๐๐๐ฌ๐ญ ๐ฐ๐๐๐ค ๐ฐ๐๐ฌ ๐๐จ๐ง๐๐ฎ๐ฌ๐ข๐ง๐ . ๐๐ก๐ข๐ฌ ๐ฐ๐๐๐ค ๐ข๐ฌ ๐๐๐๐ข๐ฌ๐ข๐ฏ๐.
Last week we got the best inflation data of 2026. The biggest monthly drop in CPI since April 2020. Producer prices reversed. Consumer sentiment hit its highest reading since February. Rate hike odds dropped.
The... Show More
๐๐๐จ๐ฎ๐ญ ๐๐
Iโve been meaning to write a more personal โAbout Meโ post for a while now. Most of you probably follow me for the investing updates, but I think knowing whoโs actually behind the portfolio is just as important as knowing the strategy itself. So, letโs get a bit more personal!
๐๐ก๐จ... Show More
I just closed the trade at a profit of 266.58%
Trimming some AMD after quite a run. It's grown into my biggest position and I'm moving those funds to $MSFT (Microsoft) for a steady AI exposure. Still holding plenty of AMD, just resizing, not losing faith!... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
๐๐ฏ๐๐ซ๐ฒ๐จ๐ง๐ ๐ฐ๐๐ง๐ญ๐ฌ ๐ญ๐จ ๐๐ ๐ญ๐ก๐ ๐ง๐๐ฑ๐ญ ๐๐ข๐ ๐ญ๐ซ๐๐๐๐ซ. ๐๐ฅ๐ฆ๐จ๐ฌ๐ญ ๐ง๐จ๐๐จ๐๐ฒ ๐ฐ๐๐ง๐ญ๐ฌ ๐ญ๐จ ๐๐ ๐ญ๐ก๐ ๐ง๐๐ฑ๐ญ ๐๐๐ซ๐ซ๐๐ง ๐๐ฎ๐๐๐๐ญ๐ญ.
I've been thinking about this a lot lately. Every day on this platform (and many others) I see people chasing the next hype cycle,... Show More
"๐๐ก๐๐ง ๐ข๐ฌ ๐ญ๐ก๐ ๐๐๐ฌ๐ญ ๐ญ๐ข๐ฆ๐ ๐ญ๐จ ๐ฌ๐ญ๐๐ซ๐ญ ๐๐จ๐ฉ๐ฒ๐ข๐ง๐ ๐ฒ๐จ๐ฎ?"
I get this question more than almost any other:
After a market dip? After a good run? When things calm down? When the geopolitics settle? When the Fed makes its next move?
Here's my honest answer: it doesn't... Show More
๐๐ง๐ฏ๐๐ฌ๐ญ๐ข๐ง๐ ๐ข๐ฌ ๐๐ฑ๐๐๐ญ๐ฅ๐ฒ ๐ฅ๐ข๐ค๐ ๐ฒ๐๐ฌ๐ญ๐๐ซ๐๐๐ฒโ๐ฌ ๐๐ซ๐๐ฌ๐ข๐ฅ ๐ฏ๐ฌ ๐๐จ๐ซ๐ฐ๐๐ฒ ๐ ๐๐ฆ๐
I'll be honest, yesterday's result hurt. I'm a Brasil fan and watching them go out in the Round of 16, their earliest exit in 36 years, was painful.
But once the emotion settled,... Show More
๐๐ฏ๐๐ซ๐ฒ๐จ๐ง๐โ๐ฌ ๐ฐ๐๐ญ๐๐ก๐ข๐ง๐ ๐๐ซ๐๐ง. ๐โ๐ฆ ๐ฐ๐๐ญ๐๐ก๐ข๐ง๐ ๐ฌ๐จ๐ฆ๐๐ญ๐ก๐ข๐ง๐ ๐ฆ๐ฎ๐๐ก ๐๐ข๐ ๐ ๐๐ซ.
Everyone is celebrating the Iran ceasefire. I think they're looking at the wrong crisis.
Yes, oil pulled back. Yes, the Strait of Hormuz is slowly reopening. Yes, markets got a relief... Show More
๐๐ก๐ข๐ฌ ๐ฐ๐๐๐ค, ๐ ๐๐จ๐ฉ๐จ๐ฅ๐ข๐ญ๐ข๐๐ฌ ๐๐ง๐ ๐๐ ๐๐ซ๐ ๐ฌ๐ฐ๐๐ฉ๐ฉ๐ข๐ง๐ ๐ฉ๐ฅ๐๐๐๐ฌ
Two completely different stories are colliding in markets right now, and most people are only paying attention to one of them.
๐๐ญ๐จ๐ซ๐ฒ ๐ง๐ซ ๐: The war premium is coming out of markets. The US and Iran reportedly... Show More
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