@defense_investor Good summary. One angle I initially overlooked is the broader geopolitical re-ordering now playing out outside the US–China axis.
In the coming days, EU and India meet in Delhi, with real momentum toward what could become their first-ever free trade agreement — and the largest of its... Show More
When markets move before the narrative settles!
We cannot opt out of the world. If anything, this applies even more to investors.
While public debate oscillates between moral outrage and hopes of normalization, capital is already adjusting to a new reality. Not because investors necessarily understand... Show More
Our portfolio is now built around four structural pillars and a small set of active engines.
The exact composition differs slightly between individual portfolios, but the underlying structure is shared.
1) @Momentum-Edge as the adaptive core that follows market behaviour rather than opinions;
2) @EuropeDefense... Show More
Turbulence in the world – and why I’m glad to have MomentumEdge
There is a lot of turbulence in the world right now.
Geopolitics increasingly dominate economics, cooperation is replaced by power politics, and markets react with the familiar mix of uncertainty and hesitation.
I don’t like that.
Turbulence... Show More
Portfolio update – structure in place
This account is now fully allocated.
From here, changes will be driven by regime shifts and structural considerations — not incremental funding.
This account represents the primary portfolio within a coordinated family office-style setup, where strategy, allocation... Show More
@misterg23$SOL is your biggest asset with more than 30% of your balance. Why do you think $SOL is so much down, and what will bring it up again?... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
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