Navigating Market Rotations: Positioning for the Next 12-24 Months – based on information from Invest Answers In an environment where many investors feel trapped by volatility and underperforming positions, success depends on disciplined rotation strategies, cutting losses in stagnant assets, and allocating capital to high-conviction opportunities with strong structural tailwinds. Rigid quantitative models often struggle...
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Summer 2026
25 June 2026
Market Update: Current Conditions and Selective Opportunities – based on information from Invest Answers Markets have experienced significant pressure recently, particularly in cryptocurrency, AI-related stocks, and high-growth technology names. While volatility remains elevated, several assets are approaching historically attractive support levels. The following outlines the broader technical picture and specific areas of interest. Broader Market...
24 June 2026
Selling Slowly: Why I’m Staying Bullish on Crypto and AI Despite the Market Dip [Note: this is a summary from an Invest Answers video.] Hey everyone, it’s been a rough week in the markets, but as someone with some skin in the game and a long-term horizon, I’m seeing clear signs that the selling pressure...
TA Techniques & Tips for Picking Stocks and Entries
Rely on a practical, confluence-driven technical approach. Hesre are the key tools and strategies emphasized:1. Optimized Trend Indicator The “girth” or thickness of the trend is a core momentum gauge. Thick trend = strong continuation and hard to kill (seen in Micron, ALAB, Marvel, AMD). Thin trend = potential reversal. This helps filter strong AI...
What I’m watching
Top Stock PicksPalantir (PLTR): Strong buy at the $128–130 “killbox” support zone (repeatedly defended). Short-term target $160, longer-term hold toward $200. This level has acted as reliable accumulation, and the stock popped as predicted after hitting the zone. Tesla (TSLA): Buy dips, ideally near or under $400. The stock remains in a strong upward channel...
My Riet Positions into 2026
I first got into reits after a family member who was managing the rent of a house I interited wanted to stop managing the rent for me and I received a lump sum. I thought that reits would be a good replacement because they would pay a similar dividend, and give me UK property exposure,...
Warehouse Reit
Warehouse REIT FY25 Overview Warehouse REIT delivered a steady performance in FY25, showing resilience despite ongoing economic uncertainty. The company remains focused on multi-let industrial assets and continues to reshape its portfolio, improve sustainability metrics, and strengthen its financial position. A recommended takeover by Blackstone could mark a major turning point in the company’s...
London Metric Property
LondonMetric Property Plc: Company Overview LondonMetric Property Plc is a UK-based Real Estate Investment Trust (REIT) focused on owning and managing commercial property that generates long-term, reliable income. As of March 2025, the company manages a £6.2 billion portfolio and collects over £340 million in annual rent. Its business centres on a Triple Net Lease...
Summer 25
So all my previous cash secured puts expired and I kept the premium. Now I have bought three more against two thousand usd cash, one at 9, 9.5 and 10. I still hold a long call at 10 and have sold a call at 11.85. It’s currently trading at 10.35 so I’m doing OK. I...