Most investing noise doesn’t matter. Each year, only a handful of simple ideas really move markets and the challenge is spotting what others don’t.
The old research cycle is gone. Today, AI and trading systems move share prices in seconds, long before humans analyse.
Markets took the Fed cut in their stride, but the next move will depend on inflation data, jobs numbers and political pressure.
Bitcoin’s rebound looks comforting, but the damage underneath the crypto market is real, and it could spill into equities fast.
Rate-cut expectations continue to swing wildly, and the Fed’s habit of getting the big calls wrong sits at the centre of it.
Even a strong result doesn’t erase the deeper concerns around AI spending, valuations and the broader risk backdrop.
AI confidence is wobbling, and Nvidia’s numbers could decide whether the mood stabilises or slips further into risk-off.
There’s a simple way to cut through uncertainty in the share market – and it starts with knowing your conviction level.
MT20 uses a set of investing principles inspired by Ray Dalio, including one that helps block out unhelpful market noise.
Not every stock looks overvalued, but the ones carrying the market higher might finally be running out of momentum.