𝗥𝗘𝗖𝗢𝗥𝗗 𝗗𝗔𝗬! 𝗪𝗛𝗔𝗧 𝗛𝗔𝗣𝗣𝗘𝗡𝗦 𝗡𝗘𝗫𝗧? 🚀📈❓
Yesterday may have been the best day our portfolio has ever experienced in absolute dollar terms. We finished the day up approximately 4%, after being up nearly 5% intraday, pushing our YTD return back above 20%. What a day! 🔥
A few weeks... عرض المزيد ترجم
**🚀 Tech, AI & Quantum Receive a Major Tailwind**
One of the biggest macro risks for the market eased significantly over the weekend.
🇺🇸 President Trump decided **not** to proceed with military action against Iran and instead chose to continue diplomatic negotiations. Reports indicate that... عرض المزيد ترجم
𝗪𝗘𝗘𝗞𝗟𝗬 𝗨𝗣𝗗𝗔𝗧𝗘: 𝗔 𝗠𝗨𝗖𝗛-𝗡𝗘𝗘𝗗𝗘𝗗 𝗦𝗜𝗚𝗡 𝗢𝗙 𝗗𝗘-𝗘𝗦𝗖𝗔𝗟𝗔𝗧𝗜𝗢𝗡 🕊️📈
The most important development for financial markets this week is, without doubt, the situation between the United States and Iran.
Iran has reportedly indicated that it will halt attacks against American... عرض المزيد ترجم
𝐀 𝐒𝐓𝐑𝐎𝐍𝐆 𝐃𝐀𝐘 𝐅𝐎𝐑 𝐎𝐔𝐑 𝐏𝐎𝐑𝐓𝐅𝐎𝐋𝐈𝐎 — 𝐂𝐇𝐈𝐏𝐒, 𝐐𝐔𝐀𝐍𝐓𝐔𝐌 𝐂𝐎𝐌𝐏𝐔𝐓𝐈𝐍𝐆 𝐀𝐍𝐃 𝐍𝐄𝐖 𝐎𝐏𝐏𝐎𝐑𝐓𝐔𝐍𝐈𝐓𝐈𝐄𝐒 🚀📈
Today is shaping up to be a very positive day for our portfolio, with a gain of approximately 2% so far. 📊💪
The main driver behind today’s performance... عرض المزيد ترجم
𝗪𝗛𝗔𝗧 𝗛𝗔𝗣𝗣𝗘𝗡𝗦 𝗡𝗘𝗫𝗧 𝗜𝗡 𝗧𝗛𝗘 𝗨𝗦–𝗜𝗥𝗔𝗡 𝗪𝗔𝗥 — 𝗔𝗡𝗗 𝗪𝗛𝗔𝗧 𝗪𝗜𝗟𝗟 𝗦𝗧𝗢𝗖𝗞𝗦 𝗗𝗢? ⚠️🔥🌍📊
The US–Iran war has once again reached a critical turning point. 🚨⚔️
The temporary ceasefire has largely collapsed, military attacks have intensified and neighbouring Gulf countries... عرض المزيد ترجم
𝐖𝐇𝐀𝐓 𝐓𝐇𝐄 𝐈𝐑𝐀𝐍 𝐄𝐒𝐂𝐀𝐋𝐀𝐓𝐈𝐎𝐍 𝐌𝐄𝐀𝐍𝐒 𝐅𝐎𝐑 𝐌𝐘 𝐏𝐎𝐑𝐓𝐅𝐎𝐋𝐈𝐎 𝐀𝐍𝐃 𝐓𝐇𝐄 𝐒𝐓𝐎𝐂𝐊 𝐌𝐀𝐑𝐊𝐄𝐓 ⚠️🛢️
The Iran-US conflict has escalated sharply again, putting the Strait of Hormuz and global energy supplies back at the centre of attention.
The US launched new strikes... عرض المزيد ترجم
✈️🛢️ Portfolio update: airlines, oil and geopolitics
After my previous update, we now have another interesting development in the Middle East.
Israel, Lebanon and the US have signed a new framework agreement that could be a first step towards more stability in the region. Of course, this does not... عرض المزيد ترجم
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Sun Aug 09 2026 09:35:02 GMT+0000 (Coordinated Universal Time)