Scorpi18 | Market Insights
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Insights and analysis of the global financial market by investment advisor Sergio Shalamov.

Note: This is not an investment advice.

Chat for investors: https://t.me/+lLbjdcohKhc5MDBi

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⚠️🌎#liquidity #tech #divergence
the balance sheets of G3 central banks (liquidity) are contracting, while Nasdaq 100 continues to rise
βš οΈπŸ‡ΊπŸ‡Έ#stocks #tech #us #diversification
many of the largest US investment funds are being blocked from buying more shares in popular tech stocks due to diversification rules β€” FT

*mutual funds are restricted from allocating over 25% of their assets to large holdings, defined as stocks representing more than 5% of the fund's portfolio at the time of investment