Description
Here's our January 2024 market and global brands update. I talk about the market overall, the brands portfolio in specific, and the results of the active trading we did inside the fund for January. Active trading can be a wonderful addition to a core, buy-hold portfolio when executed well. In an algo and 0DTE (zero days to expiration) options focused market, volatility will always be present making it something to focus on for clients.
For more information on the brands fund and portfolio holdings:
https://www.globalbrandsmatter.com/dynamic-portfolio
The AI summary of a GS report highlighting exposures across HF and Mutual Funds, testing out NotebookLM for summarizing big equity research reports.
Published 11/23/24
If you haven't tried Googles NotebookLM product to summarize marketing brochures and other readings using a 1-1 podcast format, you have to try it, its truly amazing. Here's the AI summary of the recently refreshed Brands Investor Brochure, which can be found here in 1 of the orange boxes at the...
Published 11/23/24