Akim Guerreiro @Etcaetera: "𝐅𝐞𝐞𝐥𝐢𝐧𝐠 𝐁𝐮𝐥𝐥𝐢𝐬𝐡 I know, people usually..."

Luxembourg

𝐅𝐞𝐞𝐥𝐢𝐧𝐠 𝐁𝐮𝐥𝐥𝐢𝐬𝐡 I know, people usually like doom and gloom, but you won’t get it with this post. Firstly, the macro is looking pretty good. We will have our rate cut in December and QE is likely to resume very soon. We have a few data points that will come out, in particular PCE (the Fed’s favorite data) that have been delayed since September due to the US government shutdown. I don’t expect any inflation spikes, in line with other available data points. Secondly, corporate earnings will continue growing with continued big AI spendings and a renewed tech investments cycle. One of our winners this week is $MRVL (Marvell Technology Group Ltd) that confirmed in its earnings call major tailwinds for data centers products demand. Thirdly, technicals are looking really good with a clear rebound at a higher low. $BTC is the ideal example of what’s looking like a healthy recovery, aiming potentially at an all-time high in the next weeks. Do you share this optimistic view or are you more bearish than me? Thank you for copying my portfolio. 💚🎄 Etcaetera 👉 my name is Akim and I manage the @Etcaetera portfolio on eToro. I am also a professional portfolio manager in Luxembourg’s funds industry. I want to make everyday investors on eToro benefit from my own investments. With a minimum of $200 you can copy all my portfolio (including each single position). $NSDQ100 $SPX500 $NVDA (NVIDIA Corporation)