The AI revolution may be setting up a reverse Balassa–Samuelson effect, a structural change in how productivity impacts prices and real exchange rates across advanced economies.
Historically, productivity gains were strongest in tradable sectors such as manufacturing and exports. That made goods increasingly... Show More
It’s been a while since my last detailed update, I actually wanted to write this back in August, but time was tight and markets were moving fast. Still, this is a topic I’ve been wanting to cover because it sits at the center of my current macro positioning.
I want to explain why I’ve been investing... Show More
I started to hedge the portfolio due to the release of corporate earnings this week and the second-quarter US GDP, followed hours later by a Federal Reserve decision. As of now 25% of our portfolio is in $TLT (iShares 20+ Year Treasury Bond ETF )... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
After latest buy we are about 9% of our portofolio in Pfizer, and I want to share my rationale with you guys:
$PFE stock has experienced a significant decline of nearly 55% from its peak, but the company remains fundamentally strong with significant potential for growth.
Technical indicators suggest... Show More
$PYPL (PayPal Holdings) delivered a solid performance in Q4, outperforming expectations. However, the company's flat guidance for 2024 disappointed some investors despite the recent introduction of new features and cost-saving initiatives aimed at boosting growth and expanding margins. While this... Show More
We're pleased to announce that we've recently received our dividends for the last quarter from $BATS.L (British American Tobacco) The dividends have amounted to a yield of more than 2%, which is quite promising. It's particularly noteworthy because our yearly yield is now almost 10%, indicating... Show More
Hey copiers,
Let's kick back and chat about what's going on in the world of spirits and stocks. Today, we're shining a light on $RCO.PA's rollercoaster ride and checking out why $CPR.MI, $DGE.L (Diageo) and $RI.PA (Pernod-Ricard SA) seem to be the cool kids on the block.
So, Remy... Show More
Dear Investors, exciting news! eToro has launched Automatic Reallocation, a fantastic addition to CopyTrader. Now, when I make changes to my portfolio, your copied investments automatically adjust in real-time. No more manual adjustments needed—eToro takes care of it all. Stay synced effortlessly and... Show More
The worst may be behind PayPal's stock, yet it confronts resistance for now, potentially hindering its upward trajectory. Challenges from $AAPL (Apple) and competitors, both in branded and unbranded spheres (like Stripe and Adyen), pose significant hurdles. Although PayPal is actively implementing... Show More
The significant decrease in British American Tobacco's stock price following the news of a $31.5 billion write-down on the value of some U.S. cigarette brands is likely due to several reasons:
1. Market Perception: Investors might interpret the write-down as a signal of declining long-term value... Show More
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Sat Aug 08 2026 01:53:21 GMT+0000 (Coordinated Universal Time)