5 year Market Outlook opinions
10-25-2021, 01:38 PM
#212
Gets Weekends Off
Joined APC: Dec 2007
Posts: 5,602
Aside from maybe getting in alittle too early, Burry is good at timing his trades. TSLA is one stock I wouldn't touch with a ten foot pole when it comes to shorting. No clue how long the market will stay irrational on its stock, and I'm saying that as a proud Model S owner:
Perspective. One more day like today and Tesla will be "worth" 2 Berkshires, despite BRK profit exceeding Tesla revenues.
As of today, $TSLA is valued above the entire global auto industry, PLUS Uber, Lyft, Progressive, GEICO (if public), Allstate, Duke Energy & Dominion Energy.
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Perspective. One more day like today and Tesla will be "worth" 2 Berkshires, despite BRK profit exceeding Tesla revenues.
As of today, $TSLA is valued above the entire global auto industry, PLUS Uber, Lyft, Progressive, GEICO (if public), Allstate, Duke Energy & Dominion Energy.
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10-25-2021, 02:05 PM
#213
Line Holder
Joined APC: Mar 2015
Posts: 73
Aside from maybe getting in alittle too early, Burry is good at timing his trades. TSLA is one stock I wouldn't touch with a ten foot pole when it comes to shorting. No clue how long the market will stay irrational on its stock, and I'm saying that as a proud Model S owner:
Perspective. One more day like today and Tesla will be "worth" 2 Berkshires, despite BRK profit exceeding Tesla revenues.
As of today, $TSLA is valued above the entire global auto industry, PLUS Uber, Lyft, Progressive, GEICO (if public), Allstate, Duke Energy & Dominion Energy.
Sent from my SM-N986U using Tapatalk
Perspective. One more day like today and Tesla will be "worth" 2 Berkshires, despite BRK profit exceeding Tesla revenues.
As of today, $TSLA is valued above the entire global auto industry, PLUS Uber, Lyft, Progressive, GEICO (if public), Allstate, Duke Energy & Dominion Energy.
Sent from my SM-N986U using Tapatalk
10-25-2021, 04:09 PM
#214
Gets Weekends Off
Joined APC: Jul 2012
Position: Short Bus FO
Posts: 459
https://www.cnbc.com/2021/10/25/tesla-shares-up-on-news-hertz-will-purchase-100000-electric-vehicles.html
Last edited by Bainite; 10-25-2021 at 04:20 PM.
10-25-2021, 05:39 PM
#215
Gets Weekends Off
Joined APC: Oct 2009
Posts: 3,108
94 million millennials inheriting $76 Trillion. The government much continue to print money.
The stock market will just go up this decade just like the 1990s when 72 million baby boomers were in their peak spending years.
The stock market will just go up this decade just like the 1990s when 72 million baby boomers were in their peak spending years.
10-26-2021, 03:14 AM
#216
Gets Weekends Off
Joined APC: Dec 2007
Posts: 5,602
The S&P 500 Shiller PE ratio is approaching all time highs. All of the next 10 years earnings are already priced in. This decade S&P 500 investors are looking at low single digit returns, with a strong possibility of negative returns including inflation. Good news? It’s a big world and the global market is expanding. Europe and Emerging Market valuations are ripe for high single digit returns, possibly double digit in the case of Emerging Markets.
10-26-2021, 08:55 AM
#218
Gets Weekends Off
Joined APC: Aug 2015
Position: Gramercy Riffs
Posts: 528
The S&P 500 Shiller PE ratio is approaching all time highs. All of the next 10 years earnings are already priced in. This decade S&P 500 investors are looking at low single digit returns, with a strong possibility of negative returns including inflation. Good news? It’s a big world and the global market is expanding. Europe and Emerging Market valuations are ripe for high single digit returns, possibly double digit in the case of Emerging Markets.
10-26-2021, 04:21 PM
#219
Gets Weekends Off
Joined APC: Apr 2007
Posts: 4,616
Likely both of them can claim victory with the appropriate time slice. In either case, inflation adjusted returns are what really matter.
How to balance the budget.
