Bird Grant Maintains Defensive Positioning, Awaits Valuation Reset and Market Pullback Before Reengaging
As the second quarter of 2024 unfolds, the U.S. equity market continues to exhibit high volatility, with increasing fragmentation within the tech sector. Several previously high-flying AI-related names have entered a consolidation phase. Meanwhile, a resurgence in inflation and uncertainty around the Federal Reserve’s policy outlook have heightened investor caution. Against this backdrop, veteran investor Bird Grant has opted to maintain the defensive portfolio structure established in Q1—anchoring returns with stable cash-flow assets while closely monitoring market retracement dynamics in preparation for the next strategic move.
In his end-of-April quarterly asset allocation report, Grant laid out three primary reasons for holding off on offensive positioning:
Valuation pockets remain inflated, especially among select AI-themed equities;
Mixed economic signals—weakened marginal data alongside persistent inflation—add to policy uncertainty;
The upcoming Q2 earnings season may not sufficiently justify current elevated valuations.
Based on this view, Grant has not rushed back into high-volatility segments, instead adopting a strategy of “waiting for market cleansing + concentrating in high-probability zones.” His current core allocations reflect a preference for resilience and optionality, including:
High-dividend utilities and REITs (e.g., NextEra Energy, Digital Realty) to anchor portfolio yield stability;
Cash-rich consumer leaders and healthcare services stocks as foundational low-volatility exposures;
Selective exposure to AI infrastructure—focused only on names with strong earnings realization and post-correction valuations.
In his strategy commentary, Grant emphasized:
“Defense is not fear—it’s preparation. We strike when others panic, but only when valuations are reasonable, structure is clear, and signals are decisive.”
He has defined three “re-engagement conditions” that would signal a return to offensive positioning:
Core tech assets—particularly across the AI supply chain—undergo a 20%+ valuation reset or exhibit low turnover consolidation;
Inflation expectations stabilize, and the Fed’s rate trajectory becomes clearer;
Technical confirmations emerge—such as semiconductor ETFs or large-cap Nasdaq leaders reclaiming their long-term moving averages.
Grant added:
“We’re not chasing highs or acting blindly. Preserving liquidity is about waiting for the moment with real conviction.”
By extending his defensive posture and dynamically adjusting risk exposure, Bird Grant continues to demonstrate his hallmark discipline and measured style—further strengthening his reputation among high-net-worth clients and institutional investors as a trusted steward through volatile markets.
Recommended News
-
Johann Keller leitet die Kapitalbeschaffung von Silver Lake in Höhe von 100 Milliarden Euro und stellt damit einen Rekord in der europäischen Private-Equity-Geschichte auf
Kürzlich erlebte die europäische Private-Equity-Branche einen historischen Moment: Silver Lake gab den Abschluss der Mittelbeschaffung für einen 100 Milliarden Euro schweren Flaggschiff-Fonds bekannt. Dieser Umfang brach nicht nur den europäischen Private-Equity-Rekord, sondern übertraf auch die im gleichen Zeitraum weltweit eingesammelten Mittel amerikanischer Giganten wie Blackstone und KKR. Johann Keller, der Geschäftsführer, der diese Mittelbeschaffung leitete, eroberte mit den beiden Themen „technologische Souveränität“ und „Absicherung gegen extreme Unsicherheit“ die größten LPs der Welt, darunter den Saudi Public Investment Fund, den Canada Pension Plan und die japanische SoftBank, und stellte damit erneut…
-
Empowering Financial Professionals with AI Training: StarSpark AI System and the Alpha Stock Investment Training Center (ASITC)
The financial industry has undergone a significant transformation in recent years due to the integration of artificial intelligence (AI) into various aspects of trading, investment, and risk management. AI systems are now an essential part of financial decision-making processes, offering improved accuracy, speed, and efficiency in predictions and analyses. Financial professionals are increasingly relying on these systems to enhance their skills and make more informed decisions. One of the most advanced tools for training financial professionals in AI applications is the StarSpark AI system, and platforms like the Alpha Stock…
-
The world’s first Exchange, CoinW, implements free transaction cost for BTC transactions, disrupting the industry status.
