Despite the constant threat of tariffs, the management of a hedge fund of a billion dollars is betting on the Chinese elections of artificial intelligence-account of American technological giants. According to the statement of assets published in early February, the Fund adjusted its assets to devote about 37% of the assets related to China. This … Read more
Right now, two technological shares are allocated in their rebound to start 2025. Shares are greatly appreciated after they were crushed in the last quarter of 2024. Below I describe in detail what made these names first and why. Things begin to look up. All figures for the profitability and market capitalization of 2025 use … Read more
Now that Donald Trump begins his second term as the president, watching the sector’s performance during his first period is an interesting exercise. Some of the results may be a surprise. In addition, there is reason to believe that one sector that does not work in Trump 1.0 can work much better under Trump 2.0. … Read more