I see the rising interest rate as a very big problem, as more investors will definitely pull out more money from the Stock market. This might have worked when I was still invest-ing with a couple thousand dollars, but it is more difficult now to decide whether to pull out more than $365k from my port-folio. I know some inves-tors still make that despite the strong bear market. In wish I could pull that feat
I think the whole thing about holding stocks for long term will always apply. So I think you should get a quality broker who is able to analyze and pick stocks that will do well in the long term, else you will be in a long bear ride.
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 broker, 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.
'Carol Vivian Constable is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
It's a common misconception that when a stock you buy skyrockets, the smart thing to do is sell it (or at least sell some of it) to lock in your profits. But the context matters. If the stock has increased sharply because the business is performing exceptionally well, it could still be a bargain. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...
I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K
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.
There is obviously a compounding effect in the very long term for large capital, but is not "automatic", and with the wrong strategies you can even lose more than you have. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K
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.
Wait, Maria Escobar Chavez isn't a world renowned financial planner who can get my 250k from the sale of my house up 100%, if I'm only willing to wait until q1 2024?!?!?
It's quite simple why rates are climbing with rising imports and falling exports, the FED is obviously to be blamed for banking crisis. Something will eventually break if they keep the quantitative tightening and higher interest rates. Is this really a good time to have some savings in stocks?
Government stimulus payments and curbed spending allowed Americans to save more money than they typically do. Annual household income surged in the past 4 years post pandemic, I don’t expect it to continue so
Yup excess savings families gathered during the pandemic appears to have run out among middle-income and low-income households. Holidays are coming, which usually means heavy spending for households. I could use a lottery win or a sudden pump from one of my holdings. My trading skills are inadequate.
Most youtubers said the market would be fine few months back, but it's been a major downturn. Luckily, since the rona-outbreak in 2020, I've avoided the drawback of trial and error by simply following professional guidance. I'm semi-retd and work only 7.5 hours weekly, with nearly $1m ROI after subsequent investments to date.
Who is this strategist Monica you talk about? I and my spouse have been looking for something like this especially in this quarter to help us organize our finances going into next year.
The bearish sentiment gives way to a bullish indicator, you however must plan properly or consult with a professional who has lived through two recessions at least and has a great track record with her clients and no disclosures in the past.
Great video, I have always wanted to invest and start my retirement plans early enough, but I never did. I hope it is not too late for me? I will like good advice on how I can start up my retirement and put up some investments as well. This world in getting more difficult to live in everyday. One needs to prepare for the future and kids inheritance.
Like I always tell people it is easy to invest and begin your retirement plans even if you have no idea, all you need is get the services of a good financial manager or an expert in that very field.
I total agree, get the assistance of an expert and save yourself the troubles that comes with investing or trading. As for me, I am very busy with work, I do not have time to monitor my investment, but I still make so much profit every time. That is because I have someone doing all the work on my behalf.
Tenley Megan Amerson, is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
This real estate market collapse might end up being a part of us for a very long time. With inflation currently at about 9%, my primary concern is how to maximize my savings/retirement fund of about "$300k" which has been sitting duck since forever with zero to no gains.
The share market is a way to hedge against inflation. Most striking amidst recession, investors need to understand where and how to allocate funds to hedge against inflation and still make profits.
That is so amazing, I’m trying to get up ladder at 40. I wish at 55 I will be testifying to similar success. How can I reach this manager of yours? because I'm seeking for a more effective approach on my savings
If you are under 55, stick it in 1-3 year risk free government Treasuries and 10-15% precious metals, then sleep like a baby at night. Equities will be much more attractive after the bubble bursts and valuations get back to sane levels, like 12-15x earnings for growth companies.
Market highs can sometimes be followed by corrections, but predicting the timing and extent of it is challenging. I've heard some analysts talk about a 'massive' correction. It makes me wonder if it's time to adjust my $2M portfolios or maybe even consider some defensive investments.
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.
Even with the right strategies and appropriate assets, investment returns can differ among investors. Recognizing the vital role of experience in investment success is crucial. Personally, I understood this significance and sought guidance from a market analyst, significantly growing my account to nearly a million. Strategically withdrawing profits just before the market correction, I'm now seizing buying opportunities once again.
Laila artine kassardjian' is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment
In the middle of 2024, I think we'll start to see more market diversification. I'm hoping to invest about $300,000 from a recent home sale into the financial markets, but I'm still not sure how rates will effect the market just yet, which worries me a lot. Like how long will the bull rally last before the reset?.
You see in the stock market, bigger risk begets bigger results that can work in the bulls' favor. I think investors who are wary of the changing market trends should seek out bear/bull mrkt directions from certified strategists.
You're right mate! I’ve been using a fin-market expert for two years now and I own a 7figure diversified portfolio from investing in stocks. Currently, my portfolio is worth over $1m.
thats really massive!How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
Viviana Marisa Coelho’’ is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
Marina Carolina Nice is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
Rate cuts commence in June 2024, taking 6-8 months to complete. A potential crash, if any, might occur by March 2025. The soft landing narrative is gaining traction, making this big recession everyone is calling for less likely. With $1 million from a business sale, I'm seeking profitable investment opportunities for the next 3 years.
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.
I've heard that some experts are pointing to factors like rising inflation and the possibility of interest rate hikes as potential triggers for Treasury market instability. It's making me rethink my investment strategy, especially with my stocks portfolio of $400k declining over 35%
Accurate asset allocation is crucial, and some individuals use hedging strategies or allocate part of their portfolio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay financially secure for over five years, yielding nearly $1 million in returns on investments.
I've shuffled through investment coaches and yes, they can be positively impactful to an individual's portfolio, but do your due diligence to find a coach with grit, one that withstood the 08' crash. For me, Carol Vivian Constable turned out to be better and smarter than all the advisors I ever worked with till date, I’ve never met anyone with as much conviction.
Thanks for sharing, 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 e-mail shortly.
How the hell do you decline over 35% lol, even if you were in purely $VOO, $SPY, etc. you'd be up. Not sure why you're investing if you don't have all your money in an ETF or NVDA/PLTR with an AI wave. You're just not very good at investing.
