Join TODAY and get the rest of September for free: www.patreon.com/josephcarlson Patreon includes: - Access to Qualtrim.com - Over 100 Exclusive episodes (more added every week) - Discord community that I'm chatting on every day - Money-back guarantee, if you don't love it, you don't pay. Join over 6,500 other members and try it out, risk free.
I feel investors should focus on under-the-radar stocks, considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered. I don't know where to go here out of devastation.
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
Risk mitigation is indeed something to consider well before setting out on inveestments. Most often than not, CFAs take care of this perfectly. People downplay the role of CFAs until being burnt by their own instincts. I was in a similar situation a few years ago; Took my chances but stocks went crashing. Realizing I wasn't good at timing the market, I started working with an Adviser, which helped me build a $1.6m portfolio.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
Given reduced inflation signals and as the Federal Reserve has halted rate hikes, what are the best additions for a $120K portfolio to enhance the overall performance of my portfolio this year
Look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions. Alternatively speaking to a certified market strategist can help with pointers on equities to acquire
True, some folks employ hedging strategies or devote a portion of their portfolio to defensive assets that perform well during market downturns and such pointers are provided by engaging the services of market experts just like i did in 2019, amid rona-outbreak, and as of today, i can boost of a 45% enhancement on my $1m portfolio after acquiring assets recommended by my advisor.
The U.S. economy relies on ongoing credit and debt generation for sustenance. The Federal Reserve is expected to increase the money supply, leading to further debt accumulation for the average American. Meanwhile, foreign nations continue to desire the U.S. dollar, despite their own economies facing significant challenges, some even worse than that of the U.S. This situation raises concerns about who will ultimately bear the consequences of these economic dynamics.
They do say gold will crash in a liquidity crunch However, many of those holding precious metals are preparing for such an event. So they are unlikely to be forced sellers. The paper market would tank and hopefully collapse.
I wholeheartedly concur, which is why I appreciate giving an investment coach the power of decision-making. Given their specialized expertise and education, as well as the fact that each and every one of their skills is centered on harnessing risk for its asymmetrical potential and controlling it as a buffer against certain unfavorable developments, it is practically impossible for them to underperform. I have made over 1.5 million dollars working with an investment coach for more than two years.
Carol Vivian Constable is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
The continuously changing economic conditions in our society have made it necessary for people to find additional sources of income, thus I am looking at the stock market to fuel my retirement goal of $3m, my only concern is the recent market crash.
Knowledgeable Investors know where and how to put money during a crisis in order to reduce risk and maximize returns. See a market strategist with experience if you are unable to manage these market conditions.
This is why I entrusted a fiduciary with my investmnt decisions. Many underestimate advisors until emotions lead to losses. My advisor crafted a tailored strategy aligning with my long-term goals, guiding entry and exit points for the equities I focus on. This has grown my portfolio to over $850k. My personal best so far
We Are in Unchartered Financial Waters! every day we encounter challenges that have become the new standard. Although we previously perceived it as a crisis, we now acknowledge it as the new normal and must adapt accordingly. Given the current economic difficulties that the country is experiencing in 2024, how can we enhance our earnings during this period of adjustment? I cannot let my $680,000 savings vanish after putting in so much effort to accumulate them.
Keeping some gold is usually a wise decision. You would be better off keeping away from equities for a bit or, even better, seeking advice from an expert given the current market conditions and everything that is at risk with the current economy.
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst
Now that Nike has Palantir to work on how to make NIke Great again….let’ see what happens since every company that Palantir has worked with have shown revenue upside.
Markets look like 2015-16. Probably going back to all time highs, but will probably go sideways until fed signals rate cut, Recently sold 25% of my portfolio comprising of plummeting stocks that were recommended by certain financial UA-camrs, quite devastating!
I had 250k put aside waiting for the fed to stop raising rates. Now I want to get back into the markets, but the ‘pause’ might continue and stocks will still climb/fall, I’m confused on how to strategise
Don’t expect a soft landing. We know inflation still far from its 2% destination - the FOMC didn’t raise rates now, we can never fortell their moves these days
the reason the iPhone 16 pro has such weak demand is that apple has said the 15 pro will get all the same AI features as the 16 pro, so if you have a 15 pro, there's no AI incentive to upgrade to the 16 pro. On the other hand, non-pro iPhone 16s are showing an increase in preorders over the non-pro iPhone 15s - the plus model in particular has a 48% increase, which is big. So the problem isn't a lack of interest in AI; the problem is that the iPhone 15 Pro is already getting the AI features, and apple didn't do enough to promote the other features of the 16 Pro (if there are any).
It’s a generational problem, I see it in other places too. Not all of them of course but there is a large amount of young people that look like they are miserable at their job.
