tag:blogger.com,1999:blog-7216031300257862944.post2143397547898269663..comments2024-02-10T00:35:01.293-08:00Comments on Jordholmen-okonventionell investering: Trump har fått flera stora placerare att byta åsiktJordholmenhttp://www.blogger.com/profile/09558266756672696633noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-7216031300257862944.post-10778380297425468422016-11-26T12:07:36.973-08:002016-11-26T12:07:36.973-08:00Onekligen intressant. Man kan även anse att dessa ...Onekligen intressant. Man kan även anse att dessa tankar sammanfaller med faktumet att Bolagen i USA ur ett historiskt perspektiv gör "övervinster" (som andel av BNP) och skär ner/automatiserar ad nauseam samtidigt som samhället blir en bisats. Ingen socialist men....... Jordholmenhttps://www.blogger.com/profile/09558266756672696633noreply@blogger.comtag:blogger.com,1999:blog-7216031300257862944.post-36615804704424102312016-11-26T12:03:53.494-08:002016-11-26T12:03:53.494-08:00USAs exportsektor har ju fått stora problem på gru...USAs exportsektor har ju fått stora problem på grund av dollarn. Dollarrallyt har pågått länge och kanske sker slutetappen nu. Några jättelika räntehöjningar lär inte ske från FED heller, så någonstans tar även detta rallyt slut.<br /><br />Mer svensktcentrerat är absolut att föredra, även om jag är lite försiktig mot fastighetssektorn. Tvivlar på fastighetsuppgång tar slut i närtid (1-2 år), men förmodligen blir det problem här. Troligtvis när "supercykeln" tar slut globalt.<br /><br />Personligen bibehåller jag viss likviditet, men har även hittat flera intressant bolag senaste tiden och därför har den minskats. Men tycker som sagt Eric Cinnamond har en poäng i även om hans exponering är extrem:<br /><br />(...) However, the determination by global central banks to do “whatever it takes” has been impressive. I didn’t expect central banks would actually drive bond yields negative and begin to nationalize stocks and bonds of private corporations. We really are in unprecedented times.<br /><br />Considering investors have never lived through or even read about an environment similar to today’s, it’s not surprising opinions and positioning differ so much this cycle. It’s difficult to have a strong opinion on how things will unfold exactly when what’s happening has never occurred. To successfully navigate the current market cycle, I don’t believe it’s necessary to know the future with precision. While history doesn’t provide us with guidance on how globally orchestrated central bank asset bubbles end, history is very clear about the consequences of purchasing overvalued assets and assuming this time is different.<br /><br />I’m not short stocks, I’m simply long liquidity. Therefore, unlike the participants in The Big Short, I don’t plan on making a large profit when the current market cycle ends and asset prices fall. Instead, my focus is on protecting capital and avoiding large losses. Once the cycle ends and market losses mount, I plan on investing the capital I protected decisively and aggressively. For my plan to work, I need to be prepared with my possible buy list and I need to remain flexible with abundant liquidity. Flexibility is essential near the end of bubble market cycles, as they can end quickly and with little warning. Some are able to get out before prices fall, but most don’t.Jordholmenhttps://www.blogger.com/profile/09558266756672696633noreply@blogger.comtag:blogger.com,1999:blog-7216031300257862944.post-26002464396088283372016-11-26T00:18:27.446-08:002016-11-26T00:18:27.446-08:00Mycket bra och insiktsfullt inlägg. Mycket stor sk...Mycket bra och insiktsfullt inlägg. Mycket stor skuldproblematik skjuts fram i tiden. Angående dollarn så gäller det nog att lämna i tid... svensk ocyklisk inre marknad kommer bli min melodi. Hur resonerar du? Kliva av känns som en alltför svår bedömning. //Anders Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7216031300257862944.post-63740583831545908482016-11-21T13:20:15.741-08:002016-11-21T13:20:15.741-08:00Gillade främst dessa meningar av Gross:
"Neit...Gillade främst dessa meningar av Gross:<br />"Neither party as they now stand has bold policies beyond the reach of K Street Lobbyists. <br />To my mind, there are better solutions than either party’s election platform, such as a Keynesian/FDR job <br />corps or a Kennedyesque AmeriCorps that puts people to work helping other people. Such programs were never emphasized by either candidate. Let’s supplement welfare with a patriotic “Help America” jobs <br />program, even if government organized. Would it be as efficient as a corporate-led effort? Of course <br />not, but corporations are fighting structural headwinds, such as demographic aging, technological <br />displacement of jobs (robotization), deglobalization, and overleveraged balance sheets. They focus <br />on the bottom line as opposed to the public welfare."<br /><br />Kan generellt tycka att dagens politik saknar dessa lite djärvare förslag. Anonymousnoreply@blogger.com