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10.80%2026
2026
37.12%2025
2025
-5.21%2024
2024
0.14%2023
2023
37.1%0%-37.1%
Michael Jensen
Hello everyone, Friday delivered a sharp reality check for investors. The $NSDQ100 suffered its largest point decline ever, while the semiconductor sector experienced its worst single-day drop since the pandemic. While the percentage decline was nowhere near historic crash levels, the move was significant... Mostra di più Traduci
Michael Jensen
Copier update! Hello everyone, First of all, I want to pay my respects to all of you. You are among the most dedicated investors on this platform. Your confidence in what I've been doing throughout these unusual markets, and your patience along the way, have been remarkable. Let's be honest:... Mostra di più Traduci
Michael Jensen
Hello everyone, The market has finally started to react to some of the concerns that have been building beneath the surface for weeks. The $NSDQ100 recently touched a high of 30,755 before pulling back to around 30,250, while the $SPX500 slipped from 7,620 to roughly 7,525. These aren't dramatic... Mostra di più Traduci
Michael Jensen
Hello everyone The market continues to push higher, with the $NSDQ100 trading around 30,475 and the $SPX500 near 7,587. Yet beneath the surface, an important shift may be starting to emerge. For years, one of the biggest drivers of equity performance was corporate buybacks. Companies reduced share... Mostra di più Traduci
Michael Jensen
Hello everyone Markets continue behaving as if every major risk can somehow be postponed. $OIL tensions cool for a day? Bullish. Bond yields dip slightly? Bullish. Another AI IPO rumor? Extremely bullish. But beneath the surface, the narrative is slowly changing. For more than a year, investors... Mostra di più Traduci
Michael Jensen
Hello everyone, The market continues to behave as if liquidity can solve every problem — and right now almost all of that liquidity is flowing into one place: AI and semiconductor stocks. Since the March lows, the move has been extraordinary. The $NSDQ100 has surged from roughly 22,700 to above 30,100... Mostra di più Traduci
Michael Jensen
Copier Update! Hello everyone, So we finally cracked double digits, with the portfolio now sitting at +10.13% YTD. That puts us roughly in line with where we were during 2025 at this stage, so now we simply need the market to cooperate, and 2026 could turn into another very fruitful year. Year-to-date... Mostra di più Traduci
Michael Jensen
Hello everyone, AI Was Supposed to Kill Inflation. Instead, It May Be About to Fuel It. For months, Wall Street sold the dream that artificial intelligence would slash costs, replace workers, and create a new era of productivity-driven disinflation. But markets may slowly be realizing something uncomfortable: AI... Mostra di più Traduci
Michael Jensen
Hello everyone Markets are starting to run into a problem they can no longer ignore: rising bond yields. For months, investors focused almost entirely on AI momentum and mega-cap tech. But the real story now may be the cost of money itself. U.S. Treasury yields continue climbing, and that matters... Mostra di più Traduci
Michael Jensen
Hello everyone The market narrative suddenly looks a lot less simple. As long as the Strait of Hormuz remains effectively restricted, energy markets stay under pressure. And that matters far beyond $OIL alone. Roughly 20% of global oil flows through the region, alongside LNG, fertilizers, and key... Mostra di più Traduci

Informazioni Michael Jensen
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Strategia: Multi-strategia

Join my multi-faceted trading journey: versatile strategies and unique experiences
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