Investire sui fondamentali, roba solida, industriali vecchio stile legati alla realtà e lasciar perdere le schifezze tecnologiche, dice Jim.
"investors shouldn’t get ahead of themselves by investing in untouchable tech names. Instead, investors should be looking to pick up shares in “rational, old-line companies,” he said.
“What matters here is that you understand the difference between hype and hope versus cold hard reality. I like the industrials like DuPont
or Linde because they’re all about reality,” he said.