The founder of Bridgewater Associates believes that 2025 will be remembered not for the rise in stocks, but for the decline in the purchasing power of the dollar and the exodus of investors from U.S. assets

The Illusion of Return: Ray Dalio on why 2025 is the year of gold, not U.S. stocks

The legendary investor tells how he insures his portfolio against falling prices and what he expects from the US market and other countries

"While the market is in a fog, you need to have a cache of cash": how is Mark Mobius investing now? 

BlackRock, Inc.

BlackRock senior portfolio manager Tom Becker calls 2025 a "boring rally." He observes that the low volatility of the last three quarters — when the release <a href="https://www.dailymotion.com/video/x9rjjkw">of Taylor Swift's movie</a> seemed more significant than trading sessions — hides a fragile equilibrium that investors mistakenly mistake for long-term stability.

"The old rules don't work": what red flags does BlackRock see in 2026?

Baker Hughes Company

Halliburton Company

PBF Energy Inc.

HF Sinclair Corporation

Valero Energy Corporation

KUAISHOU-W

JD.com, Inc.

Meituan

Cult investor avoids Chinese stocks due to risk of sanctions and considers increasing investments in oilfield services business 

"The rules of the game have changed": what is Michael Burry doing with his portfolio after Maduro's collapse?

Tesla, Inc.

Alphabet Inc.

Apple Inc.

The "magnificent seven" US technology companies, including Apple, Microsoft, Amazon, Alphabet, Meta, Nvidia, and Tesla, became cheaper in terms of multiples at the end of 2025, <a href="http://linkedin.com/in/wei-li-a93561b/?originalSubdomain=uk">wrote</a> BlackRock's chief global investment strategist Wei Li on LinkedIn. She calls this the most misunderstood fact of the past year: while other assets around the world became less accessible to investors, the multiples of US tech giants declined.

Profit versus hype: why BlackRock does not consider US tech giants to be overvalued


The tech boom, changing leadership in Asia, and political crisis in the US — investment forecasts from Cathie Wood, Mark Mobius, Ray Dalio, Tom Lee, and David Rosenberg

Goldilocks, fiscal deadlock, and Buffett's shadow: what do investment gurus expect from 2026?

UnitedHealth Group Incorporated

NIKE, Inc.

Intel Corporation

Amazon.com, Inc.

Meta Platforms, Inc.

The market likes to follow the actions of legendary investors, trying to understand their logic. And 2025 provided rich food for analysis: gurus' strategies ranged from unexpected technology bets to admitting multimillion-dollar mistakes. Warren Buffett surprised with his purchase of Google, Michael Burry with his return to the mortgage sector he once shorted. We've collected six notable cases of the year, from David Tepper's perfect timing to Stanley Druckenmiller's work on mistakes.

Alphabet, Nike and gold: the most notable investment guru deals in 2025

GameStop Corp.

In a new memo, an investor tells the story of his investment in GameStop, explaining the mechanics of meme promotions

Anatomy of a "meme rally": Michael Burry on how the market is painting itself into a corner

NVIDIA Corporation

Microsoft Corporation

Cisco Systems, Inc.

Investors will have to accept a difficult dilemma: there is no safe way to capitalize on the revolution. There is no way to predict the moment of collapse, and many will lose money, warns investment guru Howard Marks  

Anna Krasnova

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