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Etcaetera - Easy Investing With a Portfolio Manager

Etcaetera (Akim’s Newsletter), Panic Drop - Timothy Assi

Portfolio manager based in Luxembourg. I bring you new investment ideas.

Platform
Substack
PricingFreemiumPublishesDaily
Issues64SubscribersRead etcaetera.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Fed Monetary Shift: the Best Investment Strategy (6-min read / free)

The Fed Reserve (the U.S. central bank also knows as “the Fed”) has started to cut interest rates and we more or less know that Jerome Powell, the Fed’s chairman, will likely cut interest rates by another 150-250 bps by the end of next year...

a month ago
11
0

Biggest Rumor of the Year: Intel Soon Acquired by Qualcomm? (5-min read / free)

The Fed announced an interest rate cut (don’t miss the article, it will be published soon) but the rumor of chip giant Qualcomm Inc (QCOM) buying Intel Corp. (INTC) almost eclipsed the monetary news on Friday! And it’s a rumor so big that i...

a month ago
7
3

The Best Market to Find Bargains is Germany (free / 3-min read)

#### Cheap Russian Gas Caused Cheap German Stocks

2 months ago
12
4

My Stock of the Month: Posed to Outperform The Whole Market

I bought the stock of BlackRock Inc. (BLK) at the start of the year, orienting my portfolio for the unavoidable interest rate cuts by the Fed. Here is my rationale (my longer explanation was published on GuruFocus this week).

2 months ago
7
2

Authors

The writers behind this newsletter.

  • Etcaetera (Akim’s Newsletter)

    My name is Akim and I am a professional portfolio manager active in the investment funds industry. I am here to demystify the stock markets for you - and with you. Subscribe to my newsletter!

  • Panic Drop - Timothy Assi

    Sharing insights to elevate your investing game. The approach is a blend of 80% stocks and 20% crypto, leveraging both fundamental and technical analysis for optimal results.

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