@@Robis9267 Yes I would be happy being young, healthy, with a lot less responsibilities, making delicious food surrounded by technology and processes that make the job really easy, and getting paid $20/hr to do this like they are in my town.
I don’t know what it is, but I think chipotle restaurants have some of the worst employees. All the locations I’ve been to in my state are shit shows. I even once got food poisoning eating there. I hope they all get replaced by robots
Nike's CEO wrecked Nike and Foot Locker. I used to own FL, and when I heard Nike was restricting supply to them, I predicted it would be bad for everyone.
National Debt and household debt aren't the same thing. I have no idea why people get them confused but I suspect it's from not sitting through economics classes in school. As long as the economy is expanding the USA just expands the money supply so long as inflation is in check. That's why there's so much concern when inflation ticks up or the economy shrinks. Worrying about government servicing it's debt is like worrying about your neighbor being able to pay his bills when you know he's got a counterfeit money printing machine.
All it means is that prices aren't increasing as fast as they were but they are still increasing. Decreasing prices would be deflation you won't ever see that under the Democrats. TRUMP 2024!
In my opinion, almost time. Sold almost half. I don't want to stay until the end. My neighbors who never ask stock market ask me how to buy QQQ & NVDA. I think it's done. What about you think?
Yep great question and that’s always the one - where would you rather be if you have an option. Personally I’m always invested aside from a small emergency fund. Financial-market for me seem the only way forward with my long time horizon (accrued almost $1.4m in gains since 2020 ) but if you don’t have that fortune of time it’s a tough market out there almost nowhere feels safe! . Just know the risk you're comfortable with . Mistake is expensive
well a million in profit is a nice milestone, how did you achieve that? I guess you have a proven trading strategy that you've spent a lot on please share more info !! and YES I dont want to make
I work with Nancy Magaret Delony . Investing with her has been a different ball game entirely so different from the stale methods of managers I’ve worked with in the past. She has a large following and is easily found online.
Why? Some would argue there have been structural changes in the market that 1) break historical comparison and 2) imply that higher PEs going forward are to be expected. The main change is something analysts/commentators call the stock markets relentless automatic bid. The amount of money pouring into markets on a recurring basis every month because of everyone's automatic 401k and IRA contributions is massive. For the rich folks, they keep getting richer because rate of consumption is still dwarfed by their rate of reinvestment. We are entering a world where the available investment ROI is being split across a growing base of investors (ie investors are getting smaller pieces because there's more of them, or put another way P/Es creeping upward).
P/E levels depend on the interest rate. When the interest rate was like 7-10%, naturally all stocks had a lower multiple. In the current environment, a P/E of 20 might be inexpensive, indeed. This is the reason why the PEG ration makes no sense at all as it does not factor in the interest environment.
But then why cut rates if the economy is still good and inflation is still sticky? I disagree any cut more than 25 bps will be bad 6 to 12 months from now.
Seeing AI on the phones will help but I think people also want a new look. Otherwise it feels the same. The cameras are so good that most people don’t need the latest and greatest. Also a lot of people know when apple comes with new tech you don’t buy that one. You buy the next one
I do not understand how people say that the labor market is strong yet everybody I personally know is really struggling in the current market. You have ghost jobs 100+ applications and no interviews etc
The market is horrible and there are no companies hiring. The companies are all colluding together to punish workers for the tiny freedoms we had during covid.
If you're feeling depressed try wearing 2 pairs of wool socks to bed for much better sleep quality🟣you wont sweat or be that hot cuz its wool not cotton🔵🟡🟤
Yes! I’ve had that same thought for a while and wanted to comment on it but didn’t wanna like, risk him seeing the comment and him being self conscious about it. lol. He’s got a few words like that.
I'll need help if I'm going to make it through this. The ETF and stock markets are still pretty volatile. What's left of my $170,000 portfolio now isn't looking good; how can I capitalize on the market?
market crash is inevitable, but there are actually strategies to mitigate risk and profit consistently, tho such executions are usually carried out by investment experts
Absolutely! A skilled coach helped grow my investments from $321k to over $750k, primarily through stocks, ETFs, and bonds. I anticipate housing prices will stay stable until more homes become available.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
Nobody talks about the actual problem with Nike: They have the worst quality shoes of all bigger brands. I bought sneakers from Reebok, Adidas, and Nike in the last few years. Nike are the only ones that broke a few months after I bought them. This is unacceptable for sneakers that cost $80. I've been wearing my Adidas for over two years and they look like new.
The problem with the new iPhone is that, despite the claims made during its presentation, there isn’t really anything groundbreaking to justify upgrading, especially if you already own something like the iPhone 15. Apple seems to be losing that "wow" factor that used to make each new release feel truly innovative. If you ask me, they’re starting to fall short in offering compelling reasons for people to switch to the latest model.
if recession is coming, isn't it a good strategy too sell all shares after rates cut when they are on peak and buy after 6 months during recession on low prices?
