Bármilyen gazdasági elemzés, gondolat, kereskedési és befektetési ötlet megosztható személyeskedés nélkül. Az alternatív megközelítések is helyet kapnak.
Egy kicsit arról, amiról tegnap beszéltünk: Ez szépen összefoglalja a befektetői környezetet. Egy newsletterben találtam:INVESTING: IT’S NEVER BEEN EASIER TO PLAY OR HARDER TO WIN The title of this week’s investment comment was inspired by a series of online ads I came across that encouraged people barely old enough to vote to start trading from their smartphones using their “easy” apps. Many young, and not so young, people are attracted to these apps because of their ease of use. They are simple to use, as are their more sophisticated desktop counterparts. In fact, it has never been easier to invest/trade….and the knowledge requirement to do that has never been lower. I believe that these two factors account for the surge of small retail investors in recent years. Retail trading has risen to its highest percentage of trading volume since the 1960s. It's not just trading apps that have made retail investing so effortless. The great popularity and growth of passive investment strategies (also intellectually undemanding) have played an enormous role. Indeed, the amount of invested capital tied to passive strategies is now greater than actively managed capital. So, it has never been easier to invest/trade. What could go wrong? The investment era that contributed to the popularity of passive investing (and the advent of trading apps) was characterized by steadily declining interest rates, a massive expansion of money supply and global debt, and a relatively benign geopolitical environment. A more perfect climate for bull markets in both stocks and bonds is hard to imagine. What could go wrong? Well, quite a lot actually. The Federal Reserve (and other central banks) have undertaken the most aggressive policy of interest rate increases in history to combat the most serious bout of inflation since the 1970s. Global debt levels are at levels that almost guarantee that the developing recession will be very severe. In addition, we are witnessing the first major war in Europe since WWII, and relations between Russia and China and the West are at their most contentious in decades. The fragility of the global economy and the current geopolitical issues will not be quickly resolved, and we have written at length of our expectation that the 2020s will be a decade of considerable market volatility. The demands on investors to successfully navigate the markets of the 2020s to minimize the risks and seize the opportunities that will be produced by that volatility will be considerable. Successful investing going forward will require effort from investors to develop skills and be better informed about an increasingly complex investment landscape. Ironically, the increased challenges faced by investors in the 2020s come at a time when the ease of trading/investing has not forced wide swaths of the investing public to develop the skills required to successfully navigate the turbulent markets we anticipate. We do not believe that the simple buy-and-hold strategies espoused by the purveyors of passive strategies, or the “investing as entertainment” attitude so prevalent among smartphone app users, will prove successful in the 2020s.
Ha a söpö sacc 3570 alá landol ( ?) némileg sok long stop kezdhet el dolgozni és begyorsulhat ( ! ! vegytisztán ! ! ) az esés a kovid előtti ATH célárral (3400 alá , köré) , ami húzza lefelé a többi amcsi indexet és a daxot. Beköszönthet régi barátunk Mr. Pánik.
A szaturnusz a kosban áll, azaz hirtelen haragú :)Olyan mérges lettem amikor ráleltem a pakolás közben. Mennyi ember halt meg miatta?! Tűzre vele! . Jupiter pedig a munkában segít, meg némi jóizlésben ...;) . A farhátat pedig imádom. Pláne házi csirkéét! Tudod nálam a macskák eszik a mellét, én meg a combot és a farhátat. :)
jomagam csak olvasok es olvasok es olvasok es keresem a tut a szenakazalban a miert erdekel miert olyan a vilag amilyen? Az a tippem ebben a tempoban kb 80 eves koromra talan majd ertek valamit belole De nem adom fel: olvasok ketelkedek es ujra csak olvasok majd vegiggondolom ertelmezni probalom keresem az erdeket benne majd olvasok tovabb Szeretek olvasni ez reszemrol nem teher:) 0ui bono? a legjobb kerdes
Próbálok gyógyulni. Ramatyul vagyok. Nem hiszem, hogy sokáig tart az északi út. Még jó eséllyel van egy 2 subhullámos lefele ívelő rész, aztán talán utána lehet felfele menni.
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