James Alexander Booth
James Alexander Booth @B3130jim

الأداء
الكل

-17.31%2026
2026
34.57%2025
2025
5.59%2024
2024
-29.38%2023
2023
18.67%2022
2022
64.57%2021
2021
73.68%2020
2020
73.7%0%-73.7%
المناقشات
James Alexander Booth
James Alexander Booth
المملكة المتحدة
3يوم
Hello to copiers and followers, China’s GDP growth for this year is tracking around 4.5%, and consumer spending is still expanding by at least 2.5%. When you look at specific valuations, such as PDD trading at a mere 7x its 2027 earnings despite earnings growth averaging 10% to 15% annually, the disconnect... عرض المزيد ترجم
James Alexander Booth
James Alexander Booth
المملكة المتحدة
29يوم
Hello to copiers and followers, Commodities markets such as oil and gold have fallen from favour as investors took profits and chased returns in AI related stocks. I don't believe it will be long before investors rotate back into non USA stocks, particularly Chinese technology stocks, gold and... عرض المزيد ترجم
James Alexander Booth
James Alexander Booth
المملكة المتحدة
2شهر
Oil Scarcity, Phase Transitions, and the Slow-Motion Market Meltdown In physics, water can absorb a surprising amount of heat without drama. Keep adding energy, the temperature creeps up, and then—bam—phase transition. One moment it’s a calm liquid, the next it’s steam ripping the lid off the kettle.... عرض المزيد ترجم
James Alexander Booth
James Alexander Booth
المملكة المتحدة
3شهر
Hello to copiers and followers, This market feels heavily news-driven and plagued by insider trading. Classic technical trends have broken down, leaving few setups that combine attractive valuation with clear price momentum — my preferred criteria for high-conviction trades. Instead, we’re stuck in... عرض المزيد ترجم
James Alexander Booth
James Alexander Booth
المملكة المتحدة
3شهر
Hello to Copiers and Followers, Stock markets rarely make major directional shifts while even faint glimmers of hope persist that the worst-case scenarios can still be avoided. Right now, US technology stocks are inching gradually lower, tracing what appears to be a rounding top formation on the charts.... عرض المزيد ترجم
James Alexander Booth
James Alexander Booth
المملكة المتحدة
4شهر
Hello to copiers and followers, Just a quick note: I have significantly increased our position in oil and oil exploration companies. I don't see a quick end to this war. Both sides remain firmly entrenched, and neither has yet reached the point of making sufficient concessions to bring it to a... عرض المزيد ترجم
James Alexander Booth
James Alexander Booth
المملكة المتحدة
4شهر
تم التعديل
Hello Copiers and Followers, We are increasing our exposure to oil and energy stocks by at least 10% of the overall portfolio. This deliberate move creates a powerful hedge against a protracted conflict in the Middle East, while simultaneously positioning us to capture significant upside from rising... عرض المزيد ترجم
James Alexander Booth
James Alexander Booth
المملكة المتحدة
5شهر
Hello to Copiers and Followers, One of the portfolio's worst-performing holdings has been Meituan (3690.HK), China's dominant food delivery platform, which also offers hotel bookings, travel services, and a range of local lifestyle offerings—essentially combining elements of Just Eat and Booking.com. The... عرض المزيد ترجم
James Alexander Booth
James Alexander Booth
المملكة المتحدة
5شهر
Hello to Copiers and Followers, Friday's price action in precious metals was brutal—one of the sharpest single-day declines in decades. Gold plunged around 9-12% from its recent record highs near $5,600 per ounce, while silver suffered an even more extreme drop, falling as much as 26-31% in some... عرض المزيد ترجم
James Alexander Booth
James Alexander Booth
المملكة المتحدة
6شهر
Hello to copiers and fellow investors, There have been minimal changes to the portfolio over the past three months, which is encouraging. Unlike many portfolios heavily exposed to US technology stocks, this one is significantly weighted towards the new bull markets in emerging markets and commodities... عرض المزيد ترجم

نبذة James Alexander Booth
المملكة المتحدة
استراتيجية: كلي

My employment background was in safety and risk management. I've owned stocks from age 14.
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تجار مشابهون

تم تداوله مؤخرًا

GFI.US
GFI.US
مفتوح•09/07/26, 19:56
▴0.18%
أرباح/خسائر
0700.HK
0700.HK
مغلق•09/07/26, 02:52
▴6.22%
أرباح/خسائر
AEM
AEM
مفتوح•08/07/26, 16:41
▴3.67%
أرباح/خسائر
HMY
HMY
مفتوح•08/07/26, 13:30
▴0.86%
أرباح/خسائر
AEM
AEM
مفتوح•07/07/26, 14:18
▴-1.73%
أرباح/خسائر