CEO Dutchyard Asset Management / Fund Manager Dutchyard Global Wealth Fund | Madridista | Pugdad | Inked | Bourdainism | Investments | Stocks | Views are my own
In augustus +1,80% rendement, onder benchmark (+4,3%). Teleurstellingen bij ASML, Novo Nordisk en Kongsberg. Al deze posities bijgekocht. VS veerkrachtig, maar tekenen van vertraging. Europa verbetert; opkomende markten herstellen. We houden 14% cash voor correcties.
One key channel of #inflation is rising housing costs, which rose 0.7% in August from July. These costs account for nearly one-third of the overall CPI. Once housing costs start to rise, that momentum tends to persist. The average household is spending $460 more each month....