Beating ARKK by 46% in 12 Months — What I’m Doing Next

Oct 19, 2025 Update

Nervous week in the U.S. markets driven by tensions in the banking system. Some China/U.S. tariff risks remain.

As I’ve said for quite some time, financial conditions look good. Paired with non-alarming inflation, low oil prices, and strong earnings from U.S. public companies, the overall environment looks favorable for stocks in the mid term.