Akim Guerreiro @Etcaetera: "𝐖𝐡𝐚𝐭 𝐝𝐨 𝐰𝐞 𝐝𝐨 𝐧𝐨𝐰..."

Luxembourg

𝐖𝐡𝐚𝐭 𝐝𝐨 𝐰𝐞 𝐝𝐨 𝐧𝐨𝐰 𝐮𝐧𝐭𝐢𝐥 𝐭𝐡𝐞 𝐞𝐧𝐝 𝐨𝐟 𝐲𝐞𝐚𝐫? Markets dropped last week because of the lower probability of a rate cut in December. Markets are bouncing back because of higher probability of a rate cut in December. You asked the markets to be rational? Now they are. And they had to shake out all those leveraged bets to find a direction. The game-plan now is to wait: I think this is the start of a blow off top that will last until early 2026, a massive leg up fuelled by Fed liquidity and rate cuts optimism. I increased the portfolio’s beta with higher crypto and tech exposures. In May, Trump will change the Fed Chair and I think markets will start pricing in the inevitable monetary easing. That’s my view based on my research. So far, the last months of the year have constituted most of Etcaetera’s yearly returns. Stick with me. We are prepared for the Christmas Rally. 💚🎄 Etcaetera 👉 my name is Akim and I manage the @Etcaetera portfolio on eToro. I am also a professional portfolio manager in Luxembourg’s funds industry. I want to make everyday investors on eToro benefit from my own investments. $NSDQ100 $SPX500 $BTC $ETH $NVDA (NVIDIA Corporation)