09-06-2021, 06:05 AM
My take on the market in general right now
<!-- SC_OFF --><div class="md"><p>Macro Background - Low interest rate, high short term growth, low long term growth in general - Pockets of mega trends and companies that ride these mega trends that disrupt whole industries and force change - Macro trends being pulled few years forward which tends to happen after black swan events - Price is more important than valuation and even price becomes more irrelevant as partial shares become mainstream - Largest generation in history with many retail investors with higher conviction, than possibly any time in history mixed with gamification and democratization of financial markets - Supportive central banks with large debts that might make it favorable to keep interest rates lower for longer. Perhaps the beginning of modern monetary theory playing out - Information Age where market participants have their finger in the pulse of the markets more than ever. Could lead to faster mini market cycles followed by fewer and farther in between large long lasting drops. Participants acutely aware of opportunity that arises from large dips historically - Equities becoming part of a companies brand & business model to a point that a company may never have to profit as long as it continues to innovate and disrupt - Investors expect more than profits from company are focused on integrity, sustainability, reputation, innovation</p> </div><!-- SC_ON --> submitted by <a href="https://www.reddit.com/user/noyrb1"> /u/noyrb1 </a> <br/> <span><a href="https://www.reddit.com/r/investing/comments/pirmzk/my_take_on_the_market_in_general_right_now/">[link]</a></span> <span><a href="https://www.reddit.com/r/investing/comments/pirmzk/my_take_on_the_market_in_general_right_now/">[comments]</a></span>Kind Regards R
<!-- SC_OFF --><div class="md"><p>Macro Background - Low interest rate, high short term growth, low long term growth in general - Pockets of mega trends and companies that ride these mega trends that disrupt whole industries and force change - Macro trends being pulled few years forward which tends to happen after black swan events - Price is more important than valuation and even price becomes more irrelevant as partial shares become mainstream - Largest generation in history with many retail investors with higher conviction, than possibly any time in history mixed with gamification and democratization of financial markets - Supportive central banks with large debts that might make it favorable to keep interest rates lower for longer. Perhaps the beginning of modern monetary theory playing out - Information Age where market participants have their finger in the pulse of the markets more than ever. Could lead to faster mini market cycles followed by fewer and farther in between large long lasting drops. Participants acutely aware of opportunity that arises from large dips historically - Equities becoming part of a companies brand & business model to a point that a company may never have to profit as long as it continues to innovate and disrupt - Investors expect more than profits from company are focused on integrity, sustainability, reputation, innovation</p> </div><!-- SC_ON --> submitted by <a href="https://www.reddit.com/user/noyrb1"> /u/noyrb1 </a> <br/> <span><a href="https://www.reddit.com/r/investing/comments/pirmzk/my_take_on_the_market_in_general_right_now/">[link]</a></span> <span><a href="https://www.reddit.com/r/investing/comments/pirmzk/my_take_on_the_market_in_general_right_now/">[comments]</a></span>Kind Regards R