February 2023 - Holdun
3 Investing Lessons from the A.I Wars

3 Investing Lessons from the A.I Wars

In recent weeks, investors have raised an unthinkable question. Could Google’s impenetrable moat be under threat? The emergence of Chat GPT, Google’s blundered retort and Satya Nadella’s rise to Guru CEO status have raised eyebrows. “I hope with our...
Trading vs Investing

Trading vs Investing

Newton’s third law of motion states that for every action, there is an equal but opposite reaction. This holds true in markets. The momentum that you leverage on the way up will crush you on the way back down. The stocks that experience a meteoric rise are often...
A Goldilocks ‘Moment’

A Goldilocks ‘Moment’

A new year, a new market rally. The fabled goldilocks scenario of falling inflation and slowing interest rate hikes was enough to warm the stock market up in January. December saw the smallest increase in inflation in over a year. Meanwhile, the Fed reduced the size...