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Euro Strengthens as US Yields Retreat in London Session
Season 2 Episode 19
London session recap: EUR/USD above 1.10 as US yields retreat; GBP/USD eyes a breakout near 1.2650; USD/JPY around 160 with data and policy cues in f…
10 months, 1 week ago
Mega-cap Tech Momentum and Flows Support Portfolio Upside
Season 2 Episode 18
Deborah and Kieran dissect a focused six-name portfolio (VUAG, MSFT, NVDA, BA, BAKK, CCJI), emphasizing mega-cap tech momentum and positive fund flow…
10 months, 1 week ago
Tech leadership and regional diversification anchor a disciplined 5% portfolio
Season 2 Episode 17
Summary: Tech leadership fuels a diversified 5% portfolio anchored by VUAG, with mega-cap drivers (MSFT, NVDA) and regional tilts (BAE, BAKK, CCJI). …
10 months, 2 weeks ago
Data-Driven FX Outlook: Await Breakouts with Tight Risk Controls
Season 2 Episode 16
London session frames a data-driven, cautious FX mood 📊💹. EUR/USD edges higher on modest eurozone data while US policy expectations drift lower 💶📉. U…
10 months, 2 weeks ago
EUR/USD in tight range awaiting catalysts for breakout
Season 2 Episode 15
London session cautious but ready as EUR/USD trades in a narrow range 💹, with policy paths diverging 🇪🇺🇺🇸. GBP/USD moves on UK data and BoE chatter 🇬…
10 months, 2 weeks ago
Tech Leadership Fuels Momentum in VUAG-Focused Portfolio
Season 2 Episode 14
VUAG-focused mega-cap tech momentum drives the portfolio, with top holdings MSFT, NVDA, AAPL, AMZN, GOOGL powering gains, while macro context and reg…
10 months, 2 weeks ago
Macro-driven Focus ETF navigates 5% risk with tech and defensives
Season 2 Episode 13
Deborah and Kieran dissect a 6-position Focus ETF lineup (VUAG, MSFT, NVDA, BA, BAKK, CCJI) with a 5% risk tolerance, balancing mega-cap tech exposur…
10 months, 3 weeks ago
London session cues for near-term FX breakouts
Season 2 Episode 12
Deborah (tech) and Kieran (fundamental) map the London session's range and breakout cues in EUR/USD, GBP/USD, and USD/JPY, tying moves to macro data,…
10 months, 3 weeks ago
Data-Driven Macro Drumbeat Drives FX Moves in London
Season 2 Episode 11
🌍 London FX spotlight: policy paths meet data-driven moves. 📈 Macro backdrop shapes EURUSD, GBPUSD, and USDJPY. 🔎 Breakouts, pullbacks, and risk cont…
10 months, 3 weeks ago
Tech Megacap Leadership Drives AI-Fueled Rally Within 5% Risk Cap
Season 2 Episode 10
Deborah and Kieran break down VUAG and mega-cap names (MSFT, NVDA, BA, BAKK, CCJI), linking chart patterns to macro drivers and AI demand 📈🧭. They st…
10 months, 3 weeks ago