Thomas Parry Jones @thomaspj: "Subject: Market Summary Dear investors, This week..."

United Kingdom

Subject: Market Summary Dear investors, This week we’ve increased our cash position further, mainly by reducing our $PLTR (Palantir Technologies Inc.) and $GOOG (Alphabet) holdings. These adjustments were driven by technical signals rather than expectations of a wider market downturn. Markets have performed strongly recently, supported by a 25BP rate cut. However, we may see some short-term headwinds: weaker job data revisions, Chair Powell raising concerns about high stock valuations, and the market pricing in more cuts than Fed officials currently signal. This doesn’t suggest a major sell-off is imminent, but a short-term pullback or period of volatility is possible before the market resumes benefiting from lower rates. We’re therefore holding more cash to prepare the portfolio for these opportunities. Some positions, like $GOOG, may be re-entered on a dip, so don’t be surprised if you see activity here. Overall, expect a cautious but ready stance from the portfolio. Thanks, TJ Copy Trading is not investment advice | Capital at risk | Past performance does not guarantee future results.

2 Mentioned

PLTR

Palantir Technologies Inc.

GOOG

Alphabet

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