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0.11%2026
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27.64%2025
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35.9%0%-35.9%
Nicolas Oddo
Nicolas Oddo
Ηνωμένο Βασίλειο
💡 𝗤𝘂𝗶𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁 𝘂𝗽𝗱𝗮𝘁𝗲 💡 On Monday I mentioned what I was watching this week. There were a few key things today: 📌 𝗨𝗦 𝗸𝗲𝘆 𝗱𝗮𝘁𝗮: 𝗚𝗗𝗣 𝗮𝗻𝗱 𝗣𝗖𝗘: All data points around Q2 GDP and the PCE price index (𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗖𝗼𝗻𝘀𝘂𝗺𝗽𝘁𝗶𝗼𝗻 𝗘𝘅𝗽𝗲𝗻𝗱𝗶𝘁𝘂𝗿𝗲)... Εμφάνιση περισσότερων Μετάφραση
Nicolas Oddo
Nicolas Oddo
Ηνωμένο Βασίλειο
💡 𝗤𝘂𝗶𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁 𝘂𝗽𝗱𝗮𝘁𝗲 💡 Dear followers and copiers, An interesting week is shaping up, so here are the key things I'll be looking at: 📌 𝗨𝗦 𝗸𝗲𝘆 𝗱𝗮𝘁𝗮: 𝗚𝗗𝗣 𝗮𝗻𝗱 𝗣𝗖𝗘: On Wednesday, the 𝗨𝗦 𝗚𝗗𝗣 𝗱𝗮𝘁𝗮 𝗳𝗼𝗿 𝗤𝟮 as well as the 𝗣𝗖𝗘 (𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗖𝗼𝗻𝘀𝘂𝗺𝗽𝘁𝗶𝗼𝗻... Εμφάνιση περισσότερων Μετάφραση
Nicolas Oddo
Nicolas Oddo
Ηνωμένο Βασίλειο
Interesting jump from $BTC over 70k, which may be caused by the bond situation I mentioned yesterday. 𝗔𝘀 𝘄𝗼𝗿𝗿𝗶𝗲𝘀 𝗮𝗿𝗼𝘂𝗻𝗱 𝗱𝗲𝗯𝘁 (𝘄𝗵𝗶𝗰𝗵 𝘁𝗼𝗽𝗽𝗲𝗱 𝗨𝗦𝗗 𝟰𝟬 𝘁𝗿𝗶𝗹𝗹𝗶𝗼𝗻 𝗶𝗻 𝘁𝗵𝗲 𝗨𝗦), 𝗮𝗻𝗱 𝗯𝘆 𝗲𝘅𝘁𝗲𝗻𝘀𝗶𝗼𝗻 𝗳𝗶𝗮𝘁 𝗰𝘂𝗿𝗿𝗲𝗻𝗰𝘆 𝗿𝗶𝘀𝗲, 𝘁𝗵𝗲 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁... Εμφάνιση περισσότερων Μετάφραση
Nicolas Oddo
Nicolas Oddo
Ηνωμένο Βασίλειο
💡 𝗤𝘂𝗶𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁 𝘂𝗽𝗱𝗮𝘁𝗲 💡 Dear copiers and followers, Two interesting things today, one simple and one a bit more complex. I'll start with the simple one! 📌 𝟭. 𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲: $MRNA (Moderna Inc) Moderna stock is up more than 100% today, a a large trial on skin cancer... Εμφάνιση περισσότερων Μετάφραση
Nicolas Oddo
Nicolas Oddo
Ηνωμένο Βασίλειο
💡 𝗤𝘂𝗶𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁 𝘂𝗽𝗱𝗮𝘁𝗲 💡 The 𝗤𝟮 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝘀𝗲𝗮𝘀𝗼𝗻 continues for a small number of companies. Personally this week I'm interested in $BIDU (Baidu, Inc.-ADR) and $BABA (Alibaba-ADR) as I hold Alibaba's stock directly, as well as the ETF $CQQQ (Invesco China Technology... Εμφάνιση περισσότερων Μετάφραση
Nicolas Oddo
Nicolas Oddo
Ηνωμένο Βασίλειο
💡 𝗤𝘂𝗶𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁 𝘂𝗽𝗱𝗮𝘁𝗲 💡 The two things I've been mentioning repeatedly are 𝗤𝟮 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝘀𝗲𝗮𝘀𝗼𝗻 and 𝗶𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻. Well, this week, a few more companies have reported earnings, and 𝘁𝗲𝗰𝗵 𝗻𝗮𝗺𝗲𝘀 like $CRWV (CoreWeave Inc) , $SMCI (Super Micro Computer,... Εμφάνιση περισσότερων Μετάφραση
Nicolas Oddo
Nicolas Oddo
Ηνωμένο Βασίλειο
💡 𝗤𝘂𝗶𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁 𝘂𝗽𝗱𝗮𝘁𝗲 💡 Dear copiers and followers, I'm back in London! I wanted to come back on the few items I mentioned in my market update two weeks ago, with my thoughts on each point. 📌 𝗤𝟮 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀: The Q2 earnings season is largely over now, with still a... Εμφάνιση περισσότερων Μετάφραση
Nicolas Oddo
Nicolas Oddo
Ηνωμένο Βασίλειο
Dear copiers and followers, I'll be back in London on Monday. In the meantime, just a quick post to highlight that 𝗽𝗮𝘁𝗶𝗲𝗻𝗰𝗲 𝗶𝘀 𝗿𝗲𝗮𝗹𝗹𝘆 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗶𝗻 𝘁𝗵𝗲 𝘀𝘁𝗼𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁, 𝗼𝗳𝘁𝗲𝗻 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝗮𝗰𝘁𝗶𝗼𝗻. When I wrote my last post 10 days ago, my portfolio... Εμφάνιση περισσότερων Μετάφραση
Nicolas Oddo
Nicolas Oddo
Ηνωμένο Βασίλειο
💡 𝗤𝘂𝗶𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁 𝘂𝗽𝗱𝗮𝘁𝗲 💡 Dear copiers and followers, I'm on a 2-week holiday so I won't be writing much until I'm back in London on August 10. I'm still following what happens on the markets though, so here is a quick update on what I'm looking at: 📌 𝗤𝟮 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀: The... Εμφάνιση περισσότερων Μετάφραση
Nicolas Oddo
Nicolas Oddo
Ηνωμένο Βασίλειο
💡 𝟰 𝗻𝗲𝘄 𝘀𝘁𝗼𝗰𝗸𝘀 𝗮𝗱𝗱𝗲𝗱 𝘁𝗼 𝘁𝗵𝗲 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 💡 Dear copiers and followers, I added 4 new stocks to the portfolio on 30th June, all around the 𝗰𝗹𝗶𝗺𝗮𝘁𝗲 𝗰𝗼𝗻𝘁𝗿𝗼𝗹 𝗮𝗻𝗱 𝗰𝗼𝗼𝗹𝗶𝗻𝗴 𝘁𝗵𝗲𝗺𝗲: 📌 $MTRS.ST (Munters Group AB) Munters Group, specialised in climate... Εμφάνιση περισσότερων Μετάφραση

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