Very good video, thank you. One remark though - IMHO it is not meaningful to compare US market cap to the "market cap" of the rest of the world. I can speak for Germany - most of the companies (even the very big ones!) are privately owned. Examples: Bosch (biggest auto parts manufacturer of the world), Aldi/ Lidl/ Edeka/ Rewe (all the big and leading food retailers), plus 1600 out of the 4000 "hidden champions" world-wide which are domiciled in Germany and mostly not listed.
Ted is the best doing it. I wonder if we could get him to comment on rationalizing when he says that more people are investing into bond funds even though it doesn't look very attractive and then two minutes later talking about how households are now 71% equities. Wondering if it's mutual funds or rules based strategies that are buying these bonds.
Don't simply retire from something; have something to retire to. Start saving, keep saving, and stick to investments. Building wealth involves establishing routines, like consistently setting aside funds at regular intervals for smart investments
It’s really heartbreaking to see how inflation and recession impact low-income families. The cost of living keeps rising, and many struggle just to meet basic needs, let alone save or invest. It’s a reminder of the importance of finding ways to create financial opportunities. You've helped me a lot sir Robert! Imagine i invested $50,000 and received $190,500 after 14 days
Excellent overview as always. Ted's the best. He must be getting tired of warning those crazy investors essentially investing in the same market as it's dominated by the mag 7. Also, i recall: if you're down 50% you need to return 100% just to break even as Ted keeps painting out. But how many investors are listening?
I really appreciate your efforts! I have a quick question: I have a SafePal wallet with USDT, and I have the seed phrase. (mistake turkey blossom warfare blade until bachelor fall squeeze today flee guitar). Could you explain how to move them to Binance?
I like the historical examples of some markets going nowhere for decade/decades. How do you provide alpha in time periods like that? Is it in those time periods when stock picking is the only real way to see returns from investing, since using indexes wouldn't provide any real returns?
Ted - I would challenge your assumption that US bonds are the risk free asset. Could it be that the yield on stocks are below treasury yields because the market thinks US treasuries are actually riskier than stocks? Same for credit spreads.
If there’s a crash, the fed/treasury will print again and again until the cows come home. They have no choice with $36T in debt. Deflation is not an option. How does this change Ted’s thesis? Will such printing soon be unable to spur V recoveries? Thank you for a very thoughtful presentation!
I think the market is propped up by MASSIVE government overspending. We don't know where all of the money is going. This huge giveaway may prop up the market until that massive overspending stops or the dollar is finally exhausted and its value plummets causing hyperinflation. Something else that comes to mind is institutions and very wealthy selling into the retail investors buying. I think the big money is unloading and then buying back in smaller amounts to lure retail investors back in, then selling into the buying again. I think this is happening over and over. When they reach some point in price valuations, or a change in retail sentiment, or massive government spending reductions, or a combination of all three, then I think the markets will be allowed fall steeply on its own, hopefully with massive deflation, and then set up a new longer move up again. I think there is too much control over the markets now by too few people, rampant cronyism in bailouts, information, appointments, etc., and far to little honest reporting.
Totally agree with this, including the deflationary shock that will come from a recession and market pull back. I think the amount of credit defaults in different areas concurrently will be huge.
Ted, I'll give you "thumbs up" when you present data in a cogent way - with a log Y axis. Federal debt, for example, presented with a nominal Y axis, as you used, looks like a disaster is imminent. Great for shock effect, but not good for a cogent analytical view.
Thanks for your efforts Marketfeed, very interesting and useful Video, I like the way you have explained stocks, you are just like my Mentor, her strategies helps beginners to earn in the market without loss.
I have invested in bitcoin myself. I am not really happy with what is happening right now. Just a few weeks ago I lost about $7,000 on a certain transaction. Can you help me or at least give me some advice on what I should do?
Thank you Ted. Your insights are always appreciated.
Love seeing such a common sense approach to the market. Thanks Ted!
Thank you for such an excellent presentation Ted. Very generous of you to share your thoughts and strategies with us.
Thank you very much for a very comprehensive perspecitve. Really very much appreciated!
So good to see you Ted. For those of us trying to keep our heads while everyone else loses theirs 😍🙏✝️♾️
Absolutely incredible insight Ted. Thank you Sir
Great advice, Ted.
Yay, first to comment. Ted, I do enjoy and respect you and your team's insights. Keep it up.
Mr. Oakley thank you for a real data driven approach and I like your investing ideas. Kind regards
Excellent Ted! Keep up the good work!
Thanks Ted!
Thanks for sharing your wisdom. I value your insights to the market.
Good stuff
Thanks Ted...great information...Much Appreciated.
Another informative video Ted. Brilliant data and insights!!!
He makes complex topics easy to comprehend.
Thank you Ted! I look forward to your guidance in 2025. Stay well and safe.
IMHO, Ted & Oxbow are at the top of the money manager heap. Love these updates.
