Seeking Alpha·2026-01-30 16:30Group 1 - The article emphasizes the importance of understanding market dynamics beyond traditional metrics like P/E ratios, focusing on demand and supply as the core of market behavior [1] - It highlights the significance of predicting human behavior and market sentiment, suggesting that these factors often outweigh fundamental analysis in investment decisions [1] - The author advocates for a long-term investment strategy, indicating a preference for holding stocks for at least 10 years, which aligns with a macro and fundamental analysis approach [1] Group 2 - The author is based in Geneva, Switzerland, and holds a Master's Degree in Business, which adds credibility to the insights shared [1] - The article reflects a personal investment philosophy that balances low-cost funds and individual stocks, indicating a diversified investment approach [1] - There is a mention of a beneficial long position in shares of AMD and NVDA, suggesting a focus on technology stocks within the investment strategy [2]