Im staying in stocks like i have been and building more positions. There will always be another downturn but theres no indication right now so why assume and miss out.
Hi Joseph! Usually when the Fed starts cutting, it means there is slow growth in the economy. As you mention, equities tend to rally after a cut. However, are you considered about them long-term due to a weaker economy?
Historically the long term impact of the US economy has been good, even during slowdowns, and weaker points in our economy. Go back to the start of the great depression and see how many people thought America would not only survive, but becomes the superpower it is now.
What are your thoughts in Costco having a higher P/E then NVIDIA? 5 year growth 11% in comparison to 56%. ROE 27% to NVIDIA 45%. So, basically people are paying a massive premium for Costcos known growth path in compared to NVIDIA.
@@johnristheanswer I know I did at the end. But I'm more so wanting to hear his thoughts on it. I'd love to own Costco, but at these evaluations it's seem well overpriced.
Hey Joseph! Curious about dividends and capital gains when you sell stocks in your portfolio. When you sell or get dividends do you reinvest 100%. Or do you put some amount aside to cover taxes and only reinvest the rest?
Many companies did same thing as NKE. With all cash moving into consumers pockets, they focused on increasing margins, pissing off lots of customers. CEO's quickly forget about long term business models when suddenly flooded with revenue opportunity.
High yield savings is okay but not a fan of taxes on interest. That is drag or friction. Cap gains tax is lower. Just need a longer term horizon w stocks as a whole (like sp500 or VT) or pick indiv winners well. Can use an IRA account as well to shield from tax as it grows...but stocks still crush savings accts or treas bonds long term and beat inflation. Stocks long. Other stuff for safety in shorter term. Anyway this will all be ab expectations vs reality.
Thank you for the insights! Got a 10% profit in just one week from your last tip, OMG!!! Im looking into AWS94M, ETH, and SOL. What’s your advice? AWS94M seems to have potential, but your opinion matters.
I have quite a bit in cash, but that’s for a rainy day and down payment for a home in the next couple years. All new money has been going directly in the market though
If interest rates is gravity and it is already up then all other things must be down....but currently market is at all time high. And if rates get cut down then other things must go up.... Market is already up so their will be major corrections happened. Market will go up only if market is undervalued otherwise it will fall. 20to 40%.
Analysts seem to forget every year that preorder numbers are not indicative of a full iPhone sales cycle. We won’t have a clear idea of that until after Christmas. Regardless. AAPL is still a bit expensive here with multiple potential headwinds and slow growth projection, so I’m not buying here either way. In fact, I’ve already sold my entire position, which I’m a bit sad about but nonetheless think was the right thing for me to do.
Just curious here but how many people are actually excited for AI features in their phone/desktop/etc. Personally speaking I think technology has made life convenient enough that I really have a hard time getting excited for anything less some over-the-top sci-fi movie esque technology. Unless you can give me a robot that cooks and cleans my house I don't see myself getting excited for new technology.
Apple has launched the new Iphone without any AI features ! All they gave to the buyers is a promess that the Ai featires will be coming soon...how soon no one knows no wonder the sales are estimated to be unimpressive 😅
Apple sales down because nobody has an extra $700 to give to Apple. The interest rates w/o. $1 in Govt. spending cuts have broken the private sector economy.
Hi Joseph, thanks for the video ! 1 year ago in the '5 Stocks On Sale Today' episode you were optimistic about nike at 36 PE. It was falling from 140 to 80, but you liked the fcf and revenue growth over last 10 years. do you think nike at 40 PE was expensive ? i remember you owning it at some point
Temu and Shein, and other Chinese companies, use a loophole in international postage regulations. Because China is considered an "emerging economy" they get subsidized postal rates. Temu and Shein can ship cheap goods via international post for a fraction of the cost. Where is the rest of the money coming from? Subsidized by American taxpayers, through the U.N. I don't think one can have a first rate military and the industrial base that China does and still be classified as "emerging". The're definitely at least a Second World Developed economy.
The argument that once rates go down investors will shift all their funds in MM accounts is BS. Many of these investors have low risk tolerance and simply had this money sitting in a savings account yielding a few bps a year. Many will opt to keep these funds in MM accounts even after a couple reductions in the fed funds rate. Also there’s other asset classes (commodities, preferred stocks, corporate bond funds, etc.) that many of these risk averse investors will flock to. TLDR, $ in MM accounts is typically not risk capital, shouldn’t expect much movement into equities from rate reductions
Yes I agree, it’s all lagging indicators that are starting to catch up with reality. US needs a much bigger rate cut asap forget .5%, more like 1.5% cut needed if not more.
