Investment Strategies 04 (Apr 19 - Nov 23)

[behappyalways]

STAGFLATION might be on the way.... Might be wise to consider one's investment game plans.

21.10.12【豐富│東南西北龍鳳配】Pt.1 什麼都漲，薪水不漲！「停滯性通膨」來了！
https://m.youtube.com/watch?v=Z-MD41VZV3E

[behappyalways]

Prepare for a stock market crash and take stock of a golden opportunity

Here is a short list of things to do now.

1. Raise some cash.

2. Don’t buy bonds, they go down as well.

3. Think about geography and relative performance with respect to where the crash will take place first, and consider switching on that basis.

4. Given the tightness in supply chains now, especially in the electronics sector, it may be worth holding some commodities which are gobbled up by chip makers. The most accessible is of course gold.

Source: SCMP

https://www.scmp.com/week-asia/opinion/ ... pportunity

[winston]

10 Long-Term Investing Strategies That Work

by Matt Whittaker

-- Have a financial plan.

-- Start investing as early as possible.

-- Don't try to time the market.

-- Invest in what you understand.

-- Add a 401(k) match to your mix.

-- Set up and stick with sound cash-flow management.

-- Set it and forget it with funds.

-- Make stocks a cornerstone of your strategy.

-- Diversify for a smoother ride.

-- Rebalance only when necessary.

Source: Yahoo Finance

https://finance.yahoo.com/news/10-long- ... 29363.html

[behappyalways]

A good watch

【全球政經周報】升息23碼.利率逾7.5%!多國都出手了.台灣何時?房價大浪 將至? 通膨驚悚!為何這次縮債加快?連美國記者都警問鮑爾 @中天財經頻道 20211121
https://m.youtube.com/watch?v=ZSHbQeInXnQ

[behappyalways]

21.11.25【豐富│財經起床號】黃詣庭談「鮑爾可望續任 貨幣政策 鴿？鷹？」
https://m.youtube.com/watch?v=YlNubWYYaM8

[behappyalways]

Biden's number one concern now is inflation which is eating into his party and personal popularity. With election due next year, they will try every means to tame it. Market now expects Feds to increase its taper with the Dec 15 meeting. Taper will probably ends in Mar 2022 instead of June 2022 with the increased rate of tapering. Rate hikes will probably start in June 2022 instead of Sept 2022( 3 months after end of tapering) and expected rate hikes will be 3 (June, Sept, Dec 2022) instead of 2 (Sept, Dec 2022)

By the way watch Turkey......kinda look similar to what Thailand was in 1997....throwing reserves to support currency but lowering interest rates instead of raising it ...

[winston]

2022 INVESTMENT STRATEGY

Life begins when fear ends

Theme 1: US – Stick with the winners

Theme 2: China – Shift to consumption and going high-tech

Theme 3: Taiwan – Bullish on Technology

Theme 4: ESG – Next US$50 trillion opportunity

Theme 5: We like Europe Equity, Private Equity and Digital Assets

Source: KGI

https://www.kgieworld.sg/securities/res ... RT%201.pdf

[behappyalways]

【全球政經周報】升息提前"第1季"壓通膨民怨?2022調升6碼. 科技股慘了? Omicron變種埋變數!救經濟還是壓物價的聯準會困境 @中天財經頻道 20211212
https://m.youtube.com/watch?v=UPT5JxiaOF8

[behappyalways]

21.12.16【豐富│財經起床號】黃詣庭談「聯準會貨幣政策何處去？投資人如何因應？」
https://m.youtube.com/watch?v=SyeSOu7Peoc&t=558s

[behappyalways]

What an appropriate heading......

21.12.23【豐富│財經起床號】黃詣庭談「水退了 找有穿褲子的」
https://m.youtube.com/watch?v=d8JeWnFwJ5s