I’m 45, $800K net worth. Been saving 50% of my salary, investing in stocks & living below my means. I'm trying to avoid new buys now in order not to get sucked into a bear trap. On the other hand, I’d love to know best possible areas and ways to invest amid downtrend. I’m worried with the numerous bank failures as of late or do I wait?
You can get 9-12 month CDs at 5.5% which is a pretty good guarantee. I would rather take a guaranteed 5.5% than to try and speculate on which assets will do better in the likelihood of recession. There's also treasury bonds but you run the risk of yields continuing to rise.
Honestly, this concerns me and has left me uneasy. Especially the potential inflation. I'm unsure about my $130K account strategy, considering the uncertainty of a recession mostly.
I completely understand your concerns, but you should first have a conversation with a the law, like a hedge fund manager or financial manager. For my part, I prefer the latter to the Yt opinions.
This is why having the right plan is invaluable, my $510k portfolio is well-matched for every season of the market and recently hit 100% rise fromm early last year. I and my CFP are working on a more figures ballpark goal this 2024
She goes by 'Heather Lee Larioni'. I choose to delegate my excesses to her because of her great expertise. I suggest you look her up. To be honest, almost didn't buy the idea of letting someone handle growing my finances, but so glad I did!!!
"Be greedy when others are fearful." - Warren Buffett. 2021-2022 was the time to be greedy and most of us that invested during those times are currently up in our positions. Right now it's time to do the opposite and be fearful while others are greedy. I'm keeping quite a bit of my money tied up in short-term bonds yielding 5%+ rates while the market is far too bullish. When things finally correct I'll pile a bit more in, if things all out crash I'll have a significant sum to throw into the markets. Either way I'm either going to see gains through my investments or decent 5% gains while I wait for the market to settle/crash.
I really appreciate the dedication in each video you post. To be successful in markets, traders should understand the crossover between asset classes & liquidity flow. Desiree Madison focuses on Multi-asset trading, a single strategy to manage risk, profit, and the code or the actual decision-making across multi-asset classes. Her skills set is top notch.
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.
In 2021 Central Banks said they wouldn't raise rates until 2024. I ignored Central Banks in 2021 and fixed my rates for 5 years at 2.8%. Moving forward...inflation will be much stickier than expected and thus rates won't be cut anytime soon. Furthermore, the S&P will tank when the dumb money finally realises that the Fed ain't providing any stimulus this year.
If you're a beginner investor, here's my advice: Speculating about interest rates is a complete waste of time because it's unknowable. The only interest rate worth considering is the current interest rate. All the great investors of the world know this, including Warren Buffett, Steve Eisman, Bill Ackman etc and they completely ignore any speculation about future interest rates when making investment decisions. The only reason Brandon is discussing this topic is because he knows people love speculating and it makes for easy content to generate ad revenue for himself.
This whole economic chaos was powered by optimism that the FED is done with hiking interest rates. But now that rate crash is the situation and times are uncertain, how would you advise I safely allocate $250k?
there are sure a few ways to hedge against inflation. Avoid rumors or hearsay, with that amount you can afford a certified financial planner strategize ways to do that.
Agreed, my portfolio is well-matched for every market season yielding 85% from early last year to date. I and my CFP are working on a 7 figure ballpark goal, tho this could take another year. IMO, financial advisors are the most sought-after professionals after doctors.
bought into NVIDIA around September because a FA recommended it, he said the company is selling shovels in a gold rush and it actually accounted for almost 80% of my market return last year. I could really use a help again
Personally, I delegate my excesses to someone of great expertise ''Heather Ann Christensen '' preferably you can look her up online, her qualifications speak for itself.
She goes by ‘Heather Ann Christensen’ I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
In 2008 Leehan Brothers and Fannie Mae crashed the market. And FEDs has been lowering the interest rates for the last 14 years until recently. People around the World has made money from the low interest rates. Buy properties and stocks. Now properties and stocks are out of reach for the normal guy in he's late 20 and later 30s. If you starting lower interest rates again, history will repeat itself , and rich will get richer, and poor will be poorer
Unemployment isn’t low. Stop looking at the initial headline announcements, and look at all the revisions they’ve made quietly after the initial release.
Can't deny the fact that Amazons AMS590X is the strongest bet to bring power back to this industry after we suffered FTX, Celsius, Tera and so on. Sure if they fail it's done for good, but I don't see that the biggest tech company in the world would put everything at risk just for that.
I agree with samuel benner. I’m saving cash to buy stock Rates hikes will happen 3 times in 2024. The real inflation rates are about to show themselves for the next 3 years. We prob will have a decent market up to 2026 before another downturn in2027. It’s gonna take 3 years for people to realize they can’t pay their mortgage, they can’t pay for their Tesla and it sucks anyways, and that everyone’s laziness and ego are going to crush them. At least I hope. Looking at the American public the greed and laziness makes me sick.
My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.
If you lack market knowledge, your best bet is to seek advice or support from a consultant or investing coach. Contacting a consultant may sound simple, but it's how I've managed to stay afloat in the market and increase my portfolio to roughly 60% early this year. It is, in my opinion, the best way to get started in the industry right now.
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
Whitney Kay Stacy is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
Ignore the macro. Instead, look for industry leading, wide moat companies that have no or limited debt, high FCF, high ROIC, and are trading at >50% of their intrinsic value. Hold the stock for ten plus years and get on with life. The problem is that a video on this isn’t dramatic enough to get clicks.
You can also look at macro to find pond with fishes. Companies described by you can be found easier in other markets than US. Austria, Sweden or Poland or Vietnam markets can be better place for screening. To chose such market in top-down approach it is good to look at makro data and population stats of given region.
I agree whole heartedly. If inflation even farts right now I see the fed raising rates not lowering them. My bet is that by the end of the year they will "raise" the interest rates. If not this year definitely next. GL GT.
between the two, I think I would still support Amazons AMS590X : technically speaking, years ahead of the competitors,Brand power, easy development, flexible with source languages, quick tx...
