My Plans and Positions for Today – Inflation Strategy – Living in the Present Moment
Motivation and Discipline: How to Stay on Track Even When It's Hard
Friday is often a tougher day than others. The week’s been long, goals have been plenty, and energy levels are down. But it’s exactly in moments like these we see the difference between those who keep going and those who give up.
After a good night’s sleep, I got up later than usual. My body spoke, and I listened. But I didn’t give up. I kept my commitment: 10 km of running, even if it was harder than previous days. It’s through effort that consistency is built.
“The mind isn’t always stronger than the body. You need to listen to both.”
I apply this discipline to sports, my routine, my commitments… and also to the markets.
The Financial Markets This Friday: Focus on Technical Points
United States: Taking Control and Offensive Strategy
I mentioned it yesterday: offensive strategy on the SP500, if we broke upward from the consolidation. That’s now done. Bought above 6480 pts, with a bullish bias still valid as long as we stay above 6400 pts.
- SP500: above 6420 → positive polarity
- Nasdaq: 23300 in sight
- Dow Jones: 45200 but less dynamic
Watch out for the PCE index expected at 2:30 p.m. (French time). It's a much more relevant inflation indicator than the CPI, as it's based on actual consumer spending. It will directly influence Fed rate cut expectations.
Possible Scenarios:
- PCE > 0.3% → market under pressure, dollar rising
- PCE < 0.3% → relief for risk assets, euro/dollar rising
Europe: Flat Calm, Watch the Technical Ranges
The CAC40 has been stuck in its 7700-7900 range since April. No clear direction. I had short positions at 7900, closed now. No more open trades. Best to act at range extremes, not in the middle.
The DAX is trying to hold on to 24000, but with little conviction.
🪙 Cryptocurrencies: Caution and Active Management
Active management is more essential than ever right now. I’ve reduced my positions on AVE, Solana, Ethereum… Not because I don’t believe in their potential anymore, but because the market is in a range, with no clear direction.
Yes, there have been minor impulses. Yes, some cryptos are booming. But now is not the time to fall into FOMO (Fear of Missing Out).
My Beliefs:
- Focus on the current winners
- Don’t chase after price surges
- Keep cash to buy on pullbacks
- Don’t believe in a massive altseason (not everything will skyrocket)
I'm still analyzing cycles with a 2024-2025 copy-paste, which has helped me anticipate major opportunities this year. For now, the market seems to have topped out, and any breakouts are failing. So, I’m remaining cautious.
Mindset: Stop Comparing, Be Yourself
A message I repeat often: stop comparing yourself to others, especially on social media. What you see is often just an illusion. Everyone has their own pace, struggles, and story.
“Get inspired, yes. Compare, no.”
What I do every day isn’t to shine. It’s to share, foster exchange, build connections. Whether it’s a hello, advice, or thanks… that’s how we move forward, together.
Remember that successful people go off the beaten track. They don’t do “what everyone else does.” And neither should you.
Coming Up: My Book Recommendations
I’m preparing a special episode on my recent reads. Books I’ve enjoyed (or not), and that I’ll happily share with you. Some made an impression, others less so, but each one could bring you something depending on your needs and stage in life.
Takeaways for Today
| Section | Takeaway |
|---|---|
| Routine | Maintaining discipline despite fatigue |
| US Markets | SP500 in offensive mode above 6420 |
| EU Indices | CAC in range, no clear opportunity at the moment |
| 🪙 Cryptos | Remain selective, avoid FOMO, favor strong assets |
| Mindset | Stay true to yourself, don’t copy, but get inspired |
| Upcoming Reads | Book suggestions for enrichment and growth |
Thank You and See You Soon
You’re part of this community that pushes me to surpass myself every day. Thank you for being here. Don’t forget to:
- Subscribe to the podcast
- Rate me on Spotify or Apple Podcasts
- Stay on track with your objectives, just like me
We’ll catch up soon for a new update.
Strength and honor.
Day 5/7 of my weekly goals: we’re not giving up!
Xavier Fenaux
August 29, 2025