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SE Category: Thyra Hedge Fund
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Thyra Hedge Fund – November 2024
Read more: Thyra Hedge Fund – November 2024The technology sector and the US market rose strongly in November, driven by Trump's win. Trump now gets a majority in both houses for the next 2…
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Thyra Hedge Fund – October 2024
Read more: Thyra Hedge Fund – October 2024October was a month that started strong for global equities but still ended slightly lower in most markets. Our GP Bullhound…
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Thyra Hedge Fund – September 2024
Read more: Thyra Hedge Fund – September 2024September started weak, but the 50 basis point increase in interest rates from the US central bank (Fed) turned the market around. At the same time, the Chinese government began to stimulate the domestic…
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GP Bullhound Thyra Hedge Fund – August 2024
Read more: GP Bullhound Thyra Hedge Fund – August 2024Market volatility within the big tech names has continued to be high as concerns about AI returns have arisen. However, the fundamentals of the industry have not changed and…
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GP Bullhound Thyra Hedge Fund – July 2024
Read more: GP Bullhound Thyra Hedge Fund – July 2024Volatility in the market for the large technology companies has increased sharply in recent times. However, the fundamentals of the industry have not changed…
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GP Bullhound Thyra Hedge Fund – June 2024
Read more: GP Bullhound Thyra Hedge Fund – June 2024Volatility in the major tech stocks has increased over the past month. However, the industry fundamentals have not changed and the strength in the areas around AI continues,…
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Monthly update April 2022
Read more: Monthly update April 2022The good news is that technology continues to deliver strong results in the first quarter and that the market is becoming more forgiving of weakness. Main focus…
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Monthly update February 2022
Read more: Monthly update February 2022Volatility continues in the market and the reporting season has been strong for technology, especially software. However, we have seen weaknesses in social media platforms as well as payment services. …
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November 2021: Demand for semiconductor equipment remains strong
Read more: November 2021: Demand for semiconductor equipment remains strongWe have seen a clear increase in market volatility in recent weeks driven by concerns around the new version of covid and the US Federal Reserve's…
