Rudolf De Leeuw
Rudolf De Leeuw @RudolfDeLeeuw

Performance
Tout

-0.14%2026
2026
23.39%2025
2025
37.22%2024
2024
139.22%2023
2023
-3.20%2022
2022
139.2%0%-139.2%
Discussions
Rudolf De Leeuw
Hollande
2 j
📈🔥 Week of Feb 2 | Yield Sensitivity Dominates as Earnings Shape Sentiment The upcoming trading week for US equities remains dominated by one force above all others: interest rates 🏦. Following the nomination of Kevin Warsh as the next Fed Chair, markets are increasingly focused on how monetary policy... Afficher plus Traduction
Rudolf De Leeuw
Hollande
6 j
Modifié
🇺🇸📣 𝗧𝗿𝘂𝗺𝗽 𝗶𝘀 𝗮𝗯𝗼𝘂𝘁 𝘁𝗼 𝗮𝗻𝗻𝗼𝘂𝗻𝗰𝗲 𝗵𝗶𝘀 𝗽𝗶𝗰𝗸 𝗳𝗼𝗿 𝗮 𝗻𝗲𝘄 𝗙𝗲𝗱 𝗖𝗵𝗮𝗶𝗿: 𝘄𝗵𝗮𝘁 𝘁𝗵𝗶𝘀 𝗰𝗼𝘂𝗹𝗱 𝗺𝗲𝗮𝗻 𝗳𝗼𝗿 𝗿𝗮𝘁𝗲𝘀, 𝘁𝗵𝗲 𝗲𝗰𝗼𝗻𝗼𝗺𝘆, 𝗮𝗻𝗱 𝘀𝘁𝗼𝗰𝗸𝘀 📉💵 We are about to learn who will be put forward as the replacement for Jerome Powell as Chair... Afficher plus Traduction
Rudolf De Leeuw
Hollande
9 j
📈🚀 𝙒𝙚𝙚𝙠 𝙤𝙛 𝙅𝙖𝙣 𝟮𝟲 | 𝘽𝙞𝙜 𝙏𝙚𝙘𝙝, 𝙩𝙝𝙚 𝙁𝙚𝙙 𝙖𝙣𝙙 𝙜𝙚𝙤𝙥𝙤𝙡𝙞𝙩𝙞𝙘𝙨 𝙩𝙖𝙠𝙚 𝙘𝙚𝙣𝙩𝙚𝙧 𝙨𝙩𝙖𝙜𝙚 Last week showed how sensitive markets currently are to the combination of politics, rates and expectations. Despite moments of calm, the underlying tone remained fragile, with... Afficher plus Traduction
Rudolf De Leeuw
Hollande
16 j
Modifié
📅 𝗠𝗮𝗿𝗸𝗲𝘁 𝗙𝗼𝗰𝘂𝘀 𝗰𝗼𝗺𝗶𝗻𝗴 𝘄𝗲𝗲𝗸! 𝗧𝗿𝘂𝗺𝗽’𝘀 𝗰𝗵𝗮𝗼𝘀, 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗺𝗼𝗺𝗲𝗻𝘁𝘂𝗺, 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗙𝗲𝗱 𝘄𝗶𝗹𝗱𝗰𝗮𝗿𝗱 This is a short trading week, but potentially a sensitive one ⚠️. With US markets closed on Monday (MLK Day), liquidity will be thinner than usual. In... Afficher plus Traduction
Rudolf De Leeuw
Hollande
23 j
Modifié
📈 𝗖𝗣𝗜, 𝗕𝗮𝗻𝗸 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗮𝗻𝗱 𝗔𝗜 𝗦𝗶𝗴𝗻𝗮𝗹𝘀 | 𝗗𝗮𝘁𝗮 𝗮𝗻𝗱 𝗚𝘂𝗶𝗱𝗮𝗻𝗰𝗲 𝗦𝗲𝘁 𝘁𝗵𝗲 𝗧𝗼𝗻𝗲 | 𝗪𝗲𝗲𝗸 𝟭𝟮 𝗝𝗮𝗻𝘂𝗮𝗿𝘆 Sentiment remained constructive, while investors clearly began positioning for the next phase: key inflation data combined with the official start... Afficher plus Traduction
Rudolf De Leeuw
Hollande
28 j
𝗪𝗵𝗮𝘁’𝘀 𝘂𝗽 𝗶𝗻 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁𝘀 𝘁𝗼𝗱𝗮𝘆 𝗼𝗻 𝘁𝗵𝗲 𝟴𝘁𝗵 𝗼𝗳 𝗝𝗮𝗻𝘂𝗮𝗿𝘆! 📊🌍 Global markets are being shaped by a mix of geopolitics, macro signals, and continued enthusiasm around AI 🤖📈. The United States is pulling out of dozens of international organizations, including 31... Afficher plus Traduction
Rudolf De Leeuw
Hollande
28 j
Modifié
🚀 𝗧𝗵𝗲 𝗳𝗶𝗿𝘀𝘁 𝟳 𝗱𝗮𝘆𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗻𝗲𝘄 𝘆𝗲𝗮𝗿 𝗮𝗿𝗲 𝗯𝗲𝗵𝗶𝗻𝗱 𝘂𝘀 𝗮𝗻𝗱 𝘄𝗲 𝗮𝗿𝗲 𝗼𝗳𝗳 𝘁𝗼 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝗮 𝗳𝗹𝘆𝗶𝗻𝗴 𝘀𝘁𝗮𝗿𝘁: +𝟯,𝟲𝟯%!. While both the S&P 500 and the NASDAQ 100 have started the year positively, our portfolio has performed approximately twice... Afficher plus Traduction
Rudolf De Leeuw
Hollande
1 mo
📅 Weekly Outlook | Week of January 5 The first full trading week of the new year is about to begin. Traditionally, this is a period in which markets search for direction. Liquidity returns, institutional investors are back at their desks, and the first positioning for the year becomes visible 📊 What... Afficher plus Traduction
Rudolf De Leeuw
Hollande
1 mo
📅 𝙏𝙬𝙤 𝙫𝙚𝙧𝙮 𝙨𝙥𝙚𝙘𝙞𝙖𝙡 𝙙𝙖𝙮𝙨. 𝙊𝙣𝙚 𝙧𝙖𝙧𝙚 𝙘𝙤𝙢𝙗𝙞𝙣𝙖𝙩𝙞𝙤𝙣. 𝙊𝙣𝙘𝙚 𝙚𝙫𝙚𝙧𝙮 𝟳 𝙮𝙚𝙖𝙧𝙨! Today and tomorrow are not just any ordinary trading days. They are extraordinarily special. So special, in fact, that this exact combination of six events occurs less often than a solar... Afficher plus Traduction
Rudolf De Leeuw
Hollande
1 mo
Modifié
📈 From Year-End to New Year | Data and Sentiment Set the Initial Tone Last week was calm and largely played out as expected. Thin liquidity, limited macro catalysts and subdued volatility defined trading into year-end. That environment sets the stage for the upcoming week, as markets gradually shift... Afficher plus Traduction

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