🌟 Macro Investor 🔄 Swing Trader 💰 Following cycles & capital flows 📍Portugal 🇵🇹
Joined October 2013
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Tamara Rood retweeted
Europese Unie gaat winter in met kleinste gasvoorraad in ruim tien jaar ift.tt/nW1CekM
Tamara Rood retweeted
Millennials realizing they’ve lived through 2 economic recessions, 9/11, a global pandemic, 8 stock market crashes, their jobs being replaced by AI, and probably WW3 before hitting 43
The best winelabel I ever read. It is a Douro wine. Not the best one, but the story makes one hell of a wine🤍
Tamara Rood retweeted
Als de rijken hun centen uitgeven, is het enkel om indruk te maken op anderen
Als de rijken hun centen investeren, is het omdat ze alsmaar meer willen
Als de rijken hun centen aan de kinderen geven, is het oneerlijk want die hbb daar niks voor gedaan
En als de rijken hun centen aan een goed doel geven, is het om hun geweten af te kopen.
Ze kunnen nooit winnen.
Tamara Rood retweeted
JUST IN: ITALY EXIT TAX
🇮🇹 Italy proposes a 26% exit tax on unrealized investment gains for people leaving the country from 2027.
It’d apply to those with €800k+ in relevant assets who were tax residents for at least 6 of the last 10 years.
I've been warning you: European countries are bankrupt and will try to seize your assets.
The exit is closing.
Tamara Rood retweeted
Christine Lagarde will step down as ECB President on 7 February 2027.
Measured in gold, the euro has lost 62% of its purchasing power since she took office in November 2019.
Against euro-area consumer prices, the loss is 21%.
I have just informed my colleagues that I will step down as @ECB President on 7 February 2027.
It has been a source of great pride to serve this institution.
I thank all of those who have supported me on this journey over the past seven years.
Tamara Rood retweeted
I think millennials are having a factory reset.
Nobody wants their career. Nobody wants corporate culture. Nobody wants another fucking productivity app.
We just want a little house, some hobbies, financial security and to be left the fuck alone.
Apparently that’s radical now.
Tamara Rood retweeted
Tech Stocks in Bear Market Territory:
1. AppLovin, $APP: -65%
2. CoreWeave, $CRWV: -57%
3. Coinbase, $COIN: -56%
4. Western Digital, $WDC: -52%
5. Oracle, $ORCL: -50%
6. Arm Holdings, $ARM: -49%
7. Circle, $CRCL: -44%
8. Sandisk, $SNDK: -42%
9. Robinhood, $HOOD: -40%
10. Seagate, $STX: -39%
11. ServiceNow, $NOW: -37%
12. Super Micro Computer, $SMCI: -35%
13. Intel, $INTC: -35%
14. Adobe, $ADBE: -34%
15. Broadcom, $AVGO: -31%
16. Marvell Technology, $MRVL: -30%
17. Alphabet, $GOOGL: -28%
18. IBM, $IBM: -25%
19. Micron, $MU: -24%
20. Meta, $META: -22%
We are in a "stealth" bear market.
Read our analysis below.
Tamara Rood retweeted
Energy is setting up to massively outperform tech.
The more they doubt it, the more bullish the setup becomes.
Don't shoot the messenger!
One of Europes biggest energy suppliers. Equinor: +13.99% in one month +90% in one year. Great for investors. Not for consumers.
Higher oil and energy prices mean rising pressure on transport, production costs and inflation.
Energy is becoming a macro story you can't ignore.
Tamara Rood retweeted
Dutch Minister: Young Locals Can Just Live With Their Parents, Migrants Get Houses First zerohedge.com/political/dutc…
Ik presenteer u, oh zoete burger, een korting op brandstof. Alle pompen in Portugal worden verplicht de korting te vermelden. Bent u nu niet blij?! (We vermelden er voor het gemak natuurlijk niet bij dat de totale belasting op branstof gemiddeld 35,45% is).
Wie trapt hierin?!
Tamara Rood retweeted
Het gaat niet over een 'rijk' land, of over vermogende burgers. Het gaat over jonge mensen die sparen of beleggen in de hoop dat ze ooit kans kunnen maken op een eigen woning.
Besef je goed dat de mediaan 15.000 euro aan beleggingen heeft en belegger vanaf 10.000 aan vermogen al belasting mag gaan betalen, waar dat eerst 57.000 was.
Dit de gewone Nederlander. De belegger, de ondernemer, de werknemer. Mensen die hard werken, risico nemen, werkgelegenheid creeren.
Dat zijn mensen die erover nadenken om te vertrekken, omdat ze de Nederlandse Overheid niet als betrouwbare partner zien. Daar mag je je voor schamen.
Zie dan nog maar eens de verzorgingsstaat overeind te houden. De Laffer Curve in full-effect.
Tamara Rood retweeted
BREAKING: Copper futures surge to their highest level on record, now up another +22% this year.
This puts copper prices up over +70% since January 2025.
Tamara Rood retweeted
Global food inflation is rapidly rising.
The Bloomberg Agriculture Spot Index, which tracks 10 key agricultural commodities, soared over +13.0% in August, its largest monthly gain since July 2012.
Meanwhile, the World Food Price Index rose +1.9% in August, to its highest since December 2022.
This index tracks internationally traded staples including grains, sugar, dairy, meat, and vegetable oils.
Food prices have risen +7.4% since January.
Every component tracked in the index rose last month, led by a +11.9% increase in sugar prices and a +2.6% gain in wheat prices.
Wheat prices have now increased +15.0% over the last 12 months.
Global food inflation is heating up.
