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Newsletter · By Demetris Theodoulou · English · Official site

Indexed issues, last 90 days
6
Latest publication
Sep 29, 2026
Audience
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Earliest in this view
Jul 14, 2026

Latest issues

  1. Issue · Sep 29, 2026

    My Thoughts on NVIDIA's Buyback Plan (opens the original)

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    NVIDIA's stock was up nearly 3% following the announcement that management has authorized an additional $150 billion share buyback, taking the remaining authorization to approximately $235 billion. Investors clearly celebrated the announcement, and the stock reflected that.Don't get me wrong, I like buybacks as much as the next guy. But when I think about companies conducting massive buybacks, I usually think about Oil companies, financials or perhaps Apple .Nvidia is different.So I started aski

  2. Issue · Sep 16, 2026

    Kevin Warsh’s Paul Volcker Moment (opens the original)

    Excerpt · Neutral tone

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    The Street now expects the Federal Reserve to raise the Federal Funds rate by 25 basis points today, with perhaps another hike in December. My view for most of this year was that we would not get a hike, but lately I have changed my mind as the consensus from major investment banks shifted. @KoraTrades called for a September hike months ago, so credit to her. But why?Investing In Markets & Lifestyle is a reader-supported publication. To receive new posts and support my work, consider becom

  3. Issue · Aug 21, 2026

    Portfolio Update and Latest Trades (opens the original)

    Excerpt · Neutral tone

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    Dear Fellow Investors,I hope you are well.Investing In Markets & Lifestyle is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.</div

  4. Issue · Aug 9, 2026

    Your Time Horizon Matters (opens the original)

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    When people approach me wanting to invest with me, the first question I ask is: What is your time horizon? My average holding period is currently around 790 days, and that is the commitment I am asking from investors. Not for selfish reasons, but because I want to make sure we give the strategy enough time to generate profits. Data from $JPM shows that the probability of losing money in the stock market decreases significantly as the holding period expands. Longevity matters.Investing In Mark

  5. Issue · Jul 20, 2026

    Celebrating 6 Years on eToro! (opens the original)

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    Last week marked my 6-year anniversary on eToro a journey that began on July 13, 2020, during the pandemic. Each year, I take this time to review my performance against the SPX500 and outline what lies ahead.From July 2020 to July 2026, we have seven years of statistics to reflect on. Currently, the annualized return stands at 24.11%. Since inception, we have outperformed the NSDQ100 , SPX500 and GOLD Notably, we have achieved 58% profitable weeks and still hold the same position in JPM that I o

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