3:15 biggest AI gain will be for movie studios. That text to video AI that wowed everyone, imagine feeding it a book and movie comes out. Your entire production cost has come down to $10k worth of cloud computing cost.
It can be good to generate fake spam movies, or niche things like Blair Witch. There's lack of control for any serious production. If it ever reaches that level (fine grained control with predictable outcome), it will probably fall behind rendering animation in cost effectiveness, because of much bigger complexity. In 3d animation you got relatively low complexity, which is compensated by complexity of a human brain which bosses things around. To get that level in AI you need artificial general intelligence, which with current approach doesn't look achievable if you look at things with sober mind. Right now simplified models of connected neurons are trained from scratch. For biological general intelligence to develop from scratch it took a billion years in a gigantic parallel computation (you can look at each organism's life like a network training run). So to achieve that in digital form form scratch one may need a comparable undertaking. Things may be optimized here and there, but one may still end up with several thousands of years of training in a simulation on all available resources to come up with something of similar complexity to a human brain.
Don't try to outperform market. Invest into SNP500 (or other etf you like) and bonds. The younger you are the bigger shrare in etf you hold. Going older -> increate bonds share of your portfolio. Have a great life
Feels like the people are misunderstanding the FED goals. It is not to fire up the stock markets, it is to keep the balance of everything. Completely right to keep the rates high at this point. But I understand Ray Dalio as well, he says you need to print a bit more money than the inflation rate to grow and in case you need to print higher and higher figures, you are starting a vicious cycle without any buyers at the end
Rates should be going up. Not so much just a little this year. And i think it should stay there for longer between 5,75% and 6% for the next 3 Years. I would say that if they cut rates they have to rise it up in the next wave of setting rates up. And than we go higher than 7% rates.
Nice video! Definitely, as it is said in the video, with no recession signs and inflation near the target, I also don't see why FED should rush into lowering interest rates. Which I see as a positive sign for 2024.
Problem is that it is not clear that we have decent economy growth. GDP and GDI are telling totally different story. GDP and GDI both are measuring same thing in principle as you can't have spending (so GDP) without having income (so GDI). Just for the record credit and debt is included in models. Up to 2023 GDI and GDP were were nicely correlated for last 50 years with exception of 3 quarters in 2007. So I'm not sure if there is decent growth. It is better to be cautious as data is messy.
S&P 500 hit intra day high 4,839.81 Jan 2022 over two years ago. This market will resemble the 1968-1982 market where the market traded in a range, so if you bought near the top you will have to hold on.
The question is how to convert your salary into the investment funnel without double taxation. you pay taxes once it's earned, then buy stocks etc and get taxed again once you sell for gains. How do I skip the first tax stage? I want to invest over 300k on the stock market, how do I achieve this
Rates aren't coming down. The fed is NOT in control. Inflation is. Rates are where they should be...if not higher. 0% rates for too long created all of these bubbles in every asset class and they're all going to collapse.
inflation doesn't need to ease, it has to reverse or the crash is guaranteed. Unemployment doesnt mean shit when the median income is at a poverty level when you factor the inflation.
I think it's a normalised interest rate environment , rather than a high interest rate environment. Central banks should stop stuffing around with rates in an extreme manner.
I was with you right up until the guy said that people warning about the debt should keep their mouth shut. Just because the debt crisis hasn’t happened yet doesn’t mean that it’s not something we should not worry about. That’s like telling someone that just because they haven’t had a heart attack yet, they shouldn’t worry about their diet exercise. There’s a healthy amount of debt and an unhealthy amount of debt. I don’t respect people who say that others should not contribute to the conversation simply because they disagree on where that healthy amount lies.
Eisman isn't saying there's no dollar or debt risk. He's just saying the risk is not immediate. Dalio brings attention to these risks today because now is the time to do something about them so we're not in crisis 30 to 40 years from now. They're both agreeing actually.
The rush is the trillions of dollars of debt that is coming to maturity in 2024!! The government definitely does NOT want to refinance the debt at the higher rates.
The fact that most people fear high interest rates indicates why nothing grows. Once people will welcome high interest rates things will start progressing again.
Absolutely hit the nail on the head with this one. America's banking and government systems are unsustainable in the long run, but still strong in the short term. Higher interest rates are needed to attract investment, and needed to reflect the real allocation of saving in the economy. To lower interest rates will set off yet another capital boom and bust cycle.
I love when they say 2% inflation 3% inflation 4% inflation. Can anybody walk into a supermarket and tell me something that has gone up only 3 or 4% ? my favorite soup went from $1.14 to $2.18. Ronzoni pasta used to be $.89 for a box. Now it’s 2.05. Any kind of lunch meats have gone up 100%
Don't forget the infrastructure companies related to the AI buildout. Companies that build the server farms, lay the network cables, etc. AI will produce revenue for companies in the software and high-tech space, but the infrastructure needs to connect them with the hardware first.
It is so easy to understand. If the economy turns bad there will be pressure to cut rates. Once the rate cuts are over the market will react and it'll crash then we all get on with life.
I would like to see video about investing in Africa and India, so I understand your concerns. Why there is almost no UA-camrs talking about African stocks?
This is a much more pro keynesian view than I have but interesting to hear there is still hope from the status quo economic position to keep rates up. Rates were too low and it will take time for the market to recover.
long term average for 30 year mortgage is 7 percent. right where we are, no need to do anything. Retirees can finally get over 5 percent yield on CD's. It took me 30 years to save 1 million dollars. Now I can earn 50k per year along with SS and live a comfortable retirement without playing in the Wall Street casino.
I recently made further purchases. Saving for a market slump is also a bad idea. There are different perspectives on recessions and depressions; we cannot always expect significant rewards; and taking risks is preferable to doing nothing. The bottom line is that by diversifying your portfolio and making sensible judgments, you will accomplish exceptional outcomes. In just 5 months, my portfolio's raw earnings increased by $608k.
Your earnings INCREASED by $608,000 in 5 months? So your annualised earnings are greater than $1.5 million? What’s the net value of your assets then? Sounds like the start of a scam chain of messages to me 🤷♂️
4:39 It's strange, there doesn't seem to be any lag between the rising rates and inflation going down, the peak coincides with the first rate rise. Isn't that a bit weird? The fact is the past 10 years of cheap money must not occur again, effectively 0% interest rates were absolutely silly. Anyone hoping rates will go back to 1% or 2% are dreaming, and if rates do go back down to those levels then it's going to be pandemonium.
