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⚠ Data quality: DEGRADED
market_pulse — Monday 07:00 CEST run — US index/VIX/^TNX marks are Friday Aug 7 cash closes; BTC, GC=F/CL=F and EURUSD reflect live/Monday prints.
eu_equity_ideas — MSLH.L live quote unavailable from aggregator (Stooq empty); Friday LSE close ~175p used for sizing.
portfolio_reality_check — Post-reset pick history still sparse (22 days since 2026-07-19); hit_rate_last_30d_pct computed over available window only.
portfolio_reality_check — Euro Only portfolio: all holdings returned price_estimated=true — live EU quotes unavailable.
penny_plays — Zero penny ideas published — no sub-$5 name cleared the ≥6/10 multibagger bar after CAPR's negative AdComm (9-3 against Aug 22 PDUFA).
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THE BOTTOM LINE
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RISK-ON
Monday's commodity bid (GLD +2.26% to $398.47, WTI $78.39) into a record S&P 7,757.64 sets up Wednesday CPI (consensus ~3.4% y/y) as the binary gate — Berkshire's Aug 8 buyback pivot is the freshest equity signal.
Today's Top Picks
GLD
· commodities_outlook — Monday +2.26% commodity bid into CPI.
BRK-B
· us_equity_ideas — Aug 8 Q2: +16% op earnings, $4.5B buybacks.
CSCO
· us_equity_ideas — Aug 12 Q4 earnings — AI networking catalyst.
BTC
· crypto_landscape — $1.1B ETF inflow week, $65k test.
CRWV
· us_equity_ideas — Aug 11 earnings backlog test.
|
Biggest Risk
July CPI hot print re-ignites Fed hike odds
Probability: Medium • Impact: High
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Portfolio Snapshot
All Portfolios, Combined: $713959.24
Blended P&L: +2.36% • 30d Hit Rate: +0.00%
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YESTERDAY'S MARKET RETROSPECTIVE
Friday's tape was all payrolls: a -23,000 July NFP miss (vs +80k expected) with -103k in May/June revisions sent the S&P +0.62% to a record 7,757.64 and the Nasdaq +1.30% as 10Y yields fell to 4.66% and VIX compressed to 14.9 — soft-landing relief overpowered the horrendous labor headline.
How Yesterday Unfolded
Asia
Asia was mixed into the US print: Nikkei -1.49% while KOSPI -5.98% — chip/memory volatility lingered but did not block the global risk bid post-NFP.
Europe
Europe tracked the US relief rally: Stoxx 600 +0.04%, DAX +0.74% as softer US labor data eased rate-hike fears into the close.
US
US cash ripped post-8:30 a.m. ET: S&P +0.62% to 7,757.64, Nasdaq +1.30% to 26,690.62, Dow +0.28% — XLK +1.11% led as yields fell and VIX hit 14.9.
Capital Rotation
Duration / defensives (XLU +0.02%) → Growth / tech (XLK +1.11%)
· XLK +1.11% vs XLU +0.02% on NFP miss; Nasdaq +1.30% led majors
Softer payrolls repriced Fed hawkishness lower, favoring long-duration tech over defensive yield.
Cash / front-end yields → Risk assets (S&P ATH)
· 10Y 4.66% (-3bps post-print) vs S&P record 7,757.64
Bond rally on growth scare lifted equities to fresh highs despite horrendous headline jobs.
Key Drivers
July NFP -23,000 vs +80k expected
— First monthly payroll decline in years; May/June revised down a combined 103k; unemployment 4.1%.
Fed September hike odds cut toward ~44%
— Markets dialed back tightening expectations; 10Y yield fell toward 4.64% intraday.
Materials led sector rotation (XLB +3.63%)
— XLB +3.63% and XLY +2.99% topped SPDR sector board vs XLF -0.33% on growth-scare/gold bid.
Bridge to Today
With US cash closed through the weekend, Wednesday's July CPI (Aug 12, 8:30 a.m. ET, consensus ~3.4% y/y) and this week's CSCO/CRWV earnings are the next tests of whether Friday's record tape holds or Monday's commodity bid signals inflation angst.
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COMMODITIES OUTLOOK
Gold ETF GLD jumped to $398.47 (+2.26% from Friday) while WTI holds $78.39 into CPI week — stay long GLD on the Monday commodity bid, hold USO on Hormuz premium, and watch SLV for precious-metals beta.
