Thomas Parry Jones @thomaspj: "Subject: Market performance update Dear investors We..."

United Kingdom

Subject: Market performance update Dear investors We start the week with markets moving lower. The $SPX500 is down around 1.1% and the portfolio has also pulled back. Over the weekend we saw President Trump respond to the recent Supreme Court ruling by announcing 15% tariffs across all countries, set to last 150 days. While this could result in lower tariffs for some nations and higher for others, the framework and longer-term implications remain unclear. Markets dislike uncertainty, and this has been reflected in early trading. The initial reaction has been a move into bonds, pushing the US 30-year mortgage rate back below 6%. As yields fell, banking stocks came under additional pressure. AI-related names also weakened, although our $SNOW (Snowflake Inc.) and $NVDA (NVIDIA Corporation) positions were closed last week. On the defensive side, our $GLD (SPDR Gold) and $SLV (iShares Silver Trust) exposure helped cushion some of the downside. Given the ongoing uncertainty - including further potential headlines around Iran this week - we will be increasing exposure to GLD and SLV. At this stage, capital preservation and tactical positioning remain key. As always, we will stay disciplined and react to data rather than emotion. Thanks, TJ Copy Trading is not investment advice | Capital at risk | Past performance does not guarantee future results.

5 Mentioned

SPX500

SNOW

NVDA

GLD

SLV

Strictly Necessary Cookies

Performance Cookies

Functional Cookies

Targeting Cookies