To The Moon

If you’ve been fixated on the news flow around tariffs and stuck on the old narrative that Europe is doomed and can only regulate vs innovate then you might have missed the fact that European equities are up over +10% YTD.Change is in the air, a key set of breakouts and improving technicals serve as a timely prompt to consider whether there’s more to this —and more left in the move…What’s driving the strength in European Equities:Valuations: unlike expensive US stocks, European stocks are still cheap/reasonably priced, and trade at a record low valuation discount vs US. The thing I always emphasize is that when valuations reach such extremes they have a habit of speaking for themselves; the rubber band eventually snaps back.Monetary Policy: the European Central Bank began rate cuts earlier

Liquid 16 Intraday Gainers (Sorted)Focus on the intraday% move (based on open), not the daily% move (based on yesterday's close) from pre-market gap down. Combine the consideration with 1-month RS strength %:Strong: $Palantir Technologies Inc.(PLTR)$ $Robinhood(HOOD)$ Weak: $Apple(AAPL)$ $Netflix(NFLX)$ $Strategy(MSTR)$ $Tesla Motors(TSLA)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $AppLovin Corporation(APP)$

Technicals didn't predict the spike in oil $WTI Crude Oil - main 2507(CLmain)$ , but they did show a market primed and ready to rally given the right excuse (price bounce off a major long-term support level, big washout in sentiment and positioning)Can it be sustained? (that's the big question on everyone's mind, especially given the influence of oil on multiple different markets + macro)Consensus says demand is weak and supply is flush, and there is that short-term price downtrend over the past couple of years to contend with ---but if you know nothing else and just look at this chart is has many of the hallmarks of an inflection point...ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to S

In CPI adjusted terms the EURO STOXX 50 looks less impressive, albeit arguably also looks better in terms of potential upside as there remains a large distance to the historical all-time inflation-adjusted highs. The breakout in real terms also looks very compelling.Similarly, relative to the S&P500 $S&P 500(.SPX)$ it's been in a 24-year relative-bear-market. There have been numerous false dawns along that path, but the recent bounce after a failed breakdown to new lows looks promising, especially after the period of relative stalemate over the past couple of years.I remain convinced that we are set to see an imminent turnaround in global vs US stocks, and this here is a key part of that story.For whom haven't open CBA can know more from b