Akansha Trivedi
π™Šπ™˜π™©π™€π™—π™šπ™§ π™˜π™π™šπ™˜π™ -π™žπ™£: π™§π™€π™©π™–π™©π™žπ™€π™£, 𝙖 π™’π™šπ™©π™–π™‘π™¨ π™§π™šπ™¨π™šπ™© Hi Team, Welcome to all new copiers & Followers. Macroβ€”what have moved markets in October: Inflation stayed cooler and growth steady; the market rotated under the surface rather than trending. Gold printed fresh record highs above ~4,300 dollars/oz on before pulling back since yesterday as positioning turned crowded and the dollar/real yields firmed briefly. Silver followed a similar script: a record surge early October, then a sharp reset of ~6% as traders took profits after a month-long run. Gold & Silverβ€”why the dip doesn’t change our thesis: The pullback is largely technical (overbought positioning, stronger dollar blips), not fundamental. Central-bank demand, persistent fiscal deficits, and diversification flows remain intact. Silver’s long-term case still includes structural industrial demand (solar/electrification) layered on top of its monetary role. We’re keeping our metals sleeve (~13%) steady and using weakness to rebalance rather than chase strength. Earningsβ€”Netflix (yesterday): Record revenue and best-ever ad sales, but EPS missed due to a one-off ~619m Brazil tax charge; shares fell after hours. Our takeaway: core engagement and ad tier momentum remain healthy; the tax hit is non-operational. We are beating SPX and NASDAQ comfortably with our portfolio up by ~27% YTD. Cash remains ready for earnings-driven dislocations or further dips in precious metals. If you’re copying, topping up on red days continues to be the simplest edge. Best Akansha $GOLD $NSDQ100 $BTC
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