Must read: Responding to American elections

Optimix is ​​going head-to-head against the market
According to Optimix, the similarities between the internet hype of the early 2000s and the current hype are so great that the asset manager is going against the market. Shares were sold and the proceeds were used to purchase inflation-linked bonds, commodity positions were taken and some cash was kept.

Bill’s wallet
Successful hedge fund manager Bill Ackmann of Pershing Square (also listed in Amsterdam) has one of the most concentrated portfolios in the sector. His $11 billion in invested assets is in just eight stocks, two of which are actually the same.

AI can develop medicines independently
Don’t underestimate how creative artificial intelligence can be. In the pharmaceutical industry this can lead to new medicines that people would never have come up with.
By the way, Warren Buffett also has his thoughts about AI.

Exciting! What choices will a new government make?

By report: Magnificent 6
The numbers for six of the seven Magnificent Seven are in. Star Nvidia is yet to come. What do you think about that? Here’s Morningstar’s analysis.

Price development of offices is certainly not dramatic

Responding to the American elections
At the moment, the market is mainly concerned with possible interest rate cuts, corporate figures and geopolitical tensions, but the American presidential elections are slowly starting to appear on the horizon. This in turn leads to the question of how to position your portfolio for a possible Trump or Biden victory. read Erik Mauritz’s latest blog.

Despite high interest rates
American CEOs are extremely optimistic.

Inflation drops to 2.7 percent in April
Consumer goods and services were 2.7 percent more expensive in April than in the same month a year earlier, Statistics Netherlands reports. In March inflation was 3.1 percent. Inflation is measured each month as the development of the consumer price index (CPI) compared to the same month in the previous year. April’s inflation rate is the same as the quick estimate published on April 30.