Zoltรกn Szรผcs
๐Ž๐œ๐ญ๐จ๐›๐ž๐ซ- Update ๐Ÿ“ข ๐ƒ๐ž๐š๐ซ ๐œ๐จ๐ฉ๐ข๐ž๐ซ๐ฌ ๐š๐ง๐ ๐Ÿ๐จ๐ฅ๐ฅ๐จ๐ฐ๐ž๐ซ๐ฌ / ๐–๐ž๐ฅ๐œ๐จ๐ฆ๐ž ๐ญ๐จ ๐š๐ฅ๐ฅ ๐ง๐ž๐ฐ ๐œ๐จ๐ฉ๐ข๐ž๐ซ๐ฌ ๐š๐ง๐ ๐Ÿ๐จ๐ฅ๐ฅ๐จ๐ฐ๐ž๐ซ๐ฌ. ๐Ÿ“ˆ๐…๐ž๐๐ž๐ซ๐š๐ฅ ๐Ÿ๐ฎ๐ง๐๐ข๐ง๐  ๐ข๐ง ๐ญ๐ก๐ž ๐”๐’ ๐ž๐ฑ๐ฉ๐ข๐ซ๐ž๐ ๐จ๐ง ๐’๐ž๐ฉ๐ญ๐ž๐ฆ๐›๐ž๐ซ ๐Ÿ‘๐ŸŽ, ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ“. Congress has not reached an agreement on an extension of the budget for the 2026 fiscal year, which began on October 1. As of October 3, the shutdown continues into its third day with no signs of a quick solution. The Senate has rejected proposals from both Republicans and Democrats, and votes are not expected until Friday, October 4. ๐ˆ๐ฆ๐ฉ๐ฅ๐ข๐œ๐š๐ญ๐ข๐จ๐ง๐ฌ ๐Ÿ๐จ๐ซ ๐ž๐ฆ๐ฉ๐ฅ๐จ๐ฒ๐ž๐ž๐ฌ: About 800,000 federal employees are on unpaid leave - they cannot work and do not receive pay. Another 700,000 workers (e.g. in security, health care) must work without immediate pay, but will receive retroactive payment upon termination. ๐“๐ก๐ข๐ฌ ๐ฌ๐ข๐ญ๐ฎ๐š๐ญ๐ข๐จ๐ง ๐ฐ๐ข๐ฅ๐ฅ ๐ฅ๐š๐ฌ๐ญ ๐š๐›๐จ๐ฎ๐ญ ๐Ÿ๐ŸŽ-๐Ÿ๐Ÿ’ ๐๐š๐ฒ๐ฌ. A side effect of this situation is that we do not receive quality data on the state of the economy, so unemployment may quietly rise along with inflation. The markets are not yet burdened by this, what could happen is that after the resumption of the Congress we will get negative data that will send the ๐ฆ๐š๐ซ๐ค๐ž๐ญ๐ฌ ๐๐จ๐ฐ๐ง more significantly. Fed has lowered the key rate for the first time in nine months to a range of 4.00% - 4.25%. ๐Ž๐ง ๐Ž๐œ๐ญ๐จ๐›๐ž๐ซ ๐Ÿ๐Ÿ—๐ญ๐ก we will expect a reduction to 3.75% - 4.00% and ๐จ๐ง ๐ƒ๐ž๐œ๐ž๐ฆ๐›๐ž๐ซ ๐Ÿ๐ŸŽ๐ญ๐ก we will expect a reduction to 3.5% - 3.75%. โœ…๐Ÿ’ฐThe current state of the ๐ฉ๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐ฅ๐จ๐จ๐ค๐ฌ ๐ ๐จ๐จ๐. Europe is slowly waking up, China is slowly waking up. We cannot talk about any euphoria here yet, we must take into account that the markets are growing mainly thanks to a few technology companies that are driving the ๐€๐ˆ โ€‹โ€‹๐›๐จ๐จ๐ฆ. Therefore, the rest of the market