Hmmm in your graphs, it's clear how the inflation rates preceded the Fed rates, especially when turning high again, so not a consequence of the "early" Fed rates cuts but obeying other factors.
Considering that the US federal budget has around 5tn in revenues but debt servicing cost went up from 200-300bn per year during the pandemic to around 1tn in 2024, the US debt servicing cost just went up by roughly the entire budget of the US military. And the US government runs high deficits even under good conditions. Even in the last 5 years it was alwas above 5%. In the very good year of 2023 it was 6.3%. The deficit ratios kept rising over the last 2 decades and the debt level went from around 70% to 120% of GDP in just 15 years. The danger is not imminent but I really doubt this is sustainable as service cost rise so much faster than revenues that even raising taxes or cutting spending is not an option anymore.
After reviewing “the great taking”, the idea of lowering interest rates seems out of the question. They raised the rates in a panic and overshot. It like a car in an uncontrolled slide on ice at this point. If they don’t keep rates high it will only magnify multiple times the liabilities they have.
Great video. Thanks for putting this together. Makes a lot of sense. I'm invested in some of the Mag7 like meta and Google from 2022 lows. While I'm not selling them, definitely stopped buying a while ago and don't plan to
The 1970s inflation was energy based. It was man made Arabs cut us off). Inflation came back down during Reagan more because the energy supply grew (Prudhoe Bay, North Sea, etc) than because of interest rates. Now, this time, energy is very cheap. We're paying the same for a gallon of gas as we did 11 years ago, and natgas is so cheap they are giving it away. THIS TIME inflation is caused by very different things: insurance rates, cheap housing shortage, supply chains. I dont think interest rates did much for 1970s inflation and I have no idea if its gonna do anything for 2020s inflation.
One problem with this analysis. The inflation we have was caused by expansion of money supply ie. QE or money printing of trillions of dollars, not real growth of the economy. And inflation only pulled back - nothing goes up in a straight line. They can’t cut rates without causing more inflation. Fed is stuck. The situation is same as it was in the seventies.
Beginning 2024, I think we'll start to see more market diversification. I'm hoping to invest about $300,000 from a recent home sale into the financial markets, but I'm still not sure how rates will effect the market just yet, which worries me a lot. Like how long will the bull rally last before the reset?.
You see in the stock market, bigger risk begets bigger results that can work in the bulls' favor. I think investors who are wary of the changing market trends should seek out bear/bull mrkt directions from certified strategists.
I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $130k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $455,000.
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?.
'LAILA ARTINE KASSARDJIAN is the licensed fiduciary 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 internet and found her webpage with her credentials. I wrote her outlining my financial objectives and planned a call with her.
Thanks for watching guys! I appreciate the support :)
The fed wont cut or cut little so stop posting same bs. Give real evidence or stop bothering edi.
keep up the good work 👍 greetings from germany
Great DD.
Good job! But these doom sayers never got it right.😂
Do you have Nvidia in your portfolio?
I see the rising interest rate as a very big problem, as more investors will definitely pull out more money from the Stock market. This might have worked when I was still invest-ing with a couple thousand dollars, but it is more difficult now to decide whether to pull out more than $365k from my port-folio. I know some inves-tors still make that despite the strong bear market. In wish I could pull that feat
I think the whole thing about holding stocks for long term will always apply. So I think you should get a quality broker who is able to analyze and pick stocks that will do well in the long term, else you will be in a long bear ride.
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 broker, 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.
This sound interesting. I’m not really one to use pro analysts, but I guess it would not hurt to try one. My portfolio is in the red waters right now
'Carol Vivian Constable is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
It's a common misconception that when a stock you buy skyrockets, the smart thing to do is sell it (or at least sell some of it) to lock in your profits. But the context matters. If the stock has increased sharply because the business is performing exceptionally well, it could still be a bargain. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...
I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K
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.
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
Those bots are so cute.
There is obviously a compounding effect in the very long term for large capital, but is not "automatic", and with the wrong strategies you can even lose more than you have. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K
impressive gains! how can I get your advlsor please, if you dont mind me asking? I could really use a help as of now
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.
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
Man the bots on financial channels are annoying
It’s insane
Easy to recognize though…same scenario every time, just different names.
Wait, Maria Escobar Chavez isn't a world renowned financial planner who can get my 250k from the sale of my house up 100%, if I'm only willing to wait until q1 2024?!?!?
bots have made comment section of investment / finance channels pretty unbearable
Yours is literally the only non-bot comment in the top five featured on my page. It's a fkn joke.
It's quite simple why rates are climbing with rising imports and falling exports, the FED is obviously to be blamed for banking crisis. Something will eventually break if they keep the quantitative tightening and higher interest rates. Is this really a good time to have some savings in stocks?
Government stimulus payments and curbed spending allowed Americans to save more money than they typically do. Annual household income surged in the past 4 years post pandemic, I don’t expect it to continue so
Yup excess savings families gathered during the pandemic appears to have run out among middle-income and low-income households. Holidays are coming, which usually means heavy spending for households. I could use a lottery win or a sudden pump from one of my holdings. My trading skills are inadequate.
Most youtubers said the market would be fine few months back, but it's been a major downturn. Luckily, since the rona-outbreak in 2020, I've avoided the drawback of trial and error by simply following professional guidance. I'm semi-retd and work only 7.5 hours weekly, with nearly $1m ROI after subsequent investments to date.
Who is this strategist Monica you talk about? I and my spouse have been looking for something like this especially in this quarter to help us organize our finances going into next year.
The bearish sentiment gives way to a bullish indicator, you however must plan properly or consult with a professional who has lived through two recessions at least and has a great track record with her clients and no disclosures in the past.
Great video, I have always wanted to invest and start my retirement plans early enough, but I never did. I hope it is not too late for me? I will like good advice on how I can start up my retirement and put up some investments as well. This world in getting more difficult to live in everyday. One needs to prepare for the future and kids inheritance.
