Performanศ›ฤƒ
Toate

5.92%2025
2025
31.87%2024
2024
31.26%2023
2023
10.40%2022
2022
34.09%2021
2021
56.53%2020
2020
4.49%2019
2019
56.5%0%-56.5%
Primele
thomaspj
Subject: Portfolio Performance Update Good morning, As we approach the end of the month, hereโ€™s an update on how the portfolio is performing vs. the wider market ($SPX500). So far in April, our MTD return is up +5.3%. After the sell-off in March, this brings our YTD performance to +5.32%. Compared... Aratฤƒ alte Traducere
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PLTR
Palantir Technologies Inc.
115.89
1.43 (1.25%)
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thomaspj
Subject: Market Summary Morning investors, Starting the week with a market-related post. Unsurprisingly, we continue to see volatility, although the market is slightly higher than last week. It seems Trump has guardrails on from his advisorsโ€”after he called out Powell for being too slow over the weekend... Aratฤƒ alte Traducere
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thomaspj
Subject: Market Summary Morning investors, Starting the week with a market-related post. Over the weekend, we saw Trump add exemptions for chips, semiconductors, and electronics, which then caused a boost yesterday in the tech-heavy $NASDAQ index. However, overnight they then opened a probe into components... Aratฤƒ alte Traducere
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thomaspj
Subject: What Just Happened โ€“ Tariffs, Bonds, and Whatโ€™s Next Hi there investors, Longer post on whatโ€™s actually just happened and whatโ€™s likely to happen next, as well as what that means for the portfolio. This morning, the main event was a sell-off in bonds, driven by declining global confidence... Aratฤƒ alte Traducere
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thomaspj
Is this an actual 90 day pause or just a head fake again? Traducere
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thomaspj
Subject: Market Open โ€“ Volatility & Tariff Rhetoric Morning investors, Quick market post to keep you up to date as we start what will probably be another volatile week. We saw $SPX500 futures initially dip before slightly recovering. Combine this with some technical signals, and we are starting to... Aratฤƒ alte Traducere
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5548.79
-10.18 (-0.18%)
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thomaspj
Subject: Market Update โ€“ Tariffs, Recession Fears & Portfolio Impact Dear Investors, Honesty is the best policyโ€”earlier this year I suggested that tariffs were primarily a negotiation tactic. I was wrong. Tariffs have now come into full effect and are impacting the market significantly, leading to... Aratฤƒ alte Traducere
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5548.79
-10.18 (-0.18%)
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thomaspj
Subject: Volatile Week Recap & Portfolio Update Dear Investors, Another update as we wrap up what has been a particularly volatile week. Tarrifs were introduced, leading to a market dip, but have since been partially unwoundโ€”seemingly shifting day by day. As a result, the market has been swinging... Aratฤƒ alte Traducere
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thomaspj
Subject: Market Dip and Portfolio Adjustments Dear Investors, A quick update as the market takes a dip today. After a strong bull run this month, weโ€™ve been holding cash in anticipation of potential tariff escalations, as mentioned in my last couple of posts. Todayโ€™s drop was triggered by $WMT (Walmart... Aratฤƒ alte Traducere
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thomaspj
Subject: CPI Report and Market Reaction Dear Investors, A quick update as the market opens shortly. CPI has risen 0.5% month-on-month, exceeding the expected 0.3% increase. Given the Fedโ€™s consistent approach, this makes it less likely that weโ€™ll see multiple rate cuts this yearโ€”currently, only one... Aratฤƒ alte Traducere
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Despre thomaspj
Marea Britanie
Strategia: Macro

๐— ๐—ฎ๐—ฐ๐—ฟ๐—ผ ๐—ฎ๐—ป๐—ฑ ๐˜๐—ฒ๐—ฐ๐—ต๐—ป๐—ถ๐—ฐ๐—ฎ๐—น ๐—ฎ๐—ป๐—ฎ๐—น๐˜†๐˜€๐˜ ๐˜„๐—ถ๐˜๐—ต +๐Ÿฏ๐Ÿฒ% ๐—ฟ๐—ฒ๐˜๐˜‚๐—ฟ๐—ป๐˜€
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