Mentioned
SPX500 Index (Non Expiry)
SPX500
-16.86 (-0.22%)
7554.37
7555.51
Justin Seda E Cauberghe
Justin Seda E Cauberghe
Thailand
3mo
๐Œ๐š๐ซ๐ค๐ž๐ญ๐ฌ are ๐ฌ๐ž๐ง๐๐ข๐ง๐  a mixed but ๐ข๐ง๐ญ๐ž๐ซ๐ž๐ฌ๐ญ๐ข๐ง๐  ๐ฌ๐ข๐ ๐ง๐š๐ฅ. On one side, speculative growth names and selected tech are starting to move in sync with the broader market again. ๐“๐ก๐š๐ญ ๐ฎ๐ฌ๐ฎ๐š๐ฅ๐ฅ๐ฒ ๐ฌ๐ฎ๐ ๐ ๐ž๐ฌ๐ญ๐ฌ ๐ซ๐ข๐ฌ๐ค ๐š๐ฉ๐ฉ๐ž๐ญ๐ข๐ญ๐ž ๐ข๐ฌ ๐ซ๐ž๐ญ๐ฎ๐ซ๐ง๐ข๐ง๐ . On the other side, ๐ž๐ง๐ž๐ซ๐ ๐ฒ ๐ซ๐ž๐ฆ๐š๐ข๐ง๐ฌ ๐ซ๐ž๐ฅ๐š๐ญ๐ข๐ฏ๐ž๐ฅ๐ฒ ๐๐ž๐ญ๐š๐œ๐ก๐ž๐ ๐š๐ง๐ ๐œ๐จ๐ง๐ญ๐ข๐ง๐ฎ๐ž๐ฌ ๐ญ๐จ ๐š๐œ๐ญ ๐š๐ฌ ๐š ๐ก๐ž๐๐ ๐ž ๐ซ๐š๐ญ๐ก๐ž๐ซ ๐ญ๐ก๐š๐ง ๐ฃ๐จ๐ข๐ง๐ข๐ง๐  ๐ญ๐ก๐ž ๐ซ๐š๐ฅ๐ฅ๐ฒ. Gold miners are also quietly improving. To me, this does not look like a clean โ€œeverything bull market.โ€ ๐ˆ๐ญ ๐ฅ๐จ๐จ๐ค๐ฌ ๐ฆ๐จ๐ซ๐ž ๐ฅ๐ข๐ค๐ž ๐š ๐ซ๐จ๐ญ๐š๐ญ๐ข๐จ๐ง ๐ฆ๐š๐ซ๐ค๐ž๐ญ: โ€ข Growth attracting flows again โ€ข Hard assets still being respected My current focus remains: 1. Quality growth with catalysts 2. Energy as portfolio diversifier 3. Precious metals / miners as optionality 4. Keeping cash ready for volatility $SPX500
Not investment advice. The author may have financial interests in the mentioned instruments.
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SPX500
SPX500 Index (Non Expiry)
7554.37
-16.86 (-0.22%)
1 Mentioned
SPX500 Index (Non Expiry)
SPX500
SPX500 Index (Non Expiry)
null
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