In my earlier article, I written about interests in Big Tech or Large companies that has strong moat and leaders of their field. Primary reason is their earning powers. As I am quite new in this field and S&P500 is at high my thought is to use peanut butter strategy across a group of stocks. This is done in Year 2024.
With Bull Market into two years, will we see a third year Bull ? That's a million dollar question. Even if there is, we may not see it in Big Tech but could be other segment of the market. However, USD has been strengthening for some time since Donald Trump get elected. This currency is precious in the sense if we exchange them for it is not cheap. And if market take a negative turn is double whammy.
One thing we know is that cutting rate expectation has been reduced. From 4 to 2 cuts in Year 2025. Will this happen probably depend...