See you in the next round, where something is bound to happen...
In the meantime, the indices are soaring to new heights, and the Orange Man’s cronies have even managed to squeeze F / Ford.
$$$hame on this market.
Closure of Several Stock Exchanges on Thursday, May 14, 2026
Dear Investor,
Please note that the following stock exchanges will be closed on Thursday, May 14, 2026. This closure is due to Ascension Day:
SIX Swiss Exchange (SWX)
Nasdaq Helsinki AB
Oslo Børs
Nasdaq Stockholm AB (Early closure on Wednesday, May 15, 2026, at 1:00 p.m. CET)
Nasdaq Copenhagen AB (also closed on Friday, May 15, 2026)
Orders placed on these exchanges during the closure will be held and transmitted to the exchange as soon as it reopens, on the next trading day, which is Friday, May 15, 2026.
Orders placed on Nasdaq Copenhagen AB during the closure will be held and transmitted to the exchange as soon as it reopens, on the next trading day, which is Monday, May 18, 2026...
We sleep through 300 days a year… and sometimes we try to give investors a little false hope… this is our story at Polestar… and we’re going to tell it to you… LOL
Wall Street, we love you! Mr. Orange, we love you! His Majesty Xi Jinping, you are the only legitimate king on this Earth...
With those fine words... let the algorithms send this stock's price through the roof! LOL
Otherwise, at this stage, nothing else matters! I wish you all a lovely spring and a great start to the summer!
Enjoy life, be as happy and content with yourselves as you possibly can... and we’ll see each other again soon...
---
And what about Polestar? Ohhhh, they’ve ticked the legal boxes by publishing this thing...
Samsung x4 in under 18 months. Up another +15% today. INTC up +400% since Trump started buying. AMD up +20% in pre-market. Just another Tuesday.
The algos have figured it out: buy the top. Always buy the top. Never sell. Rinse. Repeat. It's a perpetual short squeeze on mega-caps priced at valuations so absurd they'd make a 1999 analyst blush. TSLA sitting at a P/E of 355 and the bids just keep coming. Nobody blinks.
Meanwhile, anything trading near its lows? Probably going to zero. No rotation, no bargain hunting, no "value discovery." Just a slow, quiet death while the momentum machines pile into whatever already went parabolic.
Fundamentals? Earnings? Cash flow? Quaint concepts. Museum pieces. The market has evolved past your little spreadsheets.
I'm not even angry anymore ... I'm impressed, honestly. It takes a special kind of collective madness to make this look orderly.
As for me, I'm drawing the curtain on this beautifully manipulated circus. I'm out ... like a gentleman.
Have a lovely summer ahead, everyone. You're going to need the rest. 🎩
"The market can remain irrational longer than you can remain solvent." ... Keynes, probably laughing somewhere.
The DAX just crossed 24,700 ... a 2-week high ... with autos leading the charge alongside banks. BMW beat earnings estimates today despite a 25% collapse in pre-tax profit. Read that again. Beat. Estimates. On a 25% profit decline. That's how low the bar has been set by months of Orange Man tariff theatre.
The trigger? Trump apparently hit pause on "Project Freedom" to resume Iran talks. One tweet, one suspension, one vague diplomatic signal ... and suddenly billions in market cap reappear. European automakers have been held hostage to a news cycle that has absolutely nothing to do with their fundamentals, their workforce, or their product roadmap.
These are companies employing hundreds of thousands of workers across Germany, France, Italy, and beyond. Supply chains built over decades. Precision engineering that doesn't get rebuilt in a quarter. And they've been yo-yoing 5% in either direction based on whatever mood the guy wakes up in.
Today is green. Great. Ask BMW's workforce in Munich how they felt about the last six weeks.
Trump ... for the record, everyone here sends you their warmest regards from the very bottom of their hearts.
And while we're at it: nice trade on $INTC. Up ~400% since your "investment." Must be great having access to… what was it… superior analytical skills.
And why is STANDARD CHARTERED BANK (London) in second place? Damn it, I've lost track! I don't even know who owns what anymore! Those ba$tards split the pie up behind the scenes!
