the stock market can be described as "hello madam ..good by madam" and wiping your manhood with the curtains the next day ...same same ! next week is long term planning
I've followed your channel for a 2-3 years and then later followed channels that are on individual growth stock deep dives. But I 'learnt' the very basics of investing from you and the other Aussie and always look forward to your videos. This video is a gem, what fantastic content and insight! Even though it's high-level and maybe not new, it's so educational.
btw, I'm getting a bot comment every 30 seconds and that's with comment moderation settings on 'strict' and with a ton of banned words. really great job TH-cam 👍
It’s surprising how many myths and misunderstandings there are. Makes you realize the importance of doing your own research and thinking long-term instead of getting swayed by hype!
Impressive video quality and packed with gems! Also, thank you for using Tattoed Chef as an example. Another prominent Finance TH-camr, who lost himself and his followers a fortune on the stock, refused to ever elaborate why the business what bad to begin with. Blinded by euphoria, exploding viewership and only focusing on „10x“ returns no matter the risk, he completely missed to look at the very basics of the business.
I have a finance background. The video is incorrect on many levels. The CAPM model does not state that the market is always correct, only that the market is efficient. It reflects investor expectations in aggregate. Ultimately no one can see the future not even the market. In the case of tattooed chef the expectation was that they could get to profitability once they hit scale. Since in 2020 Capital was practically free lot of companies had the opportunity to scale for free. Once it became clear that mgmt could not execute the stock went down.
The problem is that investor expectations are often wrong. Only a tiny percentage of the investors is right. And the ones who are right in a given moment in time are usually different people.
@@PonderDuke No one is right or wrong since no one can see the future. They can get lucky if the outcome matches their prediction and then they become experts…
I think the stock market does work in the long run. A company that doesn't make any money WILL eventually fail. I'm beating the maket by 11% since 2019.
Thanks for the info. Very sensible. Also the reason I'm staying out ot the stock market until the next crash. PM, esp., RE and guaranteed deposits are making me enough and I sleep much better at night and don't have to check anything every bloody day!
Stonks 101: The narratives masquerading as descriptions of the present investment environment are actually stories rationalizing the slope of the recent past.
@@cavemanstyle1376 looks like I agree with technical analysis folk in that case. It’s a view consistent with what is seen at market bottoms. Narratives are all negative, but turns out it’s a great buying opportunity.
@@cavemanstyle1376 or should I say The narratives are all negative, *therefore* it’s a great buying opportunity When everyone is so bearish that all sellers have sold, there is nowhere to go but up
Exactly! Everyone acts like every dip is the end of the world. But if you look at the long term, the stock market has always bounced back. The problem is that most people don’t have a solid plan in place.
There's very little correlation between a companies actual performance and reported performance and again between fundamental and share price. The only stock market fact you can bet on is that the market can stay irrational longer than you can stay solvent
its very simple. just buy stocks of profitable companies that sell good services or products. cash flow always belongs to shareholders it will come to them as dividends or buybacks
Recent market move are really quite small. There has not been a large correction since 2021 and before that in 2008. All this does not mean markets are 'rational' though. If being rational is possible most people who buy stocks including myself do not really know what those stocks are worth.
If we put aside overvalued stocks, on the whole the market moves upwards over a long enough period. I don't see why one would not benefit in the long run, if investing in tracker funds.
People aren’t patient enough , a lot of us humans want quick fixes. (Get rich) but that’s very rare if ever .. so consistent and long might be boring as warren says but better result
I'm new and still beating le s&p despite being new. I did get my a$$ singed because I got in right before the minicrash and that was rough, but I have more than made up for it.
This analisys is imcomplete. How much of the stock market is manage automatically by algorithms and computers? How much this affects the markets? Is there any Artificial Intelligence already been used?
7:42 so the market moves because of institutions, not retail investors. Now my question is these instructions are irrational. Something doesn't add up.
There are two Aussie TH-camrs making this kinda content. They're like brothers or something. This guy and another chap who also sits at a desk and hits you with loads of graphs. Endless graphs.
Given the persisting global economic crisis, it's essential for individuals to focus on diversifying their income streams independent of governmental reliance. This involves exploring options such as stocks, gold, silver, and digital currencies. Despite the adversity in the economy, now is an opportune moment to contemplate these investment avenues.
I dont even know where the stock market is headed to right now. my portfolio of around 200k is not increasing more than 5% and people are predicting a crash .
Sadly is no investors around, I bet you would be hard pressed to meet anyone that holds a stock over a year, the last 3.5 years has rewarded investors in no way short of index and some big tech stocks, otherwise you wouldn't see so many stocks at 5 to 10 year lows.
