Mihail Despotov
Today feels like one of those days when politics is louder than the markets. Headlines about tariffs, Europe, rising tensions — while the exchanges are closed. Monday. A holiday in the US. No price action, but plenty of noise. In moments like this, I keep reminding myself of one simple thing: not every headline requires a portfolio reaction. Politics can shout. That doesn’t mean a portfolio has to shout back. I don’t know how markets will open tomorrow. There might be a reaction, or there might not. Either way, it doesn’t change how I’ve set things up. My portfolio is structured to handle periods like this — with diversification and buffers, not with guesses about the next move. Tomorrow there will be new prices. Today, there’s mostly noise. I try to keep the difference clear. $SPX500 $NSDQ100 $UK100 $GER40
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