Keep pulling the thread on Anthony Bolton.
Anthony Bolton believes the most contrarian investment position at the moment is to be long Chinese equities.
Anthony Bolton recommends selling U.S. equities to fund positions in Chinese equities, viewing the U.S. market as overvalued and over-owned.
Anthony Bolton compares the current AI-driven stock market rally in a few large U.S. tech companies to the dot-com bubble.
Anthony Bolton predicts that the Chinese stock market is in the early stages of a new bull market.
Anthony Bolton believes the U.S. stock market is near the peak of its current cycle.
Anthony Bolton believes the market is mistaken in assuming the benefits of AI will be concentrated in only a small number of U.S. companies.
Anthony Bolton recommends a portfolio rotation out of U.S. technology stocks and into Chinese technology stocks.
Anthony Bolton acknowledges that investing in China carries significant geopolitical risk.
Anthony Bolton believes that government authorities in China want the domestic stock market to rise.
Anthony Bolton notes that record-low bond yields in China make equities a more attractive alternative for domestic investors.
Anthony Bolton views the high level of interest and investment in cryptocurrency as a sign of excess in financial markets.
Anthony Bolton observes that European stock markets are also trading near their peak levels.