A Comment -- General Comments From an Expert (A Commentary)

COMMENT
Bitcoin & NFTs He predicts it will go higher this year. Goldman Sachs is going deeper into cryptos, and he sees huge crowds attending the NFT conference at Los Angeles, so there's huge interest in NFT. Get familiar with NFTs at least or take some stakes in this, because he sees big upside.
COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Markets are slightly less volatile, but this could change quickly. Consistent buying strategy will provide a good average price. Market decline is not always a bad thing, if you are buying in one. ETFs could also be a good way to fill in the gap adn stay diversified. Unlock Premium - Try 5i Free

COMMENT
He has little faith in the Russian-Ukrainian peace talks, because they have failed before. meanwhile, there are ongoing worries about labour shortages, inflation and rising rates. It's a murky time. Stay conservative and pick your spots. He is diversified by holding recession-resistent businesses. He expects the economy to slow as central banks tame inflation. However, market liquidity remains high despite volatility. He owns Pet Valu, Jameson Wellness and Parklawn because they're steady, recession-proof businesses.
COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Inflation could be positive for energy, agriculture and metals. However, rate rises increase the possibility of recession. Demand for metals could then fall sharply. There is also US dollar risk since they are all priced in USD. The sectors are still cheap. Unlock Premium - Try 5i Free

COMMENT
They are positioning for the slowing of economic growth in 2022. Expect dis-inflationary conditions towards back of year. With this in mind have a diversified portfolio for long term needs - with a variety of asset classes. Sectors to consider are consumer staples, some consumer discretionary, utilities, gold, energy and other commodities, some of the interest sensitive banks. Decrease exposure to the giant techs and other long duration growth equities. Investors have less appetite for risk taking. Commodity trades, and low risk stocks are in favour.
COMMENT
The question was on banks.The government has announced a 1 billion dollar tax on bank earnings. Banks will find offsets for the small percentage loss of profits. They will pass at least some of the costs to their landlords and employees, probably not much to shareholders. Insurance companies will probably follow the same route.
COMMENT
What matters is how quickly the market discounts the 50-basis point rise in rates. Doesn't mean the S&P will return to 5,000, but there will be some rotation. Financials and healthcare are trading at a 25% discount to the market and could see earnings growth, which could drive indices.
COMMENT
Tech stocks have been on a tear the last two weeks. He's underweight large-cap tech. They can run further, meaning the FAANG, 7-10% further this year, but not PE expansion. He's less confident the high-PE stocks which will remain challenged--not for long-term investors. He believes more in cyclicals and value stocks where there will be PE expansion. He's all-in in the markets.
COMMENT
The economy appears to be strong in terms of low jobless claims and factories being built. Also, inflation was showing signs of rolling over even before the Russian invasion. WTI at $114, which didn't stop economic expansion a decade ago, might be overcome by supply chain bottlenecks that are starting to ease at ports. Yes, there are clouds, but there are positives, too. The market is now focused on the positive. Today's market rise could be a dead cat bounce, but it doesn't feel that way.
COMMENT
She's a fully invested bear. The S&P is up 16% in the past 12 months. She's been doing lots of covered calls. Energy and agriculture are areas to invest in.
COMMENT
Will the tech rally last? The Nasdaq is up nearly 1,500 points in the last two weeks. Incredible. There's been lots of options on the FAANGs + MSFT and Tesla + Chinese tech. But be careful. Markets are volatile and things can change quickly.
COMMENT
Investors should brace themselves for market volatility as interest rates & inflation rise. Invasion of Ukraine presenting investors with market uncertainty. Inflation @ 10% in USA & 6-7% in Canada, not an unreasonable prediction.
COMMENT
Investors can protect themselves from volatility with good portfolio management (balanced sectors). High risk investors could look towards Europe with recent selloff. Technology companies still overvalued, but opportunities in individual companies. Business models that can raise prices are good protection against inflation (high quality brands etc.).
COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. If rate hikes are more aggressive than first expected, the financial sector could benefit the most. Utilities, consumer staples and telecom would also be good sectors since the revenu base is more sticky. Healthcare and Tech could be in the middle as demand may fluctuate and debt loads would be higher. Unlock Premium - Try 5i Free

Showing 2,281 to 2,295 of 18,631 entries