Mega-cap Tech Momentum and Flows Support Portfolio Upside

Deborah and Kieran dissect a focused six-name portfolio (VUAG, MSFT, NVDA, BA, BAKK, CCJI), emphasizing mega-cap tech momentum and positive fund flows driving upside 📈💹. They lay out technical levels, risk controls, and a pragmatic path for entry/exit, tied to macro drivers like rates, USD, and regional cues 🌍🛡️. The conversation weaves chart signals with macro context to navigate a tech-led recovery in equities 📊🧭.

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About the Podcast

The Money Mosaic

Your Guide to Financial Mastery and Creative Investment

The Money Mosaic is your go-to podcast for a diverse blend of financial insights and artistic exploration brought together for you by AI (artificial intelligence). Join us every Monday and Saturday for Portfolio Update as we focus on a selected shares and index funds, offering expert advice and in-depth discussions to help you make informed investment decisions. On Tuesdays and Fridays we delve into the dynamic world of forex trading, providing you with the latest trends, strategies, and market analysis to help you navigate the forex landscape with confidence. Finally, unwind with us on Sundays as we explore the vibrant world of alternative investment, celebrating creativity and its intersection with finance. Whether you're a seasoned investor or just starting out, The Money Mosaic has something for everyone. Tune in and enrich your financial and artistic journey with us!