November 2024 Newsletter: Capitalizing on Market Momentum!
This month’s newsletter dives into pivotal global developments. China’s recovery continues with record-breaking retail sales and declining lending rates, yet challenges persist as housing prices hit historic lows. In Switzerland, the Swiss National Bank delivered strong results for the first nine months of 2024, reinforcing its stability and resilience amidst global volatility. Meanwhile, in the U.S., the recent elections have sparked market optimism, with historical trends pointing to potential post-election rallies. On the digital asset front, Bitcoin is gaining momentum with record fund inflows and an increasingly central role in institutional portfolios, solidifying its position in the evolving financial landscape.
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October 2024 Newsletter – Growth & Opportunities Ahead!
Discover key market insights in our October 2024 newsletter: The Federal Reserve's recent 50 basis point rate cut coincides with a spike in the 10-year Treasury yield from 3.70% to 4.20%, highlighting policy challenges in a high-debt landscape. Gold's rally continues as U.S. interest payments surpass Medicare and defense budgets, reaching $882 billion. Investor confidence drives record equity allocations, with cash levels in portfolios dropping to 3.9% and stock positions rising by 31%. Meanwhile, Bitcoin whale activity surges, with holdings jumping from 335’000 BTC to 1.9 million BTC, signaling potential major market shifts ahead.
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Haute Capital Partners’ 2024 Semi-Annual Financial Statements
Discover Haute Capital Partners' 2024 Semi-Annual Financial Statements, providing a detailed overview of the company's performance during the first half of the year. This report includes comprehensive insights into our financial position, highlighting key metrics, growth achievements, and operational developments across all subsidiaries and affiliates.
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Bitcoin: A Unique Diversifier
Since early 2024, Bitcoin ETFs have acquired 291’442 BTC, driving a 39.60% price surge by September. Major institutions like BlackRock, Morgan Stanley, and the Swiss National Bank have strengthened their Bitcoin holdings, highlighting its role as a store of value during market volatility. With 56.72% of Bitcoin mining powered by sustainable energy, Bitcoin also appeals to ESG-focused investors. Its low correlation with traditional assets boosts portfolio resilience, with a small allocation (1-5%) improving risk-adjusted returns.
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September 2024 Newsletter – Uptober is Here!
Explore the latest economic trends in our September 2024 newsletter: China's undervalued CSI 300 index presents a prime opportunity for value investors, while Malaysia's stock market hits a 4-year high amid strong foreign inflows and AI growth. Bitcoin's shift to 56.72% sustainable energy use highlights progress in aligning with ESG standards, and China’s silver stockpiling reshapes the global industrial metals market.
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