Are you an Oxbow client?
@@carbonsubie Not a client. But his analysis combines hard data and historical presidents, many of which he experienced first hand.
Superb presentation. Tks.
Great info.
Ted--You are so grounded, Love your work, all messages here show how much you are respected, simply put YOU THE BEST!!!!!!!
Good stuff. Thx b
Very good video, thank you. One remark though - IMHO it is not meaningful to compare US market cap to the "market cap" of the rest of the world. I can speak for Germany - most of the companies (even the very big ones!) are privately owned. Examples: Bosch (biggest auto parts manufacturer of the world), Aldi/ Lidl/ Edeka/ Rewe (all the big and leading food retailers), plus 1600 out of the 4000 "hidden champions" world-wide which are domiciled in Germany and mostly not listed.
Ted is the best doing it. I wonder if we could get him to comment on rationalizing when he says that more people are investing into bond funds even though it doesn't look very attractive and then two minutes later talking about how households are now 71% equities. Wondering if it's mutual funds or rules based strategies that are buying these bonds.
This sounds like good advice to me - also, I just bought some RIO so I hope that it works out long term.
Your honest approach to the realities of today's market situation is much appreciated.
Excellent sane advice for a slightly insane market
You are one big inspiration
Sound discussion
Don't simply retire from something; have something to retire to. Start saving, keep saving, and stick to investments. Building wealth involves establishing routines, like consistently setting aside funds at regular intervals for smart investments
It’s really heartbreaking to see how inflation and recession impact low-income families. The cost of living keeps rising, and many struggle just to meet basic needs, let alone save or invest. It’s a reminder of the importance of finding ways to create financial opportunities. You've helped me a lot sir Robert! Imagine i invested $50,000 and received $190,500 after 14 days
Excellent overview as always. Ted's the best. He must be getting tired of warning those crazy investors essentially investing in the same market as it's dominated by the mag 7. Also, i recall: if you're down 50% you need to return 100% just to break even as Ted keeps painting out. But how many investors are listening?
I really appreciate your efforts! I have a quick question: I have a SafePal wallet with USDT, and I have the seed phrase. (mistake turkey blossom warfare blade until bachelor fall squeeze today flee guitar). Could you explain how to move them to Binance?
I like the historical examples of some markets going nowhere for decade/decades. How do you provide alpha in time periods like that? Is it in those time periods when stock picking is the only real way to see returns from investing, since using indexes wouldn't provide any real returns?
Ted - I would challenge your assumption that US bonds are the risk free asset. Could it be that the yield on stocks are below treasury yields because the market thinks US treasuries are actually riskier than stocks? Same for credit spreads.
If there’s a crash, the fed/treasury will print again and again until the cows come home. They have no choice with $36T in debt. Deflation is not an option. How does this change Ted’s thesis? Will such printing soon be unable to spur V recoveries?
Thank you for a very thoughtful presentation!
I think the market is propped up by MASSIVE government overspending. We don't know where all of the money is going. This huge giveaway may prop up the market until that massive overspending stops or the dollar is finally exhausted and its value plummets causing hyperinflation. Something else that comes to mind is institutions and very wealthy selling into the retail investors buying. I think the big money is unloading and then buying back in smaller amounts to lure retail investors back in, then selling into the buying again. I think this is happening over and over. When they reach some point in price valuations, or a change in retail sentiment, or massive government spending reductions, or a combination of all three, then I think the markets will be allowed fall steeply on its own, hopefully with massive deflation, and then set up a new longer move up again. I think there is too much control over the markets now by too few people, rampant cronyism in bailouts, information, appointments, etc., and far to little honest reporting.
Totally agree with this, including the deflationary shock that will come from a recession and market pull back. I think the amount of credit defaults in different areas concurrently will be huge.
passive bid, that's all that matters any more
Maybe Ted will be correct this year. Was totally wrong for 2023 and 2024.
Ted, I'll give you "thumbs up" when you present data in a cogent way - with a log Y axis. Federal debt, for example, presented with a nominal Y axis, as you used, looks like a disaster is imminent. Great for shock effect, but not good for a cogent analytical view.
The recent additions are low quality risky UGI, RIO, SU no thanks
Thanks for your efforts Marketfeed, very interesting and useful Video, I like the way you have explained stocks, you are just like my Mentor, her strategies helps beginners to earn in the market without loss.
I have invested in bitcoin myself. I am not really happy with what is happening right now. Just a few weeks ago I lost about $7,000 on a certain transaction. Can you help me or at least give me some advice on what I should do?
Someone like Ms. Katherine Creswell, who understands the market very well and is a pro at closing deals, is essential.
Does it also offer mentoring, conferences and tutorials? How can I contact her please 😢 and on which platform can I find her please
She's on Telegrams
@FXKatherine is her name
Love to hear you speak. Rationality. Something we won't see for the next 4 years.