History is pointing in the direction of looser monetary policy, not tighter. People used to use gold or silver as monetary base before they realized it was nonsense. Economists used to think we should tolerate 6% unemployment rate or else inflation will go rampant. Now they also realize it’s nonsense.
I have a feeling both fiscal and monetary policies will be looser in the coming years than most people expect, and economy will be booming and those rampant inflation will never come. People like to cling to old outdated thinkings.
Hey, you’re the fossilized one, how come you said ME?
Too complicated for my puny brain. So I decide to have a diversified portfolio of stocks and RE (no bonds, no gold, no bitcoins). Should be able to have lifestyle largely unchanged from Great Recession to hyperinflation
I never responded to your question about CURI. I am not sure about the stock. Is there a business model other than subscribers? The digital streaming space seems crowded right now. I wonder how will they monetize more than just adding subscribers?
CURI is doing the Netflix model. I think the ad supported model is broken for kiddie shows. I am willing to pay CURI so my kids are not brainwashed by those darn YouTube ads.
There is another service called Nebula that largely just puts on some YouTube contents. But they a) pick the good educational ones and b) don’t show any ads. As a parent these two are reasons convincingly enough for me to pay them.
I suspect CURI is too niche to be a viable market share contender. Most people will have their needs met by Netflix. YT or the plethora of free apps on every streaming platform like Roku, FireTV etc
This is of course based on my 5 min Google research!
agreed. we love it as parents, and I know lots of homeschoolers love it, but lots of good documentaries on Amazon, netflix.
One monetization is to sell to school, educational channels. We’ve been given school subscriptions to Epic, free online book reading, and my kids are hooked on it. You make this something schools can give logins to their students, its cost effective, and stretches the puny public school dollar.
I have sold 50% of AAPLs holdings in my IRA account. Waiting…
So far, bought 300 U Bot some TDOC and ZM… betting on next long term (5+ years) mega trends… metaverse What currency to use in meta verse? Bitcoin? Fintech apps? SQ?
The Metaverse is a collective virtual shared space, created by the convergence of virtually enhanced physical reality and physically persistent virtual space,[1] including the sum of all virtual worlds, augmented reality, and the Internet
I don’t think. Just blindly buy the leaders. IMHO, current financial performance don’t matter… I have learned from investing in AAPL this observation, in fact can doesn’t make sense for many years… important to be the industry leader, led by a competent ambitious Founder-CEO.
Anyhoo, Cathie has done the legwork. She is buying TDOC and ZM aggressively.
Cathie views FAANG as quasi-cash. When she sees opportunities in smaller cap less liquid names she liquidates FAANG to free up cash to load up on those instead. After the recent panic many ex-SPAC’s are selling at huge discounts compared to just a month ago. Many fishing opportunities.
I am not Cathie. Can’t blindly follow her strategy.
CHPT, which was a SPAC until a week ago, is 50% below.
And there are many others. I don’t mean Cathie is loading up on SPAC’s. I was just using them as an example to highlight the severity of the recent sell-off.
Buying the obvious Do all of them in the list still got 10x over 10 years potential?
Hot stocks that are hot for awhile is unlikely to give outstanding return e.g. AMZN which is very hot since 2015… talk of the town… everybody say BUY. However, may not be the best buy from 2019…
