๐ง๐ต๐ฒ ๐๐ผ๐ฟ๐น๐ฑ ๐ฎ๐ ๐๐ต๐ฒ ๐บ๐ผ๐บ๐ฒ๐ป๐, ๐ต๐ฎ๐ฟ๐ฑ ๐๐ผ ๐ถ๐ด๐ป๐ผ๐ฟ๐ฒ ๐๐ต๐ฎ๐'๐ ๐ด๐ผ๐ถ๐ป๐ด ๐ผ๐ป - ๐ฎ๐ฐ ๐ ๐ฎ๐ฟ ๐ฎ๐ฌ๐ฎ๐ฒ
The US-Israel conflict with Iran has sent oil prices surging with some analysts floating the possibility of $150 or even higher if the Strait of Hormuz stays disrupted for an... Mostra di piรน Traduci
๐ก๐๐ถ๐ฑ๐ถ๐ฎ ๐๐ฎ๐ฟ๐ป๐ถ๐ป๐ด๐, ๐๐ & ๐ ๐ฎ๐ฐ๐ฟ๐ผ ๐ฆ๐ต๐ถ๐ณ๐๐: ๐ฎ๐ฑ ๐๐ฒ๐ฏ๐ฟ๐๐ฎ๐ฟ๐ ๐ฎ๐ฌ๐ฎ๐ฒ
Hey everyone.
Been spending some time thinking about where the markets are right now, especially with the mix of macro tailwinds and headwinds brewing on the horizon.
All eyes are firmly fixed on $NVDA... Mostra di piรน Traduci
๐๐๐๐ฉ๐จ' ๐๐๐ง๐๐๐ง - ๐ฎ๐ฎ ๐ ๐๐ฃ ๐ฎ๐ฌ๐ฎ๐ฒ
So what's harder, and try to be honest with yourself.
Starting a new investment
or
Holding it when itโs down 20โ30% and every headline tells you youโre wrong?
Most investors spend all their time on the first part.
Very little time on the second.
And... Mostra di piรน Traduci
๐ฎ๐ฌ๐ฎ๐ฑ โ ๐ ๐ฆ๐ช๐๐๐ ๐ก๐ค๐ค๐ ๐๐๐๐ , ๐๐ฃ๐ ๐ฉ๐๐๐ฃ๐ ๐ฎ๐ค๐ช
As 2025 comes to an end, I want to say a sincere thank you to everyone following and copying the portfolio.
This year tested patience in familiar ways. Rate expectations shifted, tariffs added noise, AI remained a long-term tailwind... Mostra di piรน Traduci
๐๐ฟ๐ฎ๐๐ฑ๐ผ๐๐ป๐ ๐ฎ๐ฟ๐ฒ๐ปโ๐ ๐ฏ๐๐ด๐. ๐ง๐ต๐ฒ๐โ๐ฟ๐ฒ ๐๐ต๐ฒ ๐ฝ๐ฟ๐ถ๐ฐ๐ฒ ๐ผ๐ณ ๐ฎ๐ฑ๐บ๐ถ๐๐๐ถ๐ผ๐ป - ๐ญ๐ต ๐๐ฒ๐ฐ๐ฒ๐บ๐ฏ๐ฒ๐ฟ ๐ฎ๐ฌ๐ฎ๐ฑ
Most people think drawdowns mean something went wrong.
They donโt.
Every investor wants returns. Almost nobody wants the discomfort that comes with them.
But there's... Mostra di piรน Traduci
๐ ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐ช๐ผ๐ฏ๐ฏ๐น๐ฒ๐ & ๐ข๐๐ฒ๐ฟ๐ฟ๐ฒ๐ฎ๐ฐ๐๐ถ๐ผ๐ป๐โฆ ๐ฎ๐ฌ ๐ก๐ผ๐ ๐ฎ๐ฌ๐ฎ๐ฑ
โฆ and then $NVDA (NVIDIA Corporation) Drops a Monster Quarter.
Hey everyone โ quick check-in from my side.
Markets Are Getting a Bit Silly Again
Weโve seen a bit of volatility the last few days, especially across... Mostra di piรน Traduci
๐ฝ๐๐ ๐๐๐๐ ๐๐๐ง๐ฃ๐๐ฃ๐๐จ ๐๐๐๐ : ๐ฎ๐ณ ๐๐๐ฉ๐ค๐๐๐ง ๐ฎ๐ฌ๐ฎ๐ฑ
๐ Big Tech Earnings Week is Here
This is a big week for tech, and by extension, due to their sizes currently - also for the rest of the market โ the tech titans (excluding Nvidia) are all reporting earnings this week:
Microsoft... Mostra di piรน Traduci
๐๐๐ก๐ช๐๐ฉ๐๐ค๐ฃ๐จ ๐๐๐๐, ๐๐๐๐ง๐ค ๐๐ฅ๐๐๐ฉ๐: ๐ฎ๐ฒ ๐๐๐ฅ๐ฉ๐๐ข๐๐๐ง ๐ฎ๐ฌ๐ฎ๐ฑ
Markets have been powering ahead this year โ the S&P 500 is up ~13% YTD โ helped by Fed rate cuts and continued optimism in tech. But under the surface, cracks are showing: inflation is sticky, bond yields are... Mostra di piรน Traduci
๐๐ฎ๐ฟ๐ป๐ถ๐ป๐ด๐ ๐ฆ๐ฒ๐ฎ๐๐ผ๐ป ๐ฅ๐ฒ๐ฐ๐ฎ๐ฝ: ๐๐ฟ๐ฒ๐ฎ๐ ๐พ๐๐ฎ๐ฟ๐๐ฒ๐ฟ ๐๐ผ ๐ณ๐ฎ๐ฟ, ๐ฏ๐๐ ๐ถ๐'๐ ๐ป๐ผ๐ ๐ผ๐๐ฒ๐ฟ ๐๐ฒ๐: ๐ฎ๐ฑ ๐๐๐ด๐๐๐ ๐ฎ๐ฌ๐ฎ๐ฑ
Hey everyone. Earnings season is winding down, with nearly all of our large tech companies reportingโexcept one: $NVDA (NVIDIA Corporation)
It's... Mostra di piรน Traduci
๐๐ฎ๐ฟ๐ป๐ถ๐ป๐ด๐ ๐ฆ๐ฒ๐ฎ๐๐ผ๐ป ๐๐ต๐ฒ๐ฐ๐ธ-๐๐ป: ๐๐ผ๐ผ๐ด๐น๐ฒ ๐ฎ๐ป๐ฑ ๐ง๐ฒ๐๐น๐ฎ, ๐ฎ๐ป๐ฑ ๐ฎ ๐บ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐ผ๐ป ๐ฎ ๐ฟ๐ผ๐น๐น: ๐ฎ๐ฏ ๐ ๐ช๐ก๐ฎ ๐ฎ๐ฌ๐ฎ๐ฑ
Big day today with $GOOG (Alphabet) and $TSLA (Tesla Motors, Inc.) reporting earnings today. These are two heavyweights in many portfolios โ mine included... Mostra di piรน Traduci
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