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The Strategist - Financial News

@strategist_101

Who is The Strategist? Only the numbers know Decoding the latest financial developments. Cut through the noise to reveal the insights that move markets.

📈💸 Coinbase – Up on Bitcoin rally. What to do with the stock? 🔒 The recommendation is to lock in some profits above $315-$320. ➡️ The stock benefits from the crypto rally (its business model is based on spreads charged on each trade – the higher the nominal value transacted,…


The Strategist - Financial News Reposted

[FR] TRUMP 2 : douanes, inflation, ce qu'il faut savoir. Trump 2.0 : des droits de douane révisés, une inflation en hausse, pour une économie plus compétitive. Voici les quelques points économiques à retenir. open.substack.com/pub/thestrateg…

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➡ Gold is down 8% from its peak seen end of Oct. Key reasons are: 1) the strengthening USD which is historically reversed-correlated to Gold price. 2) Central banks are seen less aggressive at chasing and accumulating at such high price 3) Inflation is rising again in the…

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The Strategist - Financial News Reposted

Luxe, rien ne va plus. Les jeux sont-ils faits pour l'univers du haut de gamme ? L'aricle donne quelques indicateurs pour comprendre les enjeux du secteur.⬇️ open.substack.com/pub/thestrateg…

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💼📉 Luxury sector - Vanity Pain 🌎📊 4 macro indicators (Tourism, Retail Sales, Investments in Wealth Solutions via high-end real estate, Global Imports-Exports) across 4 key regions (China, Japan, United States, Europe) help anticipate activity trends for the sector. 🔻…

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