Cognitive Dissonance ~ it's something that the property market in Australia is suffering from. I see commenters blaming the RBA for high mortgage repayments. But they can't ever admit that they paid too much for a property.
It's not cognitive dissonance to keep smoking if you know it's bad. It would be CD if they said it was bad and kept smoking because there's no problem. Most smokers know it's bad, they just don't care.
Not 100% in agreement. In my personal experience, the only truly reliable data is the stock price, hence many stock buying formulae are based primarily on the stock price, with some including interest rates. The only beautiful accounts out there are Apple's, even Alphabet's accounts have errors.
Nice video, can you do something about the spam though? Makes it impossible to have any discussion and makes it seem like only scammers watch your videos, which i know isn't true
Maybe you could use a bot to stop the bots? Or surely TH-cam has some anti-bot feature? It is very annoying and brings down the credibility of the channel.
Right, the stock market is based on emotion. That’s why you invest for decades not months. The longer the time the more you even out the emotional ups and downs. This isn’t rocket science folks. Plus stop investing in individual stocks and do a low cost S&P 500 index fund. It balances out the emotional bad decision making.
Umm… but Tattooed chef was a SPAC beforehand. It wasn’t really public yet for a longtime. Also, the stock market WAS working properly, during times of easy money, these companies have great growth potential, but when the rates rise and stimulus slows, they crater. Kind of misinformation, no? I guess the biggest deal is when the world runs out of assets, even trash looks like treasure haha! 💎
The stimulus was the investor's money and they were using it to print t.v. dinners! There is no "misinformation" or "great growth potential". Just a whole number of similar SPAC's with unsustainable businesses or outright scams making dreamy promises and then down 99%+ on bankruptcy.
Bubble upon bubble, all produced by hype. Fundamentals don’t count, just hyped price. The sheep are left holding the baby. Greed, greed and more greed.
I’ve been saving for a long time instead of investing, and right now I only have about $516k. I'm not sure how to make it grow, considering all the inflation, into something substantial that I might use for retirement. I’m just here for ideas
Very resourceful, thanks. This reminds me how I cracked my second million in my dividend portfolio investing with the help of a finance manager who trades for me.
I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Kimberly Ann Doran
You and your friend from new money make great content , I appreciate you.
thank you!!
"The market can stay irrational much longer than you can stay solvent."
"In the short run , the market is a voting machine . In the long run , it is a weighing machine"
seems to me that biggest problem with information is trying to assess how reliable and useful it is
Yup
By the time the retail investor gets the important news , it's too late. The big guys using privileged info , algos and bots are way ahead of us.
the stock market can be described as "hello madam ..good by madam" and wiping your manhood with the curtains
the next day ...same same ! next week is long term planning
I've followed your channel for a 2-3 years and then later followed channels that are on individual growth stock deep dives. But I 'learnt' the very basics of investing from you and the other Aussie and always look forward to your videos.
This video is a gem, what fantastic content and insight! Even though it's high-level and maybe not new, it's so educational.
In the past investors were suffering due to little and slow information. We have the opposite problem today, too much information, too fast
holyy the bots came with some fire power today 😅
btw, I'm getting a bot comment every 30 seconds and that's with comment moderation settings on 'strict' and with a ton of banned words. really great job TH-cam 👍
Haha we need a moat against these bots!
Thanks for keeping the comment section clean.
I've never seen any utuber care that's crazy.
Can someone write bots under some of their comments just this time ? Im never sure how to recognize them.
It’s surprising how many myths and misunderstandings there are. Makes you realize the importance of doing your own research and thinking long-term instead of getting swayed by hype!
Really enjoy these videos. Love how you provide quotes from memos and books. Keep up the great work!
Impressive video quality and packed with gems!
Also, thank you for using Tattoed Chef as an example. Another prominent Finance TH-camr, who lost himself and his followers a fortune on the stock, refused to ever elaborate why the business what bad to begin with. Blinded by euphoria, exploding viewership and only focusing on „10x“ returns no matter the risk, he completely missed to look at the very basics of the business.
I'll bet the C-suite didn't lose any money.
I have a finance background. The video is incorrect on many levels. The CAPM model does not state that the market is always correct, only that the market is efficient. It reflects investor expectations in aggregate. Ultimately no one can see the future not even the market. In the case of tattooed chef the expectation was that they could get to profitability once they hit scale. Since in 2020 Capital was practically free lot of companies had the opportunity to scale for free. Once it became clear that mgmt could not execute the stock went down.
those who can cr8 video here often cant make money from the stock market , but earn money from youtube😂
The problem is that investor expectations are often wrong. Only a tiny percentage of the investors is right. And the ones who are right in a given moment in time are usually different people.
