Unfiltered tales from the financial world

The Financial Novelist

Today's Topics

“Smoke gets in your eyes”

• We are experiencing an evolution of this political strategy. • The new US Administration seems to be distorting attention.
• Where will be the limit between reality and “propaganda”?

Is there anyone doing “Fact-Checks”?

• The political rhetoric is touching new levels.
• Unfortunately, nobody, or few, care about fact-checks.
• For how long can this strategy continue?

How long will US equi es manage to stay strong?

• The start of 2025 has been relatively neutral for the US.
• The rest 493 companies managed to balance the Mag7 slowdown.
• Should we still stay invested?

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