Samwise Model Portfolios
The portfolios below are separated by launch dates. Each portfolio is entirely independent and has no bearing on any other model portfolio. We launch entirely new portfolios during each market correction as an illustrative tool for new subscribers who weren't present during...
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With oil rising higher due to middle east tension, the goldilocks outlook is looking less likely. I can see the Fed being more cautious going forward and not cutting for the rest of the year – why would they? We just had a great job report and oil is rising. Do you see this as a problem for the markets, and NVDA in particular?
Hi Sam,
Any thoughts on Google’s valuation and fundamentals? I think it’s currently around 15% down from ATH