1) Print trillions of dollars $$$
2) Inflate asset dollar values with no increase in real value
3) Tax owners on the dollar value of capital gains
Inflation induced capital "gains" are confiscated at 15-20% or more.
Inflation is the biggest tax, but nobody in the government will acknowledge it. No matter what the stock market does, you can align yourself with the government and central banks with debt.
No matter which way the market goes, the smartest long term plan is to borrow lots of money secured by income producing assets, then let the politicians make you wealthy with monetary policy.
-Dividend paying stocks bought with margin (currently around 1% at IBKR) Keep a safety margin so you survive a downturn.
-Cash flowing businesses with smart leverage. While your at it use the peasants tax dollars you can get from Uncle Sugar's guaranteed loans.
-Income producing real estate. Long term fixed rate, non recourse debt is easier to find than a domestic GS in NYC.
-Undecided on royalty income from natural resources, any experts or even APC pretend experts care to chime in here?
How to balance the budget.
1) Print trillions of dollars $$$
2) Inflate asset dollar values with no increase in real value
3) Tax owners on the dollar value of capital gains
Inflation induced capital "gains" are confiscated at 15-20% or more.
Inflation is the biggest tax, but nobody in the government will acknowledge it. No matter what the stock market does, you can align yourself with the government and central banks with debt.
No matter which way the market goes, the smartest long term plan is to borrow lots of money secured by income producing assets, then let the politicians make you wealthy with monetary policy.
-Dividend paying stocks bought with margin (currently around 1% at IBKR) Keep a safety margin so you survive a downturn.
-Cash flowing businesses with smart leverage. While your at it use the peasants tax dollars you can get from Uncle Sugar's guaranteed loans.
-Income producing real estate. Long term fixed rate, non recourse debt is easier to find than a domestic GS in NYC.
-Undecided on royalty income from natural resources, any experts or even APC pretend experts care to chime in here?
10-26-2021, 04:35 PM
#220
Gets Weekends Off
Joined APC: Dec 2007
Posts: 5,602
Likely both of them can claim victory with the appropriate time slice. In either case, inflation adjusted returns are what really matter.
How to balance the budget.
1) Print trillions of dollars $$$
2) Inflate asset dollar values with no increase in real value
3) Tax owners on the dollar value of capital gains
Inflation induced capital "gains" are confiscated at 15-20% or more.
Inflation is the biggest tax, but nobody in the government will acknowledge it. No matter what the stock market does, you can align yourself with the government and central banks with debt.
No matter which way the market goes, the smartest long term plan is to borrow lots of money secured by income producing assets, then let the politicians make you wealthy with monetary policy.
-Dividend paying stocks bought with margin (currently around 1% at IBKR) Keep a safety margin so you survive a downturn.
-Cash flowing businesses with smart leverage. While your at it use the peasants tax dollars you can get from Uncle Sugar's guaranteed loans.
-Income producing real estate. Long term fixed rate, non recourse debt is easier to find than a domestic GS in NYC.
-Undecided on royalty income from natural resources, any experts or even APC pretend experts care to chime in here?
How to balance the budget.
1) Print trillions of dollars $$$
2) Inflate asset dollar values with no increase in real value
3) Tax owners on the dollar value of capital gains
Inflation induced capital "gains" are confiscated at 15-20% or more.
Inflation is the biggest tax, but nobody in the government will acknowledge it. No matter what the stock market does, you can align yourself with the government and central banks with debt.
No matter which way the market goes, the smartest long term plan is to borrow lots of money secured by income producing assets, then let the politicians make you wealthy with monetary policy.
-Dividend paying stocks bought with margin (currently around 1% at IBKR) Keep a safety margin so you survive a downturn.
-Cash flowing businesses with smart leverage. While your at it use the peasants tax dollars you can get from Uncle Sugar's guaranteed loans.
-Income producing real estate. Long term fixed rate, non recourse debt is easier to find than a domestic GS in NYC.
-Undecided on royalty income from natural resources, any experts or even APC pretend experts care to chime in here?
Sent from my SM-N986U using Tapatalk
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