Morgan Stanley's Wilson on S&P Call, Fed Policy, Bond Market
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- Опубліковано 20 вер 2024
- Morgan Stanley Chief US Equity Strategist Michael Wilson talks about raising his price target on the S&P 500 to 5,400. He says markets are being supported by loose monetary policy. He speaks on "Bloomberg Surveillance."
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I have a 3 fund portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and TSM overlap too much to make sense holding both? However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait but watching my portfolio of $450k dwindle away is such an eye -sore.
There are many other interesting stocks in many industries that you might follow. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire.
It's often true that people underestimate the importance of financial advisors until they feel the negative effects of emotional decision-making. I remember a few summers ago, after a tough divorce, when I needed a boost for my struggling business. I researched and found a licensed advisor who diligently helped grow my reserves despite inflation. Consequently, my reserves increased from $275k to around $750k.
I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?
Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with Melissa Terri Swayne for the last five years or so, and her returns have been pretty much amazing.
she actually appears to be well-read and educated. I just did a Google search for her name and found her webpage, I appreciate you sharing
lol Mike shouldn't be on the screen. I bought some recommended stocks and now they are just penny stocks. There seems to be more negative portfolios in the last 3rd half of 2023 with markets tumbling, soaring inflation, and banks going out of business. My concern is how can the rapid interest-rate hike be of favor to a value investor, or is it better avoiding stocks for a while?
Just ''buy the dip'' man. In the long term it will payoff. High interest rates usually mean lower stock prices, however investors should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunder.
The truth is that this is really not as difficult as many people presume it to be. It requires a certain level of diligence, no doubt, which is something ordinary investors lack, and so a financial advisor often comes in very handy. My friend just pulled in more than $84k last month alone from his investment with his advisor. That is how people are able to make such huge profits in the market.
nice! once you hit a big milestone, the next comes easier.. who is your advisor please, if you don't mind me asking?
She's known as a 'Michele Katherine Singh'. One of the finest portfolio managers in the field also widely recognized. Just research the name. You’d find necessary details to work with and set up an appointment.
Thank you for sharing. I just scheduled a phone call with her. She seems proficient considering her résumé.
The ongoing sell-off in bonds and worries about an escalation in Middle East hostilities are weighing on the market, I want to diversify my stock portfolio of $400K but not sure on how to mitigate risk because my portfolio has been declining rapidly since Q2 2022
Know when to sell stocks to reduce losses and keep yourself safe. I suggest seeking guidance from a CFP or other expert.
Yes, I have been in touch with an advis0r ever since the outbreak. With an initial starting reserve of $80k my advis0r chooses the entry and exit commands for my port-folio, which has grown to approximately $350k
That's quite incredible! My p0rtfolio has been performing poorly and i've lost a significant amount of money, therefore I could really use their advice. Who is the advis0r?
Her name is “VIVIAN CAROL GIOIA” can't divulge much. Most likely, the internet should have her basic info, you can research if you like
I just Googled her name and her website came up right away. It looks interesting so far. I'm going to send a mail to her and let you know how it goes.Thanks for sharing truly!
Wow, how does this guy still have a job?
He told me your mom keeps calling
@@harambenolevest69 he lost it
They broke the guy... but he doesn't quit trying to talk his way out of all the BS he talked in 2023.
What BS?
Useless interview
If he doesnt know then he shouldn't be talking
talk is cheap, isn't it? And this guy supplies plenty of words! I don't know why JPM pays for these prognosticators. I can only guess that investors are not content to buy and hold. They want to jump around from winner to winner. So they desire some "guru" to tell them when and where to jump. Best wishes!
It’s a bank, not a hedge fund. He’s simply pitching that their services will continue to thrive in any market environment so their clients feel safe using them and not switching to JPM
Agree@@christianthomas2805
OMG, that dude's still not fired??!!
Brilliant...it might go up, it might go down. How does he still have a job ?
Ultimate top signal.
Great insights from Michael Wilson on the current market conditions and potential outcomes. It's always interesting to hear different perspectives in such uncertain times. Thanks for sharing!
how much is he paid to say "no one knows anything"?
