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ft.com

Forget Trump, I’m now fully invested again

Why right now seems like the right time for me to move out of cash

venerdì 3 aprile 2026 New tab

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ft.com

Unlike Donald, I don’t know when to press the button

I’m buying back in, but who knows if I can pick the right day?

ft.com·3 mesi fa
ft.com

Interest rates take fright

The market’s calm in the face of war is beginning to crack

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Only two events have mattered in my 30 years of investing

Markets have shrugged off everything from geopolitics to financial crises

ft.com·2 mesi fa
ft.com

The main reason I’ve bought equities again

US stock valuations only make sense if you believe in AI

ft.com·2 mesi fa
ft.com

Big Tech earnings: profits and cash still matter

And Trump’s non-deal with China

ft.com·8 mesi fa
ft.com

How Trump became tech’s regulator-in-chief

His interventions in the sector exceed anything the EU has done

ft.com·2 mesi fa