still has quite a ๐ฅ๐จ๐ญ ๐จ๐Ÿ ๐ฉ๐จ๐ญ๐ž๐ง๐ญ๐ข๐š๐ฅ. The financial support from the government and the share in the company helped the $LAC (Lithium Americas Corp) company the most. The price is not where I would like it to be yet and it is possible that the price will drop as a result of the market washout and therefore I will not abandon this ship yet. โ™ป ๐Ÿ‘€๐Ÿ”ญThe strategy will continue until the end of the year. Reduction of the portfolio, some Chinese stocks, some American ones and creation of more cash for better concentration in successful titles. I would like to return to $BRK.B (Berkshire Hathaway Inc) again, so I would appreciate some minor catastrophe in the markets, maybe everything will fall the same. Maybe I would call the investments in $LULU (Lululemon Athletica Inc) and ๐‹๐€๐‚. Otherwise I do not see anything that would be at a good price and I would feel particularly comfortable in it. $NSDQ100 ๐ˆ ๐ฐ๐จ๐ฎ๐ฅ๐ ๐ฅ๐ข๐ค๐ž ๐ญ๐จ ๐ญ๐ž๐ฅ๐ฅ ๐ฒ๐จ๐ฎ ๐š๐›๐จ๐ฎ๐ญ ๐ญ๐ก๐ž ๐ฉ๐ก๐จ๐ญ๐จ ๐ญ๐ก๐š๐ญ ๐ข๐ญ ๐ฆ๐š๐ฒ ๐ง๐จ๐ญ ๐š๐ฅ๐ฐ๐š๐ฒ๐ฌ ๐ฆ๐š๐ค๐ž ๐ฌ๐ž๐ง๐ฌ๐ž ๐š๐ง๐ ๐ข๐ญ ๐ฆ๐š๐ฒ ๐ฅ๐จ๐จ๐ค ๐š๐ฌ ๐š ๐ฅ๐จ๐ฌ๐ฌ. ๐ˆ๐Ÿ ๐ˆ ๐ฐ๐š๐ง๐ญ ๐ญ๐จ ๐ ๐ž๐ญ ๐ซ๐ข๐ ๐จ๐Ÿ ๐ฌ๐จ๐ฆ๐ž๐ญ๐ก๐ข๐ง๐  ๐ญ๐ก๐š๐ญ ๐ˆ ๐ง๐จ ๐ฅ๐จ๐ง๐ ๐ž๐ซ ๐ฐ๐š๐ง๐ญ ๐ญ๐จ ๐จ๐ฐ๐ง ๐š๐ง๐ ๐ข๐ญ ๐ก๐š๐ฌ ๐Ÿ๐š๐ฅ๐ฅ๐ž๐ง ๐ฌ๐ข๐ ๐ง๐ข๐Ÿ๐ข๐œ๐š๐ง๐ญ๐ฅ๐ฒ, ๐ˆ ๐ญ๐ซ๐ฒ ๐ญ๐จ ๐ฆ๐š๐ค๐ž ๐จ๐ง๐ž ๐ฉ๐ฎ๐ซ๐œ๐ก๐š๐ฌ๐ž ๐ข๐ง ๐ญ๐ก๐ž ๐š๐ฆ๐จ๐ฎ๐ง๐ญ ๐จ๐Ÿ ๐š๐ฅ๐ฅ ๐ฉ๐ฎ๐ซ๐œ๐ก๐š๐ฌ๐ž๐ฌ ๐ฆ๐š๐๐ž ๐ฌ๐จ ๐Ÿ๐š๐ซ ๐จ๐ซ ๐Ÿ‘ ๐ญ๐ข๐ฆ๐ž๐ฌ ๐ก๐ข๐ ๐ก๐ž๐ซ ๐ญ๐ก๐š๐ง ๐ญ๐ก๐ž ๐š๐ฏ๐ž๐ซ๐š๐ ๐ž ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง ๐ฌ๐ข๐ณ๐ž. ๐–๐ข๐ญ๐ก ๐ ๐ซ๐จ๐ฐ๐ญ๐ก, ๐ž๐ฏ๐ž๐ง ๐ข๐Ÿ ๐ฌ๐ฆ๐š๐ฅ๐ฅ, ๐ญ๐ก๐ž ๐ ๐ซ๐จ๐ฐ๐ญ๐ก ๐ข๐ฌ ๐ฆ๐จ๐ซ๐ž ๐ฌ๐ข๐ ๐ง๐ข๐Ÿ๐ข๐œ๐š๐ง๐ญ ๐š๐ง๐ ๐ข๐ญ ๐ข๐ฌ ๐ฉ๐จ๐ฌ๐ฌ๐ข๐›๐ฅ๐ž ๐ญ๐จ ๐ž๐ฑ๐ข๐ญ ๐ญ๐ก๐ž ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง, ๐›๐ฎ๐ญ ๐ข๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐š ๐ซ๐ฎ๐ฅ๐ž ๐ญ๐ก๐š๐ญ ๐ฐ๐จ๐ซ๐ค๐ฌ ๐จ๐ง ๐ž๐ฏ๐ž๐ซ๐ฒ๐ญ๐ก๐ข๐ง๐  ๐š๐ง๐ ๐š๐ฅ๐ฐ๐š๐ฒ๐ฌ. ๐’๐จ๐ฆ๐ž๐ญ๐ข๐ฆ๐ž๐ฌ ๐ข๐ญ ๐ญ๐š๐ค๐ž๐ฌ ๐ฌ๐ž๐ฏ๐ž๐ซ๐š๐ฅ ๐ฒ๐ž๐š๐ซ๐ฌ.
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