Like I always tell people it is easy to invest and begin your retirement plans even if you have no idea, all you need is get the services of a good financial manager or an expert in that very field.
I total agree, get the assistance of an expert and save yourself the troubles that comes with investing or trading. As for me, I am very busy with work, I do not have time to monitor my investment, but I still make so much profit every time. That is because I have someone doing all the work on my behalf.
Tenley Megan Amerson, is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
scam bot scam bot scam bot!! haha
SCAMMERS
This real estate market collapse might end up being a part of us for a very long time. With inflation currently at about 9%, my primary concern is how to maximize my savings/retirement fund of about "$300k" which has been sitting duck since forever with zero to no gains.
The share market is a way to hedge against inflation. Most striking amidst recession, investors need to understand where and how to allocate funds to hedge against inflation and still make profits.
That is so amazing, I’m trying to get up ladder at 40. I wish at 55 I will be testifying to similar success. How can I reach this manager of yours? because I'm seeking for a more effective approach on my savings
She looks to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
Scam.
If you are under 55, stick it in 1-3 year risk free government Treasuries and 10-15% precious metals, then sleep like a baby at night. Equities will be much more attractive after the bubble bursts and valuations get back to sane levels, like 12-15x earnings for growth companies.
Market highs can sometimes be followed by corrections, but predicting the timing and extent of it is challenging. I've heard some analysts talk about a 'massive' correction. It makes me wonder if it's time to adjust my $2M portfolios or maybe even consider some defensive investments.
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.
Even with the right strategies and appropriate assets, investment returns can differ among investors. Recognizing the vital role of experience in investment success is crucial. Personally, I understood this significance and sought guidance from a market analyst, significantly growing my account to nearly a million. Strategically withdrawing profits just before the market correction, I'm now seizing buying opportunities once again.
Mind if I ask you to recommend this particular coach you using their service?
Laila artine kassardjian' is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
In the middle of 2024, I think we'll start to see more market diversification. I'm hoping to invest about $300,000 from a recent home sale into the financial markets, but I'm still not sure how rates will effect the market just yet, which worries me a lot. Like how long will the bull rally last before the reset?.
You see in the stock market, bigger risk begets bigger results that can work in the bulls' favor. I think investors who are wary of the changing market trends should seek out bear/bull mrkt directions from certified strategists.
You're right mate! I’ve been using a fin-market expert for two years now and I own a 7figure diversified portfolio from investing in stocks. Currently, my portfolio is worth over $1m.
thats really massive!How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
Viviana Marisa Coelho’’ is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thank you for this amazing tip. I just looked the name up, wrote her explaining my financial market goals and scheduled a call.
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
Marina Carolina Nice is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
Your feelings don’t matter
Rate cuts commence in June 2024, taking 6-8 months to complete. A potential crash, if any, might occur by March 2025. The soft landing narrative is gaining traction, making this big recession everyone is calling for less likely. With $1 million from a business sale, I'm seeking profitable investment opportunities for the next 3 years.
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.
Who’s your CFP ??
Her name is “Natalie Marie Tuttle” can't divulge much. Most likely, the internet should have her basic info, you can research if you like
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
😂
I've heard that some experts are pointing to factors like rising inflation and the possibility of interest rate hikes as potential triggers for Treasury market instability. It's making me rethink my investment strategy, especially with my stocks portfolio of $400k declining over 35%
Accurate asset allocation is crucial, and some individuals use hedging strategies or allocate part of their portfolio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay financially secure for over five years, yielding nearly $1 million in returns on investments.
Hope you don't mind if I ask you to recommend this particular professional you use their service?
I've shuffled through investment coaches and yes, they can be positively impactful to an individual's portfolio, but do your due diligence to find a coach with grit, one that withstood the 08' crash. For me, Carol Vivian Constable turned out to be better and smarter than all the advisors I ever worked with till date, I’ve never met anyone with as much conviction.
Thanks for sharing, 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 e-mail shortly.
How the hell do you decline over 35% lol, even if you were in purely $VOO, $SPY, etc. you'd be up. Not sure why you're investing if you don't have all your money in an ETF or NVDA/PLTR with an AI wave. You're just not very good at investing.
A minute looking at interest rate estimates is a minute wasted
Why does this guy always have such alarmist thumbnails
this is a 16 minute video
"If you spend 12 minutes learning economics you wasted 10 minutes of your life"- Peter Lynch
Depends on your profit in 60 seconds
Sometimes he gets it right but this time was not one of those time
I’m 45, $800K net worth. Been saving 50% of my salary, investing in stocks & living below my means. I'm trying to avoid new buys now in order not to get sucked into a bear trap. On the other hand, I’d love to know best possible areas and ways to invest amid downtrend. I’m worried with the numerous bank failures as of late or do I wait?
@sammyphon Please who is guiding you and how?
I'm scared but also excited to add to my positions as the market drops
Thanks for sharing. searched for her full name and her website popped
CRH.
You can get 9-12 month CDs at 5.5% which is a pretty good guarantee. I would rather take a guaranteed 5.5% than to try and speculate on which assets will do better in the likelihood of recession. There's also treasury bonds but you run the risk of yields continuing to rise.
Honestly, this concerns me and has left me uneasy. Especially the potential inflation. I'm unsure about my $130K account strategy, considering the uncertainty of a recession mostly.
I completely understand your concerns, but you should first have a conversation with a the law, like a hedge fund manager or financial manager. For my part, I prefer the latter to the Yt opinions.
This is why having the right plan is invaluable, my $510k portfolio is well-matched for every season of the market and recently hit 100% rise fromm early last year. I and my CFP are working on a more figures ballpark goal this 2024
She goes by 'Heather Lee Larioni'. I choose to delegate my excesses to her because of her great expertise. I suggest you look her up. To be honest, almost didn't buy the idea of letting someone handle growing my finances, but so glad I did!!!