Never understood Nike giving away so much money to celebrity athletes between Tiger Woods, Michael Jordan and all the other basketball players. Spending hundreds of millions of dollars. I’ve never bought a pair of sneakers because some athlete wears them
Join TODAY and get the rest of September for free: www.patreon.com/josephcarlson
Patreon includes:
- Access to Qualtrim.com
- Over 100 Exclusive episodes (more added every week)
- Discord community that I'm chatting on every day
- Money-back guarantee, if you don't love it, you don't pay.
Join over 6,500 other members and try it out, risk free.
dang... you completely blew a hole on Jeremy's thesis. gg well played.
I feel investors should focus on under-the-radar stocks, considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered. I don't know where to go here out of devastation.
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
Risk mitigation is indeed something to consider well before setting out on inveestments. Most often than not, CFAs take care of this perfectly. People downplay the role of CFAs until being burnt by their own instincts. I was in a similar situation a few years ago; Took my chances but stocks went crashing. Realizing I wasn't good at timing the market, I started working with an Adviser, which helped me build a $1.6m portfolio.
Mind if I ask you to recommend this particular coach you using their service? Seems you've figured it all out.
Her name is. 'Lucinda Margaret Crist’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
Joseph. Can you please put a big warning, there’s too many BS people in here pushing dubious investment managers - really annoying now
The same stupid conversation to scam people!
Report them it removes the whole string. I do all the time. Can recognize them instantly. 60 replies. Scammer.
Yes 👍
The same thing has been going on for years now surprised it hasn’t been dealt with
Given reduced inflation signals and as the Federal Reserve has halted rate hikes, what are the best additions for a $120K portfolio to enhance the overall performance of my portfolio this year
Look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions. Alternatively speaking to a certified market strategist can help with pointers on equities to acquire
True, some folks employ hedging strategies or devote a portion of their portfolio to defensive assets that perform well during market downturns and such pointers are provided by engaging the services of market experts just like i did in 2019, amid rona-outbreak, and as of today, i can boost of a 45% enhancement on my $1m portfolio after acquiring assets recommended by my advisor.
I need a guide so i can salvage my port-folio and come up with better strategies. How can one reach this advisor?
Her name is “Jessica Lee Horst’’ can't divulge much. Most likely, the internet should have her basic info, you can research if you like
Please educate me, I’ve come across this name before, Now i'm interested.
The U.S. economy relies on ongoing credit and debt generation for sustenance. The Federal Reserve is expected to increase the money supply, leading to further debt accumulation for the average American. Meanwhile, foreign nations continue to desire the U.S. dollar, despite their own economies facing significant challenges, some even worse than that of the U.S. This situation raises concerns about who will ultimately bear the consequences of these economic dynamics.
They do say gold will crash in a liquidity crunch However, many of those holding precious metals are preparing for such an event. So they are unlikely to be forced sellers. The paper market would tank and hopefully collapse.
I wholeheartedly concur, which is why I appreciate giving an investment coach the power of decision-making. Given their specialized expertise and education, as well as the fact that each and every one of their skills is centered on harnessing risk for its asymmetrical potential and controlling it as a buffer against certain unfavorable developments, it is practically impossible for them to underperform. I have made over 1.5 million dollars working with an investment coach for more than two years.
this is all new to me, where do I find a fiduciary, can you recommend any?
Carol Vivian Constable is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an email shortly.
Joesph u really da goat
Agreed bro. I wish he would do a video of his background. Definitely a GOAT who is becoming a super GOAT.
Yeah he looks like one also
Absolutely
The continuously changing economic conditions in our society have made it necessary for people to find additional sources of income, thus I am looking at the stock market to fuel my retirement goal of $3m, my only concern is the recent market crash.
Knowledgeable Investors know where and how to put money during a crisis in order to reduce risk and maximize returns. See a market strategist with experience if you are unable to manage these market conditions.
This is why I entrusted a fiduciary with my investmnt decisions. Many underestimate advisors until emotions lead to losses. My advisor crafted a tailored strategy aligning with my long-term goals, guiding entry and exit points for the equities I focus on. This has grown my portfolio to over $850k. My personal best so far
I could really use the expertise of this advsors
Her name is ‘Marissa Lynn Babula’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thank you for the lead. I searched her site up and filled the form. I hope she gets back to me soon.
I greatly appreciate how often you post
Nike, sacrificing long term growth for short term profitability.... pretty much the opposite of amazon.
You cant compare the two lol
@@thederpyrock5247 you can compare any two companies as an Investment...
@@thederpyrock5247I mean, you can compare anything, but doesn't mean it's a good comparison, lol
@@Ironmike341 as an investment, any company is comparable with another
@@johnathanvale8634 agreed, it just doesn't mean it's a good comparison.
We Are in Unchartered Financial Waters! every day we encounter challenges that have become the new standard. Although we previously perceived it as a crisis, we now acknowledge it as the new normal and must adapt accordingly. Given the current economic difficulties that the country is experiencing in 2024, how can we enhance our earnings during this period of adjustment? I cannot let my $680,000 savings vanish after putting in so much effort to accumulate them.
