point on my markets
not clear at all without big movements
yet the news is full of big geopolitical, political news harris unsere in front of trump not bull btc crypto according to bernstein
north korea in the spotlight should bring stress, net no risky assets go up a little bit we note tesla and apple down, non risky go down in proportion so 10 year rates go up a little gold silver down
the USD varies according to currencies oil down
hard to get an idea on the coming days which, I suppose, are blocked 'by the major event of the US elections,
volatility and trend will resume afterwards on all assets with the comments to read on Reuters or bloomberg which will set the tone of the analysts of the world of finance
sorry no big ideas in the short term some small profit taking on relative value positions initiated recently to free up cash.
we decide to keep the bulk of the portfolio risks unchanged, very winning. and have a coverage margin >400%
in English "a bit boring"
2025 comes after, elections and FED + new statistical indices on US economy
the accounts will be done for serious players.end of year 24.
we await your motivated ideas! ?
