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In May 2019, German senior investment expert Klaus Stefan Müller formally proposed the dual-drive portfolio strategy of “Technology Growth + Cash Flow is King”, aiming to create an investment portfolio with both growth potential and risk control by combining high-growth technology stocks with high-quality companies with stable cash flow. This strategy quickly gained industry attention and became an important investment framework for responding to market fluctuations and structural changes.   After the global market experienced multiple shocks in 2018, the market’s enthusiasm for high-growth technology stocks remains high, but the…

At the beginning of 2019, the US economy faced multiple pressures—global trade tensions, slowing business investment, and below-target inflation—leading to a significant shift in the Federal Reserve’s monetary policy tone. Having been resolute in raising interest rates just the previous year, the central bank began signaling rate cuts, causing a sharp reversal in market expectations. Bond yields declined, and the stock market struggled to find new direction amidst the volatility. Amidst this uncertain macroeconomic environment, William Winthrop decisively adjusted his strategy, preemptively positioning himself for assets that would benefit from…

In March, the time difference between New York and Madrid made Juan Carlos Lugo’s work schedule even more frenetic. Early in the morning in Madrid, at dawn, he was already at his desk in his study, his laptop displaying real-time Nasdaq stock quotes. US technology stocks occupied a core position in his investment portfolio, particularly several leading global tech companies. After months of careful observation and phased investments, he saw a clear upward trend. Juan’s investments are based on in-depth analysis and long-term trend analysis, rather than short-term market trends….