Loic Le Maho
Loic Le Maho @LoicInv

Результаты
Все

11.05%2026
2026
103.67%2025
2025
-2.85%2024
2024
10.99%2023
2023
40.85%2022
2022
3.20%2021
2021
12.66%2020
2020
103.7%0%-103.7%
Обсуждение
Loic Le Maho
Франция
3 д
Powell is now under criminal investigation, allegedly for lying to Congress about Fed renovation costs. It's clearly a pretext. Trump wants control of monetary policy, and he's not even pretending otherwise anymore. Let's be clear: Powell wasn't a great Fed chairman. But neither were... Показать подробности Перевод
Loic Le Maho
Франция
9 д
The situation in Venezuela has escalated with Maduro's capture. Of course, everyone knows Trump's interest in the region is primarily about $OIL, not drugs. What's worth understanding though is the specifics: the US shale revolution produces light crude, but American refineries are mostly... Показать подробности Перевод
Loic Le Maho
Франция
26 д
Отредактировано
A last monthly post to finish the year. I had a recent surge in inflow of people copying my strategy. Though I'm happy this is the case as we now have more than 2M USD of AUM, I feel a bit confused and a bit frustrated that the rise of precious metals happened so suddenly in 2025, while the trade... Показать подробности Перевод
Loic Le Maho
Франция
1 мес.
Отредактировано
The market has remained pretty stable over the last month. The discussions were mainly about the Fed rate cut in the coming week. It is now priced in that this will happen and the focus will be on the language which will be used during the meeting. We will likely have more dovish talks as there is enormous... Показать подробности Перевод
Loic Le Maho
Франция
2 м
It seems that the so-called “Trump trade” of the past year is becoming less and less relevant, as economic reality is slowly coming back into investors’ minds. There has been a lot of talk about the reinvestment loop and the accounting shenanigans between AI companies and chip or cloud manufacturers... Показать подробности Перевод
Loic Le Maho
Франция
3 м
Отредактировано
Took profit on my short term $OIL investment of last week. Reinvested the proceeds in $B (Barrick Mining Corp) Перевод
Loic Le Maho
Франция
3 м
Отредактировано
The last month has been rich in interesting developments. The global rally on AI is very strong, and we saw some news about the "investments" of $NVDA (NVIDIA Corporation) in several companies. This reminds me a little of those Enron stories and accounting wizardry tricks used to boost everyone’s... Показать подробности Перевод
Loic Le Maho
Франция
4 м
This is a very uncertain situation for investing. It seems like everything is at or near all time high : broad market $SPX500 , tech $NSDQ100 , crypto $BTC , gold $GOLD , real estate, cost of living, etc... Maybe just $OIL seems extremely depressed on a 10y perspective as inflation has been accumulating... Показать подробности Перевод
Loic Le Maho
Франция
5 м
Отредактировано
The broad market $SPX500 has stabilized in the recent month and until last Friday. There was uncertainties about the Fed monetary policy as Trump is pushing hard to "own" the Fed. It is quite extraordinary that while being a candidate for the 2016 presidential election, he rightfully called... Показать подробности Перевод
Loic Le Maho
Франция
6 м
The broad market has catched up with ATH reached before the "Liberation Day" last 02nd of April and went beyond it very quickly with the $SPX500 above 6400 at the moment. $BTC has peaked in July above 120kUSD. This is all risk on and the "TACO trade" (Trump Always Chickens Out), newly... Показать подробности Перевод

Сведения Loic Le Maho
Франция
Стратегия: Макро

Entrepreneur & professional Quant/energy Trader. Over 14 years of experience in finance
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