Fresh, shiny ATH. Merci beaucoup.
Time to plan for '26.
'25 was a stellar year but I took on A LOT of risk. They paid off but I'm going to be slightly more conservative now.
My main bet is $AMZN.
I don't have as much time to watch every tick these days so I have to accommodate for that.
However...
Close all the open loops. That's the key to finding peace....and the ones that caused you pain, never open them again.
The 2026 "Great Capex Convergence" is here. Amazon and Google are spending a combined ~$400B this year alone. Are they building the future, or just a very expensive monument to AI?
It's a strategic bet. Meaningful ROI will be a game changer.
I'm beginning to think I was wrong. I have a bad feeling about this week. I think it's gonna be a correction rather than a pullback. I have some work to do tomorrow.
How are you supposed to trade a market that moves 2% in either direction on a social media post or a fart by DJT?
I'm seriously considering pulling out of US equities until this farce is over.
EM and European are looking more favourable right now.
The hard work is done. It's approaching the time when I explode into life 🌱
It's more important than ever to enjoy every moment. There are difficult times ahead, for Europe and the world. Cherish the relative peace while you still can ❤️