Summary
- In this environment, it seems to be the perception that the market is in a bubble, which is a claim that is supported by many traditional valuation indicators.
- Although these numbers are not to be ignored, there’s more going on behind the scenes, as we are in a massive economic disruption.
- As a result, I remain very selective and strategic when it comes to investing, focusing on value and long-term potential while trying to minimize potential AI and valuation risks.
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Introduction
Last year, I wrote what some may call a love letter to America when I brought up the many structural tailwinds that fueled American exceptionalism.
I brought up factors like resource access, fantastic education, its impressive entrepreneurial spirit, and so many other
Analyst’s Disclosure:I/we have a beneficial long position in the shares of UNP, CNQ, LB, FIX, REXR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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