😂😂
scam bot scam bot scam bot!! haha
"Be greedy when others are fearful." - Warren Buffett. 2021-2022 was the time to be greedy and most of us that invested during those times are currently up in our positions. Right now it's time to do the opposite and be fearful while others are greedy. I'm keeping quite a bit of my money tied up in short-term bonds yielding 5%+ rates while the market is far too bullish. When things finally correct I'll pile a bit more in, if things all out crash I'll have a significant sum to throw into the markets. Either way I'm either going to see gains through my investments or decent 5% gains while I wait for the market to settle/crash.
You got lucky the market didn’t run. 🏃 Good on ya.
I really appreciate the dedication in each video you post. To be successful in markets, traders should understand the crossover between asset classes & liquidity flow. Desiree Madison focuses on Multi-asset trading, a single strategy to manage risk, profit, and the code or the actual decision-making across multi-asset classes. Her skills set is top notch.
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.
You trade with Desiree Madison too? Wow that woman has been a blessing to me and my family.
I'm new at this, please how can I reach her?
I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much
In 2021 Central Banks said they wouldn't raise rates until 2024.
I ignored Central Banks in 2021 and fixed my rates for 5 years at 2.8%.
Moving forward...inflation will be much stickier than expected and thus rates won't be cut anytime soon.
Furthermore, the S&P will tank when the dumb money finally realises that the Fed ain't providing any stimulus this year.
well said
If you're a beginner investor, here's my advice: Speculating about interest rates is a complete waste of time because it's unknowable. The only interest rate worth considering is the current interest rate. All the great investors of the world know this, including Warren Buffett, Steve Eisman, Bill Ackman etc and they completely ignore any speculation about future interest rates when making investment decisions. The only reason Brandon is discussing this topic is because he knows people love speculating and it makes for easy content to generate ad revenue for himself.
This whole economic chaos was powered by optimism that the FED is done with hiking interest rates. But now that rate crash is the situation and times are uncertain, how would you advise I safely allocate $250k?
there are sure a few ways to hedge against inflation. Avoid rumors or hearsay, with that amount you can afford a certified financial planner strategize ways to do that.
Agreed, my portfolio is well-matched for every market season yielding 85% from early last year to date. I and my CFP are working on a 7 figure ballpark goal, tho this could take another year. IMO, financial advisors are the most sought-after professionals after doctors.
bought into NVIDIA around September because a FA recommended it, he said the company is selling shovels in a gold rush and it actually accounted for almost 80% of my market return last year. I could really use a help again
Personally, I delegate my excesses to someone of great expertise ''Heather Ann Christensen '' preferably you can look her up online, her qualifications speak for itself.
She goes by ‘Heather Ann Christensen’ I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
New Money….. can you please make a note or disclaimer in your videos speaking to the bots in your comments recommending they google advisors?!
Reading the comments l was getting a feeling of a majority being bots with repeat information and scenarios being similar.
@@pjhosking4457 its like this on any video about finance
In 2008 Leehan Brothers and Fannie Mae crashed the market.
And FEDs has been lowering the interest rates for the last 14 years until recently.
People around the World has made money from the low interest rates. Buy properties and stocks.
Now properties and stocks are out of reach for the normal guy in he's late 20 and later 30s.
If you starting lower interest rates again, history will repeat itself , and rich will get richer, and poor will be poorer
Agree with Eismann. I foresee 1 cut, 1/4 point. And don’t forget it’s an election year. The Fed tends not to act.
nah, he is dead wrong about the cut, recession and debt ceiling .. no cut before the crash ..
in addition to that, orange man is back in town ..
Unemployment isn’t low. Stop looking at the initial headline announcements, and look at all the revisions they’ve made quietly after the initial release.
Can't deny the fact that Amazons AMS590X is the strongest bet to bring power back to this industry after we suffered FTX, Celsius, Tera and so on. Sure if they fail it's done for good, but I don't see that the biggest tech company in the world would put everything at risk just for that.
Scam. Please ignore.
I agree with samuel benner.
I’m saving cash to buy stock
Rates hikes will happen 3 times in 2024.
The real inflation rates are about to show themselves for the next 3 years.
We prob will have a decent market up to 2026 before another downturn in2027.
It’s gonna take 3 years for people to realize they can’t pay their mortgage, they can’t pay for their Tesla and it sucks anyways, and that everyone’s laziness and ego are going to crush them.
At least I hope.
Looking at the American public the greed and laziness makes me sick.
My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.
If you lack market knowledge, your best bet is to seek advice or support from a consultant or investing coach. Contacting a consultant may sound simple, but it's how I've managed to stay afloat in the market and increase my portfolio to roughly 60% early this year. It is, in my opinion, the best way to get started in the industry right now.
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
Whitney Kay Stacy is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
When timing is critical, being early is being wrong for sure. Good advice in general.
Ignore the macro. Instead, look for industry leading, wide moat companies that have no or limited debt, high FCF, high ROIC, and are trading at >50% of their intrinsic value. Hold the stock for ten plus years and get on with life.
The problem is that a video on this isn’t dramatic enough to get clicks.
You can also look at macro to find pond with fishes. Companies described by you can be found easier in other markets than US. Austria, Sweden or Poland or Vietnam markets can be better place for screening. To chose such market in top-down approach it is good to look at makro data and population stats of given region.
Eisman is right, Dalio wont even be alive by the time US debt becomes a problem.
I think inflation in 1970s is more related to oil crisis in 1973 and 1979
Exactly.
I agree whole heartedly. If inflation even farts right now I see the fed raising rates not lowering them. My bet is that by the end of the year they will "raise" the interest rates. If not this year definitely next. GL GT.
between the two, I think I would still support Amazons AMS590X : technically speaking, years ahead of the competitors,Brand power, easy development, flexible with source languages, quick tx...
Scam. Please ignore.
3:15 biggest AI gain will be for movie studios. That text to video AI that wowed everyone, imagine feeding it a book and movie comes out. Your entire production cost has come down to $10k worth of cloud computing cost.
