See following a subscribers only🔒market update. Reminder LIVE Q&A tomorrow: Subscribers Only Video Update Please find following a subscribers only video update, where we discuss current market movements and our portfolio positioning.
Test Weekly Brief
Market correction hits technology this week; Some early signs of rotation; but a few more weeks of volatility is expected. ➡️Mid Term Election Pressure is Normal * As we approach the US mid-term election cycle in November, what usually happens based on history? ➡️US Earnings Season * Ramping up in the
📌 Performance Since Inception We are protecting our outperformance here by raising cash and waiting for better conditions. Here are today’s trades:
See following a subscribers only🔒market update. Reminder LIVE Q&A tomorrow: Subscribers Only Video Update Please find following a subscribers only video update, where we discuss current market movements and our portfolio positioning.
📌 Performance Since Inception We are protecting our outperformance here by raising cash and waiting for better conditions. Here are today’s trades:
Some line in the sand lows in place; Will markets continue to rotate here as expected; US earnings season commences... ➡️Consumer Under Pressure * Even in the US with it’s own oil supply is suffering under the same conditions as Australia; * High interest rates and high petrol (gas) prices: ➡️Higher
See following a subscribers only🔒market update. Reminder LIVE Q&A tomorrow: Subscribers Only Video Update Please find following a subscribers only video update, where we discuss current market movements and our portfolio positioning.
An inflection week, do recent lows hold or do they fail? ➡️Government Debt Issues * Investors are demanded more yield to lend to Governments globally * This plays into our theme of rotation away from Governments to private investments ➡️Money Leaving Europe * Money is leaving the UK and Europe in favor of
📌 Performance Since Inception We are protecting our outperformance here by raising cash and waiting for better conditions. Here are today’s trades:
See following a subscribers only🔒market update. Subscribers Only Video Update Please find following a subscribers only video update, where we discuss current market movements and our portfolio positioning.