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Archive of entries posted on 28th December 2023

Which investments for 2024? Barbie’s investment lesson. They’re surging at the border.

Which stocks will boom in 2024? Clearly, I have no idea. Nobody does. Best I can do: I can outline a framework for thinking and make some guesses. I have two “loves” — scaleability and momentum. The best scalability is any business that relies on the cloud to make and deliver its services. You can […]