🚨BONUS🚨
“Control your own destiny or someone else will.” - Jack Welch
George Noble Investment Conference – 5th June 2025
If you're focused on positioning through this macro regime shift, this is a valuable opportunity to hear from some of the sharpest minds in the business.
• Jordi Visser on digital transformation
• Louis Gave on global tariffs and trade
• John Roque on technical strategy
• Mike Rothman on energy fundamentals
I’ll be attending — and it’s the kind of room that sharpens your edge.
🗓 Register here: noble-capevents.com/home
💸 Use COUPON CODE: SAVE100 for $100 off
It’s affordable, high-value, and directly aligned with the kind of work we’re doing.
Hope to see you there.
This week was all about two things: the relentless bid for Bitcoin and the quiet strength across equities. We're seeing consistent demand for crypto, no matter what the price does, and stocks continue to climb the wall of worry, led by semis, uranium, and a few key cyclicals.
Market Dynamics;
• S&P: Still above key support. It avoided the danger zone and is working higher on the back of strong sector participation.
• Bitcoin: The demand continues whether the price is up or down.
• Semis & Tech: Nvidia posted a strong quarter, and the market responded.
• Cyclicals: Airlines, uranium, cloud, and retail continued to grind higher.
• Volatility: VIX dipped below 20 — no one’s panicking right now.
How I’m Trading It;
Keeping an eye on the broader tape for rotation risk.
Still leaning long.
View Matrix;
Current P&L: +103.4%, The names are working.
If you’re not in the View Matrix by now… you’re watching it happen from the sidelines.