Goldilocks 2.0 possible with a resilient economy and investor-friendly monetary / fiscal policy supporting top-line growth and valuations
Great to have you back John! Looking forward to more in 2024!
Thanks for your support as always, Paul! Hope 2024 is a great year for you!
Thanks for the new article. Based on a repeat of 2023 mag7 (except tesla) particularly real AI driven companies, seem likely to keep going higher. Based on asymmetry China seems primed for 2024
Good observation, mate. I think that's where things seem to be going!
Great to have you back John! Looking forward to more in 2024!
Thanks for your support as always, Paul! Hope 2024 is a great year for you!
Thanks for the new article. Based on a repeat of 2023 mag7 (except tesla) particularly real AI driven companies, seem likely to keep going higher. Based on asymmetry China seems primed for 2024
Good observation, mate. I think that's where things seem to be going!