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Jan 2025
Happy New Year from Stardust Capital!
Happy New Year from Stardust Capital!
Dear Friends and Investors,
Happy New Year!
As we welcome another year, I want to personally thank you for being part of the Stardust Capital family. Your trust and support mean the world to me.
We've shared some incredible milestones together, and I’m excited about the opportunities the new year will bring. We'll keep working hard to help you achieve your financial dreams with care and dedication.
Wishing you a fantastic year ahead filled with happiness, success, and new opportunities.
Warmly,
Gabe Feurdean
Founder, Stardust Capital
summer 2024
Is This Market Rally a Midsummer Night's Dream?
Dear Valued Investors,
Our portfolios have delivered stunning returns year to date!
As we find ourselves in the midst of a robust rally, the tech sector has surged to unprecedented highs. While these gains are certainly cause for celebration, we must also heed the lessons of history and remain vigilant. The current gains, akin to the mythical will-o'-the-wisp, may lead some to believe that the sky's the limit. However, at Stardust Capital, we are committed to staying grounded in fundamentals and preparing for potential volatility ahead.
The extraordinary performance of tech stocks has been helped by the allure of artificial intelligence and has reached valuations that, by many metrics, appear stretched. While innovation and growth prospects remain strong, we must remember that such exuberance can sometimes lead to bubbles. It is crucial to distinguish between sustainable growth and speculative fervor.
Although we are invested in tech, our investment philosophy will always emphasize the importance of solid fundamentals and we employ diversification strategies and carefully monitor our exposure to high-risk sectors and assets.
As we enter the second half of the year, we anticipate increased market volatility. Several factors such as ongoing global uncertainties, including trade disputes and regional conflicts, as well as election uncertainties could impact market stability.
In light of these considerations, we are taking proactive steps to mitigate risk. This includes adjusting our asset allocation, optimizing our cash reserves, and exploring hedging strategies. Our goal is to protect your investments while remaining poised to capitalize on opportunities that may arise from market dislocations.
Thank you for your continued trust and support. We are committed to delivering long-term value to our investors.
We will keep you updated on our strategies and market outlook as the year progresses. Should you have any questions or wish to discuss your investment portfolio, please do not hesitate to contact us.
Warm regards,
Gabe Feurdean
CEO
Stardust Capital
holidays 2023
holidays 2023
The Santa Claus Rally Arrives Early
The Santa Claus Rally Arrives Early
Dear Investors,
Dear Investors,
'Tis the season of surprises, and the stock market has gifted us an unexpected treat with the early arrival of the Santa Claus Rally!
'Tis the season of surprises, and the stock market has gifted us an unexpected treat with the early arrival of the Santa Claus Rally!
After enduring a brutal fall sell-off, investors are finding comfort in the festive spirit as we head into the holiday season. The market's recent rebound has brought a sense of joy and relief, defying the earlier pessimism that gripped the financial world.
After enduring a brutal fall sell-off, investors are finding comfort in the festive spirit as we head into the holiday season. The market's recent rebound has brought a sense of joy and relief, defying the earlier pessimism that gripped the financial world.
In the weeks leading up to Thanksgiving, we witnessed a remarkable turnaround, reminiscent of the traditional year-end Santa Claus Rally. This early festive surge has lifted spirits and portfolios alike.
In the weeks leading up to Thanksgiving, we witnessed a remarkable turnaround, reminiscent of the traditional year-end Santa Claus Rally. This early festive surge has lifted spirits and portfolios alike.
As we gather around our Thanksgiving tables, we can also celebrate the resilience of the market, reminding us that in the world of investments, surprises—both good and bad—come wrapped in unexpected packages.
As we gather around our Thanksgiving tables, we can also celebrate the resilience of the market, reminding us that in the world of investments, surprises—both good and bad—come wrapped in unexpected packages.
Looking ahead, there's reason to be optimistic as we approach the end of the year. The early Santa Claus Rally may be a sign that markets are positioning themselves for a positive close to 2023. While uncertainties remain, especially considering the ongoing global challenges, let's embrace the holiday spirit and the newfound momentum. As we enter the season of giving, it seems that the markets have decided to give investors a reason to smile.
