Happy new year everyone! As 2025 unfolds, I thought I’d take some time to share how I’m preparing for what could be another roller-coaster year in the markets (And also to hold myself accountable). Between elevated equities valuations, potential geopolitical tensions, and an economy that seems too strong for its own good, there’s plenty to consider. Let’s dive into how I am positioning myself for this year.
How I see the ma...