Feed
Feed

Public feed

The latest public Slice posts, articles and creator updates.

The Czech President has appointed Babiš, the leader of the "pro-Russian" ANO party, as the country's Prime Minister.


Babiš has promised to stop aid to Kiev and also stated that Ukraine is not ready to join the EU.



After the US wanted to prevent shipments of practically all Nvidia chips to China the US now wants shipments of H200 chips to go ahead


China will clearly have other ideas given the US might change its mind again in 5 minutes time.


Nvidia is going to suffer hugely thanks to idiotic US policy decisions with regards to China

$ETH - This chart is looking much better than I would have anticipated. We got such a clean FIB bounce and now I'm seeing OBV breaking out on the daily and price fliting with a breakout. It's showing more strength than Bitcoin and unless it gets a nasty rejection on like Wednesday or stocks have a bad week I'm starting to lean a little more bullish on it again. Might even consider jumping back in to test the waters.

Nice red candle on 65m here on SPY would be a sell signal for 5EMA-13SMA cloud


Lose that 680 gamma wall and things get ugly, fast!

In 2013, the exchange rate was one dollar to 8 hryvnias (Ukraine). Under Poroshenko it rose to 30 hryvnias and under Zelensky it is now 42.



Von der Leyen and Merz have so far failed to convince Belgian Prime Minister Bart De Wever to agree to the EC's plan to seize frozen Russian assets under the guise of a ‘reparations loan’ to Ukraine.

Closed M&M for 4.8k profit. On Friday, it looked promising to go up and yield better PnL of about 8-9k on an upmove to 3800.


But as is the case with entire market, this stock isn't giving follow up on the upside. If we look at T+0, it at least needs a move of 3-4% to improve PnL significantly from here. So that's the reason locking in gains here.


Plan to initiate trade in Jan if stock goes back to 3600

OTHERS Altcoin Index Head & Shoulders Analysis


We’ve got three charts here.


First, we have ONDO which shows a Head and Shoulders top pattern mid breakdown. Target is 20 cents


Second, we have OTHERS that shows the same pattern pre-breakdown. This could suggest altcoins as a whole have another 50-60% leg down coming


Third, we have a cyclical look at OTHERS, which shows that a bear market is right on time, and should bottom in mid-2026


RSI will reach oversold before the bottom is in


Be careful with alts

Incredibly the European Commission is still looking at stealing Russian frozen assets in Euroclear which are of course Russian government purchased euro bonds.


You couldn't make this nonsense up!





Short analysis on upcoming IPO: Meesho



Meesho: Ecommerce platform connecting Bharat with 7cr sellers. Buyers are mostly from Tier 2/3 cities


Positives:

·         Have cracked the Bharat code which no other ecommerce player has so far cracked. Has 23cr buyers, 450cr orders annually which is 2x of flipkart and 4x of Amazon

·         Capital efficiency is high: they crossed 40,000 Net merchandise value (NMV) with just 6500cr capital which is 6x; much better than platforms like Nykaa which is 4x

·         High growth registered: Rev of 5700cr in FY23, 5600cr already achieved in 6months of FY26

 

Risks:

·         Avg order size is less than other online platforms, thus they need more repeat orders

·         They already have 23cr shoppers on the platform, since not many shop online future growth can get moderated

·         Loss making business

 

Valuation:

·         Meesho is priced at 1x NMV whereas Nykaa is 4x and Eternal is 4x

·         Even offline retailers like Trent, Vishal Mega mart are priced a

... see more

$FLNC - It's nice when the high conviction, research and analysis starts to play out. This has been one where the more I read into it the better I feel about holding.

The best analogy I can use with these trades is you treat each of them like taking someone out on a date. Each date you expect to go well but sometimes they don't so you start to pullback or maybe give them a second chance. The ones that go well you start to consider more dates (more entries) but with every trade if you see some red flags you want to walk away.




Impossible for risk assets to keep pushing now that CNYJPY is breaking down