My five reasons to buy US equities again
For the first time in two summers I’m uncomfortable with a zero weighting
Related reading
The main reason I’ve bought equities again
US stock valuations only make sense if you believe in AI
The rise of America’s intangible economy
Investments in non-physical assets demystify the US stock market’s performance
Forget Trump, I’m now fully invested again
Why right now seems like the right time for me to move out of cash
Any tidal shift of investors away from the US will take time
Despite a stock rally, it is still unwise to assume the view of investors of America is not changing
So long, American exceptionalism
For the first time, investors are talking about ‘US risk’
Why I haven’t jumped on the gold-crypto trade
Equities have much of the same qualities and don’t write off bonds quite yet