If Trump is able to accomplish half the things he wants to do it’s possible that the US could be at the beginning of a tech surge, and possibly other sectors as well. He’s going to have to eliminate or seriously cripple DEI, ESG and BDS for one thing. But he’s getting off to an encouraging start.
There will be lawsuits using “disparate impact” arguments as the means to stop the move to more efficiency and competitiveness. There may be hundreds, I don’t know, but I do know there will be relentless opposition. There’s also the problem of bringing in cheaper tech workers which seems necessary in order to compete, but is facing widespread pushback.
If one is optimistic and can invest in US brokerages you could buy 3x bull tech funds TECL and TQQQ. They have consistently returned over 40% annually (minus a negative 2022) for the past 5 years or so. I’ve owned them for 5 years and have made a lot of money by just holding and selling half my holdings after they become too big of a percent of my portfolio. But, it takes a strong stomach to weather the market downturns.
It's my understanding that equities are a good bet in a high inflation period because the companies simply raise their prices and are therefore in step with inflationary pressure. It has nothing to do with P/E. P/E is more an indicator of future earnings. A higher P/E means investors think earnings – in relation to inflation or competitors – will increase while a low P/E means the opposite.
Economics of Inflation and QTR on Brazil/Turkey indicate that times of uncertainty lead to low PEs. The way stocks get to low PEs is by losing value. I'm inclined towards that have already lost it.
Thanks. If you don't mind answering, can people in your part of the world invest using American brokerage companies? I would imagine you'd have to get access to whatever banks they would accept.
If Trump is able to accomplish half the things he wants to do it’s possible that the US could be at the beginning of a tech surge, and possibly other sectors as well. He’s going to have to eliminate or seriously cripple DEI, ESG and BDS for one thing. But he’s getting off to an encouraging start.
There will be lawsuits using “disparate impact” arguments as the means to stop the move to more efficiency and competitiveness. There may be hundreds, I don’t know, but I do know there will be relentless opposition. There’s also the problem of bringing in cheaper tech workers which seems necessary in order to compete, but is facing widespread pushback.
If one is optimistic and can invest in US brokerages you could buy 3x bull tech funds TECL and TQQQ. They have consistently returned over 40% annually (minus a negative 2022) for the past 5 years or so. I’ve owned them for 5 years and have made a lot of money by just holding and selling half my holdings after they become too big of a percent of my portfolio. But, it takes a strong stomach to weather the market downturns.
It's about timing. Please keep posting. Your investment strategy is different from mine, and we all benefit from a diversity of opinions.
You might consider investing in a fund rather than an individual company and let the pros figure all this out.
I do invest in funds, for instance, silver miners. However at this moment individual stocks have done better.
It's my understanding that equities are a good bet in a high inflation period because the companies simply raise their prices and are therefore in step with inflationary pressure. It has nothing to do with P/E. P/E is more an indicator of future earnings. A higher P/E means investors think earnings – in relation to inflation or competitors – will increase while a low P/E means the opposite.
Economics of Inflation and QTR on Brazil/Turkey indicate that times of uncertainty lead to low PEs. The way stocks get to low PEs is by losing value. I'm inclined towards that have already lost it.
Thanks. If you don't mind answering, can people in your part of the world invest using American brokerage companies? I would imagine you'd have to get access to whatever banks they would accept.
NOT EASILY! The American KYC and other rigamarole make it difficult, but we manage. Ukrainians find investing in world bourses quite difficult.