Simon Hou Vangsaae Reseke
Simon Hou Vangsaae Reseke @SimonReseke

Performance
All

0.64%2026
2026
8.85%2025
2025
19.80%2024
2024
117.51%2023
2023
-87.57%2022
2022
-56.77%2021
2021
12.29%2020
2020
54.26%2019
2019
-25.02%2018
2018
117.5%0%-117.5%
Simon Hou Vangsaae Reseke
Good evening! US ISM Manufacturing PMI just printed at 47.9 Forecast: 48.3 | Previous: 48.2 Hereโ€™s why this matters and how markets read it ๐Ÿ‘‡ What it tells us PMI below 50 = contraction. US manufacturing is still shrinking, and this print confirms a slowdown rather than a rebound. The miss vs expectations... Show More
Simon Hou Vangsaae Reseke
I've just opened a position using 2.77% of my equity.
META
Meta Platforms Inc
660.05
9.65 (1.48%)
Simon Hou Vangsaae Reseke
Denmark
I've just opened a position using 2.76% of my equity.
AMZN
Amazon.com Inc
232.21
5.71 (2.52%)
Simon Hou Vangsaae Reseke
I've just opened a position using 2.73% of my equity.
GOOGL
Alphabet Inc Class A
315.94
0.80 (0.25%)
Simon Hou Vangsaae Reseke
Denmark
I've just opened a position using 3.03% of my equity.
MSFT
Microsoft
474.35
1.42 (0.30%)
Simon Hou Vangsaae Reseke
Denmark
I've just opened a position using 3.64% of my equity.
NVDA
NVIDIA Corporation
187.77
-1.07 (-0.57%)
Simon Hou Vangsaae Reseke
๐Ÿ‘‹๐‹๐จ๐ฐโ€“๐ฆ๐จ๐๐ž๐ซ๐š๐ญ๐ž ๐ซ๐ข๐ฌ๐ค ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ๐ข๐ง๐  ๐›๐ฎ๐ข๐ฅ๐ญ ๐ญ๐จ ๐ฌ๐ฎ๐ซ๐ฏ๐ข๐ฏ๐ž ๐Ÿ๐ฎ๐ฅ๐ฅ ๐ฆ๐š๐ซ๐ค๐ž๐ญ ๐œ๐ฒ๐œ๐ฅ๐ž๐ฌ. ๐’๐ญ๐ซ๐ฎ๐œ๐ญ๐ฎ๐ซ๐ž ๐จ๐ฏ๐ž๐ซ ๐ง๐จ๐ข๐ฌ๐ž. Iโ€™m Simon. Pro investor on Etoro and founder of a successful architecture firm, CEO of a real estate company, and a dedicated investor focused... Show More
Simon Hou Vangsaae Reseke
Good evening ๐Ÿ‘‹ AI hype is cooling. Thatโ€™s not bearish. Google searches for โ€œAI bubbleโ€ have rolled over from recent peaks, according to Goldman Sachs. Concern is fading. Attention is normalizing. Thatโ€™s usually how cycles mature. Hype peaks early. Capex, adoption, and earnings peak later. AI has... Show More
Simon Hou Vangsaae Reseke
Good evening ๐Ÿ‘‹ Retail cash is at record highs. And that matters. US retail money market fund assets just hit $2.25 trillion, up $270B YoY. Holdings have more than doubled since early 2023. This isnโ€™t panic. Itโ€™s rational positioning. At ~3.6% risk-free yield, time finally pays again. Retail didnโ€™t... Show More

About Simon Hou Vangsaae Reseke
Denmark
Strategy: Multi-Strategy

Data-driven value-growth investing with macro trends & disciplined risk control.
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32 Followers