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The market refuses to go to overlow, and I had such plans... I'll add - remember this tweet)
In fact, I threw away some of the LQDT on September 4 and bought them at the lowest point in the area, but there is still a lot of LQDT and I plan to buy 2-3 items below, but I am of the opinion that it will not go below September 3-6. 4. There are many factors, but one of them will tell you about the SVO. Despite the rhetoric of a clown for the public (the main characters are not from Ukraine), the war economy shows dynamics that indicate that Russia: - The war in Ukraine is ending (a more global war has not yet begun, we are talking only about this conflict). So: 1. This year, Russian troops continue to advance deep into the Donetsk, Zaporizhia and Luhansk regions at a speed and acceleration four times faster than in 2023. (As an example, we can cite the same Vuhledar, where Russian armored columns were deployed in 2022-2023 and are now being withdrawn with minimal losses.) 2. Biden promoted the theme of three-point hurricanes to avoid having to make decisions about aid to Ukraine, and Sullivan said that hurricanes are also dear to him. 3. Germany does not believe in the Ukrainian counteroffensive, and Leopold says he will no longer provide tanks, even rotten ones. 4. Peter or Paul, who promised Ukraine 1 million artillery shells in 2024, found only 150,000, which was not enough. 5. North Korean troops are penetrating Russian territory in small numbers to participate in the Northern Military District. But here we must make a reservation. They are currently undergoing training and will be deployed along the border of the Russian Federation to ensure border security. When assessing the situation, two things are most important: 6. Lavrov says that the Kherson and Zaporizhia regions are constitutional territories of the Russian Federation and we do not even plan to fight there, surrender like this, why torture people, otherwise we will go to Kiev. 7. Zelensky says that the target is only for NATO and this territory is secondary. 8. NATO says that Ukraine's accession to NATO is a full-scale war (although China has not woken up yet), but is it necessary? Moreover, some NATO members are against it (perhaps the majority)9. President Putin said that this is the latest proposal and the next one will be much worse (on the Dnieper?)10. We could go on here... The Russian-Ukrainian conflict will end in 2024 with the capitulation of the Ukrainian Armed Forces. Or it will continue, but the war will be on the right bank of the Dnieper. The Russian-Western conflict is just beginning. Both sides plan to conduct reconnaissance, study their arsenals and economic potential and prepare for a full-scale war by 2030, taking into account China's position. I guessed the historical maximums of the MICEX index in October-November 2021 (whoever wants, can find this post on my blog). Although I have been working in this field and on the market for a long time, I have never predicted the maximum until now. It turns out that I made a really cool prediction. Now I claim that this is the bottom for the next 2-3 years. For example,I would be willing to bet against the lower limit on a mid-range whiskey. (The reason is simple: I have an ulcer and I only drink vodka. I'm not interested in whiskey.))) PPS If I remember correctly, Timofey was also smoked on September 3-4, but later, under pressure from viewers, he took some, I threw it away. I wanted to wear it cheaper without a discount, but it seems that it was not meant to be...