Cross-Commodity Macro Linkage
Monday's GLD +2.26% with HY OAS still at 2.71% (Aug 6) and 10Y at 4.66% signals markets hedging CPI/geopolitical binary risk more than pricing runaway growth — if Aug 12 CPI prints above 3.4% y/y, expect oil and yields to outperform gold over the next few sessions.
|
Gold
PRECIOUS METAL BUY 🔥 10-issue streak
GLD
|
$398.47
▲ +2.26%
|
Into Wednesday CPI, expect GLD to extend Monday's bid as overnight gold held ~$4,396 with safe-haven demand rising on Iran/Hormuz headlines — conviction 7.5 BUY at $398.47. Friday's NFP growth-scare plus weekend futures caution support the hedge even with equities at records.
⚡ GLD $398.47 Aug 10 (+2.26% vs Fri) ⚡ GC=F ~$4,396 ⚡ July CPI Aug 12 8:30 a.m. ET ⚡ HY OAS 2.71%
Invalidation: Real 10-year yields rise above 2.5% on a sustained basis post-CPI.
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|
WTI Crude
ENERGY HOLD 🔥 10-issue streak
USO
|
$117.98
▼ -0.75%
|
Over the next week, hold USO: WTI at $78.39 is firm on Iran/Hormuz risk premium even as NFP growth-scare caps demand — conviction 5.0 HOLD until CPI clarifies the inflation path.
⚡ CL=F $78.39 Aug 10 ⚡ Iran/Hormuz headline risk ⚡ July CPI Aug 12 ⚡ Brent ~$83+ weekend prints
Invalidation: WTI sustains below $72 for two consecutive weeks.
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Silver
PRECIOUS METAL WATCH 🔥 3-issue streak
SLV
|
$57.50
▲ +2.55%
|
Over the next few sessions, watch SLV for high-beta catch-up if GLD's Monday +2.26% holds through CPI — conviction 4.5 WATCH only; silver still lags gold's weekend bid.
⚡ GLD +2.26% Aug 10 ⚡ Gold firm ~$4,396 ⚡ CPI Aug 12
Invalidation: SLV breaks below $52 on rising real yields.
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MARKET PULSE
|
S&P 500
7757.64
▲ +0.62%
|
NASDAQ
26690.62
▲ +1.30%
|
Dow Jones
54036.93
▲ +0.28%
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Russell 2K
3034.49
▲ +1.10%
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VIX
14.9
▼ -1.65%
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EUR/USD
1.1555
▼ -0.06%
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Gold
4395.7
▼ -0.09%
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Oil (WTI)
78.39
▲ +0.27%
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Bitcoin
64957.22
▲ +0.27%
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10Y Yield
4.66
▼ -0.21%
|
Monday's pre-open setup is split: Friday left the S&P at a record 7,757.64 (+0.62%) with VIX at 14.9 and the 10-year at 4.66%, but overnight gold (~$4,396, GC=F -0.09% vs Friday settle) and WTI ($78.39, +0.27%) are firm while Dow futures slip ~0.3% on Iran/CPI nerves. The inter-market tell is commodity strength into a growth-scare payrolls backdrop, not pure risk-on. Next gate: July CPI prints Wednesday Aug 12 at 8:30 a.m. ET (consensus ~3.4% y/y headline per Kalkine).
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US EQUITY IDEAS
|
BRK-B
VALUE BUY
Berkshire Hathaway Inc. • Financials
|
$521.80
▲ +0.54%
|
Over the next 4–6 weeks, expect BRK-B to re-rate on Abel's capital deployment: Aug 8 Q2 operating earnings rose 16% to $12.98B with $4.5B buybacks and ~$20B net equity purchases (including Alphabet) — conviction 7.5 BUY at $521.80. Two independent signals (earnings beat + buyback/acquisition pivot) justify 7.5; softer NFP supports duration-sensitive conglomerate holdings into CPI.
⚡ Aug 8 Q2 operating earnings +16% to $12.98B ⚡ Aug 8 $4.5B share buybacks in Q2 ⚡ Aug 8 ~$20B net equity purchases incl. Alphabet stake ⚡ CPI Aug 12 macro gate
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Mkt Cap
N/A
| |
P/E
N/A
| |
Beta
N/A
| |
Target
$560.00
| |
Conviction
7.5/10
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Invalidation: Insurance underwriting profits deteriorate another quarter with no offsetting buyback acceleration.
