mythoughts

Summary As a growth and tech investor, I’ve written about many AI stocks over the past year, as it has probably become one of the most important (if not the most important) innovations of all time. Not only does it have the potential to become the fourth industrial revolution, it has already upended things like climate tech … Read more

summary This article looks at 3 key areas driving prices in the S&P500 (SPY) in 2025 and uses the evidence to formulate an outlook for the first half of the year. Sentiment and Positioning The SPY closed 2024 at 5,881 with a 23.3% gain, higher than most expected. At the beginning of the year, many analysts … Read more