So I’ve been thinking a fair bit about markets of late.
And there are 3 asset classes in particular that I wanted to spend time discussing:
- REITs
- US Tech stocks (both semiconductors and software)
- Bitcoin (and Crypto)
US Tech in particular is a big one, because post-deepseek, it seems that investors are starting to rotate away from pure semiconductor / hardware names, into software names.
This provides very interesting opportunities for stock pickers – especially as not all the software stocks have rallied as much as the hardware stocks.
Whatever the case, US Tech requires a bit more time to do a deep dive, which I will probably cover next week.
I will discuss REITs in today’s article.
And crypto in tomorrow’s article.
This is an FH Premium post written in Feb 2025, that I am making available to all readers (as many of you have been asking for my views on REITs).
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