@@PonderDuke No one is right or wrong since no one can see the future. They can get lucky if the outcome matches their prediction and then they become experts…
This is correct.
@@TechInvestingSemantics
I think the stock market does work in the long run. A company that doesn't make any money WILL eventually fail. I'm beating the maket by 11% since 2019.
Great video.Thank you
hello Hamish. Do you have a video showing your updated investment portfolio in current days? Thanks.
Thanks for the info. Very sensible. Also the reason I'm staying out ot the stock market until the next crash. PM, esp., RE and guaranteed deposits are making me enough and I sleep much better at night and don't have to check anything every bloody day!
Stonks 101: The narratives masquerading as descriptions of the present investment environment are actually stories rationalizing the slope of the recent past.
🤔 Interesting take. In technical analysis some say that price moves and the explanation follows.
@@cavemanstyle1376 looks like I agree with technical analysis folk in that case.
It’s a view consistent with what is seen at market bottoms. Narratives are all negative, but turns out it’s a great buying opportunity.
@@cavemanstyle1376 or should I say
The narratives are all negative, *therefore* it’s a great buying opportunity
When everyone is so bearish that all sellers have sold, there is nowhere to go but up
It’s like every time the market dips, people freak out. But the reality is, corrections are normal. I think a lot of people forget that.
Exactly! Everyone acts like every dip is the end of the world. But if you look at the long term, the stock market has always bounced back. The problem is that most people don’t have a solid plan in place.
There's very little correlation between a companies actual performance and reported performance and again between fundamental and share price.
The only stock market fact you can bet on is that the market can stay irrational longer than you can stay solvent
Great overview of market inefficiency.
Your content is great as you manage to put it across in such a good way that people will listen, understand and appreciate so thank you
Don't overthink it mate, just make money cause nothing really matters anyway
Such thoughtful inspcuteful content. We are now fans!
Thanks, I always learn something of value.
Great video and great quotes from Graham and Marks. Thanks!
Great stuff, keep up the good work! 👍
You make really good videos
thank you so much!
Howard Marks is the GOAT
this opened a whole new perspective for me
Saying this today is truly brave!
Which is also quite sad 😅
He is three months to late 🔥😡
Great video, great value!
True value has nothing to do with anything. Look at the PE ratios
its very simple. just buy stocks of profitable companies that sell good services or products. cash flow always belongs to shareholders it will come to them as dividends or buybacks
You should always look at retails channels so that you know whats the current feeling of the average gambler
Well explained thoroughly 👍
Recent market move are really quite small. There has not been a large correction since 2021 and before that in 2008.
All this does not mean markets are 'rational' though. If being rational is possible most people who buy stocks including myself do not really know what those stocks are worth.
wow you really improved the editing and motion graphics over the past 2 years
Thanks Hamish.
I love your videos. Great insight. Thank you 👍
Don’t think…just ride the trend…
Makes sense. Thank you.
Great video, Hamish
Awesome content. Keep up the good work 🫡
If we put aside overvalued stocks, on the whole the market moves upwards over a long enough period. I don't see why one would not benefit in the long run, if investing in tracker funds.
couldnt agree more, ignore the fluctuations and stay in the market!
People aren’t patient enough , a lot of us humans want quick fixes. (Get rich) but that’s very rare if ever .. so consistent and long might be boring as warren says but better result
Well yes
.as long as money supply increasing. The market will go higher
You do realize that market as a whole is just under an all time high and that most professional investors can’t beat the S and P
I'm new and still beating le s&p despite being new. I did get my a$$ singed because I got in right before the minicrash and that was rough, but I have more than made up for it.
awesome insights
So it’s gambling?
It is gambling
This analisys is imcomplete. How much of the stock market is manage automatically by algorithms and computers? How much this affects the markets? Is there any Artificial Intelligence already been used?
7:42 so the market moves because of institutions, not retail investors. Now my question is these instructions are irrational. Something doesn't add up.
Us market is way out of touch
There are two Aussie TH-camrs making this kinda content. They're like brothers or something. This guy and another chap who also sits at a desk and hits you with loads of graphs. Endless graphs.
well done
Given the persisting global economic crisis, it's essential for individuals to focus on diversifying their income streams independent of governmental reliance. This involves exploring options such as stocks, gold, silver, and digital currencies. Despite the adversity in the economy, now is an opportune moment to contemplate these investment avenues.
What happened to analyzing companies and updates on what you are doing with your portfolio?
Very High quality ❤❤
YOU ROCK!!!