No one does really know. Forecasts are useful if they are right or wrong, as however the forecast turns out, it can be used to calibrate future expectations.
This guy vs Tom Lee. I take Tom Lee any day......... LOL
Nobody knows anything” lolololololol
He made a good point. No one knows anything. It's a guess game
We have been in a bull market since October of last year. Hearing "no one knows anything" from your investment strategist after he missed the bull market would have me pretty pissed off.
Who cares about multiples? Clearly we are in a new market that doesn’t care
We don’t know
No one knows
But we are in the business of knowing
Well we produce nothing for society
We just collect fees
He lost his mojo a bit over the last year but I still think Mike has a better analytical framework than most analysts
RFK jr would give us a nice correction
Everyone talks about the high multiple vs 80 years of history (3:41 in) , but I ask we now have far more software companies (who’s margins are far better) in the S&P than 80 years ago, so naturally that would lift the overall multiple. What am I missing?
Nobody knows anything, so let me spend the next few minutes explaining what I know.
He gets paid as a chief-equity-strategist to say “nobody knows anything. We don’t know.” Man, I chose the wrong career. 😅
Time to be bearish
high quality? wow! he's really going out on a limb here.
My money is on the smartest kid on the list JP Morgan. 4200 sounds reasonable and healthy for the long run in the stock markets.
It's just inflation bro. S&P 500 at 7,000 December 2023, 10,000 December 2024 and 15,000 December 2025. This guy needs to get another job, terrible at market calls. Should just flip a coin and fill in the blanks.
In another word, stocks are over priced and he tried to put it in a very humble manner.
Agreed. Buffett is essentially saying the same thing right now.
Nvda alike yes. Geopolitical stocks nor really
Money market guaranteed 5% no risk. All risk at this multiple.
5% is equivalent to a 20 multiple with no growth, and rates set to plummet within a year.
Good luck timing the market peon 😂
@@Tom0000 gasping for air and no way out you just go to sleep 🤡
client dont care about s&p 500 target then why even give the target ffs?
It is a way to calibrate expectations and to throw ideas out that others can feed on. It is not expected that the forecasts are accurate, just that they exist, as they are useful if right or wrong.
Pathetic! Caved to his Wall Street employer. Be bullish or your fired
Everyone looking at the hourly and daily charts and indicators, and not looking at the weekly. Big mistake.
😂 “Soft landing” “No landing” Take a look at the yield curve or just about any other indicator. Yes this market is going to continue to front run the FED and use bad news as good news. Once that flips, this will rival 08, 00, and 1929.
Sticky inflation, high rates, goverment need to refinance 30% of it's total debt during this summer (about 8 trilions!!!), solid half employment....This is 1970s my friends. Bymeans 40% stock market downturn, rapid rate cuts, curve inversion and entry in recession. I wish i am wrong.
S&P upside until next year is 5,400 and we're already at 5,335. Layoffs up, inflation up...
‘Murican Pride… Blah Blah Blah … same guys talking BS and failing upwards … with your money😂😂😂 👏
this guy is twisting himself into a pretzel
Listen carefully to what mike has to say...then do the opposite...surefire strategy !
S&P Bubble, must new high,must more, it's Absolutely Inevitable now, It's economy today Everywhere...
hahah
If 2nd qtr GDP under 1%, recession is likely
Only 2 outcomes possible : if the firm takes into consideration his bearish stance and recommendations, most if not all clients at MS (wealth and institutional) have under performed the market. On the other hand, if the firm has not adjusted investment strategies at all, despite Wilson's views, then, he has zero importance at the firm and he's only an entertainer.
only 2 outcomes are possible.
Good¡¡
1500 S&P500 points later......................
Mike is the brightest guy on Wall Street🤩 Somebody has to take the other side in these comments🤣
Multiple expansion is risky. What is not is uncertain is that regardless of who wins the US election the spending is going to continue. My add to Mike is that implies value in investing in gold and other hard assets; and being avoid owning things like long nominal bonds. ✌⛳🍁