My passion is to try to find low danger high benefit investment opportunities. I apply my accounting abilities and investing experience in order to find fascinating financial investment concepts that provide the possibility to lead me towards my financial goals.
If you are an advanced financier searching for in depth, independent stock analyses and investing ideas, here is my STOCK MARKET RESEARCH PLATFORM (business and sector danger and benefit analysis, my portfolios):.
STOCK EXCHANGE RESEARCH STUDY PLATFORM:.
Are you an investor that is simply beginning? Register for the FREE Stock Exchange Investing Course – an extensive guide to investing going over all that matters:.
I am likewise a book author:.
Modern Worth Investing book:.
Wealth Builders Club Secrets Revealed – Click Here to Discover the #1 Investment Resource!
China is starting to look very interesting again, JD’s already at $24.50 per share. Could the same scenario as last October be elapsing again?
Investing China isnβt a good idea for recent years.
inflation is not high. The reason for the increase in housing prices is that more houses cannot be built due to high interest rates. In other words, the Fed creates a housing bubble with interest rates that prevent house construction. Now high interest rates cause high inflation. No need for long words, just buy BTC
πππππ No
Mitico Sven.Thanks for your insight, valuable as always.
Why even invest into companies, when money dies? My portfolio has lot of metals and commodities futures.
Don’t think you’re ahead of anyone when all portfolios are based on value, when money is worth nothing economies collapse and when economies collapse nothing except food and land are worth anything nor gold, oil or whatever commodity you could think of
Idk, my thesis is that that vompanies produce something, even tomorrow everything will be changed into a new coin, overnight, the companies tjat produce something will sell the products to make money, gold silver or whathever it is.. why to keep metals if the new payment will be in bitcoin for example?(not bitcoin bull, but just a piece of tought for mind)
@Osler that s a good point , i didn t really think about it like that , but i think that would be worst case scenario but not unprecedented(argentina venezuela etc)
Money/currency is just an instrument to easily swap. Companies, if healthy, produce value for customers and thus create cashflow. Doesn’t matter if that cashflow is in USD, silver, BTC or Yen. The currencies lose value, the value created by the company stays the same unless demand drops. Currency or commodities and BTC itself does not produce anything. Companies do with their product or service.
Great video!
hi sven great video. is there already a video or an article to the cycle you mentioned at the end? this would be interesting to read/watch
read Dalio’s books!
So what will happen at the end of the debt cycle? Just the market crashing? And then we will see which companies are swimming naked and which ones are not? We should be able to see that now before it happens.
not quite, simply no real returns for years.
Japan.
it is already happening, two years of low returns, no real returns on bonds, inflation…. then, you can’t predict, but….
With the current debt to gdp i dont think the interest rates will be able to stay up for 5 years before something irreversible breaks and they fold under pressure, then print money and create more inflation to get us out of the rut. I knew for a year now they would have to go a lot higher than what they expected when they kept telling us “we seem to be near restrictive enough”, and i also dont believe them when they say they wont use QE again. This time recession, next time depression
I think you are forgetting the positives though, so the picture is not as ugly. For example, government are still borrowing at a lower rate than inflation, (especially actual inflation) which makes it less unsustainable, (difference paid by sabers and pension funds). Same for earnings. Other things equal, nominal eranings should increase at least as much as inflation (assuming margins stay the same)
* more sustainable
yes, this is why I’m shorting the whole market.
wish me luck
good luck
P/Es of a lot of oil stocks are 5 or 8. Seems like solid numbers to me.
Those numbers are solid and attractive in the current environment, but don’t forget that oil stocks, like all commodity producers, are highly cyclical, and always look cheap at the top of their cycle.
add another war and those will shoot up even higher
Productivity is the market if goes up the stock market goes up
Im adding to my positions. Maybe the last bull standing.
Im long. I dont care if the price is right
well said, if the price is right
ok Sven but what do we do then, give us some way of investing our money with all this in mind. Sitting out for the next 10-15 years with current levels of inflation is also not an option. So what then?
that is investing, you can’t know now what will happen in the next 10 to 15 years, as I said here: for most people 5% now is excellent https://www.youtube.com/watch?v=_s7z741S3LU
despite the fact yields can go higher, I dont know why you wouldn’t start a position in long term bonds. they are yielding 5%, which is great risk free return. they are yielding more than my student loans, even with taking into account federal taxes. there is no incentive for me to pay down the student loans as I make more money paying minimally into them and taking the rest of my money and putting into long term / short term T bills in a 3 : 7 ratio. as yields keep climbing (and rise above short term), I will move half my money into long term bonds. I welcome 6 – 8% yields as cash is king in this environment.
at the end, it is all relative!
I need to relocate to Oelwein
How do you always make such good videos π₯
Ok, so what’s the conclusion? Not to invest anymore until the crash is coming?
How does the Fed remove currency from the money supply? It seems like trying to get a genie back in it’s bottle.
So what would you recommend? I started investing as a precaution against inflation, because I started working just as we were hit by 15% inflation and realized I cannot simply save for an apartment. Hoard cash, inflation eats it. Buy stocks, they will crash (that’s why I focus on dividends). So what can a man do?