President Trump comes with the tag “Expect the unexpected”. While we’ve become used to Trump’s tactics in the world of money and then in the world in general, as an unusual US President, we’re now seeing his unusual behaviour playing out at war!
Uncertainty is always at its maximum when a geopolitical crisis visits not only the world but the stock market. History gives us a playbook for the short term and the long term investor. This is what I talk about in my article today.
It’s the market versus the potentially smartest guys ever in US business!
Here’s my selection of ETFs and stocks if someone came to my financial planning firm wanting me to invest $1 million.
The AI witch hunt eased up this week but the rotation out of tech into non-tech has been the dominant driver for some weeks. But it raises the question: how long will anti-tech forces prevail?
Hedge funds and other short sellers have had a picnic dumping any stock where AI could possibly threaten the underlying business. But are we seeing a hijacking of great businesses by market 'terrorists' that we could make money out of?
It was another crazy week when speculation continued about how good businesses could be attacked by AI-driven rivals.
Today I’m standing on the shoulders of great business builders to argue that this tech sell off is a buying opportunity. Stay with me on this!
Even before Friday’s incredible U-turn for stocks, where the Dow Jones was up a huge 1,000 points plus (with even the recently hated tech stocks back in favour), I had used the headline that it was a crazy week, and Donald Trump wasn’t to blame.
I’m taking the long-term punt on these three quality plays that have been beaten up big time of late
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