Market update
Dear investors
We continue to see the portfolio recover from November’s lows as broader markets rebound from the recent sell off.
This week brings a rise in geopolitical headlines – including developments in Venezuela and early discussions around potential Ukraine/Russia peace talks – though at this stage we don’t expect these to have any immediate impact on market pricing.
The main macro event to watch is the appointment of the next Fed Chair. If the current dovish chair is replaced with someone more willing to cut rates quickly, markets may move higher in the short term. However, a faster easing cycle could also create inflationary pressures later next year.
Thanks
TJ
Copy Trading is not investment advice | Capital at risk | Past performance does not guarantee future results.... Show More
In my view, Jerome Powell has done an excellent job over the last few years.
His cautious, wait-and-see approach helped keep inflation in check and prevented it from resurging.
By gradually cutting interest rates, he also helped sustain a longer bull market.
As we look ahead to 2026, when Kevin Hassett... Show More
@thomaspj if the USA were serious about reducing inflation, wouldn't the easiest way to do so to reduce the price of oil?
It is used in manufacturing, transport & enegry generation. You drop the cost of those 3 expenses, you create a downward ripple on the cost of everything in the global economy.
Or... Show More
Minimum invest Is 20 000 USD?. Have I got problem in my account? I thought tahat minimum invest Is around 1000 USD. Thank you for your response... Show More
Thanks for the update, TJ. The macro backdrop you outlined makes a lot of sense, especially with the geopolitical noise and the uncertainty around the next Fed Chair. For me, the next two weeks will be crucial in determining market direction. We could see a strong push higher if sentiment firms around... Show More
Hi Thomas, I was taking a look at historical data. First six months of 2022, when SP500 declined -25%, you managed to do -11%, which looks to me more impressive than overperforming indexes when they rise. If you do not mind to share, what is your strategy in bear market? Thanks, bye... Show More
Hi Thomas. I accidentally closed a position in my copy of you so I decided to stay in sync I would completely close and reopen the copy. However it's no longer letting me open unless I use a minimum of 20k which is a lot more than I had in the original copy. Please tell me there is some way round... Show More
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Sun Jan 18 2026 00:15:56 GMT+0000 (Coordinated Universal Time)
