2026 is here, new year’s markets are on.
Last year: conservative strategy, 95%+ real returns, no short-term fads.
Investing: no crowd anxiety, no timing overthink. Solid picks = results.
I’ve pre-screened high-potential early-year stocks. DM for details + tips.
US stocks staged a strong comeback after a shaky start this year. AI boom and rate cuts fueled all three major indexes to hit new highs, and the Santa Claus rally is here.
DM for details.Wishing you all a Merry Christmas, rising holdings and smooth investing ahead!
I would assert that people who are checking X on Christmas Eve, even those in the stock community with considerable assets, may have some important aspects of life misaligned. Please close your smartphones now and spend wonderful time with your family or loved ones. Merry Christmas.
You know you can’t keep going like this,
yet many people still have no clue what to do next.
Sometimes it’s because they can’t see their goal clearly—but more often than not, it’s because they fail to see their current reality.
Whether it’s how you act, how you speak, or how you think, it’s extremely hard to objectively assess where you stand right now
unless you do three things: keep a record, film or record yourself, and ask others for honest, unfiltered feedback.
Just as tracking is the tried-and-true way to manage your weight,
seeing your current reality clearly lets you measure the gap between where you are and where you want to be.
Once you have that gap, break it down into the smallest possible steps, then just stick to working on them daily—like doing daily strength training.
The feeling of having a clear task to tackle and making steady progress toward a solution is pure happiness.
Once you grasp that, putting in the effort and keeping going becomes surprisingly easy.
On the flip side, fumbling in the dark with no end in sight doesn’t just kill your motivation—it makes it impossible to stick to any system you try to build, no matter how well-designed it is.
If I hadn’t invested ten years ago and had just kept €300,000 in cash in the bank, my assets' real value would have dropped to about €264,000 due to roughly 13% inflation… That’s like losing a luxury car worth of money. People often say "investing is scary," but isn’t leaving money in the bank and "watching your assets shrink" a hundred times scarier?
People seem to be obsessed with catching the lows of stocks or selling the highs. Stanley Druckenmiller once said he believes his return would have been much higher if he weren't so obsessed with catching turns and getting chopped up in the process. He mentioned one of his mentors, George Soros, was perfect at timing. He would wait for the turn and then take massive size. Jesse Livermore, the father of modern trading, found the same lesson over 100 years ago: "One of the most helpful things that anybody can learn is to give up trying to catch the last eighth - or the first. These two are the most expensive eighths in the world.”
If you want to find the next big trade, winner or compounder in its infancy you’ll rarely find it by just looking at spreadsheets.
When the fundamentals look great and everyone is on board with the bull thesis, the major alpha of the trade is typically gone and the best gains are almost always in the rearview.
Massive winners like $PLTR $HOOD $RKLB etc. were not consensus at $15, no matter how obvious they seem now. The best ideas and biggest winners of 2026+ are likely non consensus right now.. that’s how investing and trading works.
Early buyers take on far more risk than those buying when the thesis is clear, so the biggest % gains are reserved for those who take the early adopter risk.
If the best ideas were always consensus, everyone would be rich and generating alpha would be easy. But that’s not the case.
On Wednesday the 17th, U.S. stocks fell sharply, with AI-related stocks leading the decline.
The Dow dropped 0.5%, the S&P 500 fell 1.2%, and the NASDAQ declined 1.8%.
A fund withdrew its large investment from Oracle amid worsening funding conditions and growing financial concerns.
The semiconductor SOX index plunged 3.8%, marking its fifth consecutive day of decline.
AI stocks tumbled, with Oracle down 5.4% and AMD falling 5.3%.
Both the Dow and the S&P 500 also fell for the fourth consecutive day, indicating a clear market adjustment.
"I want to throw out a couple of rules I find useful. People buy when they see a stock has gone down. They ask how much further it can go down.
I remember when Polaroid went from $130 to $100 and people said, “Here’s this great company, great record. If it ever gets below $100, just buy every share.” It did get below $100 and a lot of people bought on that basis saying, “Look, it’s gone from $135 to $100. It’s now at $95. What a buy!” Within a year, Polaroid was $18.
This is a company with no debt. It was just so overpriced, it went down. This highlights the danger of buying based on price declines without assessing valuations, as Polaroid’s high valuation led to significant losses despite its fundamentals." - Peter Lynch
The ultra-wealthy in the United States hold most of their assets in stocks.
However, selling them would trigger tax liabilities.
So when they need cash, instead of selling, they take out loans using their stocks as collateral.
This is because taxes are overwhelmingly higher than interest rates.
In this way, they continuously grow their wealth while avoiding taxes indefinitely. This is the true life hack.
