๐ฝ๐ช๐ฎ ๐ฉ๐๐ ๐๐๐ฅ?
Geopolitics has once again shifted the near-term market backdrop.
Just as I began deploying funds into the software sector, where many names are showing basing structure, the latest escalation between the US and Iran has introduced fresh uncertainty. Events are moving quickly, and in the short-term that typically translates into risk-off reactions across equities.
Because of that, some volatility and a few weaker sessions are likely. However, at this stage Iโm not expecting a deep or sustained drawdown in the portfolio.
Market reactions to geopolitical shocks often follow a familiar pattern: an initial sentiment hit, followed by stabilisation once investors assess the economic impact. Unless escalation materially affects global growth or liquidity conditions, these events historically tend to create temporary dislocations rather than lasting trend changes.
My expectation remains that markets will treat this as a dip rather than the start of a broader downturn. If conditions stabilise, the basing process already underway in parts of the software sector could continue to resolve higher, supporting portfolio performance into April.... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
Hattest gestern eine suboptimales Timing mit der investitionen. voll in die kurze Euphorie-Pahse eingestiegenโฆ..
Hoffen wir dass der Iran Krieg nicht wieder eskaliert und die Aktien wider fallen.
Wie siehst du das?
Danke und Gruss
Roli... Show More Translate
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Fri Aug 07 2026 11:01:08 GMT+0000 (Coordinated Universal Time)
