https://xitter.cf/t.co/wxT8OaOIF6 / Rendement met technische analyse. Al 25 jaar toonaangevend in de beleggingswereld.

Amsterdam, Beursplein 5
Joined March 2024
Bitcoin, ether en BNB: komt de volgende herstelgolf eraan? De cryptomarkt beweegt de laatste weken zijwaarts, maar onder de oppervlakte verbetert het technische beeld. Bitcoin, ether en Binance Coin testen belangrijke steunzones. tostrams.nl/Artikel/882680/B…
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Tostrams.nl | IEX retweeted
The dot com bubble didn’t end in an across the board bust … it ended with rotation Wrote about this here 👇 xitter.cf/sonusvarghese/status/2…
An often overlooked aspect of the Dot Com Crash is that stocks not tied to the Internet and mobile buildout did quite well for a long stretch. From the end of 1999 to the end of 2001, the S&P 500 Equal Weight index not only didn’t fall, it was up 5%. $SPY $RSP
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US midterms. 10 days away. I went back 76 years and ran the $SPX numbers myself. 19 out of 19. Every single post-midterm period GREEN. Smallest gain: +2.23%. Largest gain: +29.51%. Not one negative return since 1950. History doesn't guarantee the next move, but you can't ignore 19 consecutive winners. 2026 is up next. $SPY $QQQ @Optuma
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Last 2-week's retreat in $COMPQ has been on schedule and now almost perfectly on track with Cycle Composite 2026 analogue. From here and post-Election, the Cycle Composite points to a sharp rally ahead. I'm not prepared to deny the Cycle Composite, but not used in isolation. $QQQ $NDX $MSFT $AAPL $NVDA $MU $SPCX $TSLA $GOOGL $SPX $SPY $BTC
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Seriously? Seriously bruh 😎 At just 16.4X P/E, Semiconductors are now trading at a valuation beneath... far beneath the S&P 500. This often proves a bottoming for both, like 2025 and early 2026. $SMH $SPX $SPY $SOXX $NVDA $AMD $MU $AVGO $QQQ $NDX $INTC $MRVL (chart via Koyfin)
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Something has to give, as October 28th is historically the best day of the year. This day falls on this Wednesday and that is also a Fed meeting. Under Kevin Warsh we've seen the S&P 500 fall 1.21% in June, 1.52% in July, and 0.45% in September. Which history will repeat?
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This is the CRAZIEST Market Statistic of all time Dont skip this. It’s the most IMPORTANT thing you’ll Read. All have a 100% WIN RATE First: FED HIKING CYCLES. Since 1983, the S&P 500 $SPY has risen during every completed multi-meeting hiking cycle. 7/7. Average gain: ~10%. Then MIDTERMS. Since 1950, the S&P 500 has been higher 12 months after every midterm. 19/19. Average gain: ~15%. And this one might be even crazier: Since 1942, EVERY November-through-June period following a midterm has been positive. 21/21. Average gain: +16.6%. Then add one more: 12 months after the final Fed hike? 7/8 positive. Average gain: ~20%. The only miss: May 2000 during the dot-com collapse. So 2026 has: 7/7 during Fed hiking cycles. 19/19 after midterms. 21/21 from November through June after midterms. Three completely different historical setups. Three near-perfect streaks. All lining up in the same year. History guarantees nothing. But this is VERY hard to ignore.
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Tech's P/E is now the cheapest since the bear-market lows of 2022 @dualityresearch $XLK $QQQ
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Continued historic flows into cash. Yes, you can finally get something for cash, but this feels extreme. Past surges have been opportunities. Is this time different? Nice one from @MacroCharts in his must read report today.
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Stijging gasprijs nog niet ten einde. Nu de Dutch TTF Gasfuture de technische horde €68/MWh heeft gepasseerd, is de weg vrijgemaakt naar hogere niveaus. De gasprijs stijgt nog wel even door. tostrams.nl/Artikel/870795/S…
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Wall Street en de Midterms: It´s the economy! Met de midterms in zicht richten we onze technische blik onder meer op aandelen, obligaties en olie. Na bijna twee jaar Trump valt op dat diverse markten zich tegendraads hebben ontwikkeld. tostrams.nl/Artikel/881830/W…
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Column: Chipsector hapert, maar het langetermijnbeeld blijft sterk. De chipsector heeft de afgelopen vijftien jaar een indrukwekkende beursrally laten zien. Na een recente correctie is het de vraag of de stijgende trend alweer kan worden hervat. tostrams.nl/Artikel/882150/C…
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One of the big stories from October (so far) is how breadth has gotten significantly better. S&P 500 A/D line has been soaring the past few weeks, but it is now nearing a big level. Should it eventually get above this line (I think it will), new highs on the S&P 500 won't be far behind.
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Franse beurs onder druk door maatschappelijke onrust?De gewelddadige protesten in Frankrijk leggen de maatschappelijke onvrede bloot en zetten de regering onder druk. Maar wat betekent de onrust voor de Franse beurs? tostrams.nl/Artikel/882087/F…
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Historically, you tend to see late October major lows in midterm years. Fear is spiking in major ways. Huge jumps in put volume on Friday. $SPY 3rd highest put volume ever and $QQQ 2nd most ever.
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Tijd om te proosten? Deze brouwers tonen herstel. Zowel Heineken als AB InBev laat technisch herstel zien, maar waar de ene brouwer nog op een uitbraak wacht, heeft de andere die belangrijke stap al gezet. tostrams.nl/Artikel/881809/T…
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Just about to hit the gas pedal ⛽️ 🏎️ 💥Q4 typically marks the low part of Midterm cycle, delivering the best returns through Q2 of Pre-election Year, averaging +17% returns and a 100% 💯 hit rate. $SPX $ES_F $SPY $QQQ $DIA $NDX $IWM $RUT $TLT $VIX
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Besi zoekt steun 18-jarig stijgend trendkanaal op. In de recente dramatische koersval is Besi de onderkant van het 18-jarige stijgende trendkanaal genaderd. Technisch bezien komt het vangnet dichterbij. tostrams.nl/Artikel/881717/B…
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Eindejaarsrally komt dit jaar moeizaam uit de startblokken. Aandelen gaan de historisch beste periode van het jaar in. Maar niet alle beurzen staan er technisch sterk bij. Daarom is de eindejaarsrally mogelijk selectief. tostrams.nl/Artikel/880414/E…
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Goud en zilver verliezen hun glans: waar ligt de bodem? De correctie bij goud en zilver heeft verder doorgezet en de eerste belangrijke steunniveaus zijn gebroken. Beide edelmetalen naderen nu cruciale koersniveaus. tostrams.nl/Artikel/881442/G…
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