Keeping some gold is usually a wise decision. You would be better off keeping away from equities for a bit or, even better, seeking advice from an expert given the current market conditions and everything that is at risk with the current economy.
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst
Could you possibly recommend a CFA you've consulted with?
Her name is. SUNITA CHACHY JOSEPH . Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I just curiously searched her up, and I have sent her an email. I hope she gets back to me soon. Thank you
I agree to the assessment of Nike. This CEO seems to have no clue about the sports clothing market.
Now that Nike has Palantir to work on how to make NIke Great again….let’ see what happens since every company that Palantir has worked with have shown revenue upside.
Markets look like 2015-16. Probably going back to all time highs, but will probably go sideways until fed signals rate cut, Recently sold 25% of my portfolio comprising of plummeting stocks that were recommended by certain financial UA-camrs, quite devastating!
I had 250k put aside waiting for the fed to stop raising rates. Now I want to get back into the markets, but the ‘pause’ might continue and stocks will still climb/fall, I’m confused on how to strategise
The stock market will go down and goodluck on the fed pausing rate hikes w/ all the hawkishness that has failed to keep up with inflation.
If the unemployment rate is able to remain steady while the Fed hikes and inflation falls back to target, a soft landing might be on the table
Don’t expect a soft landing. We know inflation still far from its 2% destination - the FOMC didn’t raise rates now, we can never fortell their moves these days
Fixed income Tbills and bonds may work for you while you try to figure out the next entry point for stocks
the reason the iPhone 16 pro has such weak demand is that apple has said the 15 pro will get all the same AI features as the 16 pro, so if you have a 15 pro, there's no AI incentive to upgrade to the 16 pro. On the other hand, non-pro iPhone 16s are showing an increase in preorders over the non-pro iPhone 15s - the plus model in particular has a 48% increase, which is big. So the problem isn't a lack of interest in AI; the problem is that the iPhone 15 Pro is already getting the AI features, and apple didn't do enough to promote the other features of the 16 Pro (if there are any).
The reason the iPhone 16 has such weak demand is that it looks the same!
Chipotle should invent employees that don't hate their lives
@@skot523 Xanax was already invented
It’s a generational problem, I see it in other places too. Not all of them of course but there is a large amount of young people that look like they are miserable at their job.
@@firechase7640 would you be happy in dead end job grilling tacos for minimum wage?
@@Robis9267 Yes I would be happy being young, healthy, with a lot less responsibilities, making delicious food surrounded by technology and processes that make the job really easy, and getting paid $20/hr to do this like they are in my town.
I don’t know what it is, but I think chipotle restaurants have some of the worst employees. All the locations I’ve been to in my state are shit shows. I even once got food poisoning eating there. I hope they all get replaced by robots
Nike's CEO wrecked Nike and Foot Locker. I used to own FL, and when I heard Nike was restricting supply to them, I predicted it would be bad for everyone.
There is deep trouble, $1 trillion per year in interest payments on the national debt.
we'll print more.
@@mrwilliamwonder unless you cant
@@miri9600 We have no other choice now.
@@miri9600worked for the last half century+, what's changed?
National Debt and household debt aren't the same thing. I have no idea why people get them confused but I suspect it's from not sitting through economics classes in school. As long as the economy is expanding the USA just expands the money supply so long as inflation is in check. That's why there's so much concern when inflation ticks up or the economy shrinks.
Worrying about government servicing it's debt is like worrying about your neighbor being able to pay his bills when you know he's got a counterfeit money printing machine.
Powell will not rush dropping rates. 25 basis cut Wednesday
Wrong?
Trader are think rates cuts will bring us back to 0%-0.25% when it reality it more like 4.75%-5%
What happens if the Fed decides to like not cut interest rates at all?
My money market accounts keep doing good.
Stocks would fall if that happens.
The VIX would bounce
Would not be surprised if it happens. Stocks will free fall.
@@fitbh703 Hedged a CFD position on the October VIX. Lets see
Ai is this generations flying car.
Not even close, AI does exist and it's improving.
@@picadosinferno It is extremely limited and specific to some problems. It is just a very fancy way to program with huge piles of data.
Should listen to what Terrence Tao thinks about AI. Called it a competent undergrad just recently.
@@zerotwo7319 The impact will be no greater than the fax machine.
@@zerotwo7319 Lets have this conversation when AI has transformed society in 2030
"Unfairly" compete with Amazon?! Ha! Like Amazon competed with mom & pop and put them out of business while not paying taxes.
always appreciate your insight, thanks!
Where exactly has inflation been going down?… nothing I’ve been buying seems cheaper.
