Our H2 2025 Top Ideas
Let me put it bluntly: the US economy isn't in the best shape. Market isn't best economic indicator, and that's why my words go contrary to the all-time highs ( SP500 ).I’m a Financial Analyst at a Fortune 500 company, investing with a long runway—30 years to retirement and plenty of compounding ahead. I write about building a thoughtful portfolio that balances strong growth potential with solid fundamentals. My focus is on high-quality businesses, mostly in the U.S. and Europe—companies with staying power, ...