Why the election shouldn't be a top investor concern

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  • เผยแพร่เมื่อ 21 ต.ค. 2024
  • Third quarter earnings season is underway, and investors are eager to see how it will impact markets and whether it can drive a broad-based rally. Fidelity Investments director of global macro Jurrien Timmer joins Market Overtime to discuss his outlook on the current financial landscape. Timmer addresses the concerns raised by the Magnificent Seven tech stocks' rally, mainly whether the market could survive if these stocks were to sell off. He points to the recent unwind of the yen carry trade in July, noting that the subsequent sell-off of the Magnificent Seven led to a market decline of about 10% during the summer months. However, he reassures investors, stating, "But it's nothing like what we saw back in the 90s." Contrasting the current market with the 1990s, Timmer highlights that today's market breadth has been "pretty good," with approximately 80% of S&P 500 stocks in uptrends. The main concern, he observes, is that these stocks still lag behind the Magnificent Seven in performance. "It's a far less dangerous or concentrated scenario than we saw back then, and that's why I do think it's possible that the market can rotate and broaden in a bullish way, and over the last few months, that's exactly what we've seen," Timmer states. Addressing the potential impact of the upcoming US election on markets, Timmer notes it's not a primary concern or headwind. He explains, "The history is pretty clear that over the two-year period from the election to the next midterm election, which often will course-correct any lopsided outcome, during that two-year period the election outcome can and does matter." However, "I'm not saying those things don't matter at all, but over a full four-year cycle... it makes virtually no difference in the return for the market," he adds.
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ความคิดเห็น • 28

  • @fromthebirchwood
    @fromthebirchwood 6 ชั่วโมงที่ผ่านมา +45

    As November 5 draws near, campaign commercials, news coverage, and heated social media posts are not the only things stressing me out. I have roughly $600k invested in the markets but with much uncertainty, I'm under pressure if I should sell off or not.

    • @everceen
      @everceen 5 ชั่วโมงที่ผ่านมา +2

      election years are historically challenging for investors, but never make financial decisions when feeling emotionally charged

    • @arlenehill4ril
      @arlenehill4ril 4 ชั่วโมงที่ผ่านมา +2

      stay the course! stock market yields positive results over time, or perhaps you can consider advisory service to avoid terrible mistakes

    • @okaydamian
      @okaydamian 4 ชั่วโมงที่ผ่านมา +4

      I'm in line with advisory services. Over 50 years of data reveals that those who work with experts earn more than those who do it alone. I've been fortunate enough to utilize an advisor for 4years now, resulting in a 7 figure portfolio after 100s of thousands invested.

    • @vancoker-t6z
      @vancoker-t6z 4 ชั่วโมงที่ผ่านมา +2

      @@okaydamian truly appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor...mind sharing info of this professional guiding you please?

    • @okaydamian
      @okaydamian 2 ชั่วโมงที่ผ่านมา +2

      My FA is Karen Lynne Chess, a renowned figure in her line of work. I recommend researching her further on the web, she's valid.

  • @rebeccaartgallary
    @rebeccaartgallary 19 ชั่วโมงที่ผ่านมา +4

    Is the stock market getting better or this some election time manipulation to entice new investor? My portfolio has done well all year, but now I’m feeling the pinch. My returns have dropped significantly by 6%, and the market’s all over the place. What do i do?

    • @Gracejay-d2e
      @Gracejay-d2e 19 ชั่วโมงที่ผ่านมา

      IMO this rate cut will a create new buying opportunity, but given the current market uncertainty, have you considered consulting a fiduciary advisor?

    • @Bobhenry-c7z
      @Bobhenry-c7z 19 ชั่วโมงที่ผ่านมา

      A crash/recession can be discussed after that shift. My financial advisor has helped me understand the market, gaining 25% this year under her guidance.

    • @JohnBeen-r3v
      @JohnBeen-r3v 19 ชั่วโมงที่ผ่านมา

      I’ve managed my investment portfolio for 10 years. Initially, it performed well, but recently, it has been losing money. I need to find a way to stop these losses and start seeing growth again. How can i reach this advisor?

    • @Bobhenry-c7z
      @Bobhenry-c7z 19 ชั่วโมงที่ผ่านมา

      I've experimented with a few over the past years, but I've stuck with ‘’SHARON CRUMP CLINE” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.

    • @JohnBeen-r3v
      @JohnBeen-r3v 19 ชั่วโมงที่ผ่านมา

      Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

  • @stevemelton4388
    @stevemelton4388 16 ชั่วโมงที่ผ่านมา +1

    Main concern is when the free government program moneys runs out…. like the Inflation Reduction Act

  • @JunlaiAiguo3c
    @JunlaiAiguo3c 20 ชั่วโมงที่ผ่านมา +2

    We’ve talked a lot about how the 2024 election might impact the markets. Has anyone made significant gains or losses in previous election years?.

    • @ChengHao03
      @ChengHao03 20 ชั่วโมงที่ผ่านมา

      Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.

    • @Magdalena-u7l
      @Magdalena-u7l 19 ชั่วโมงที่ผ่านมา

      Oh, for sure. In 2016, I took a hit with tech stocks-lost about $70k in just a few weeks because I wasn’t prepared for the regulations that followed the election. But I did make around $85k by shifting into defense stocks, which surged after the election. It was a rollercoaster, but I didn’t have the right strategy going in. things got better when i employed the services of a CFA.

    • @Friedrich-j3i
      @Friedrich-j3i 19 ชั่วโมงที่ผ่านมา

      Yeah, I've noticed a big dip in my portfolio too. It's been a rollercoaster ride these past few months. Please who is the advisor that guides you

    • @Magdalena-u7l
      @Magdalena-u7l 19 ชั่วโมงที่ผ่านมา +1

      Finding financial advisors like ‘ Nicole Anastasia Plumlee ’ who can assist you would be a creative option,.. There will be difficult times ahead, and prudent money management will be essential to navigating them..

    • @Friedrich-j3i
      @Friedrich-j3i 19 ชั่วโมงที่ผ่านมา

      Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.

  • @TomEdwardi
    @TomEdwardi 20 ชั่วโมงที่ผ่านมา

    !!!I recently sold some of my long-term position and currently sitting on about 250k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks or Crypto will be appreciated.

    • @YevaSonia
      @YevaSonia 20 ชั่วโมงที่ผ่านมา

      As a beginner investor, it’s essential for you to have a mentor to keep you accountable.
      Ruth Ann Tsakonas is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.

    • @SandrineKouassir
      @SandrineKouassir 20 ชั่วโมงที่ผ่านมา

      I managed to grow a nest egg of around 120k to over a Million. I'm especially grateful to Adviser Ruth Ann Tsakonas, for her expertise and exposure to different areas of the market.

    • @YevaSonia
      @YevaSonia 20 ชั่วโมงที่ผ่านมา

      I don't really blame people who panic. Lack of
      information can be a big hurdle. I've been
      making more than $100k passively by just
      investing through an advisor, and I don't have
      to do much work. Inflation or no inflation, my
      finances remain secure. So I really don't blame
      people who panic.

    • @SandrineKouassir
      @SandrineKouassir 20 ชั่วโมงที่ผ่านมา

      Without a doubt! Ruth Ann Tsakonas is a trader who goes above and beyond. she has an exceptional skill for analyzing market movements and spotting profitable opportunities. Her strategies are meticulously crafted based on thorough research and years of practical experience.

    • @TomEdwardi
      @TomEdwardi 20 ชั่วโมงที่ผ่านมา

      nice!! once you hit a big milestone, the next comes easier.. How can i reach her, if you don't mind me asking?