Adam Levinson Optimistic About Market Rally Amid Iran Conflict
Graticule’s Levinson ‘Open’ to Iran Resolution Ahead of Rally
Mint
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Adam Levinson, founder of Graticule Asset Management Asia, expresses optimism about a potential resolution in the Iran conflict, which he believes could trigger a market rally. He highlights ongoing investments in semiconductors and cryptocurrency, while acknowledging current market volatility.
- 01Levinson is bullish on market recovery linked to a resolution in the Iran conflict.
- 02He emphasizes the significance of the current hardware cycle, comparing it to past market recoveries.
- 03Investments are focused on semiconductors and cryptocurrency, particularly Ethereum.
- 04Levinson sees opportunities in both US and Chinese AI ecosystems despite risks.
- 05The geopolitical landscape, including US-Pakistan-Iran relations, remains complex.
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Adam Levinson, the founder of Graticule Asset Management Asia, remains optimistic about the market's future, particularly in light of a potential resolution in the Iran conflict. He believes that such a resolution could lead to a significant market rally, drawing parallels to past events like the 1998 tech rally following Russia's economic turmoil. Levinson describes the current environment as possibly the greatest hardware cycle ever, with semiconductors, which currently represent 1% of the global economy, poised for growth. He is actively investing in this sector and in cryptocurrency, specifically Ethereum, while also exploring opportunities in AI across both US and Chinese markets. Despite the potential for market volatility, Levinson sees the current cycle as a strong opportunity for investors.
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If Levinson's predictions hold true, a resolution in the Iran conflict could stabilize markets, potentially leading to job growth and investment opportunities in technology sectors.
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