📊Inflation Data, Berkshire and Nvidia (again/still)
Delve into our detailed, actionable analysis of the factors driving the cycles of bond, equity, and growth markets & explore what institutions are researching
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In 2022, the Alpha Hedge Portfolio increased 10x, yielding a 900% return on the initial investment. This was achieved without any new contributions or withdrawals, with profits and dividends excluded throughout the period.
In 2021, we restarted the 10x journey.↓
Alpha Hedge Collective2 Portfolio
1. Market Spotlight
*To ensure confidence in the presented results, our Subscribers can follow the Alpha Hedge Portfolio in Real Time, from a Real-Life Brokerage Account.
** The Alpha Hedge and Benchmark performances presented in Market Spotlight were achieved without any new contributions or withdrawals, and with profits and dividends excluded throughout the period.
1.1. Bond Market
Economic Indicators
The anticipation of new inflation data, particularly the PCE index report, is crucial. This data is a significant factor for the Federal Reserve and impacts bond market sentiments, as inflation expectations can influence bond yields and prices. The earlier CPI report's hotter-than-expected outcome had already caused market volatility, demonstrating the bond market's sensitivity to inflation indicators.
Alpha Hedge Bond Portfolio
The Bond Market's driving force is the 20-Year Rate, currently in Phase 6 (Denial Phase). A Hedge Position was established in November 2023. As of February 23, 2024, this Hedge Cycle experienced a negative return of 0.71%*, yet it has yielded 308.27% since July 2013.
The benchmark for this portfolio is the TLT -0.85%↓ ETF, which recorded a -14.75% performance since July 2013**.
Understanding the Alpha Hedge Bond Portfolio
This portfolio combines 1 Alpha Asset during increasing 20-Year Rate or 1 Hedge Asset during 20-Year Rate downtrend.
The Alpha Hedge Bond Portfolio currently represents 15% of the Alpha Hedge Portfolio.
1.2. Equity Market
1.2.1. Corporate Results
Berkshire Hathaway's $BRK.A $BRK.B approach to a $1 trillion market value and Domino's Pizza's DPZ 0.00%↑ share price increase after beating sales estimates highlight significant movements within the equity market. These developments reflect investor confidence and the impact of corporate earnings on stock valuations.
1.2.2. Alpha Hedge Equity Portfolio
The Equity Market is in Phase 3 (Belief Phase). Accordingly, an Alpha position was assembled in January/24. In this Alpha Cycle, up until February 23, 2024, it yielded a return of 20.94%*, and 1264.13 since June 2013.
The benchmark for this portfolio is the SPY 0.02%↑ ETF, which had a 209.99% performance since June 2013**.
1.2.3. Understanding the Alpha Hedge Equity Portfolio
This portfolio combines either 1 Alpha Asset during equities’ Bull Market or 1 Hedge Asset, usually Commodities, during equities’ Bear Markets.
The Alpha Hedge Equity Portfolio currently represents 26% of the Alpha Hedge Portfolio.
1.3. Growth Market
1.3.1. Market Performance
The Nasdaq Composite's steadiness, especially following a strong week for tech stocks, points to the ongoing interest in growth stocks. The market's reaction to Nvidia's NVDA 0.00%↑ results and the anticipation of the inflation report's impact on future rate decisions suggest a keen focus on growth sectors.
1.3.2. Alpha Hedge Growth Portfolio
The Growth Stocks Market is in Phase 4 (Euphoria Phase). Accordingly, an Alpha position was assembled in December/23. In this Alpha Cycle, up until February 16, 2024, it yielded a return of 39.79%*, and 1179.38% since October 2013.
The benchmark for this portfolio is the QQQ 0.23%↑ ETF, which had a 453.66% performance since October 2013**.
1.3.3. Understanding the Alpha Hedge Growth Portfolio
This portfolio combines either 1 Alpha Asset during Growth Stocks Bull Market or 1 Hedge Asset, during Growth Stocks Bear Markets.
The Alpha Hedge Growth Portfolio currently represents 16% of the Alpha Hedge Portfolio.
2. Q&A
How does market cycle analysis differentiate from other investment strategies in predicting market movements?
Market Cycle Mastery
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3. Institutional Spotlight
These are some assets we are working on for our Institutional clients:
CVNA 0.00%↑ SQ 0.00%↑ WBD 0.00%↑ LUNR 0.00%↑ MELI 0.00%↑ MRVI 0.00%↑ SPOT 0.00%↑ AXTI 0.00%↑ FOXF 0.00%↑ OCEA 0.00%↑ ZS 0.00%↑ NIO 0.00%↑ LDOS 0.00%↑ ADBE 0.00%↑ LZ 0.00%↑ WMT 0.00%↑ SBLK 0.00%↑ GH 0.00%↑ AAOI 0.00%↑ BKNG 0.00%↑ IBRX 0.00%↑ FIX 0.00%↑ VRM 0.00%↑ SUGP 0.00%↑TBIO 0.00%↑ PARA 0.00%↑ KIND 0.00%↑
3.1. Top Findings
CVNA 0.00%↑ presented the best combination of Statistical Data.
Zurique Capital Research
Zurique Capital Research aims to assist Hedge Funds, Family Offices, Advisors and Financial Educators to help their clients, Global Investors, in protecting and expanding their wealth, balancing financial, professional, and personal life through Zurique Capital’s investment proprietary strategy.
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