가입 후 초대 링크를 공유하면 동영상 재생 및 초대 보상을 받을 수 있습니다.

InvestmentGuru
@InvestmentGuru_
Tracking disruptive innovation | AI • Space • Robotics • Biotech | Long-term investor | Asymmetric opportunities |Compounding |Not financial advice | 🇨🇦
가입 January 2019
1.2K 팔로잉 중    42K
Choppy, non-directional tape today as macro crosscurrents keep pulling the market in different directions: Gold is staying strong, Bitcoin is rising. 10Y yield eased to 4.70%, but remains near 20-month highs. Now the focus shifts to $NVDA earnings Wednesday and Jackson Hole Friday, with Fed Chair Warsh speaking. Earnings beats are becoming the norm. The market is increasingly looking beyond the headline numbers and focusing on guidance, valuations, and the macro backdrop. For now: patience + selectivity.
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