🔆2026 WEEK 7, Feb 9 - 15
Dear Copiers and Followers,
🌎ECONOMY
US economy is holding up well overall, though housing and credit, interest rate sensitive areas, feel quite tight. Inflation is cooling, and labor is stable with moderate job growth.
Last week’s data backed that up:
🔹Feb 11
US payrolls... Show More
🔆2026 WEEK 6, Feb 2 - 8
Dear Copiers and Followers,
🌎ECONOMY
January ISM Manufacturing PMI and ISM Services PMI data was released last week. It shows that the US economic growth is still holding up. However, it’s increasingly uneven.
🔹Manufacturing finally is back into expansion, which is a... Show More
🌱Why invest in dividend stocks
Companies that pay dividends stand out within the global universe of stocks. They tend to be profitable, disciplined, and shareholder-oriented.
A dividend is a portion of a company’s profit distributed to its shareholders. Dividend per share shows how many euros or dollars... Show More
🔆2026 WEEK 5, Jan 26 - Feb 1
Dear Copiers and Followers,
🌎ECONOMY
The US economy remains in an expansionary phase, though with slight slack in the labor market. Key developments over the past week reinforce this view.
🔹 Jan 28
The Fed held rates steady at 3.50%–3.75%, pointing to a stabilizing... Show More
🔆2026 WEEK 4, Jan 19 - 25
Dear Copiers and Followers,
🌎ECONOMY
The economy continues its expansion, and momentum is steady, not hot. Goldman Sachs expects the US to "outperform substantially" due to tax cuts and easier financial conditions.
Jobless claims are very low as jobs remain... Show More
🔆2026 WEEK 3, Jan 12 - 18
Dear Copiers and Followers,
🌎ECONOMY
Labor market is locked in Low – Hire, Low – Fire state. Companies avoid layoffs and do not hire aggressively due to trade policies and AI integration. JPMorgan warns that the AI - driven transition to is curbing traditional hiring... Show More
👉PORTFOLIO REBALANCE
Despite stock market’s 3 years back-to-back gains over 15%, I am optimistic it could rally in the coming months. The reasons for that are robust AI capex, AI user efficiency gains (leading to better earnings growth), Fed cutting cycle and broader market participation. Sectors like... Show More
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Fri Feb 20 2026 00:14:19 GMT+0000 (Coordinated Universal Time)