May. 27 at 5:33 PM
$GEO For me, any new investment dollars are geared towards value plays. Plenty of deep value plays out there that have been ignored for far too long.
IMO as we get into the summer, the SpaceX deal will take center stage and it will mark the beginning of the end of this long-in-tooth bull market rally.
Midterms will present uncertainty and regardless of who wins, I believe will send the markets reeling for the remainder of the year and into 2027.
There is time however. As I said, new monies are going into value and as I reduce riskier holdings over the next few months, the proceeds will go to strengthening my value plays.
In the not too distant future, investors will chase value like they were chasing AI only they won’t have as much money to chase with.
All my opinion.
