Stock Market News Is Impossible To Watch, No Value

Stock exchange is just home entertainment and there is absolutely no real worth because. The only thing we can do is ignore monetary media and believe for ourselves.

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Is Impossible To Watch, No Value

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41 Comments

  1. AI and EV sectors Surging in Oct. NKLA.. Nikola up 2 days.. VHAI.. Vocodia rising 68 % week…FAA new Evtol ruling.. Archer Evtol Jets up 8 % Tues .. Joby Evtol Jets up 12 %..Xos Trucks.. Hyln.. Hyliion.. Frey EV batteries.. Rivian..Rivn and more. Thumbs Up video.

  2. Grim outlook of 4.8% GDP growth 🤣. I do remember loading up on Tencent and JD because even if they did not grow at all with a 4.8% GDP tailwind they still were horribly undervalued.

  3. Great video Sven! I always like watching your videos because they are eye opener videos.
    When the volatility is increasing or there is a crash on Chinese markets I always take a look on the earnings from that MCHI top holdings. If the market just does not like chinese equities, I am happy accumulating some good businesses and getting good business returns and dividends.
    Thank you again!

    What about the Brazilian market and ETF, EWZ? Do you have an opinion about that?

    All the best!
    Levi

  4. Hi Sven would talk a little bit about ULTA stock.
    Thank you for your knowledge and wonderful content.
    Thanks to your contribution we get to make better decisions.

    1. Seems to mostly be a story of a growing company being repriced when growth stopped.
      Free cash flows are still healthy and have been historically used to buy back shares, but competition is heating up, reducing margins and scaring investors.
      Best case scenario would be growth resumes (like Netflix after 2022 after a period of stalled subscriber growth) and the stock gets repriced for growth again.
      Worst case scenario is competition eats a bit of the market share *and* causes them to reduce prices more, leading to earnings reduction that outpaces the rate of share buybacks. I’m a bull. I view the upside potential as being greater than potential losses. Free cash flow really is very healthy, and while the company has physical stores, they’re not being left out of the trend toward increased shopping online.

    2. June 15th.
      Sven uploaded a video about Ulta. Don’t know whether he has the interest to make another.

    3. Thank you so much I will like I to it . Where do you find news on ULTA , I have make a few research on my own in SeekingAlpha

  5. Wait, so what happened with the thread you touched on of the total earnings of the China index being down over a decade?
    I’ve been sniffing around this point and, ineed, no one is talking about it, but how is it possible that the country’s GDP, supposedly, has doubled in the last decade and yet the public company return (the real return – earnings) have not gone anywhere (and so is the stock market).
    My guesses are – non-public companies are growing as a shared of the GDP; value created is not passed back to the shareholders; poor governance means embezzling, squandering and malinvestment; the unethical government is pulling some scam over the stock “gamblers” (we know the government doesn’t believe in the value added by the capitalists)

    1. @@Value-Investing well, I hope you’ll put your thoughts into a video. We are all investing into china on the assumption that we’ll be like John Templeton who invested into the unloved Japan and won big. But Japan was (somewhat) honest and shareholder oriented. China could be more like the corrupt, cynical, cleptocracy of Russia, and that’s what the earnings might be showing.
      A wise man once said – “you can’t make a good deal with bad people”

  6. I beg to differ. Stock market news no has value for understanding fundamentals.
    But it is a good supplement to quantitative measures of sentiment. Can be used to see when everyone is negative on the economy or on a company. Helped me know when to buy Target last year, for example.

    1. Yes, that’s the only value of the news, to gauge general sentiment. One could arguably see that by proxy just comparing a company’s price to it’s fundamentals however. For China for instance we can see that it is still seen as “uninvestable”, by the fact that after every upwards move everyone takes it as an opportunity to exit their positions.

  7. Excellent Sven. Data coming out of China last week (if you can trust it) seems positive enough with economic growth at nearly 5%. And if you check liquidity in China it is not yet compatible with any stimuli actually hitting the Chinese market. This will be something that will progressively take shape next year. The financial media seems not to understand that the Chinese story seems to be a shift in paradigm, from construction to high tech / consumption. Such a shift will take years to materialize.

  8. I just believe in stock market retardation nowdays. Do the opposite of what the financial media says. Always.
    Fundamentals are completely gone. Best example is todays Star Bucks. Nobody cares about the underlying value. Terrible earnings, their business model itself is in danger. What happens? People buy more stocks… We gotta buy big monopoly, expand it, make it bigger. Try to bid up each other on cheap money. The malinvestments in the stock market are crazy.

  9. Financial news is awful. They have great calls after the fact. Meanwhile reacting to minute-to-minute news and movements in price

  10. It often pays to do the opposite of what the news suggests – to be greedy when others are fearful, as Buffett says. But there is a caveat to that – he said going against the crowd can be just a folly as going with it. Investing requires thinking, not polling.

    For example, when covid hit, everybody was asking you about cruise lines – it was a rush to do the opposite of what the news suggested. But in that case, the news was so damaging to the fundamentals, those were bad investments, even if you bought after the crash.

  11. Awesome video🤩 Also just wanted to mention there are other investment options too—like Cryptonica’s Crypto ATMS liquidity pool which delivers a steady 2.5% daily return.

  12. Totally agree. Always see news saying “the market tanks on xxxx” “the market soars on xxxx” they always just put some reason for the market movement, all are nonsense

  13. I’m at crossroads deciding if to liquidate my $250k portfolio and get back in after Nov 5. So much uncertainty looming due to the election.

    1. election years are historically challenging for investors, but never make financial decisions when feeling emotionally charged, rather you should consider speaking with a reputable advisor, someone of great expertise

    2. I agree. Over 50 years of data reveals that folks who work with advisors earn more than those who do it alone. I’ve been fortunate to utilize a pro since the pandemic, resulting to a 7 figure portfolio after 100s of thousands invested so far.

    3. @@M.Herlihy this is huge! mind sharing info of the professional guiding you please? in dire need of proper asset allocation

    4. Sophia Verdekal O’neal is the licensed FA I use. Just google the name. You’d find necessary details to work with and set up an appointment. To be honest, I almost didn’t buy the idea of letting someone handle growing my finance, but so glad I did.

    5. Sophia Verdekal O’neal is is the licensed advisor I use. Just google the name. You’d find necessary details to work with and set up an appointment. To be honest, I almost didn’t buy the idea of letting someone handle growing my finance, but so glad I did.

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