Hugo Angelo Lucien Manenti
Hugo Angelo Lucien Manenti @hugomanenti95

Rendimiento
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8.53%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%
Conversaciones
Hugo Angelo Lucien Manenti
Portugal
9d
๐— ๐—ผ๐—ป๐˜๐—ต๐—น๐˜† ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ โ€” ๐—ข๐—ฐ๐˜๐—ผ๐—ฏ๐—ฒ๐—ฟ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ 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... Mostrar mรกs Traducir
Hugo Angelo Lucien Manenti
Portugal
1m
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... Mostrar mรกs Traducir
Hugo Angelo Lucien Manenti
Portugal
2m
Editado
๐— ๐—ผ๐—ป๐˜๐—ต๐—น๐˜† ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ โ€” ๐—”๐˜‚๐—ด๐˜‚๐˜€๐˜ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ 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.... Mostrar mรกs Traducir
Hugo Angelo Lucien Manenti
Portugal
4m
๐—ช๐—ฒ๐—ฒ๐—ธ๐—น๐˜† ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ โ€” ๐—๐˜‚๐—น๐˜†โ€ฏ๐Ÿญ๐Ÿด,โ€ฏ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ 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. Letโ€™s break it down ๐Ÿ‘‡ ๐—œ. ๐— ๐—ฎ๐—ฐ๐—ฟ๐—ผ & ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐—ฅ๐—ฒ๐—ฐ๐—ฎ๐—ฝ ๐Ÿ”น... Mostrar mรกs Traducir
Hugo Angelo Lucien Manenti
Portugal
4m
๐Ÿ“… ๐—ช๐—ฒ๐—ฒ๐—ธ๐—น๐˜† ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ โ€” ๐—๐˜‚๐—น๐˜†โ€ฏ๐Ÿญ๐Ÿญ,โ€ฏ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ 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 ๐Ÿ‘‡ ๐—œ.... Mostrar mรกs Traducir
Hugo Angelo Lucien Manenti
Portugal
4m
Editado
๐—ช๐—ฒ๐—ฒ๐—ธ๐—น๐˜† ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ โ€” ๐—๐˜‚๐—น๐˜†โ€ฏ๐Ÿณ,โ€ฏ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ 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... Mostrar mรกs Traducir
Hugo Angelo Lucien Manenti
Portugal
5m
Editado
๐—ช๐—ฒ๐—ฒ๐—ธ๐—น๐˜† ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ โ€” ๐—๐˜‚๐—ป๐—ฒ ๐Ÿฎ๐Ÿฌ, ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ 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 ๐Ÿ‘‡ ๐—œ. ๐— ๐—ฎ๐—ฐ๐—ฟ๐—ผ & ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐—ฅ๐—ฒ๐—ฐ๐—ฎ๐—ฝ ๐Ÿ”น ๐—™๐—˜๐—— ๐—ผ๐—ป ๐—ต๐—ผ๐—น๐—ฑ: The Fed kept... Mostrar mรกs Traducir
Hugo Angelo Lucien Manenti
Portugal
5m
๐Ÿ“… ๐—ช๐—ฒ๐—ฒ๐—ธ๐—น๐˜† ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ โ€” ๐—๐˜‚๐—ป๐—ฒ ๐Ÿญ๐Ÿฏ, ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ 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... Mostrar mรกs Traducir
Hugo Angelo Lucien Manenti
Portugal
5m
๐Ÿ—“๏ธ ๐—ช๐—ฒ๐—ฒ๐—ธ๐—น๐˜† ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ โ€” ๐—๐˜‚๐—ป๐—ฒ ๐Ÿฒ, ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ Dear all, Given the state of the markets, I decided to start writing on a weekly basis. I hope that youโ€™ll like having more frequent and timely updates. Iโ€™ll do my best to provide insights rather than just regurgitate news. This week was once again... Mostrar mรกs Traducir
Hugo Angelo Lucien Manenti
Portugal
5m
Editado
๐— ๐—ฎ๐˜† ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ โ€” ๐—ง๐—ฟ๐—ฎ๐—ฑ๐—ฒ ๐—•๐—ฟ๐—ฒ๐—ฎ๐—ธ๐˜๐—ต๐—ฟ๐—ผ๐˜‚๐—ด๐—ต๐˜€ & ๐˜๐—ต๐—ฒ ๐—ง๐—ฟ๐˜‚๐—บ๐—ฝ ๐—ฃ๐—ถ๐˜ƒ๐—ผ๐˜ Dear all, After Aprilโ€™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. Hereโ€™s... Mostrar mรกs Traducir

Acerca de Hugo Angelo Lucien Manenti
Portugal
Estrategia: Valor

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