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To: Les H who wrote (29004)	1/8/2025 11:32:01 AM
From: Les H	Read Replies (1) \| Respond to of 29595

Strategies Update: After A Strong 2024, A Shift Toward The Defensive Finimize link

To: Les H who wrote (29004)	1/8/2025 12:39:58 PM
From: robert b furman	1 Recommendation Recommended By toccodolce Respond to of 29595

Another great article to read and timely. His notes on loss harvesting and buying companies that have their assets in the ground is spot on. IMO I keep wondering about China. China has a real estate value under water problems. The USA had that same problem in 2008. Your home being worth less than your mortgage has a way of really curtailing one's consumption spending. It must be even worse than the USA experienced, in China , as real estate is the primary investment for the Chinese. It took us 10 years plus of very low rates to work out of that. They may have a long way to go. If AI and cheap energy are our goals, we might just be able to achieve the infrastructure build out needed on the cheap (without China buying up all the copper and oil out there). I'm hopeful on that achievement happening. This selloff of high valuations has masked oil's recent rise in this New Year. Interesting to note that Q1 is historically the low demand period of the year for crude / Goehring and Rozencwajg, Natural Resource Investors. More interesting that the Saudi's have increased the price of crude for sale in Asia. If crude's price rise has legs, we'll see the 5 & 10 year Treasuries get that spike up - especially if his number on maturing Treasury's is correct. Warren's selling BAC shares may just be another war chest needed to provide a bail out with a high interest bridge loan and warrants on a company that has a LOT of underwater treasuries. Keep those good reads coming! Bob