US stock market has come a long way in discounting " inflation / recession / high interest rates "
Discounting any issue is tough enough BUT to discount 3 issues was challenging...
Runaway inflation is being tamed now
Fear of recession is gone with job growth
FED finally has cut 50 basis and 2 more 25 to come in 2024....
SO...all 3 issues are on the mend....
That leaves US stock market & worldwide stock market in a " sweet spot "
This kind of investing environment comes after long digestive / discounting phase which erodes comfort level in stocks.....
BUT here we are finally on the road to " higher highs " in many sectors.....
This calls for " conviction & patience "
Have a diversified portfolio and let it breathe....for a long time....you may have a pleasant surprise of growth in equity value over time.....
US markets changes its profile frequently....this one is much more predictable and " north bound "
IF we look @ new 52 week high list...It will lead you to some serious growth stocks......
Do not be stuck in old ideas.....time for new names in every portfolio....
Q4 has started, this IS the strongest Q for technology and many related Industries....which carries over in Q1 of 2025....
A1 has changed the game completely...It IS in very early stages....pick your stocks and stick with it.
Have a higher exposure of a strong bull market and keep adding as we are headed much much higher in many many sectors.....from Uranium to Silver to Crypto....
Good luck with your own research & comfort level....
BLOG does NOT give buy or sell.
Saleem