Don't stre$$! We're used to seeing the Chinese here, as well as the Swedes, hatching schemes behind our backs! They're the undisputed champions!
https://whalewisdom.com/stock/ggpi
AMF is out ! https://fintel.io/so/us/psny/amf-pensionsforsakring-ab
158,000 shares "after a 1-for-30 stock split" = 4,740,000 shares.
So far, no new information has been posted on the official website. => https://investors.polestar.com/
The price action seems to suggest that some insiders know something... otherwise, why this unexpected rebound?
What an ENDLESS range !!!
Between now and Friday... the stock will most likely experience the kind of volatility we’re used to seeing... hmmmm...
While the share price has been a disaster, Polestar quietly published data today that matters long-term: 31% reduction in GHG emissions per car sold since 2020, while scaling to 60k+ annual sales across 28 markets.
"Europe's only pure-play EV company isn't hedging with hybrids." The Mission 0 House research consortium (ultra-low-emission steel with SSAB, bio-based materials, CO₂ conversion tech) is building toward a genuinely net-zero car by 2035 ... no offsets.
As carbon regulations tighten globally, Polestar's positioning becomes a structural asset ... IF THEY survive long enough to CASH in on it.
That's the bet.
German consumer confidence has just dropped to its weakest level in three years, and this collapse in sentiment is now very visible in the stock market.
You can feel it immediately when looking at German consumer‑exposed stocks:
This is what a confidence shock looks like when it finally translates into prices.
Rising energy costs, inflation fears, geopolitical tensions and fragile income expectations are squeezing German households. When consumers stop spending and increase precautionary savings, cyclical and discretionary stocks are the first to suffer ... exactly what we are seeing today.
=> So the big question is: are we close to a bottom?
But on the other hand:
=> Buying the dip now may be rewarding for long‑term investors ... but timing remains tricky.
Capitulation phases often feel cheap before they get cheaper.
That said, Germany still has world‑class exporters, strong balance sheets, and global brands. When confidence eventually stabilizes and policy/geopolitical pressure eases, these stocks could rebound sharply.
=> And who knows ... maybe a few famous German pharma blockbusters will be needed to lift national morale in the meantime 😉 LOL
Bayer and Merck, please save us with your miracle products.
... a quick breakdown of who's been buying and selling based on the most recent 13F/13D filings.
BUYERS
• Eric Li 🙃 (insider/major shareholder) added +116 million shares ; now holds ~80M shares on record. He's not leaving.
• Pictet Asset Management increased its position by +75%, averaging in at ~$23.69.
• SmartHarvest Portfolios and Farther Finance Advisors both opened brand new positions at ~$17.55 ; essentially the current market price.
• GAMMA Investing added ~55% to its position.
SELLERS
• HSBC fully exited (small position).
• IFP Advisors reduced by ~97% ; effectively out.
• Goldman Sachs trimmed a tiny -1.8% of its holdings. Nothing meaningful.
The net flow is clearly on the buy side. The sellers are small and mostly gone. The buyers ... especially Eric Li ... are adding at current prices or above. New institutional money is coming in at today's levels.
Not financial advice, bla bla bla 🙃 No need to dwell on position sizes ; they're negligible.
European equities are once again paying the price for reckless, impulsive decision‑making out of the US. The latest escalation around Hormuz is not a “geopolitical accident” ... it is the predictable outcome of incoherent strategy, public grandstanding, and diplomacy conducted via threats rather than competence.
Each time tensions seemed close to de‑escalation, they are reignited by erratic signals, unilateral actions, and empty talk of negotiations that lead nowhere. Markets are forced to reprice risk not because fundamentals deteriorated, but because credibility did. Oil above $95, gas spiking, travel stocks hit, inflation fears revived ... all of this is entirely avoidable damage.
What’s most alarming for investors is the pattern: policy by impulse, escalation by ego, and consequences outsourced to global markets. Europe gets hit through higher energy costs and tighter financial conditions, while the architect of the chaos treats volatility as a feature rather than a bug.
It’s noise masquerading as strength ... and markets hate noise. Until there is consistency, discipline, and actual diplomacy, European assets will remain collateral damage in someone else’s spectacle.
Risk premium is back. And once again, it didn’t need to be.