Lower inflation won’t usually make prices go down. Just stops things from continuing to get more expensive as quickly
All it means is that prices aren't increasing as fast as they were but they are still increasing. Decreasing prices would be deflation you won't ever see that under the Democrats. TRUMP 2024!
In my opinion, almost time. Sold almost half. I don't want to stay until the end. My neighbors who never ask stock market ask me how to buy QQQ & NVDA. I think it's done. What about you think?
Yep great question and that’s always the one - where would you rather be if you have an option. Personally I’m always invested aside from a small emergency fund. Financial-market for me seem the only way forward with my long time horizon (accrued almost $1.4m in gains since 2020 ) but if you don’t have that fortune of time it’s a tough market out there almost nowhere feels safe! . Just know the risk you're comfortable with . Mistake is expensive
well a million in profit is a nice milestone, how did you achieve that? I guess you have a proven trading strategy that you've spent a lot on please share more info !! and YES I dont want to make
I work with Nancy Magaret Delony . Investing with her has been a different ball game entirely so different from the stale methods of managers I’ve worked with in the past. She has a large following and is easily found online.
Thank you! I entered her full name into my browser, and her website came out on top. I sent her a mail and I hope she gets back to me soon.
I am only 23 years old with minimal savings. Do you think its worth looking into an advisor at such an age?
Seems like Nike simply made it harder for customers to buy their product and then got surprised that they lost market share.
"20 is a low PE" just proves that we're in a massive bubble
Why? Some would argue there have been structural changes in the market that 1) break historical comparison and 2) imply that higher PEs going forward are to be expected. The main change is something analysts/commentators call the stock markets relentless automatic bid. The amount of money pouring into markets on a recurring basis every month because of everyone's automatic 401k and IRA contributions is massive. For the rich folks, they keep getting richer because rate of consumption is still dwarfed by their rate of reinvestment. We are entering a world where the available investment ROI is being split across a growing base of investors (ie investors are getting smaller pieces because there's more of them, or put another way P/Es creeping upward).
Isn’t it around 17-18 historically?
P/E levels depend on the interest rate. When the interest rate was like 7-10%, naturally all stocks had a lower multiple. In the current environment, a P/E of 20 might be inexpensive, indeed. This is the reason why the PEG ration makes no sense at all as it does not factor in the interest environment.
People are under AI fatigue. Everything has AI now. It’s become a buzzword.
Its just starting, so get use to all the news as we’re in the age of A.I. remember the age of internet? That went on for 5 years.
You mean you aren't buying the AI Smoke golf clubs being released??? 😂
Seems like you haven't looked into it. I have and it is definitely the future and well worth investing.
Buzzword? SMH
It's a buzzword the way "digital" was a buzzword.
Hey Joe. I appreciate you. Thank you 😊
Any thoughts for Palantir and Spotify for your next future video content. Thanks.
But then why cut rates if the economy is still good and inflation is still sticky? I disagree any cut more than 25 bps will be bad 6 to 12 months from now.
Election time!!
Rate cut is to save the government. Can't afford interest on debt at higher rates.
Your videos are better than Bloomberg TV! Thank you.
Its a 0.375% cut..
Seeing AI on the phones will help but I think people also want a new look. Otherwise it feels the same. The cameras are so good that most people don’t need the latest and greatest. Also a lot of people know when apple comes with new tech you don’t buy that one. You buy the next one
They miss Steve, huh?
And the Kanye West issue didn’t help Nike
I do not understand how people say that the labor market is strong yet everybody I personally know is really struggling in the current market. You have ghost jobs 100+ applications and no interviews etc
The market is horrible and there are no companies hiring.
The companies are all colluding together to punish workers for the tiny freedoms we had during covid.
I’m scared.
Hi scared, I'm dad
Not nearly scared enough. I know what hunts you.
What happens to the Dollar post rate cuts?
It’s nice when they start the video being honest upfront.
Really loving your vids, I'll start watching now but I know it will be high quality again! Many thanks!
every nike shop i walk past is completely empty worldwide
True
If you're feeling depressed try wearing 2 pairs of wool socks to bed for much better sleep quality🟣you wont sweat or be that hot cuz its wool not cotton🔵🟡🟤
Okay yeah wow I’ll try that
The higher the fewer.
The louder more flat
Why would that help with depression and what’s wrong with a blanket
Joesph what Do think about onon stock?
Bond prices move inversely to interest rates.
Once you notice that Joseph pronounces “here” like “hair,” you can’t unhear it.
Yes! I’ve had that same thought for a while and wanted to comment on it but didn’t wanna like, risk him seeing the comment and him being self conscious about it. lol. He’s got a few words like that.