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CSCO
GROWTH BUY
Cisco Systems, Inc. • Technology
|
$121.43
▲ +0.15%
|
Over the next week, expect CSCO to trade into its Aug 12 fiscal Q4 print with AI-networking momentum — conviction 7.0 BUY at $121.43. Street models ~$1.17 EPS on $16.8B revenue (+14.7% y/y per CMC Markets Aug 10 week-ahead); post-NFP duration bid plus networking AI cycle supports pre-earnings positioning.
⚡ Aug 10 week-ahead previews flag CSCO as headline earnings Wed Aug 12 ⚡ Q4 EPS est. $1.17 (+18.2% y/y) ⚡ Revenue est. $16.8B (+14.7% y/y) ⚡ CPI Aug 12 same-session macro cross-current
|
Mkt Cap
N/A
| |
P/E
N/A
| |
Beta
N/A
| |
Target
$135.00
| |
Conviction
7/10
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Invalidation: Q4 revenue misses $16.5B or gross margin contracts below 65% on the print.
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CRWV
NARRATIVE BUY
CoreWeave, Inc. • Technology
|
$90.67
▼ -1.20%
|
Over the next 48 hours, expect CRWV to gap on its Aug 11 after-close Q2 print testing the $99.4B backlog conversion story — conviction 6.5 BUY at $90.67 (speculative). Consensus ~$2.55B revenue (+111% y/y) but wider losses; one strong signal (backlog/revenue beat) caps at 6-7 given leverage/capex risk — size as a binary earnings trade, not a core holding.
⚡ Aug 11 Q2 earnings after close (TipRanks Aug 8 preview) ⚡ Consensus revenue ~$2.55B (+111% y/y) ⚡ $99.4B contracted backlog conversion test ⚡ Aug 10 retail trimming ahead of print (TipRanks)
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Mkt Cap
N/A
| |
P/E
N/A
| |
Beta
N/A
| |
Target
$105.00
| |
Conviction
6.5/10
|
Invalidation: Q2 revenue misses $2.45B guide floor or backlog conversion guidance cuts.
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EU EQUITY IDEAS
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MSLH.L
RECOVERY BUY
Marshalls plc • Industrials
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$175.00
▲ +3.66%
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Over the next 2–4 weeks, expect MSLH.L to trade the Aug 10 HY results and Transform & Grow cost-save narrative — conviction 6.5 BUY at 175p (~£1.75). Today's Aug 10 HY presentation (10:00 GMT per Marshalls IR) is the fresh catalyst; May AGM trading update showed revenue in line at £205m (-1% y/y) setting a low bar for a relief move if HY margins stabilize.
⚡ Aug 10 2026 HY results presentation 10:00 GMT ⚡ May 13 AGM trading update revenue £205m in line ⚡ Transform & Grow £9m annualized savings plan ⚡ STOXX 600 earnings +22.4% y/y sector tailwind
|
Mkt Cap
N/A
| |
P/E
N/A
| |
Beta
N/A
| |
Target
$195.00
| |
Conviction
6.5/10
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Invalidation: HY adjusted operating margin falls below 8% with no cost-save progress.
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PENNY PLAYS
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FOREX REBALANCING RADAR
Base currency: EUR — every stance below is relative to holding this currency's cash instead of EUR.
| Currency (vs EUR) |
Short-term |
Medium-term |
Long-term |
| USD 🔥6 |
AVOID (-5) |
NEUTRAL (0) |
NEUTRAL (0) |
|
Expect USD softer post-NFP but Monday futures caution caps conviction until CPI Aug 12; 10Y at 4.66% and Sep hike odds ~44% (Manifold cut-probability ~7.6% inverted read).
· vs. yesterday: reinforces
⚠ Contrarian watch: A hot CPI (>3.4% y/y) on Aug 12 could violently unwind USD shorts if the Fed re-prices hikes.
|
| JPY 🔥13 |
SEEK (4) |
SEEK (3) |
SEEK (2) |
|
Expect yen demand on growth-scare/NFP miss and Monday equity-futures caution; EUR/JPY softer as US yields capped.
· vs. yesterday: reinforces
⚠ Contrarian watch: MoF verbal intervention risk if USD/JPY rips on a hot CPI — size tactically.
|
| GBP 🔥38 |
SEEK (3) |
SEEK (3) |
NEUTRAL (1) |
|
Hold GBP carry at BoE 3.75% with softer US data supporting risk; Aug 14 UK GDP adds a domestic catalyst.
