Update for Copiers and Followers APRIL REVIEW & LOOK AHEAD Another month done and dusted. I’m quite happy with the progress being made this year. Currently at +23.5% after 4 months and the focus on UK/EU businesses that were heavily impacted by Covid and their expected recovery this year as […]
Mark
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End Of March Update I wanted to look at the portfolio a little differently while doing this update. The overall asset allocation mix is still about the same as February, so the update on the website is valid if you missed that one: https://www.globalmarkie.com/investusmaximus-february-portfolio-update/ What I’ve done with the graphic […]
Update for Copiers. Afternoon all. We are almost done with February and the month currently sits at +11.44%. It’s been a very strong month with the epicenter stocks finally making some strong moves as the UK arrived at the 22nd February and the unveiling of the lockdown exit plan and […]
Update For Copiers Afternoon all. January currently sits at +2.92% a figure I’m very happy with considering the growing concern around Covid that is dominating the start to this year. I’ve done quite a bit of investing lately, taking small positions in lots of companies as part of my ‘Project […]
Morning all. Another green week for Bitcoin but I’ve noticed a change in sentiment starting to appear and I’m wondering if we now need to get ready for a correction. Price managed to clip $16,500 during the week and it’s really been on a tear since it left the $10,000 […]
https://www.marketwatch.com/story/intel-faces-massive-wall-street-backlash-on-next-gen-chip-delay-2020-07-24 $INTC getting crushed in the pre-market today. Down nearly 14% as we head to the market open. It was a favourite of mine over the last couple of years but the delays in the 7nm chip release were already a problem towards the end of last year and I […]
Morning all. Interesting chart from Bloomberg looking at the performance of $GOLD and $BTC I’ve added the Magenta lines to show the previous period where Gold outperformed Bitcoin and how it was Gold that consolidated while Bitcoin then played catch-up. Right now we have a similar divergence and it’s an […]
Morning all. My favourite day of the week is here already, where I get to watch the markets celebrate the deteriorating state of the US job market with the euphoria it brings of more FED and Treasury Department interventions. When last weeks numbers came in above forecast and continuing claims […]
Morning all. The FOMC release last night initially lead to a rally in stock and a spike in bond yield, the 10 year recovery a little bit of what had been lost through the morning, but ultimately the tone changed and Powell’s performance left a lot to be desired. The […]
Morning all. How quickly the weeks seems to fly by, we’re back round to US Jobless Claims day already! The trend in falling new claims is expected to continue today with 1.8 million news claims forecast against last weeks actual of 2.12 million. For the first time since the layoff […]