Cognitive dissonance = herd mentality =FOMO
Good stuff, subbed :)
Посмотрел два раза, только начинаю вникать в сферу арбитража.
Interesting thx
I dont even know where the stock market is headed to right now. my portfolio of around 200k is not increasing more than 5% and people are predicting a crash .
the retail traders makes up very little of the market anymore.
That's not true according to ChatGPT it's 30-50%
Surely Tatooed chef was a short squeeze?
Awesome Video, I’ve just cracked a million in my dividend portfolio this last week, with the help of a finance manager who trades my funds for me.
Oh that's nice. Who's this person & how can I reach out for help?
Thank you, her name is Emmennet Jaccque Barrett. You can research her.
That is awesome, I work with same lady, Emmennet Jaccque Barrett. Met her at a finance seminar in Connecticut. She's amazing
Sadly is no investors around, I bet you would be hard pressed to meet anyone that holds a stock over a year, the last 3.5 years has rewarded investors in no way short of index and some big tech stocks, otherwise you wouldn't see so many stocks at 5 to 10 year lows.
Investors are waiting for the FED lower rates.
Once upon a time a thing called NVIDIA was priced 0.0333 it hit 140 $ how about them 🍎s
Jeremy Lefufu absolutely loved Tattooed Chef.
They drained it guys
They took the shares and rug pulled
As long as I keep making money, I'm good and don't really care.
Cognitive Dissonance ~ it's something that the property market in Australia is suffering from. I see commenters blaming the RBA for high mortgage repayments. But they can't ever admit that they paid too much for a property.
It's not cognitive dissonance to keep smoking if you know it's bad. It would be CD if they said it was bad and kept smoking because there's no problem. Most smokers know it's bad, they just don't care.
2024 is the new 1929 except it's going to be way more bloody and humiliating.
No its not ..things will keep be boring and avarage
Not 100% in agreement. In my personal experience, the only truly reliable data is the stock price, hence many stock buying formulae are based primarily on the stock price, with some including interest rates. The only beautiful accounts out there are Apple's, even Alphabet's accounts have errors.
Nice video, can you do something about the spam though? Makes it impossible to have any discussion and makes it seem like only scammers watch your videos, which i know isn't true
I am trying 😭I havn't stopped deleting comments for the last hour
Maybe you could use a bot to stop the bots? Or surely TH-cam has some anti-bot feature? It is very annoying and brings down the credibility of the channel.
Thanks to another TH-camr I bought into Tattoo chef.. always trust your own judgement.. lucky wasn't too much
😂😂😂
Quit reminding me of Ms. Wood.
Right, the stock market is based on emotion. That’s why you invest for decades not months. The longer the time the more you even out the emotional ups and downs. This isn’t rocket science folks. Plus stop investing in individual stocks and do a low cost S&P 500 index fund. It balances out the emotional bad decision making.
TL;DR - short sellers
It's more psychological than finance
I am training myself to never pick individual stocks or etfs unless sentiment is clearly low.
jeremy financial education 💀💀💀💀TTCF
Umm… but Tattooed chef was a SPAC beforehand. It wasn’t really public yet for a longtime. Also, the stock market WAS working properly, during times of easy money, these companies have great growth potential, but when the rates rise and stimulus slows, they crater. Kind of misinformation, no?
I guess the biggest deal is when the world runs out of assets, even trash looks like treasure haha! 💎
The stimulus was the investor's money and they were using it to print t.v. dinners! There is no "misinformation" or "great growth potential". Just a whole number of similar SPAC's with unsustainable businesses or outright scams making dreamy promises and then down 99%+ on bankruptcy.
Bubble upon bubble, all produced by hype. Fundamentals don’t count, just hyped price. The sheep are left holding the baby. Greed, greed and more greed.
Buy only NVDA for the rest of 2023... You will thank me later!
the correction is done.
*Cough* cellar boxing *cough*
I’ve been saving for a long time instead of investing, and right now I only have about $516k. I'm not sure how to make it grow, considering all the inflation, into something substantial that I might use for retirement. I’m just here for ideas
Pimping other provider’s content.
Forever bull
Pump-n-Dump l
Nvidia anyone? 😂
The market did not get it wrong. People got it wrong.
What?? Define your terms please. Sounds like nonsense!
Very resourceful, thanks. This reminds me how I cracked my second million in my dividend portfolio investing with the help of a finance manager who trades for me.
I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Kimberly Ann Doran
Omg yes! Kimberly Ann Dowd changed me from a sheep buying bad stock to now I buy the stick goes up high. Kimberly Ann Dowdy is very amaze.
Your three 3️⃣ months to late on this video my Ladd 😡👎🏾
Great video.thank you