๐๐๐๐ ๐ก๐ฎ ๐ช๐ฅ๐๐๐ฉ๐
Dear investors,
A warm welcome to all new copiers and followers.
Iโm currently attending the annual eToro Annual Popular Investor Summit 2025 here in Cyprus, and the first day has been excellent. The workshops on Women in Investing and Investing with AI offered valuable insights into how data-driven strategy and emotional discipline create sustainable long-term returns โ two principles that sit at the heart of my own approach.
๐๐๐ง๐ ๐๐ฉ ๐๐ค๐๐ช๐จ โ All Eyes on the Federal Reserve
The upcoming Fed meeting is this weekโs main event, with markets debating whether the committee will signal one final hike or shift towards a formal pause.
๐พ๐ช๐ง๐ง๐๐ฃ๐ฉ ๐๐ญ๐ฅ๐๐๐ฉ๐๐ฉ๐๐ค๐ฃ๐จ:
The base case is no rate change, as inflation shows signs of cooling but remains above the 2 % target.
The tone of the statement will matter more than the decision itself โ any hint of easing bias or dovish language could quickly reprice yields, the USD, and hard assets.
Key possible outcomes:
1๏ธโฃ Hold + hawkish guidance: The Fed stresses inflation persistence โ this could lift yields and the USD short term, creating a temporary headwind for gold, silver, and growth equities.
2๏ธโฃ Hold + neutral tone: A balanced statement recognising softening data would likely favour equities and support a rebound in hard-asset prices.
3๏ธโฃ Dovish shift: If the Fed acknowledges weakening growth momentum, it could trigger a broad risk-on move across markets โ bullish for metals and duration-sensitive assets.
๐๐ค๐ง๐ฉ๐๐ค๐ก๐๐ค ๐๐ฉ๐๐ฃ๐๐
We remain selectively positioned, maintaining exposure to quality equities while holding modest cash for tactical deployment. Precious metals continue to form a structural part of our long-term allocation โ short-term pullbacks aside, the macro case for hard assets remains strong as global liquidity and debt expansion persist.
Our performance year-to-date (~29%) remains comfortably ahead of major benchmarks, driven by disciplined risk management and our focus on fundamentals over noise.
Best,
Akansha
$NSDQ100$TSLA (Tesla Motors, Inc.)$BTC$GOLD... Show More
We use our own and third-party cookies on our websites to enhance your experience, analyze traffic, and for security and marketing. For more info, see our Cookie Policy or go to Manage Settings.
Privacy Preference Center
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
Manage Consent Preferences
Strictly Necessary Cookies
Always Active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Targeting Cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
Cookie List
label
ConsentLeg.Interest
label
label
label
Tue Dec 09 2025 04:59:21 GMT+0000 (Coordinated Universal Time)
