RE: Is Carlos the problem?8 Feb 2024 11:44
I suppose it depends on what you call STH/LTH - I've been buying at 220s for most of the last 12 months so I'm sat on a nice profit, even after this drop, and still adding at this price as I expect this to do extraordinarily well over the next few years with a nice fat divi to boot.
Big tech?
O&G/commods/PM plays will beat big tech over the next five years for sure as discretionary spend is trounced by non-discretionary spend via the ongoing inflation the banks need but GL.