Sweat Your Assets Monthly Digest - Jan-2025

1. Market Barometer
2. Quotes of the Month
3. Latest Post
4. Podcast

1) MARKET BAROMETER: 2025 Forecasts

The TRUMP effect unfolds, with a certain amount of Schumpeter creating destruction. January was a bumpy month for Markets and Economies. Taking stock of the paradigm shift of his MAGA 2.0 will take time. 

In the meantime, let´s keep a close eye on where major indexes are by the end of January 2025.

The VIX, often referred to as the 'Fear Index,' remains elevated, signaling heightened market uncertainty. Meanwhile, the S&P 500 reached new all-time highs in January 2025, fueled by sustained optimism around AI advancements and the pro-business sentiment associated with the Trump administration. Gold, widely regarded as a safe-haven asset, experienced a remarkable surge in 2024 and continued to show strong momentum into early 2025, reflecting investor demand for stability amid economic fluctuations.

2) SWEAT YOUR ASSETS - QUOTES OF THE MONTH

• Back to Investment Basics: “The intrinsic value of an asset is determined by the cash flows you expect that asset to generate over its life and how uncertain you feel about these cash flows.” Aswath Damodaran 
• The value of Moderation.  "All things in moderation, including moderation." Proverb
• On Vision, Innovation, and Timing. "Being too far ahead of your time is indistinguishable from being wrong." Proverb

Until next month, Sweat Your Assets,

Alessandro Baroni

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