Looking at the markets today: AI stocks are expensive, gold is at highs, defense and energy have already seen much of their gains and at the same time nobody really knows when and how quickly interest rates will come down. Of course there are exceptions.
👉 But where would you invest new money today and why?
It's a bit of a waiting phase right now. In the first half of the year I did a lot of buying and now I'm mostly holding. I'm also ready to sell (and to buy if an interesting opportunity comes up). I'm considering selling $CVS.
Investors, do you have any recommendations for an interesting book on finance and investing? Have you read anything interesting recently?
Books are, in my opinion, probably the best source of information and I've learned a lot from them. I recently picked up a book about Buffett and read that Morgan Housel will be releasing a new book.
Housel's other book, "Same as Ever", wasn't as good for me as "The Psychology of Money", but I'd definitely like to read "The Art of Spending Money".
If anyone is heavily invested in semiconductors, I can definitely recommend "Chip War: The Fight for the World's Most Critical Technology" or "Focus", which is about the company ASML.
By the way, what's the name of that book about Buffett?
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Looking at the markets today: AI stocks are expensive, gold is at highs, defense and energy have already seen much of their gains and at the same time nobody really knows when and how quickly interest rates will come down. Of course there are exceptions.
👉 But where would you invest new money today and why?
Zobrazit další komentáře
It's a bit of a waiting phase right now. In the first half of the year I did a lot of buying and now I'm mostly holding. I'm also ready to sell (and to buy if an interesting opportunity comes up). I'm considering selling $CVS.
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Investors, do you have any recommendations for an interesting book on finance and investing? Have you read anything interesting recently?
Books are, in my opinion, probably the best source of information and I've learned a lot from them. I recently picked up a book about Buffett and read that Morgan Housel will be releasing a new book.
Zobrazit další komentáře
Housel's other book, "Same as Ever", wasn't as good for me as "The Psychology of Money", but I'd definitely like to read "The Art of Spending Money".
If anyone is heavily invested in semiconductors, I can definitely recommend "Chip War: The Fight for the World's Most Critical Technology" or "Focus", which is about the company ASML.
By the way, what's the name of that book about Buffett?
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