· vs. yesterday: reinforces
|
| CHF 🔥13 |
NEUTRAL (0) |
NEUTRAL (0) |
NEUTRAL (-1) |
|
CHF hedges macro binary but offers no carry — neutral until CPI Aug 12.
· vs. yesterday: reinforces
|
| NOK 🔥4 |
SEEK (3) |
SEEK (3) |
SEEK (2) |
|
Oil at $78.39 and Monday commodity bid support NOK; Norges Bank decision Aug 13 adds a domestic catalyst.
· vs. yesterday: reinforces
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Suggested rebalancing actions
DECREASE USD vs EUR — Trim USD after NFP cut hike odds; CPI Aug 12 is the reversal risk.
INCREASE JPY vs EUR — Add JPY on growth-scare and Monday futures caution.
INCREASE NOK vs EUR — Add NOK — Monday oil/gold bid supports petroleum FX.
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TOP 5 RISKS RIGHT NOW
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#1 — July CPI hot print re-ignites Fed hike odds
🔥 3
Stable
Probability: MEDIUM
• Impact: HIGH
• Horizon: 1 week
Watch: July CPI release Aug 12 8:30 a.m. ET; Consensus ~3.4% y/y headline; Core CPI ~2.5% y/y expected
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#2 — Labor market rolling over (NFP -23k, revisions)
🔥 3
Stable
Probability: HIGH
• Impact: HIGH
• Horizon: 1-3 months
Watch: 3-month avg payrolls +20k; Participation 61.4%; Aug 12 CPI + Aug retail sales Aug 14
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#3 — Iran/Hormuz oil premium snaps back (WTI >$78)
🔥 9
Escalating
Probability: MEDIUM
• Impact: HIGH
• Horizon: 1-5 days
Watch: WTI $78.39 Aug 10; Dow futures -0.3% Sunday open; Strait of Hormuz headlines
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#4 — Credit complacency / HY spread compression
🔥 9
Stable
Probability: MEDIUM
• Impact: MEDIUM
• Horizon: 2-4 weeks
Watch: HY OAS 2.71%; IG OAS 0.78%; VIX 14.9 contango (IVTS ~0.84)
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#5 — Mega-cap tech earnings disappoint (CSCO/CRWV week)
New
Probability: MEDIUM
• Impact: MEDIUM
• Horizon: 1 week
Watch: CSCO Q4 earnings Aug 12; CRWV Q2 earnings Aug 11 after close; AMAT Q3 Aug 13
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CRASH / BEAR-MARKET COVER PLAYBOOK
Regime: RISK-ON
| VIX |
14.9 / 25 |
Not Triggered
|
| 10Y-2Y spread |
0.46 / -0.2 |
Not Triggered
|
| HY OAS |
2.71 / 5 |
Not Triggered
|
| S&P 500 drawdown from 52w high |
0 / -10 |
Not Triggered
|
If triggered today — do this now
• Raise cash toward 15% if VIX closes above 22 with CPI hot and oil >$80
• Add GLD/TLT after 10Y confirms below 4.60% on soft CPI
• Use SH/VIXY if S&P loses 7,650 on stagflation combo
• Let software beta run while VIX <16 and HY OAS <3%
Hedge instruments: GLD, TLT, SH, VIXY
• Target cash: 12%
Zero of four crash triggers fired (VIX 14.9, HY OAS 2.71%, curve +46bps, S&P 0.0% from highs) but Monday's commodity bid and Iran/CPI binary argue for smaller gross risk into Aug 12 — stay risk-on with tighter stops.
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CRYPTOCURRENCY LANDSCAPE
Bitcoin held ~$64,957 (+0.27%) despite $1.1B in spot BTC/ETH ETF inflows last week (SoSoValue via Crowdfund Insider Aug 9) — institutional demand is absorbing supply but not breaking $65k resistance yet. MARA's $750M BTC-backed loan (CoinGabbar Aug 10) underscores corporate balance-sheet demand while Fear & Greed stays cautious.
Institutional Moves
BlackRock
IBIT and ETHA captured >80% of the Aug 3–7 $1.1B combined spot BTC/ETH ETF inflow week — strongest since April per SoSoValue data cited Aug 9.
MARA Holdings
MARA secured $750M via two loans backed by 18,750 BTC to fund mining/AI expansion (CoinGabbar Aug 10).
