In the coming weeks, investors face a busy period with the Q3 earnings season, Trump’s swearing-in, the Fed meeting, and the Union Budget. The strategy will focus on tracking events with long-term economic implications. The approach remains proactive, favoring high-quality companies with solid fundamentals, as they are better positioned to weather volatility and disruptions from these events.
Warren Buffett sits on $400 bn cash as Michael Burry warns of AI bubble. Is a massive market crash coming?
Berkshire Hathaway holds nearly $400 billion in cash. Michael Burry warns of an AI bubble, citing similarities to the Dotcom crash. The AI boom is