THE FED will prevent MARKET CRASHES & RECESSIONS, until it CRASHES itself.

THE FED will prevent MARKET CRASHES & RECESSIONS, until it CRASHES itself.

The Fed will used all the tools at its disposal to keep the market up, even inflation at 5% for a few years is possible. They believe this will help to reach full employment and economic growth. For now, it is helping only financial assets as we see stocks just go up no matter the worst economic situation since the Great Depression. However, the FED can help until it can't, until we lose confidence in currencies. One day we will and then even this monetary policy 3 too will be exhausted and it will all boil down to productivity and as Ray Dalio says, a new cycle will start. For us investors, it means that we have to focus on the certainties and perhaps be a bit more aggressive when we find value because the dollar, euro and all other currencies will surely lose value. Real assets, earnings and dividends with pricing power are the answer. On inflation, the New York Times was 2 cents when Roosevelt forbid the ownership of gold, 15 cents when Nixon closed the final link with gold and now we are at above $2, thus a 100 times more. That is inflation and you can expect it to happen faster in the future.

Episoder(500)

Adidas Stock vs. Nike Stock - 3 Big Picture Key Investing Factors!

Adidas Stock vs. Nike Stock - 3 Big Picture Key Investing Factors!

Adidas stock (symbol: ADDYY) did much better than Nike stock (NKE) over the last 5 years because the company copied what Nike did. However, Nike's valuation is still much higher and the debt is piling...

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Stock Market News - All Weather Investing Situation and Outlook

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In today's stock market news we will give a long-term perspective on the market and economy from the All-weather investment concept developed by Ray Dalio. All weather has 4 seasons but we might have ...

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I just got Seth Klarman's letter to shareholders and enjoyed it so much to even make a nice video. His rational is essential when it comes to assessing the current stock market so it is the best possi...

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Tesla Stock  - The Market Capitalization Test (Makes You Think)

Tesla Stock - The Market Capitalization Test (Makes You Think)

Tesla's stock is up 5 times over the last year, an incredible performance. I was always a Tesla bear and I remain a Tesla bear. I am also ready to hear the Tesla bulls telling me how stupid I was. How...

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Have You Lost Your Touch

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Many say Warren Buffett lost his touch because Berkshire has been underperforming the S&P 500 index. The arguments are that Buffett didn't take advantage of the 2020 stock market crash, how his $137 b...

18 Apr 202110min

NYSE Traded Airport Stocks Offer High Dividends and Upside

NYSE Traded Airport Stocks Offer High Dividends and Upside

NYSE traded airport stocks like Mexican airports: PAC, ASR and OMAB offer good risk reward investing opportunities. If the situation improves and returns to normal, plus the Mexican economy grows, one...

18 Apr 202114min

Stock Market News | Crash Unlikely but be Careful

Stock Market News | Crash Unlikely but be Careful

Stock market news - a crash is unlikely because of the stimulus out there, the huge inflows of money. We don't know what the covid situation will be, but it will remain an interruption and there will ...

18 Apr 202115min

Airport Stocks Are A Buy - Not Airline Stocks - FRAPORT STOCK ANALYSIS

Airport Stocks Are A Buy - Not Airline Stocks - FRAPORT STOCK ANALYSIS

Many have been attracted by Airline stocks recently, but to get exposure to the travel growth mega trend, perhaps it is better to look at Airport stocks. Airport stocks are better than airline stocks ...

4 Nov 202019min

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