Adoption Landscape
[United States] US spot BTC ETFs drew ~$853.5M and ETH ETFs ~$245M in the Aug 3–7 week — five consecutive positive BTC sessions but prices remain below $65k resistance.
Asset Ideas
|
BTC
BUY 🔥 36-issue streak
Bitcoin
|
$64957.22
▲ +0.27%
|
Over the next week, expect BTC to test $65–66k if ETF inflows persist through CPI — conviction 6.5 BUY at $64,957. $1.1B weekly ETF inflows (Aug 3–7) are a strong institutional signal, but price is flat — need a second inflow week to break overhead supply.
⚡ Aug 3–7 BTC ETF inflows ~$853.5M ⚡ July CPI Aug 12 ⚡ $65k resistance test ⚡ MARA $750M BTC loan Aug 10
Invalidation: BTC closes below $62k on a weekly basis.
|
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ETH
HOLD 🔥 36-issue streak
Ethereum
|
$1914.31
▲ +0.08%
|
Over the next 1–2 weeks, expect ETH to lag BTC until it clears $1,920–$2,000 — conviction 5.5 HOLD at $1,914. ETF inflows (~$245M last week) are constructive but ETH has failed three times at $1,920 resistance per BitcoinEthereumNews Aug 8.
⚡ ETH ETF inflows ~$245M week ended Aug 7 ⚡ $1,920 resistance ⚡ CPI Aug 12 risk-on/risk-off gate
Invalidation: ETH breaks below $1,850 on rising real yields.
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WHAT'S COMING UP
| 2026-08-10 |
MSLH.L HY 2026 results presentation
· eu_equity_ideas
|
| 2026-08-11 |
CRWV Q2 earnings after close
· us_equity_ideas
|
| 2026-08-12 |
July US CPI 8:30 a.m. ET — macro gate
· risk_top5
|
| 2026-08-12 |
CSCO fiscal Q4 earnings
· us_equity_ideas
|
| 2026-08-13 |
Norges Bank rate decision
· forex_rebalancing
|
| 2026-08-13 |
AMAT fiscal Q3 earnings
· risk_top5
|
| 2026-08-14 |
US retail sales — labor/CPI follow-through
· risk_top5
|
|
|
PORTFOLIO REALITY CHECK
|
Tech US
Performance
|
Total Value
$102302.39
|
Cash
$43784.87
|
P&L
$2302.39 (+2.30%)
|
Realized P&L
$-2664.87
|
|
TWR
+2.30%
|
Sharpe
N/A
|
Max DD
-2.39%
|
|
Allocation
|
Today's Moves
BUY
CRWV
×9.86
• dispatched
Binary Aug 11 earnings trade on backlog conversion.
BUY
CSCO
×7.51
• dispatched
Pre-earnings AI-networking positioning into Aug 12 print.
BUY
BRK-B
×1.78
• dispatched
Abel deploys cash: Q2 buybacks + net equity buys.
Current Holdings
PositionValueUnrealized P&L
TSM ×20.93
$8522.18 (est.)
N/A
XOM ×120.40
$18330.57 (est.)
N/A
UNH ×8.49
$3618.61 (est.)
N/A
INTC ×14.08
$6182.42 (est.)
N/A
MSFT ×11.91
$4848.05 (est.)
N/A
SBUX ×11.63
$1239.82 (est.)
N/A
CBRE ×8.29
$1239.81 (est.)
N/A
AMZN ×4.38
$1190.23 (est.)
N/A
CVX ×6.05
$1189.98 (est.)
N/A
FRO ×30.23
$1190.22 (est.)
N/A
PLTR ×5.87
$1095.02 (est.)
N/A
MRVL ×13.67
$1073.11 (est.)
N/A
CAT ×1.20
$1051.67 (est.)
N/A
LLY ×1.71
$2020.43 (est.)
N/A
ELF ×11.69
$1010.00 (est.)
N/A
ABNB ×6.53
$989.80 (est.)
N/A
TWLO ×5.12
$989.80 (est.)
N/A
BRK-B ×1.78
$930.42
+0.00%
CSCO ×7.51
$911.81
+0.00%
CRWV ×9.86
$893.57 (est.)