Looking ahead, there's reason to be optimistic as we approach the end of the year. The early Santa Claus Rally may be a sign that markets are positioning themselves for a positive close to 2023. While uncertainties remain, especially considering the ongoing global challenges, let's embrace the holiday spirit and the newfound momentum. As we enter the season of giving, it seems that the markets have decided to give investors a reason to smile.
Wishing you a joyous and prosperous holiday season!
Wishing you a joyous and prosperous holiday season!
Warm regards,
Warm regards,
Gabe Feurdean, CEO Stardust Capital
Gabe Feurdean, CEO Stardust Capital
spring 2023
spring 2023
Dear Investors
Dear Investors
As the weather warms and the flowers begin to bloom, I am excited to bring you the spring newsletter from Stardust Capital.
We have had a good start to the year, with many positive developments and exciting opportunities ahead.
On the economic front, one of the most important developments over the past few months is that inflation has dropped at a steady pace, and the tendency is to keep falling.
As a consequence, the Federal Reserve has signaled that they are in the process of pausing the interest rate increases, and some economists have even anticipated decreasing rates towards the end of the year. Time will tell but I'm on the optimistic side.
The stock market has recovered nicely from the October bottom, as I anticipated. Most indices experienced positive returns and some sectors showed spectacular returns. The Semiconductor space, in particular, has performed extremely well, and I'm proud to say that at Stardust Capital our investors got invested in the sector and now we are enjoying the nice returns.
One other notable fact is that the unemployment figure has stayed extremely low, and if it maintains at the same levels, a recession is less probable.
Going forward, a cautionary approach is still warranted, but if the economic picture continues to improve, these green shoots are supposed to spring.
Thank you for being a valued, or prospective investor with Stardust Capital!
Gabe Feurdean
Gabe Feurdean
CEO, Stardust Capital
CEO, Stardust Capital
fall 2022
fall 2022
Dear investors,
Dear investors,
The fall season is one of the most beautiful seasons out there to enjoy, but it could also be one of the most treacherous for the stock markets. Indeed this fall brought with it plenty of issues of concern.
The fall season is one of the most beautiful seasons out there to enjoy, but it could also be one of the most treacherous for the stock markets. Indeed this fall brought with it plenty of issues of concern.
At the macro level we have the Federal Reserve Bank rising interest rates to combat inflation. This makes debt more expensive and makes borrowing harder for people and businesses. It also strengthens the US Dollar, which has negative international implications and some foreign banks had to intervene.
At the macro level we have the Federal Reserve Bank rising interest rates to combat inflation. This makes debt more expensive and makes borrowing harder for people and businesses. It also strengthens the US Dollar, which has negative international implications and some foreign banks had to intervene.
We are also going through earnings reports by companies, which so far have been better than expected. The market seemed to have taken notice and it looks like it might have reached a bottom, at least for the time being.
We are also going through earnings reports by companies, which so far have been better than expected. The market seemed to have taken notice and it looks like it might have reached a bottom, at least for the time being.
At Stardust Capital we took advantage of this bottom and we entered some positions at historically low valuations. Time will tell where do we go from here, but the coming period is historically favorable for the markets, particularly past elections, culminating with the “Santa Claus Rally” around Christmas time.
At Stardust Capital we took advantage of this bottom and we entered some positions at historically low valuations. Time will tell where do we go from here, but the coming period is historically favorable for the markets, particularly past elections, culminating with the “Santa Claus Rally” around Christmas time.
We are all looking forward to better times, and the return of stability. This too shall pass. We appreciate you being a valued, or prospective, investor at Stardust Capital, and enjoy the season!
We are all looking forward to better times, and the return of stability. This too shall pass. We appreciate you being a valued, or prospective, investor at Stardust Capital, and enjoy the season!
Gabe Feurdean
Gabe Feurdean
CEO, Stardust Capital
CEO, Stardust Capital
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