Category: Macro Economics
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MyNest US Fund Dec 25
MyNest US Fund rounded the first year of inception with a slight outperformance to our benchmark the S&P 500. The first year of operation tested to resolve in knowing what we own as we navigated volatility which started on Trump’s Liberation Day.
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MyNest US Fund Nov 25
November tested the patience of the broader market, defined by a distinct shift in sentiment regarding Artificial Intelligence. The narrative of an “AI Bubble” finally took hold,
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MyNest US Fund Oct 25
October is usually the worst month of the year for stocks but somehow this year the stock market failed to provide any opportunities for us to deploy meaningful cash to work.
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MyNest US Fund Sep 25
MyNest US Fund is up 14.4% year to date, in line with the general US market. This performance was made possible by Google, as it single-handedly moved the needle for our fund.
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MyNest US Fund Aug 25
I am happy to report that the fund has returned to keep pace with our benchmark the S&P500 index, despite it being structured to be a more resilient portfolio.
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MyNest US Fund Jul 25
This earnings season has turned out rather well so far, as Google led the way to dispel investors’ concerns about its search monopoly. The company also made inroads into segments including cloud and YouTube.
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MyNest US Fund Jun 25
Generative AI is increasingly giving knowledge workers the leverage to be more and more productive. As we embrace the use of ChatGPT, Gemini, Grok etc
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MyNest US Fund May 25
Generative AI is increasingly giving knowledge workers the leverage to be more and more productive. As we embrace the use of ChatGPT, Gemini, Grok etc
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MyNest US Fund Apr 25
The month of April will likely go down in history as one of the most significant as the United States abandoned the World Trade Order that it painstakingly built since the 2nd World War.
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MyNest US Fund Mar 25
The long-awaited drawdown of the US stock market finally arrived. Not since 2022 had the US market seen any significant drawdown of sorts.
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