The stock GURU wrote that, in his opinion, the correction is over and that nobody cares about risks such as high inflation, expensive oil, high interest rates, tariffs, trade wars, sanctions, national debts, and budget deficits. He also mentioned expensive mortgages and corporate refinancing, high bond yields, tight valuations, the dependency of indices on a few technology companies, investments in AI funded by debt, the uncertain returns of these investments, and several current wars. He added that this was not an investment recommendation. #ekonomie #investice #inflace (translated)
