AI Boom Fuels TSMC Growth and the Lombard Rent Strategy
Analysis of TSMC's record growth, the chocolate industry's margin pressure, and the 'Lombard Rent' tax-efficient investing strategy.
Tag
Investing Strategy
3 articles tagged Investing Strategy.
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· Alles auf Aktien – Die täglichen Finanzen-News · 4 min read -
· Asset Class · 4 min read Navigating Thematic ETFs: Hypes vs. Long-term Megatrends
An expert analysis of the pitfalls of thematic investing, focusing on the difference between short-term hype and sustainable megatrends. The discussion covers specific strategies for Mining, Semiconductors, Defense, and Quantum Computing, and the quality filters for dividend investing.
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· Wall Street mit Markus Koch - featured by Handelsblatt · 4 min read US Jobs Beat Expectations Amid Tech Volatility
US January employment data significantly exceeded forecasts, stabilizing the dollar and bond yields. Despite macro relief, individual tech stocks show extreme divergence, with Shopify and Cloudflare surging on AI-driven growth while Mattel and Unity Software face severe earnings disappointments.
