Thinking differently - what matters for investors in 2024?
There are things that matter, and things that don’t. In our personal lives, we get quite good at figuring out what those things are – we take our life experiences and adjust appropriately. Do less of the things that don’t matter, spend more on things that do. Simple, although not always easy!
The same is true in investing. There are things that matter, and things that don’t. But it is far less clear which is which.
Should you care about the US Presidential election in 2024? What about a UK election? Or an Indian one?
How important are tech companies? What about the price of oil? Or Bitcoin? Or interest rates? Or AI?