Hugo Angelo Lucien Manenti
Hugo Angelo Lucien Manenti @hugomanenti95

الأداء
الكل

11.27%2025
2025
5.17%2024
2024
47.16%2023
2023
-34.13%2022
2022
20.16%2021
2021
90.74%2020
2020
90.7%0%-90.7%
المناقشات
Hugo Angelo Lucien Manenti
البرتغال
7يوم
𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 — 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟬𝟮𝟱 Dear all, October was a bit of a lull, the government shutdown delayed some key data, limiting visibility just as macro tensions were rising. Markets continued to grind higher, but several dynamics suggest we may be close to entering a more complex... عرض المزيد ترجم
Hugo Angelo Lucien Manenti
البرتغال
شهر
Dear all, September was a curious month. While real-time data showed strain (rising inflation, weaker confidence, job market softness), forward-looking data looks promising, largely thanks to favourable monetary and fiscal policies. Markets continued to hold up at the index level, driven by the most... عرض المزيد ترجم
Hugo Angelo Lucien Manenti
البرتغال
2شهر
مُعدّل
𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 — 𝗔𝘂𝗴𝘂𝘀𝘁 𝟮𝟬𝟮𝟱 Dear all, August delivered a complex mix of signals. Real-time data showed stagflationary pressures - sticky core inflation and slowing job growth - while leading indicators hinted at a reacceleration in industrial activity and broader economic momentum.... عرض المزيد ترجم
Hugo Angelo Lucien Manenti
البرتغال
4شهر
𝗪𝗲𝗲𝗸𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 — 𝗝𝘂𝗹𝘆 𝟭𝟴, 𝟮𝟬𝟮𝟱 Dear all, Another volatile week: Powell under fire, tariff diplomacy shifts gears, and yet the $SPX500 notched new all-time highs. Confusing? Not if you follow our broader playbook. Let’s break it down 👇 𝗜. 𝗠𝗮𝗰𝗿𝗼 & 𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗲𝗰𝗮𝗽 🔹... عرض المزيد ترجم
Hugo Angelo Lucien Manenti
البرتغال
4شهر
📅 𝗪𝗲𝗲𝗸𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 — 𝗝𝘂𝗹𝘆 𝟭𝟭, 𝟮𝟬𝟮𝟱 Dear all, A short summary this week. While our portfolio continues to power ahead, supported by a clear reflationary environment, headlines are starting to give cause for concern. Unfortunately, tariffs are back... Here's the debrief 👇 𝗜.... عرض المزيد ترجم
Hugo Angelo Lucien Manenti
البرتغال
4شهر
مُعدّل
𝗪𝗲𝗲𝗸𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 — 𝗝𝘂𝗹𝘆 𝟳, 𝟮𝟬𝟮𝟱 Dear all, Given the lack of significant developments in the prior week, I decided to skip it and only write a post for the last two weeks. Peace negotiations, progress on trade, and a dovish drift from the Fed => positive headlines continue to support... عرض المزيد ترجم
Hugo Angelo Lucien Manenti
البرتغال
5شهر
مُعدّل
𝗪𝗲𝗲𝗸𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 — 𝗝𝘂𝗻𝗲 𝟮𝟬, 𝟮𝟬𝟮𝟱 Dear all, A week marked by the FOMC meeting and geopolitical flare-ups in the Middle East. Stocks bouncing around, consolidating. Here's the weekly debrief 👇 𝗜. 𝗠𝗮𝗰𝗿𝗼 & 𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗲𝗰𝗮𝗽 🔹 𝗙𝗘𝗗 𝗼𝗻 𝗵𝗼𝗹𝗱: The Fed kept... عرض المزيد ترجم
Hugo Angelo Lucien Manenti
البرتغال
5شهر
📅 𝗪𝗲𝗲𝗸𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 — 𝗝𝘂𝗻𝗲 𝟭𝟯, 𝟮𝟬𝟮𝟱 Dear all, One more week of volatility: Trump and Xi reached an understanding, inflation showed surprising softness, jobless claims edged higher, and the Middle East lit the fuse on oil. Markets jumped around - but underneath it all, we stayed... عرض المزيد ترجم
Hugo Angelo Lucien Manenti
البرتغال
5شهر
🗓️ 𝗪𝗲𝗲𝗸𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 — 𝗝𝘂𝗻𝗲 𝟲, 𝟮𝟬𝟮𝟱 Dear all, Given the state of the markets, I decided to start writing on a weekly basis. I hope that you’ll like having more frequent and timely updates. I’ll do my best to provide insights rather than just regurgitate news. This week was once again... عرض المزيد ترجم
Hugo Angelo Lucien Manenti
البرتغال
5شهر
مُعدّل
𝗠𝗮𝘆 𝟮𝟬𝟮𝟱 — 𝗧𝗿𝗮𝗱𝗲 𝗕𝗿𝗲𝗮𝗸𝘁𝗵𝗿𝗼𝘂𝗴𝗵𝘀 & 𝘁𝗵𝗲 𝗧𝗿𝘂𝗺𝗽 𝗣𝗶𝘃𝗼𝘁 Dear all, After April’s turbulence, May delivered a much-needed bounce. Trump shifted towards trade pragmatism, expansionary fiscal policy, and struck geopolitical deals. This led to a sharp rally in risk assets. Here’s... عرض المزيد ترجم

نبذة Hugo Angelo Lucien Manenti
البرتغال
استراتيجية: القيمة

Long-term equity investor. Value oriented. Deep fundamental analysis with macro overlay.
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