N/A
|
|
Euro Only
Performance
|
Total Value
$116239.42
|
Cash
$57190.80
|
P&L
$16239.42 (+16.24%)
|
Realized P&L
$-1870.28
|
|
TWR
+16.24%
|
Sharpe
N/A
|
Max DD
-1.87%
|
|
Allocation
|
Today's Moves
BUY
MSLH.L
×666.95
• dispatched
Aug 10 HY results — Transform & Grow recovery play.
Current Holdings
⚠ Live EU quotes degraded today — every position below is priced at cost, not a fresh quote.
PositionValueUnrealized P&L
ASML.AS ×0.86
$19375.11
N/A
TTE.PA ×282.91
$20739.46
N/A
UNA.AS ×48.50
$2832.95
N/A
KER.PA ×5.30
$1553.28
N/A
RR.L ×101.30
$1460.08
N/A
VIE.PA ×48.50
$1430.88
N/A
GLE.PA ×17.29
$1402.26
N/A
MNDI.L ×157.88
$1402.26
N/A
NWG.L ×190.73
$1346.17
N/A
ACA.PA ×69.87
$1346.48
N/A
PHIA.AS ×59.20
$1346.18
N/A
BESI.AS ×6.70
$1240.09
N/A
ENR.DE ×8.06
$1215.28
N/A
SIE.DE ×5.17
$1190.97
N/A
MSLH.L ×666.95
$1167.16
N/A
|
|
Penny Plays
Performance
|
Total Value
$95417.43
|
Cash
$84510.79
|
P&L
$-4582.57 (-4.58%)
|
Realized P&L
$-4582.57
|
|
TWR
-4.58%
|
Sharpe
N/A
|
Max DD
-4.58%
|
|
Allocation
|
Today's Moves
No new activity today — no open thesis needed adjusting.
Current Holdings
⚠ Live EU quotes degraded today — every position below is priced at cost, not a fresh quote.
PositionValueUnrealized P&L
GOSS ×18577.85
$3755.55
N/A
PYPD ×859.73
$3593.88
N/A
STXS ×2738.06
$3557.21
N/A
|
|
Anti-Fragile
Performance
|
Total Value
$100000.00
|
Cash
$100000.00
|
P&L
$0.0000 (+0.00%)
|
Realized P&L
$0.0000
|
|
TWR
+0.00%
|
Sharpe
N/A
|
Max DD
+0.00%
|
|
Allocation
|
Today's Moves
No new activity today — no open thesis needed adjusting.
|
|
Trend Follow
Performance
|
Total Value
$100000.00
|
Cash
$100000.00
|
P&L
$0.0000 (+0.00%)
|
Realized P&L
$0.0000
|
|
TWR
+0.00%
|
Sharpe
N/A
|
Max DD
+0.00%
|
|
Allocation
|
Today's Moves
No new activity today — no open thesis needed adjusting.
|
|
Commodities
Performance
|
Total Value
$100000.00
|
Cash
$70902.71
|
P&L
$0.0000 (+0.00%)
|
Realized P&L
$0.0000
|
|
TWR
+0.00%
|
Sharpe
N/A
|
Max DD
+0.00%
|
|
Allocation
|
Today's Moves
BUY
GLD
×3.63
• dispatched
Monday commodity bid + CPI hedge add.
Current Holdings
⚠ Live EU quotes degraded today — every position below is priced at cost, not a fresh quote.
PositionValueUnrealized P&L
USO ×128.34
$16625.19
N/A
GLD ×20.16
$7729.81
N/A
CPER ×83.09
$3235.64
N/A
SLV ×26.87
$1506.66
N/A
|
|
Crypto
Performance
|
Total Value
$100000.00
|
Cash
$70841.95
|
P&L
$0.0000 (+0.00%)
|
Realized P&L
$0.0000
|
|
TWR
+0.00%
|
Sharpe
N/A
|
Max DD
+0.00%
|
|
Allocation
|
Today's Moves
BUY
BTC
×0.02
• dispatched
Adding BTC per today's conviction.
Current Holdings
⚠ Live EU quotes degraded today — every position below is priced at cost, not a fresh quote.
PositionValueUnrealized P&L
BTC-USD ×0.24
$15869.18
N/A
ETH-USD ×6.23
$11840.32
N/A
BTC ×0.02
$1448.55
N/A
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30-day hit rate across all portfolios: +0.00%
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This newsletter is provided for informational purposes only and does not constitute investment advice. Do your own research before investing.
Morning Alpha • Generated Mon, 10 Aug 2026 05:09:12 GMT • info@gmc-works.com
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