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Bill Combs
@billcombs · Jan 2

Investors, what is your strategy for the next weeks, months?

I don't buy specific US stocks anymore, but I still regularly overbought $CSPX.L and BTC. Europe is still pretty cheap for me, so maybe I'll keep buying and save the rest of my money for a possible correction in the US.

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YE

I wonder where you are getting the confidence that there will be a major drop and that it will be anytime soon. Do you know something that the rest of the investors don't know? How long will you possibly wait before you change your mind? Where will you keep your cash parked to keep it from being eaten up by inflation? What attracts you to Europe, where most companies are struggling and not at all comparable to the US market? What do you see as a possible way out of their situation there?

BC

Lots of questions, but I'll try to answer everything😃.

I certainly don't have certainty, I don't think any of us do and I don't want to time the market too much by any means, but I'm more cautious now. We'll see how it goes, I'll invest most of my money anyway, but I'm more cautious with specific US stocks.

Otherwise I agree that Europe is doing badly, there are a lot of things I don't like and it certainly doesn't compare to the US. However, I think you can find some interesting stocks ( $ASML and $MC.PA I think you have in your portfolio too) or maybe $NVO.

NT

I saw that $TSLA is down quite a bit right now, so maybe I'll buy a little extra.

CB

I watched it too. They're down about 10% in the last few days.

MS

I don't invest much in the US anymore either, but those European stocks are very interesting. I'm still buying $NVO stock at the end of 2024 and will probably overbuy.

BC

That $NVO is very cheap. I'm still debating whether or not to buy, but I'll probably buy a little something.

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