Many say one should buy stocks no matter the rate, simply invest and forget about it and the rest will take care of itself. Some of us think differently, here is the conversation.
My passion is to try to find low threat high reward financial investment opportunities. I apply my accounting abilities and investing experience in order to find intriguing investment ideas that provide the possibility to lead me towards my monetary goals.
If you are an advanced financier looking for in depth, independent stock analyses and investing concepts, here is my STOCK EXCHANGE RESEARCH STUDY PLATFORM (service and sector threat and benefit analysis, my portfolios):.
STOCK MARKET RESEARCH STUDY PLATFORM:.
Are you an investor that is just starting? Sign up for the FREE Stock Market Investing Course – an extensive guide to investing talking about all that matters:.
I am likewise a book author:.
Modern Value Investing book:.
The listed below links are from 3rd parties or channel sponsors where I get a fee from:.
I often get inquired about brokers, here is a low cost broker, a global one that enables you to purchase on international markets, and also provides complex solutions like options for when your investing skills grow. In the meantime, it is among the very best solutions I have discovered for international investors, likewise based upon your comments and inputs:.
Wealth Builders Club Secrets Revealed – Click Here to Discover the #1 Investment Resource!
L’esprit de générosité et de collaboration ici est encourageant. Cela nous rappelle que nous sommes plus forts ensemble.😻
First like, then watch
Please do an analysis on HHH (Howard Hughes Holdings). I think it might be an interesting opportunity.
He can’t.
How can you really go off historical pe when most people are passive investing nowadays compared to almost nobody 50 or 100 years ago.
1. The method that people invest shouldn’t change the intrinsic value of the investment.
2. “Risk free” interest rates are around 5% whereas the riskier and more volatile index earnings yield is around 3.5%.
What the man is saying is not mutualy exclusiv with what are you saying, is a bubli s&p, so you should pick for better returns
< 30% of total market. But could raise the benchmark from historical. But we assume those investors can stomach major market drawdown and stay committed. Time will tell.
@@billybillson9831 most peoples 401k aren’t relying on pe they are investing no matter what and more money is invested since a higher percentage of the population is investing. So we should see the historical pe go up since passive investing started and we do. But also interest rates were going down at the same time.
Love your videos Sven! With love, from Edinburgh.
lol $5 mil. I am loose change investor in that case, but certainly trying to compound my investment.
It’s definitely a stock pickers market. Be patient. Be diligent. There’s always a bull somewhere. Thanks Sven.
🗽 I compare the SPX now with the 1970ies. It was a terrible time for stock investors.
.
UBS Factor MSCI USA Prime Value UCITS ETF
Sven, please ignore the idiots that criticize you. They are idiots for a reason.
You share what you know, and we as having our own brain decide what to do
TY for everything
criticism is part of truth. Truth itself is being born in an argument/dialogue. I don’t think one should think of other people as idiots, only because of critic….this will never lead to good returns or a good philosophy in life. I think the partnership betwenn Buffet and Munger was so productive, BECAUSE they were never to shy and especially Charlie always shared his opinion no matter what. :))
if gov bonds go to 8%, should one even try to buy stocks?
personal risk reward yes of course but it strikes me that the higher the rates the higher expertise u need in stocks.
how should one think about it ?
Invest in stuff so cheap that it doesn’t really matter.
For example: If you purchase something at 15x earnings and interest rates go to 8%, then you may get antsy.
But if you find a good stable business selling at 5x earnings, 8% interest rates won’t worry you.
If you find a good stable business at 3x earnings, you would be able to sleep at night.
The hard part is finding the opportunity and understanding how good the opportunity is, but if you can do those few things then you should be able to make money regardless of what market conditions are
It’s scary how low the dividend is for the S&P 500
Hi Sven, great video! Would be interesting to hear your perspective on value ETFs and, in a separate video, Brookfield Corporation and its companies.
Got 10k sat in my account waiting for a 10%discount on the S&P500!
I think P/E inflation is a reflection of the most recent pro-business stance in the US since the late 1980s or 1990s (possibly because of the end of the cold war), call it neo-liberalism call it whatever, what I think it reflects is the large extent to which business interests are protected in the US in particular. Business now are much safer in the US compared to the past and compared to elsewhere which is why people feel comfortable projecting earnings far into the future, resulting in higher P/Es.
Just look at when the government interrogates or sues big tech companies for their misdeeds, the market hardly reacts because they know that this is just a show and the business itself will incur no harm. If that happened in China the expectation would be that the company is dead in water.
I don’t enjoy high P/Es and I prefer not to invest based on any macro-type trends, but I do think there is a rational explanation. I believe P/Es will hold in the 20-30 range as long as the US is controlled by business interests, but it’s anybody’s guess how long that will last.
Alternatively DCA in great companies when the price is right and if all else fails; oil, gold and silver
There is another option!
Price of Gold per kg in 2004 was $13.000
Price of Gold per kg in 2024 is $75.000
CAGR Gold over the last 20 years is 9%
(CAGR S&P500 since 2024 is also 9%)
‘In the long run, we are all dead’ – John Maynard Keynes. It is unlikely the large US government’s debt deficit going to be fatal in the short run and it looks like interest rate has currently peeked and interest rate cuts looks inevitable. Buying long duration US treasury and US stock market look like a low risk and high reward bet to me. Make the money now and nobody know what will happen in 10-years time.