I'll need help if I'm going to make it through this. The ETF and stock markets are still pretty volatile. What's left of my $170,000 portfolio now isn't looking good; how can I capitalize on the market?
market crash is inevitable, but there are actually strategies to mitigate risk and profit consistently, tho such executions are usually carried out by investment experts
Absolutely! A skilled coach helped grow my investments from $321k to over $750k, primarily through stocks, ETFs, and bonds. I anticipate housing prices will stay stable until more homes become available.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
YES but this has been common knowledge for quite some time now , so the effect should be already priced in.
Common knowledge hasn’t created the same reaction for every rate cutting cycle. When do you know something is priced in?
Do comparison of stocks Airbnb-Booking, Enphase-First Solar, Nike-Luluemon etc
Nobody talks about the actual problem with Nike: They have the worst quality shoes of all bigger brands. I bought sneakers from Reebok, Adidas, and Nike in the last few years. Nike are the only ones that broke a few months after I bought them. This is unacceptable for sneakers that cost $80.
I've been wearing my Adidas for over two years and they look like new.
can you comment on the inverted yield curve? It seems to have predicted every recession...
Chipotle should be focused on putting more chicken in the bowls and not a guac robot 😂😂 maybe then their PE will go up
With that machine they can prob have 1 less employee in each store. They prob plan to move a lot of stuff over to robots which will increase profits.
Like @philipperkowski9300 wrote, $15 x 40hrs x 52 wks = $31.2K annually. 💁
both
Dat smoked brisket tho 😋
The problem with the new iPhone is that, despite the claims made during its presentation, there isn’t really anything groundbreaking to justify upgrading, especially if you already own something like the iPhone 15. Apple seems to be losing that "wow" factor that used to make each new release feel truly innovative. If you ask me, they’re starting to fall short in offering compelling reasons for people to switch to the latest model.
Urban legends
But stocks have been going up these past year with high interest rate. Why?
if recession is coming, isn't it a good strategy too sell all shares after rates cut when they are on peak and buy after 6 months during recession on low prices?
Im staying in stocks like i have been and building more positions. There will always be another downturn but theres no indication right now so why assume and miss out.
Hi Joseph! Usually when the Fed starts cutting, it means there is slow growth in the economy. As you mention, equities tend to rally after a cut. However, are you considered about them long-term due to a weaker economy?
Historically the long term impact of the US economy has been good, even during slowdowns, and weaker points in our economy. Go back to the start of the great depression and see how many people thought America would not only survive, but becomes the superpower it is now.
Apple: Remember that there will be no AI on the iPhone in Europe. Therefore I am not that bullish.
Love my Brooks, was never a fan of Nike so I like their strategy because if provided more Brooks innovation/options 😂
Only question that matters - are corporate earnings about to shrink? Because if they are, rate cuts dont act fast enough to stop that.
Depends on the corporation
Apple needs the AI software to drive its hardware revenue. simple and plain.
I like this guy more than Kevin.
Algo 💪
nice job on this video, joseph
Is your opinion that the market will boom higher when the interest rates go down?.
My opinion is no
What are your thoughts in Costco having a higher P/E then NVIDIA? 5 year growth 11% in comparison to 56%. ROE 27% to NVIDIA 45%.
So, basically people are paying a massive premium for Costcos known growth path in compared to NVIDIA.
Costcos growth has been more consistent and reliable than nvidias though...
You've answered your own question.
@Ironmike341 Yeah, but a P/E higher then a growing tech company is quite ridiculous.
@@johnristheanswer I know I did at the end. But I'm more so wanting to hear his thoughts on it. I'd love to own Costco, but at these evaluations it's seem well overpriced.
Hey Joseph! Curious about dividends and capital gains when you sell stocks in your portfolio.
When you sell or get dividends do you reinvest 100%. Or do you put some amount aside to cover taxes and only reinvest the rest?
PLTR will be the first to show real usage!!! 10x
Last time fed cut interest rate after hide was on September, 18, 2007. And what happened 3 months later?
Yeah totally comparable, very sharp of you to notice the similarities of.. 1 rate cut in an ever complex economic environment
Different scenarios
@@MauriceV3 April 2025 my friend. Thank me later.
What happens if the Federal Reserve decides to like not cut interest rates at all?
“past performance is indicative of future performance” 🤯 you’re a genius
Many companies did same thing as NKE. With all cash moving into consumers pockets, they focused on increasing margins, pissing off lots of customers. CEO's quickly forget about long term business models when suddenly flooded with revenue opportunity.
Vamonos!!
High yield savings is okay but not a fan of taxes on interest. That is drag or friction. Cap gains tax is lower. Just need a longer term horizon w stocks as a whole (like sp500 or VT) or pick indiv winners well. Can use an IRA account as well to shield from tax as it grows...but stocks still crush savings accts or treas bonds long term and beat inflation. Stocks long. Other stuff for safety in shorter term. Anyway this will all be ab expectations vs reality.
