January started out as quite a slow month. The markets seemed to be awaiting the return of Donald Trump to the White House, with much speculation as to what his agenda would be. The second half of the month saw the new president hit the ground running and plenty of market volatility, with stiff tariff proposals on neighbours Canada and Mexico setting the scene for weeks to come.
Some of our bets continue to do extremely well - e.g. Palantir Technologies [NYSE:PLTR], now up 363% since we tipped it for our Wall Street list. In the FTSE 250 bracket both Watches of Switzerland [LON:WOSG] and Volution [LON:FAN] are up over 40%. Raytheon Technologies [NYSE:RTX] is doing well on our Tactical tips list, up 75%, while we have made almost 50% on our long gold ETF bet. We remain very bullish on gold, which we forecast would break $3000 this year, and it's almost there now.
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