Buy the dip or buy the headache?
Yikes! Markets have finally taken a breather. The recent pullback in AI and technology stocks has put a number of quality names back on my radar, but before anyone rushes to “buy the dip”, it pays to ask whether this is an opportunity or an expensive lesson in patience.
Join me as we cut through the headlines and separate fear from fundamentals. I will discuss the risks from geopolitics, inflation and valuations, while also identifying where the new opportunities may be emerging. As always, the market has a habit of making both the bulls and the bears look silly, our job is simply to be less silly than the market.
If you are one of our investors reading this and would like to be notified on future meetings, you can send me an email to reserve your spot.
I look forward to meeting you, and thank you for supporting my work.