|
 |
Next Thursday, I am giving a free webinar: 🔥 Masterclass: Invest like a professional.
Hi Partner 👋
I hope you are doing well.
Today it’s time to dive into Our Portfolio.
What’s happening? Let’s find out right away.
 |
Free Masterclass: Invest like a professional
For years I've written about the companies I own.
What I've never done is walk anyone through the process.
The actual sequence I run every business through before a single dollar goes in.
Next Thursday I'm doing exactly that, live, for one hour.
Register here:
 |
What’s going on?
We’re in a very weird market today.
The market is fully driven by sentiment right now.
The only thing the market seems to care about is Artificial Intelligence.
By the way, my friend Kris recently wrote a very interesting piece about AI.
The amount of money that is spent on AI is crazy.
The expected global spending on AI is $2.7 trillion this year and even $3.6 trillion in 2027.
 |
If you ask me, we might have entered a dangerous place in the market.
Just look at this tweet from Jason Goepfert:
 |