~4000. SNP F EPS ~250*16x=4000. Not out of this world to expect?

From Magnificent Seven to Magnificent Bear:))

Also:

Merry Christmas!

I do not think I really have any great insights, since lately I do not follow UMG so closely. I bought it in second half of 2022 as one (actually it was the first) of 'long duration' plays, which all went down a lot at the time, but then sold it quite quickly, at the start of 2023, without any big reason, just to reduce leverage I used in 2022 and in favor of keeping more of other ideas from same period (mainly META, GOOGL, AMZN), because it just seemed to me least attractive at the time. It does not seem to me something wrong happened with the business since, but it did not also over performed the expectations much. And since valuation in 2022 was still quite high, even after some 30+ drop, share price did not produced wonders either. Looking back it is obvious I was wrong on UMG vs SPOT though:). Interestingly, I did not invest in either in the end, but I almost did similar mistake with Nike and Adidas (thought Nike was better pick at the time). Or planed to buy only GOOGL from GOOGL vs META peer at first, but later also bought META, not without some help from Sanjeev:). As for the UMG and SPOT future, what do I really know:), but I still would not be comfortable owning SPOT, so if I had to, I would again choose UMG, but I do not own any currently.

https://www.economist.com/finance-and-economics/2024/12/22/just-how-frothy-is-americas-stockmarket

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