Current Affairs Stocks and shares and stuff

[Paris]

Indeed.

When 'stocks and shares and stuff' start to be discussed on football forums in the same manner as transfer rumours and armchair/youtube scouting reports, it is time to cash in on momentum and stock up on value.

I've already got Coca Cola.

 

[mill]

It’s just maths really. Discount rates increase, longer ‘duration’ cash flows (like those of growth companies where cash flows are weighted in the future) are impacted more than shorter ‘duration’ companies.

 

[Paris]

Not really. I mean, a proper correction is definitely overdue, but we're about to go through 2-3 years of excellent economic growth, which in turn should be very positive for earnings. What we should/will see is P/E ratios fall back to their long-term trend, which will be most painful for some speculative/growth stocks, but hardly disastrous.

If you're a long-term investor who has no plans to sell, you should be praying every night for a big correction of some kind - a perfect opportunity to get great companies/assets at a discount.

There's only so much fooling of the economy that you can do and get away with it. There's nothing to look forward to, the fallout from Brexit is yet to hit, we're going to be paying for the pandemic and many people will be going out of work and businesses will be going bankrupt.

I'd love to share your positive outlook but as far as I can see, there's none. Even the value stocks are down.

 

[Mrk]

There's only so much fooling of the economy that you can do and get away with it. There's nothing to look forward to, the fallout from Brexit is yet to hit, we're going to be paying for the pandemic and many people will be going out of work and businesses will be going bankrupt.

I'd love to share your positive outlook but as far as I can see, there's none. Even the value stocks are down.

My post wasn't meant to be positive - just factual.

Are we about to enter a period of very high growth? Yes. Will that result in moderate inflation? Yes. Will that cause speculative/growth stocks to correct? Yes. Is value a good place to be in those conditions? Yes.

Should you sell equities and buy government bonds? No, unless you're 70 and about to retire.

 

[Paris]

My post wasn't meant to be positive - just factual.

Are we about to enter a period of very high growth? Yes. Will that result in moderate inflation? Yes. Will that cause speculative/growth stocks to correct? Yes. Is value a good place to be in those conditions? Yes.

Should you sell equities and buy government bonds? No, unless you're 70 and about to retire.

And want a safe place to stick your money.

 

[Mrk]

And want a safe place to stick your money.

Safe in the sense that you'll hand over money to governments and receive pretty much the exact same amount back in a few years time, yeah. May as well just stick it in the bank unless you have an awful lot of cash.

 

[nikom court]

Nocoiners trashing on bitcoin when it is up 340% YTD is hilarious!

 

[Bungle]

Nocoiners trashing on bitcoin when it is up 340% YTD is hilarious!

I think it's the almost cult like way that people with bitcoin or any other crypto investment preach about it with blind faith that causes the backlash, and the use of words like 'Nocoiners' like they're some form of lower class citizen does you no favours.

 

[Paris]

Safe in the sense that you'll hand over money to governments and receive pretty much the exact same amount back in a few years time, yeah. May as well just stick it in the bank unless you have an awful lot of cash.

But at least you'll have your money back. The stock market, even the value stocks, are going to crash massively.

 

[nikom court]

I think it's the almost cult like way that people with bitcoin or any other crypto investment preach about it with blind faith that causes the backlash, and the use of words like 'Nocoiners' like they're some form of lower class citizen does you no favours.

i dont want any favours,
if you get emotional by people posting stuff on internet forums,you probably should have somebody else looking after your money!

 

[toffee82]

But at least you'll have your money back. The stock market, even the value stocks, are going to crash massively.

I'm just in index funds for the long term. Had a mate tell me there would be a crash and he was waiting. I'm up about 10% just since then.
Got a mix of funds (one is 20% equities). If there is a crash I will just move things around to go heavier in the markets.
Also thinking of transferring some of my general account funds to a SIPP for a 25% uplift off the government.

 

[Paris]

i dont want any favours,
if you get emotional by people posting stuff on internet forums,you probably should have somebody else looking after your money!

You may not want any favours but @Bungle will force you to accept them.

 

[Mrk]

But at least you'll have your money back. The stock market, even the value stocks, are going to crash massively.

Hence my point about sticking it in the bank - unless you have over £100k in cash, buying bonds is utterly useless when your money is literally guaranteed by the government sitting in a bank account.

If you’re cash-rich and want to protect and maintain that pile of cash rather than grow it, stick it in long-term government bonds. If you’re young, not cash-rich and want to retire early, you’d be a fool to be in bonds over equities under almost any circumstances. It really is as simple as that.

 

[Bungle]

i dont want any favours,
if you get emotional by people posting stuff on internet forums,you probably should have somebody else looking after your money!

I'm not trying to do you any favours, merely explaining why it gets mocked and belittled on here.

@Kev The Rat is the only true bitcoin hero

 

[nikom court]

I'm not trying to do you any favours, merely explaining why it gets mocked and belittled on here.

@Kev The Rat is the only true bitcoin hero

But I don't care if it gets mocked and belittled!
I don't want to be a hero either,
im in it 100% for the money!
I also don't care about drug dealers, boiling oceans,peodos,China,Elon musk or any other fud!