CAPITAL MANAGER Market Ticker 06.15.22:
MAKRO – Wholesale costs +22.9%
SECTORS – Pro&Contra Gold Shares
COMPANY – PayPal on the watchlist
MAKRO – Wholesale costs +22.9%
In May 2022, 22.9% higher than in the same month of the previous year, due to rising prices for raw materials and intermediate products. We see dramatic increases in solid fuels (+76.7%), as well as in cereals, raw tobacco, seeds and animal feed (+46.0%). Prices were also significantly higher in the wholesale of chemical products (+43.1%) and ores, metals and metal semis (+41.1%).
What happens to consumer prices or inflation? 7.x% inflation cannot really be true if all primary prices are rising. S&P can easily halve again!
SECTORS – Pro&Contra Gold Shares
Caution is advised with gold producers & explorers. Short-term strategies and long-term strategies are far apart because timing really does matter. In the short term, the gold price is still too defensive for quick gains in gold stocks. However, those who invest for the long term can gradually buy into gold mines like West Vault. Better to buy low and have a little patience.
COMPANY – PayPal on the watchlist
Although we currently give the BigTechs/Internet sector only 1 out of 5 points in the scoring of this issue of CAPITAL-MANAGER Premium, there are still players that urgently belong on the watch list. PayPal’s stock is showing a lot of punishment on the market right now, despite the dominant market position that this provider has. We may see even lower prices to create bargain positions for the success depot
