Monetary expansion
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X @Michaël van de Poppe
Michaël van de Poppe· 2025-09-17 11:22
Macroeconomic Analysis - Macroeconomic data suggests a clear path for central banks, with CPI & PPI showing no significant change [1] - Annual revision of job data reveals a drop of 911,000 jobs, the largest in history [1] - The fund suggests that monetary expansion and rate cuts are likely as the FED aims to stimulate the economy and prevent a recession [1] Investment Strategy - The fund indicates that this environment is typically favorable for risk-on assets [2] - The fund continues to seek opportunities in the markets through ETH and Altcoins [2]
X @Michaël van de Poppe
Michaël van de Poppe· 2025-09-15 14:30
Fund Performance - The fund achieved a 1221% return in the first two months [1] - Expects to have a positive return in September [1] Market Outlook - This week is likely going to be a big milestone for macro directions on the markets [1] - Assumes to be close to the peak on Gold & about to see a strong run on the markets [1] - High volatility would generate a positive return on assets [1] Macroeconomic Analysis - Macroeconomic data provided a clear pathway for the central banks last week [1] - CPI & PPI weren't a big change [2] - The annual revision of the job data caused a drop of 911000 jobs, the largest in history [2] - Monetary expansion is evident [2]