๐ ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐จ๐ฝ๐ฑ๐ฎ๐๐ฒ ๐ญ๐ญ ๐ก๐ผ๐ ๐ฎ๐ฌ๐ฎ๐ฑ
Yesterday markets snapped into relief mode on the back of:
* The US Senate progressed a funding deal that could end the longest US government shutdown in history
* Donald Trump floated a $2000 โdividendโ payment to Americans
Tech, AI, and crypto notably outperformed ($BTC above $106k, Nasdaq +2.3%).
Traders are now eyeballing the Federal Reserve for hints on rate cuts once normal macro data reporting resumes. Especially since recent economic data would support such an action.
A few things to note:
* This may just be a relief rally and not guaranteed to last unless the deal clears the House and stimulus turns real
* Stimulus cheques are great for certain stocks like $AMZN (Amazon.com Inc), Tesla, Walmart, and PayPal, but ultimately increase the money supply and could drive inflation higher. Not yet though.
Portfolio action:
* Added to my Rightmove (the undisputed market leader in their sector) on the back of the share price plummeting. This happened when they shared their plans to increase AI spending
* Continued to build my $META (Meta Platforms Inc) position which fell for a similar reason to Rightmove
* $ETOR (eToro Group LTD) posted great earnings numbers yesterday and the stock rallied strongly. I am looking to add... Show More
Funny how in other markets AI spend fuels higher share prices while for Rightmove it triggered an over sale. We also added to our $RMV.L (Rightmove PLC) position! Thank you for the update ๐... Show More
Rightmove's price action was insane. It is a great business, I don't know how they can be mispriced so often by the market ... Show More
1 reply
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Sat Jan 17 2026 21:29:07 GMT+0000 (Coordinated Universal Time)
