22.12.01【豐富│財經起床號】黃詣庭談「反彈太快 聯準會口頭恐嚇再現?」
https://m.youtube.com/watch?v=L3P0c0Kuzs0
First Quarter Low May be Time to Buy
Large-cap technology has begun to look attractive (Amazon (AMZN), Alphabet (GOOGL), Microsoft (MSFT)) as their competitive moats have improved
Still a Trader’s Market
Expect Danger — Hold Cash and Military Contractors
Bond Buying
Look to Asia for Clues and Opportunities
Valuation, Valuation, Valuation
Inflation: After a year of 8% inflation in 2022, it’s bound to fall, barring another year of extreme surges in commodity prices.
Interest Rate: The bond market is now expecting the Fed to:
Hike 0.5% in February
Hike 0.25% in March
Peak Fed funds rate of 5%
A recession is so certain, the probability for one in 2023 is at 170%. Meaning it’s predicting a 100% chance of a recession starting much earlier than the end of next year.
Unemployment is expected to rise from a 53-year low of 3.5% to 4.5% to 6%.
We could see a brand-new bull market start to unfold in the second half of the year.
So don’t let fear of some epic stock-market mega crash keep you out of the best blue-chip buying opportunities in years.
Rule No. 1: Never lose money
Rule No. 2: Think like an owner
Rule No. 3: Stick to your process
Rule No. 4 : Buy when everyone is fearful
Rule No. 5: Keep your investing discipline
Rule No. 6: Stay diversified
Rule No. 7: Avoid timing the market
Rule No. 8: Understand everything you invest in
Rule No. 9: Review your investing plan regularly
Rule No. 10: Stay in the game, have an emergency fund
1. A competitive advantage
2. Financial stability
3. Experienced management
4. Respect for shareholders
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