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Mahoney Asset Management CEO Ken Mahoney joins Market Domination Overtime to share his perspective on markets (^DJI, ^IXIC, ^GSPC) and investment strategies for 2025.
Mahoney characterizes the current environment as "a good year for tactical" investing, highlighting opportunities with established players like Microsoft (MSFT) and JPMorgan (JPM). Despite market fluctuations, he remains committed to Big Tech investments, stating, "We still think this cycle is spent."
Initially projecting 20% capital expenditures on artificial intelligence (AI) and data centers, Mahoney has since revised his forecast upward as earnings season progresses, now anticipating 25–30% investment in these sectors. His strategy is straightforward: "We're going to follow the money."
Looking at the political landscape, Mahoney cautions that with the Trump administration now in office, investors will need to adapt their approach, warning that "you're going to have to get a lot more tactical to get your returns."
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This post was written by Angel Smith