It can be good to generate fake spam movies, or niche things like Blair Witch. There's lack of control for any serious production. If it ever reaches that level (fine grained control with predictable outcome), it will probably fall behind rendering animation in cost effectiveness, because of much bigger complexity. In 3d animation you got relatively low complexity, which is compensated by complexity of a human brain which bosses things around. To get that level in AI you need artificial general intelligence, which with current approach doesn't look achievable if you look at things with sober mind. Right now simplified models of connected neurons are trained from scratch. For biological general intelligence to develop from scratch it took a billion years in a gigantic parallel computation (you can look at each organism's life like a network training run). So to achieve that in digital form form scratch one may need a comparable undertaking. Things may be optimized here and there, but one may still end up with several thousands of years of training in a simulation on all available resources to come up with something of similar complexity to a human brain.
I want to start investing but need guidance. Any advice or recommendations for assistance?
Absolutely! I made sure to spread out my $25,000 portfolio across various markets to diversify my investments.👍
You really need someone like Della Martin, a reliable trader, to make it happen.
Don't try to outperform market. Invest into SNP500 (or other etf you like) and bonds. The younger you are the bigger shrare in etf you hold. Going older -> increate bonds share of your portfolio. Have a great life
Bot chat
Feels like the people are misunderstanding the FED goals. It is not to fire up the stock markets, it is to keep the balance of everything. Completely right to keep the rates high at this point. But I understand Ray Dalio as well, he says you need to print a bit more money than the inflation rate to grow and in case you need to print higher and higher figures, you are starting a vicious cycle without any buyers at the end
Love Eisman’s takes. Voice of reason and practicality in a sea of fear and overreaction
Rates should be going up. Not so much just a little this year. And i think it should stay there for longer between 5,75% and 6% for the next 3 Years. I would say that if they cut rates they have to rise it up in the next wave of setting rates up. And than we go higher than 7% rates.
Nice video! Definitely, as it is said in the video, with no recession signs and inflation near the target, I also don't see why FED should rush into lowering interest rates. Which I see as a positive sign for 2024.
The fact that the big 5 are responsible for 25% of all revenue on SP500 tells a lot
Shout out to the production team with the videos. The quality is great
I think he is right. With decent economy grow, risk of high cost starting now. Fast rate cuts will danger.
Problem is that it is not clear that we have decent economy growth. GDP and GDI are telling totally different story. GDP and GDI both are measuring same thing in principle as you can't have spending (so GDP) without having income (so GDI). Just for the record credit and debt is included in models. Up to 2023 GDI and GDP were were nicely correlated for last 50 years with exception of 3 quarters in 2007.
So I'm not sure if there is decent growth. It is better to be cautious as data is messy.
S&P 500 hit intra day high 4,839.81 Jan 2022 over two years ago. This market will resemble the 1968-1982 market where the market traded in a range, so if you bought near the top you will have to hold on.
The question is how to convert your salary into the investment funnel without double taxation. you pay taxes once it's earned, then buy stocks etc and get taxed again once you sell for gains. How do I skip the first tax stage? I want to invest over 300k on the stock market, how do I achieve this
The dubstep background tune opener was so refreshing 👌
it was drum and bass my guy, but you are right it was an interesting opening
@@armandorivas5154 realized that. After i commented. 😔
@@armandorivas5154 exactly haha, any chance somebody knows the name of that opener?
@@julianzagar2000i’m tryna find out too
He was right once. His latest predictions have been way off.
Rates aren't coming down. The fed is NOT in control. Inflation is. Rates are where they should be...if not higher. 0% rates for too long created all of these bubbles in every asset class and they're all going to collapse.
That was really interesting. I watch many financial commentators on here, but that was well put together.
Great video Brandon!
Thank god I don't have to rely on my ability to predict interest rates in my investment process.
Do you have any investment advice for a newbie here?
Thanks a lot spammers. Now OP is probably not going to respond to my inquiry
Bot thread!
More fking spam! Stop it!
As an electric engineer I think somebody needs to step up the PID parameters game
I agree with Eisman, Reinhart and Rogoff made that argument back in 2010 to justify austerity. It was wrong then and wrong now.
We need higher rates.
Yo, big ups on the Drum and Bass
Wicked wicked!
inflation doesn't need to ease, it has to reverse or the crash is guaranteed. Unemployment doesnt mean shit when the median income is at a poverty level when you factor the inflation.
I think it's a normalised interest rate environment , rather than a high interest rate environment. Central banks should stop stuffing around with rates in an extreme manner.
I remember being at a wedding in Sept 2022 and a friend was prematurely predicting rate cuts... how far we've come
I was with you right up until the guy said that people warning about the debt should keep their mouth shut. Just because the debt crisis hasn’t happened yet doesn’t mean that it’s not something we should not worry about. That’s like telling someone that just because they haven’t had a heart attack yet, they shouldn’t worry about their diet exercise. There’s a healthy amount of debt and an unhealthy amount of debt. I don’t respect people who say that others should not contribute to the conversation simply because they disagree on where that healthy amount lies.
Eisman isn't saying there's no dollar or debt risk. He's just saying the risk is not immediate. Dalio brings attention to these risks today because now is the time to do something about them so we're not in crisis 30 to 40 years from now. They're both agreeing actually.
30-40 years from now? lmfao we are talking a couple years max until total collapse. US spends more servicing its debt than on its military now.
love these videos, appreciate your work buddy
The rush is the trillions of dollars of debt that is coming to maturity in 2024!! The government definitely does NOT want to refinance the debt at the higher rates.
Excellent Presentation Thanks !
The fact that most people fear high interest rates indicates why nothing grows. Once people will welcome high interest rates things will start progressing again.
If there's more cash, it also means companies can scale and sell at volumne, often bringing down prices
"SEVEN of the stocks in the S&P 500 accounted for 60% of it's rise in 2023." - Jesus, that's something to definitely keep in mind.
Raise interest rates another .25 point. 👍
FYI - Nvidia stock rose by 40% in 3 weeks since and is now at $700 a share..
Absolutely hit the nail on the head with this one. America's banking and government systems are unsustainable in the long run, but still strong in the short term. Higher interest rates are needed to attract investment, and needed to reflect the real allocation of saving in the economy. To lower interest rates will set off yet another capital boom and bust cycle.
Thank goodness it's not Michael Burry again. Eisman is far better at providing solid reasoning for his theses. Well done video!