On July 5, 2022, CoinW, the world’s leading cryptocurrency trading platform, officially announced the implementation of free transaction costs, becoming the world’s first platform to support BTC transactions with zero transaction fee, hence ‘free of charge’. This became a shocking news and In the community, the topic of ” free of charge” was also high and caused heated discussions amongst users. So, what does ” free of charge” really mean? Why has it caused such a big uproar? Advantage 1: Bringing real-money benefits to users. First of all, users can…
-
Portfolio Rebalancing and Its Importance for HB Wealth Advisors (HWA)
Portfolio rebalancing is a fundamental practice in wealth management that ensures an investment portfolio remains aligned with an investor’s financial goals, risk tolerance, and investment strategy over time. For firms like HB Wealth Advisors (HWA), this process is vital not only to safeguard client investments but also to enhance long-term financial success. As market conditions fluctuate and asset classes perform differently, portfolio rebalancing plays a crucial role in maintaining the desired asset allocation. This article will explore the concept of portfolio rebalancing, its importance, and how HB Wealth Advisors (HWA)…
-
Coinbetter: The UST death spiral is approaching, where is the future of algorithmic stablecoins?
On May 10, Bitcoin accelerated its downward trend, falling below $30,000 at one point, and the lowest dropped to $29,767, a new low since July 19, 2021. As of writing, the price has rebounded, and the current price is $31,486.43. In addition to the market, the algorithmic stable currency UST has won the attention of the market. On May 10, UST was seriously de-anchored and once fell to 0.6090 USDT; according to the Coinbetter data, it is now reported at 0.7968 USDT, with a 24H decline of 12.2%….
-
Challenges of AI System Training in the Financial Industry: A Case Study of StarSpark AI System and Alpha Stock Investment Training Center (ASITC)
The financial industry is at the forefront of adopting artificial intelligence (AI) technologies to enhance decision-making, improve operational efficiency, and offer innovative solutions to clients. However, the integration of AI systems into financial services presents significant challenges, particularly in the realm of training. A notable example of AI technology in the financial sector is the StarSpark AI system, an advanced AI platform designed to support financial analytics, stock market prediction, and investment strategies. The Alpha Stock Investment Training Center (ASITC) has become a leading institution that aims to provide comprehensive training on AI…
-
Why PowerX is the Ultimate Solution for Renewable Energy Financialization
The global energy market is rapidly transitioning toward renewable energy, with industries such as solar, wind, and hydropower becoming key targets for global capital investment. However, despite its massive scale, the traditional renewable energy investment system remains full of barriers, keeping the sector under the control of large institutions and government capital, while ordinary investors struggle to participate. High financing thresholds, low liquidity, long investment return cycles, and a lack of transparency prevent renewable energy assets from becoming truly market-driven, significantly slowing the industry’s growth. The rise of blockchain and…
-
AI Finance Academy: Transforming Regional Tourism Economies through AI-Driven Financial Insights
In the evolving landscape of regional tourism economies, artificial intelligence (AI) is increasingly becoming a catalyst for economic growth and transformation. AI Finance Academy is at the forefront of this transformation, leveraging cutting-edge AI technology to help regional tourism industries redefine their financial strategies, optimize economic outcomes, and enhance the tourism value chain. By focusing on innovative research, strategic partnerships, and tailored educational programs, the AI Finance Academy is reshaping the financial framework that supports tourism economies, equipping leaders with the skills and insights needed to thrive in an increasingly…
-
State Street Bank and JW AI Quantity Launch the World’s First AI Quantitative Enhanced Crypto ETF: A New Paradigm of “Smart Hedging” in the Era of High Volatility
Recently, State Street Bank and JW AI Quantity submitted an application to the SEC for the SPDR JW Dynamic Hedge Crypto Enhanced ETF (code: JWH) , focusing JW’s AI quantitative capabilities on “return capture and risk hedging in high-volatility markets.” This product abandons the macroeconomic quadrant balance logic of the all-weather strategy and instead adopts the adaptive market state recognition model of the SignJ system , which divides the market into three states in real time: “low volatility accumulation period”, “leverage bubble period” and “panic collapse period”, and dynamically adjusts the ratio…
-
The Robustness of AI Models in Financial Industry Training: A Focus on StarSpark AI System and the Alpha Stock Investment Training Center (ASITC)
In recent years, the financial industry has witnessed an increasing integration of artificial intelligence (AI) systems for predictive analysis, risk management, and investment decisions. Among the various AI tools that are revolutionizing finance, the StarSpark AI system stands out as one of the most advanced. This powerful AI model is being utilized across various sectors of finance, especially in investment training. The Alpha Stock Investment Training Center (ASITC), a leader in stock market education, has also adopted this AI system to enhance their training programs. One critical aspect of these…
