Should you sell US stocks?
Howard Marks says NO.
The problem isn't US companies. It's the government's finances.
US can always print dollars to repay. But each dollar may buy less. So the real risk is the DOLLAR, not Apple or Microsoft.
https://t.co/iknb9qtWcf
"I'm 15% Phil Fisher and 85% Benjamin Graham." — Warren Buffett
Who is Philip Fisher? He wrote Common Stocks and Uncommon Profits in 1958, and it is still read today.
5 lessons from the father of growth investing, plus the stock he held for 49 years.
https://t.co/cln5P65zRb
Do nothing.
That's how the English Buffett built £11bn.
Buy good.
Don't overpay.
Do nothing.
Turnover 12.7%. Trading costs 0.02%.
5 years behind the market and still ahead since 2010.
https://t.co/xHA8ynZj26
The Psychology Behind Why You Keep Sabotaging Yourself
(The hidden patterns that make you create problems even when you know exactly what you want.)
1. You Get Comfortable With What You Know
Hyperscaler CapEx is projected to continue growing the next three years. Personally still bullish with $AVGO $ASML and one of the underrated power semi $ON
Things we can learn from Elon
1. He is persistent and having strong sense of purpose
2. Always go back to first principle. Find the bottleneck and solve it
3. Always act with a sense of urgency
4. His famous quote "He has lost many battles but not wars"
https://t.co/ino75NhlW8