This year of market buoyancy is making investors uneasy. It isn’t only because prices are rising—it’s because they often rise faster than conviction. When central bankers express discomfort, when seasoned macro thinkers warn of bubble dynamics, and when geopolitics increasingly weaponizes currencies and capital flows, investors feel the irresistible urge to respond. But as Buffett reminds […]
Tag: stocks
Staying the Course Amidst Noise The financial world is entering yet another phase of turbulence. The headlines of this quarter revolve around three major forces: uncertainty around the US dollar, the escalation of new global conflicts, and the relentless march of artificial intelligence. Each has the potential to unsettle markets, but none should deter investors […]
Contrarian investing, valuation
For this final update of the year, we take a look at the risks from a global macro perspective, a more detailed evaluation at the currency and equity situation in Asia, and finish with some thoughts on possible entry points for self-made and serious equity investors. Risks and caution in 2024 Will 2024 offer a […]
Guide Finances 