I love when they say 2% inflation 3% inflation 4% inflation. Can anybody walk into a supermarket and tell me something that has gone up only 3 or 4% ? my favorite soup went from $1.14 to $2.18. Ronzoni pasta used to be $.89 for a box. Now it’s 2.05. Any kind of lunch meats have gone up 100%
I enjoyed this video, great job as always. Keep'em coming mate!
Loved the video! thanks for the insights!
Don't forget the infrastructure companies related to the AI buildout. Companies that build the server farms, lay the network cables, etc. AI will produce revenue for companies in the software and high-tech space, but the infrastructure needs to connect them with the hardware first.
It is so easy to understand. If the economy turns bad there will be pressure to cut rates. Once the rate cuts are over the market will react and it'll crash then we all get on with life.
Clearly the US is very important, but it'd be great to see some videos on Australian investment, monetary policy, and commentary.
I would like to see video about investing in Africa and India, so I understand your concerns. Why there is almost no UA-camrs talking about African stocks?
Steve Eisman is really smart. I also like his clothing style ;) and the way he talks, his story telling
Really well done man!! Thank you
Bro’s warned people every year
This is a much more pro keynesian view than I have but interesting to hear there is still hope from the status quo economic position to keep rates up. Rates were too low and it will take time for the market to recover.
long term average for 30 year mortgage is 7 percent. right where we are, no need to do anything. Retirees can finally get over 5 percent yield on CD's. It took me 30 years to save 1 million dollars. Now I can earn 50k per year along with SS and live a comfortable retirement without playing in the Wall Street casino.
I recently made further purchases. Saving for a market slump is also a bad idea. There are different perspectives on recessions and depressions; we cannot always expect significant rewards; and taking risks is preferable to doing nothing. The bottom line is that by diversifying your portfolio and making sensible judgments, you will accomplish exceptional outcomes. In just 5 months, my portfolio's raw earnings increased by $608k.
Your earnings INCREASED by $608,000 in 5 months? So your annualised earnings are greater than $1.5 million?
What’s the net value of your assets then?
Sounds like the start of a scam chain of messages to me 🤷♂️
Bot thread incoming
US real estate is the best hedge here
4:39 It's strange, there doesn't seem to be any lag between the rising rates and inflation going down, the peak coincides with the first rate rise. Isn't that a bit weird? The fact is the past 10 years of cheap money must not occur again, effectively 0% interest rates were absolutely silly. Anyone hoping rates will go back to 1% or 2% are dreaming, and if rates do go back down to those levels then it's going to be pandemonium.
Hmmm in your graphs, it's clear how the inflation rates preceded the Fed rates, especially when turning high again, so not a consequence of the "early" Fed rates cuts but obeying other factors.
Great work as always, Brandon. 2024 will be your best year, I think.
He has invested in Australian real estate now so he will build more wealth with that than any stock investment.
Great video mate!
Fed and the Government does not count:
Food
Energy
Housing.
No need to predict when fed will cut rates. Just buy undervalued companies and hold long term. Good companies will do well in long term.
Or valued companies that perform well irrespective. Like CRH.
1,2,3, fed cuts... of how many points? 3 of 0.25 is ok. people think they are going to make the cuts of 0.5 or 0.75?
Very nice presentation and graphical chart
Considering that the US federal budget has around 5tn in revenues but debt servicing cost went up from 200-300bn per year during the pandemic to around 1tn in 2024, the US debt servicing cost just went up by roughly the entire budget of the US military. And the US government runs high deficits even under good conditions. Even in the last 5 years it was alwas above 5%. In the very good year of 2023 it was 6.3%. The deficit ratios kept rising over the last 2 decades and the debt level went from around 70% to 120% of GDP in just 15 years. The danger is not imminent but I really doubt this is sustainable as service cost rise so much faster than revenues that even raising taxes or cutting spending is not an option anymore.
I’m time traveling from the past. Do you think 1978 will be a good year?
I think China was buying up all of the US gold
After reviewing “the great taking”, the idea of lowering interest rates seems out of the question. They raised the rates in a panic and overshot. It like a car in an uncontrolled slide on ice at this point. If they don’t keep rates high it will only magnify multiple times the liabilities they have.
Great video. Thanks for putting this together. Makes a lot of sense.
I'm invested in some of the Mag7 like meta and Google from 2022 lows. While I'm not selling them, definitely stopped buying a while ago and don't plan to
Sell 1/2, buddy.
The 1970s inflation was energy based. It was man made Arabs cut us off). Inflation came back down during Reagan more because the energy supply grew (Prudhoe Bay, North Sea, etc) than because of interest rates. Now, this time, energy is very cheap. We're paying the same for a gallon of gas as we did 11 years ago, and natgas is so cheap they are giving it away. THIS TIME inflation is caused by very different things: insurance rates, cheap housing shortage, supply chains. I dont think interest rates did much for 1970s inflation and I have no idea if its gonna do anything for 2020s inflation.
Folks, just go and listen to the actual interview. Steve is a clear speaker and you don’t need this 16 minute rant.
Thanks for Your Share!
One problem with this analysis. The inflation we have was caused by expansion of money supply ie. QE or money printing of trillions of dollars, not real growth of the economy. And inflation only pulled back - nothing goes up in a straight line. They can’t cut rates without causing more inflation. Fed is stuck. The situation is same as it was in the seventies.
Beginning 2024, I think we'll start to see more market diversification. I'm hoping to invest about $300,000 from a recent home sale into the financial markets, but I'm still not sure how rates will effect the market just yet, which worries me a lot. Like how long will the bull rally last before the reset?.
You see in the stock market, bigger risk begets bigger results that can work in the bulls' favor. I think investors who are wary of the changing market trends should seek out bear/bull mrkt directions from certified strategists.
I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $130k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $455,000.
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?.
'LAILA ARTINE KASSARDJIAN is the licensed fiduciary 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 internet and found her webpage with her credentials. I wrote her outlining my financial objectives and planned a call with her.
Isnt the inflation also being driven by the trade war? Why is no one talking about the impact on all the new tarrifs?