‘Focusing on Discipline’ in 2025 Investing

Mel Casey favors the U.S. over the long run, despite believing the SPX is overvalued right now. He discusses sector composition within a portfolio, mixing growth and value, and notes that names highly in favor now can quickly turn. Internationally, he sees broad index investing as more attractive but usually likes to stock pick. He likes ASML (ASML), for example.

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