Jakub Rochlitz
Edited
๐——๐—ผ๐—ป'๐˜ ๐—ฃ๐—ฎ๐—ป๐—ถ๐—ฐ, ๐—œ๐˜โ€™๐˜€ ๐—ข๐—ฟ๐—ด๐—ฎ๐—ป๐—ถ๐—ฐ ๐Ÿšจ๐Ÿ€ The market finally pulled back โ€” and honestly, it was about time. After weeks of rallies and stretching valuations, all it needed was a spark to trigger a healthy correction. Remember: corrections are a natural part of any strong bull market. The fundamental drivers of this bull market are still very much in place: ๐Ÿ”น Interest rates are trending lower โ€” good for equities ๐Ÿ”น Fiscal spending is rising โ€” good for growth ๐Ÿ”น Inflation is largely contained โ€” good for stability ๐Ÿ”น AI continues to fuel massive investment โ€” good for tech ๐Ÿ”น Sector tailwinds from CapEx and electrification to defense and deregulation remain strong โ€” good for our portfolio companies A 2% pullback is nothing to be afraid of, and definitely no reason to panic. Iโ€™ve been diversifying the portfolio over the past few weeks, so weโ€™re well-positioned to handle volatility. And if things escalate, I have a crisis plan ready โ€” just like in April. Being prepared for unexpected moves is exactly what allowed me to make you +33% profit this year. As Trump would say โ€” thank you for your attention to this matter! ๐Ÿ‡บ๐Ÿ‡ธ
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