Is 2025 the year of rotation from overvalued growth to undervalued value stocks? AIA Weekly 1.11.25

[@ActionableIntelligenceAlert]

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[@PrinceofPain-wv1lo]

White Man is dead

[@PrinceofPain-wv1lo]

These problems aren't solvable...They are by design

[@wongray7146]

Thanks John, I'm grateful that you delve into geopolitics, it's how I filter out all the talking heads. It's important to me when it comes to money that the person I'm listening to coincides with what I see and expands upon it.

[@ScuffedSiemReaper-mm3zp]

I like Ecopetrol in Colombia with their phat dividend. With a change in political environment and bullish oil price, it would do well

[@asudbury817]

Wonderful political analysis. Wish more people understood exactly this. Well done, sir! The same people run both sides 💯

[@TheFreelanceTeacher]

Great info JP. Those patient with Uranium should be rewarded big time this year.

[@RobertQuinlan-o5j]

I dont think so given the last 8 months. There is still no liquidity in Uranium market. No institutional, just die hard retail and players like Amir. Disclosure: I've been long since 2018

[@Darrin-h9f]

@@RobertQuinlan-o5j If you were long since 2018 then you had a fantastic opportunity to sell your investments and ride the wave for free. Anyhow, currently, look at what is planned for reactors. Since you are long you understand this so it is odd you also have a are pessimistic outlook for 2025 and suggest conditions currently will remain. Why stay long then if you see no upside in 2018? Perplexing.

[@ValueHurts]

Most U.K. large Cap stocks make the majority of their money outside of the U.K. this is especially true for the commodity and consumer staples businesses and many of the financials. Rio, Shell, Glencore, Standard Chartered, Reckitt, Unilever, British American Tobacco, Experian…

[@pottypigeon]

Thanks!

[@ActionableIntelligenceAlert]

No problem!

[@ChemicalEngineer]

John, TPL has fascinating history. Si-28 manufacturers (won’t mention names) will be big heros to big tech.

[@larrybarken8443]

Good podcast.

[@Doug97803]

Why's investing in Poland so unpopular?

[@socalsilver6397]

Lol. “IN-CREM-EN-TUM” Anyway, I feel good about the future of Argentina. Added a couple names as a result. Have a good week John 🤜🏻🤛🏼

[@rayroripaugh3222]

we need to go back to pencils and paper.. good one John.

[@davidstud3952]

17:00 very interesting to see Austria in that list. Most of the list is developing markets or at least 2nd world. Austria is 1st world and probably atop next to a lot of its 1st world peers (low hours of work, natural beauty, free healthcare, long lifes etc). I wonder why its so cheap?

[@grantbowden5671]

I'd love to see John on the Joe Rogan Experience with Doomberg.

[@Darrin-h9f]

Rogan is a clown and only fellow clowns go on that show.

[@jemmakay5607]

We like to combine two hype subjects in one headline. This increaces engagement per article. Accuracy is secondary for us.

[@christiancolbert6456]

Everything is politics. Politics determines who gets WHAT.... and WHEN!!!

[@MarkHuntington-s1q]

War is politics too.

[@anthonygargano1861]

I appreciate John’s financial and political analysis. I agree that globalization hurt the US middle class. But his apparent support of Russia’s Genocide and Invasion of Ukraine has always confused me. I think one can agree that globalist politics hurt American middle class and that United States will defend it interests (sanction Russia) and not have to root for Russian Imperialism.

[@Darrin-h9f]

You have selective memory about how Nuland implemented a coupe in the Ukraine and intalled a western puppet who ended up slaughtering thousands of women and children in the Donbas (mainly Russian-speaking people). I suspect you get your opinions delivered to you from the Fake News media though so understandable to a point but lack critical thinking. While the situation in Ukraine is complex and not black and white, Donbas did declare themselves an independent state and Russia was invited to protect the citizenry against the western-backed genociders.

[@edexter97]

I don't see how the fires in California don't affect the electricity business.

[@tomek6106]

First

[@jbweld6193]

30:51, interesting take considering Russia invaded Ukraine and not the other way around.

[@antithesespistopheles8112]

Don’t think you actually understand what is going on over there. The truth is very different.

[@orenalbertmeisel3127]

Interesting how you bring that up without mentioning how we invaded Iraq and Afghanistan, and how we bombed Libya, Syria and Serbia just to name a few. Also interesting how you don't mention how we have been arming Ukraine since 2014, and for the past few years been giving Ukraine missiles to strike Russia directly. But I guess this never happened because Russia invaded Ukraine, not the other way around? 🤡

[@ebaylistentomusic]

You sound void of any knowledge of the history of the conflict, try to educate yourself.

[@jbweld6193]

@@ebaylistentomusic likewise.

[@orenalbertmeisel3127]

​@@jbweld6193what's so fascinating with you is how you show up on every video to cope about something John said about geopolitics, but you can never explain how he is wrong. Never. And guess what you can cry about how "Russia invaded Ukraine" all you want, but it's not this amazing counterargument you think it is. In this instance, it's actually a logical fallacy. "Western leaders do not seek conflict and war with everyone on the planet because Russia invaded Ukraine" is by definition a logical fallacy

[@IbrahimKone-ix4qi]

!I am at the beginning of my "investment journey", planning to put 385K into dividend stocks so that I will be making up to 30% annually in dividend returns. any good stock recommendation on great performing stocks or Crypto will be appreciated

[@HaholBarton]

As a newbie investor, it’s essential for you to have a mentor to keep you accountable. Ruth Ann Tsakonas is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.

[@BensonTati]

I managed to grow a nest egg of around 120k to over a Million. I'm especially grateful to Adviser Ruth Ann Tsakonas, for her expertise and exposure to different areas of the market.

[@HaholBarton]

I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $200k passively by just investing through an advisor, and I don't have to do much work. Inflation or no inflation, my finances remain secure. So I really don't blame people who panic.

[@BensonTati]

Without a doubt! Ruth Ann Tsakonas is a trader who goes above and beyond. she has an exceptional skill for analysing market movements and spotting profitable opportunities. Her strategies are meticulously crafted on thorough research and years of practical experience..

[@IbrahimKone-ix4qi]

how would you recommend i enter the crypto market? I am also looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally. What's your take on this approach? and How can i reach her, if you don't mind me asking??

[@Cvarcer]

No