Thank you for the insights! Got a 10% profit in just one week from your last tip, OMG!!! Im looking into AWS94M, ETH, and SOL. What’s your advice? AWS94M seems to have potential, but your opinion matters.
Google's fold makes the i16 look pretty boring tbh..Just saying..
The numbers they publish are fugaze!
Treasuries are absolutely not risk free. they are "default free for NOW". But they are subject to inflation risk.
I have quite a bit in cash, but that’s for a rainy day and down payment for a home in the next couple years. All new money has been going directly in the market though
VAMO BRASIL
BORAAA
If interest rates is gravity and it is already up then all other things must be down....but currently market is at all time high.
And if rates get cut down then other things must go up....
Market is already up so their will be major corrections happened.
Market will go up only if market is undervalued otherwise it will fall. 20to 40%.
Uneventful day, PLTR & PYPL keep rolling 😎
nah bro those machines are ALWAYS gonna skimp you
Well its here. 50 now and 50 soon
Analysts seem to forget every year that preorder numbers are not indicative of a full iPhone sales cycle. We won’t have a clear idea of that until after Christmas.
Regardless. AAPL is still a bit expensive here with multiple potential headwinds and slow growth projection, so I’m not buying here either way. In fact, I’ve already sold my entire position, which I’m a bit sad about but nonetheless think was the right thing for me to do.
He called Urban Outfitters, Urban Legends. No offense Joseph, I just found it to be funny 😂
You have not.😊
Fiat currency is wild
Yep, much better than the fake currency..m I mean crypto
You are looking at the world economy and thinking crypto is fake hey?
@@yeahnah773 I mean, it's as real as Monopoly money
@@yeahnah773what’s it backed by? It’s backed by dreams. Fiat currency is backed by armies ran by psychopaths and assets.
@@Ironmike341 you might love all the inflation but I don’t
Just curious here but how many people are actually excited for AI features in their phone/desktop/etc. Personally speaking I think technology has made life convenient enough that I really have a hard time getting excited for anything less some over-the-top sci-fi movie esque technology. Unless you can give me a robot that cooks and cleans my house I don't see myself getting excited for new technology.
Apple has launched the new Iphone without any AI features ! All they gave to the buyers is a promess that the Ai featires will be coming soon...how soon no one knows no wonder the sales are estimated to be unimpressive 😅
Bldr to the moon !!!
Apple sales down because nobody has an extra $700 to give to Apple. The interest rates w/o. $1 in Govt. spending cuts have broken the private sector economy.
Hi Joseph, thanks for the video !
1 year ago in the '5 Stocks On Sale Today' episode you were optimistic about nike at 36 PE. It was falling from 140 to 80, but you liked the fcf and revenue growth over last 10 years.
do you think nike at 40 PE was expensive ? i remember you owning it at some point
Get woke go broke.
Not really. Proctor and gamble. Disney. Netflix. Etc…. They’re still doing well.
Makes for good headlines tho
Temu and Shein, and other Chinese companies, use a loophole in international postage regulations. Because China is considered an "emerging economy" they get subsidized postal rates. Temu and Shein can ship cheap goods via international post for a fraction of the cost. Where is the rest of the money coming from? Subsidized by American taxpayers, through the U.N. I don't think one can have a first rate military and the industrial base that China does and still be classified as "emerging". The're definitely at least a Second World Developed economy.
Chipotle
Nike went woke, will go broke... as they should!
The argument that once rates go down investors will shift all their funds in MM accounts is BS. Many of these investors have low risk tolerance and simply had this money sitting in a savings account yielding a few bps a year. Many will opt to keep these funds in MM accounts even after a couple reductions in the fed funds rate. Also there’s other asset classes (commodities, preferred stocks, corporate bond funds, etc.) that many of these risk averse investors will flock to. TLDR, $ in MM accounts is typically not risk capital, shouldn’t expect much movement into equities from rate reductions
The ecomomy is chit son.We have been in recession since last September.
Yes I agree, it’s all lagging indicators that are starting to catch up with reality. US needs a much bigger rate cut asap forget .5%, more like 1.5% cut needed if not more.
even my 4 year old knows On running shoes, Nike is not cool anymore.
Interest rates😮
🔥🔥
Never understood Nike giving away so much money to celebrity athletes between Tiger Woods, Michael Jordan and all the other basketball players. Spending hundreds of millions of dollars. I’ve never bought a pair of sneakers because some athlete wears them
@@Markazoid6041 Jordan is the reason you know about Nike in the first place.
And I never bought a pair of Nike sneakers because if him. And I know Nike because of the advertisement just do it. That’s what put Nike on the map.
@@Markazoid6041 which air Jordans came out three years before the just do it logo. So it was the face of Jordan that made that logo big.
@@Ironmike341 I had no idea who Jorden was until years later
@@Markazoid6041 suuuurrrrreeee... Lol