Loic Le Maho
Loic Le Maho @LoicInv

Výkonnost
Vše

23.89%2026
2026
103.67%2025
2025
-2.85%2024
2024
10.99%2023
2023
40.85%2022
2022
3.20%2021
2021
12.66%2020
2020
103.7%0%-103.7%
Diskuse
Loic Le Maho
Francie
4d
Taking profit on 25% of short $SPX500 , long $SILVER and long $OIL Přeložit
Loic Le Maho
Francie
6d
Upraveno
I slightly reduced the long silver miners exposure to replace it with a pure silver one. I will reverse if Trump TACOs and $OIL moves back below 80. I'm still slightly long $OIL to protect against a sudden escalation of the conflict for about 15% of the portfolio. I have added 2 companies which... Zobrazit více Přeložit
Loic Le Maho
Francie
11d
Upraveno
Rough week. Book is now down 17% from the top of February. This is a recall of February 2021 where I was down 15% from highs and finished the year strong, and mid-2022 where I was down over 20% for three months and finished at +41%. Why are $GOLD and $SILVER going down so abruptly : February PPI came... Zobrazit více Přeložit
Loic Le Maho
Francie
13d
Upraveno
reduced exposure on $EURUSD . Took profit on $TTE.PA (TotalEnergies SE) as exposure to Qatar might be too high (attack on oil and gas facilities). Took profit in half of $OIL exposure. Added exposure to $COP (ConocoPhillips Co) and $DVN (Devon Energy Corp) oil majors not exposed to the situation in the... Zobrazit více Přeložit
Loic Le Maho
Francie
16d
Upraveno
The second week of war with Iran has made it clear that this is as much tactical brilliance of the US armada as it is beginning to look like a strategic failure. Trump surely must have ignored the advice he had about the Hormuz Strait. Now he is seeking help from other countries no one seems to be able... Zobrazit více Přeložit
Loic Le Maho
Francie
22d
It seems like this war will last some time and that Iran still has after a week the capacity to threaten the Strait of Hormuz and oil installations in the region. I sold the $OIL I bought back at 73 around 76. I did the come-back twice but in the end missed the surge. I should know better than try to... Zobrazit více Přeložit
Loic Le Maho
Francie
28d
Upraveno
Damage assessment today : not as bad as the 5th of February. I'm actually very confident with the price action we witnessed today, as gold miners rallied back from bottom towards the end. More stress possible on the short-term. Still, I stop-lossed entirely the $USDNOK position which is the most... Zobrazit více Přeložit
Loic Le Maho
Francie
28d
Upraveno
A very quick update on the situation as turmoil in the markets is expected to be high for a moment. Yesterday was a down day despite the long $GOLD , long $OIL and $TTE.PA (TotalEnergies SE) remaining in the portfolio and short $USDOLLAR . In these kind of volatile events, I expect many price actions... Zobrazit více Přeložit
Loic Le Maho
Francie
1 M
Upraveno
Since my last post, quite a lot has happened. Trump delivered what felt like the longest State of the Union address ever, painting a picture of "the hottest economy in the world." The data tells a very different story. The $SPX500 is up about 13% since inauguration, which sounds decent until... Zobrazit více Přeložit
Loic Le Maho
Francie
2m
Two weeks after the violent precious metals crash I covered in my last post, let me share where things stand. THE US JOBS REPORT FALLACIES The January jobs report came in at +130K, beating the 70K estimate. This led to the crash on Thursday according to mainstream financial media, including eToro.... Zobrazit více Přeložit

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