Top 30 Country ETF Performance Year-to-Date as of December 12, 2025 Closing Price
South Korea (EWY) +86.5%
Peru (EPU) +77.8%
Spain (EWP) +73.4%
Poland (EPOL) +71.2%
Austria (EWO) +68.5%
South Africa (EZA) +67.1%
Chile (ECH) +60.1%
Mexico (EWW) +54.3%
Italy (EWI) +52.6%
Vietnam (VNM) +50.4%
Brazil (EWZ) +48.7%
Israel (EIS) +46.1%
Sweden (EWD) +35.7%
Canada (EWC) +35.2%
Germany (EWG) +35.2%
Netherlands (EWN) +34.9%
Belgium (EWK) +34.4%
Hong Kong (EWH) +34.3%
China (MCHI) +32.3%
United Kingdom (EWU) +31.0%
Switzerland (EWL) +29.4%
Norway (ENOR) +29.2%
Singapore (EWS) +28.9%
Ireland (EIRL) +28.5%
France (EWQ) +27.9%
Japan (EWJ) +26.7%
Taiwan (EWT) +26.3%
All Country World Index (ACWI) +22.7%
UAE (UAE) +22.3%
USA (S&P 500) (IVV) +18.7%
The strong gains seen in European and other regional markets this year are likely a cyclical rally. Investing in European stocks at current highs is not recommended, as the region faces significant structural economic challenges.
In contrast, the S&P 500's solid return has been achieved against a backdrop of high interest rates and following multiple years of prior gains, demonstrating the underlying resilience and quality of the US market. The US remains home to the world's leading innovative companies and boasts the deepest capital markets.
I anticipate a potential economic slowdown and weaker markets next year. During such a phase, this year's top performers, including European stocks, could be sold off heavily. However, this will create a prime buying opportunity for US stocks.
You should not invest in European stocks now. The coming period of market weakness will be an ideal time to accumulate US equities. US stocks are positioned to lead the next bull market, and the upcoming recessionary period will be the perfect entry point.
The more capital you have, the lower the difficulty level of earning 10,000 becomes! I believe this is an undeniable truth.
And within this very idea lies the key for ordinary traders to achieve remarkable success.
This is precisely what Europe truly desires today.
"Those willing to work can earn ample rewards," while "those who choose not to work can still enjoy a decent life."
No one wishes to be idle—many are simply struggling to get by. The worst situation is being forced to work tirelessly yet still finding it hard to make ends meet…
Yes, this reflects the reality in many parts of Europe.
It is high time we seriously address this imbalance between effort and reward.
Hello everyone, I'm Anthony Bolton. Many call me the "Warren Buffett of Europe".
I have officially joined X, and this is my only account.
In the future, I will continue to share decades of accumulated stock market experience on X, and answer all your questions and doubts about the market.
If you find my shares valuable, feel free to follow me and exchange ideas together.
Thank you!
The rise in US interest rates is showing no signs of stopping.
Prices are clearly pricing in fewer rate cuts next year.
The market is pricing in the prospect of fewer rate cuts next year.
Rising US interest rates have also led to a renewed weakening of the yen.
The market has now anticipated a certain degree of hawkish sentiment.
If the meeting passes without incident, there will be a risk-on trend as the event is digested.
Close attention will be paid to the SEP economic outlook and any comments from Chairman Powell.
5 Common Stock Trading Mistakes I've Made Repeatedly
① Buying at what turned out to be the peak, thinking "This will go up!"
② Panic selling at the absolute bottom, convinced "The world is definitely ending."
③ Hesitating and watching the price soar until it's out of reach.
④ Loading up on a losing position by averaging down, only to see it keep falling—ending up deep in the red.
⑤ Cutting losses, only to find the stock multiplied several times over a year later.
Even if you get the future totally right paying too high a price can turn time from a friend into an enemy. That’s probably what people mean by right direction but wrong cost.
What’s worth thinking about is are the tracks that represent the future today like AI new energy biotechnology and so on also repeating such a scenario right now
“I bought Texas Instruments at 70 times earnings in the late 1960s — thought semiconductors were the future. Made almost nothing for ten years as the stock languished.
I bought it again at 8 times earnings in the 1980s — made 20 times my money.
Same revolutionary technology, totally different outcome.
Overpaying once cost me a decade of dead money.” - Peter Lynch
Even if you get the future totally right paying too high a price can turn time from a friend into an enemy. That’s probably what people mean by right direction but wrong cost.
What’s worth thinking about is are the tracks that represent the future today like AI new energy biotechnology and so on also repeating such a scenario right now
REMINDER 🚨
FOMC rate cut decision will happen today at 2 p.m. ET.
The market is expecting a 88% probability of a 25 bps cut.
At 2:30 p.m. ET, Powell’s press conference will start.
If Powell hints at QE and more rate cuts, markets will go parabolic.