9 Comments
User's avatar
Artan's avatar

Hi Colin can’t wait to see your portfolio I have followed you since you were with Brownstone Research I wish you still be there great stocks pick for the time that you stayed there

Expand full comment
Nagendra Puthane's avatar

Waiting for the portfolio!

Expand full comment
Kunal Parikh's avatar

Awesome article. Colin always a step ahead . Waiting to see your portfolio

Expand full comment
Julien S's avatar

Neat; walking away from US ETFs now and focusing on both US single stocks and ETFs outside of the US such as Canadian Dividends, Chinese Tech or EU Defence. Looking forward to seeing your portfolio

Expand full comment
Martin Bryan's avatar

Hey Colin, great stuff! Looking forward to see What your cooking

Expand full comment
Peter Jonna's avatar

Completely agree with your take. Tech stocks are where most money is going to be made and also where most money is going to be lost. It is most certainly going to be a stock picker’s market the next few years.

The magnitude of disruption from external sources and internal innovation is mind boggling. Sector diversification and being disciplined is essential to outperforming.

Look forward to joining your group and share ideas. Good luck!

Expand full comment
Md's avatar

Cant wait Colin

Expand full comment
GIORGIO MARIA CAVALIERI's avatar

Looking forward to your VIP subscription launch!

Expand full comment
Nathan Knapp's avatar

Interesting article. I agree that China is much more advanced and possibly pulling away from America. This will only get worse if our education system continues down the current path. I still think America can win this race if we take the appropriate action, one of them being an immigration policy that brings in the best minds and talent to be apart of the American Dream. Much like we did during the Industrial Revolution. The new Golden Visa program might just kick this off. Curios on your thought on this.

Expand full comment