Goltsblat Capital

21/01/2026

20/10/2023

Not so fast...

Nasdaq 100 (and composite pretty much) has been stuck in a rut for the last 3 month (since July peak).

Whilst broader US economy seems to be doing OK the stock market has ran out of ideas with AI rally being yesterdays news, a question arises where to from here?

I still think it is best to wait it out in short term bonds (up to 3 years) and enjoy 6% yield in some quality corporates.

If things go south rates will fall and you get more if not you can always reposition.

02/08/2023

Out now, in our TG channel, link in bio