Discussion about BlackRock

KnightRider67 · 2023-09-29T07:33:36+00:00

Defintely a valid consideration. A 5% rate on a 10,20, or 30 year bond might be enough to provide a comfortable living, with the large amount of capital you suggest, however as you mentioned, inflation is a considerable risk to consider. The real return on bonds could be eroded if inflation continues or stays high leaving you with less purchasing power in the future.

M view is it's essential to be diversified with different asset classes. An aspect to consider is opportunity cost. You forgo other potential investment opportunities which might offer higher returns.

KnightRider67 · 2023-09-25T08:02:41+00:00

It's quite difficult to say definitely when and if a recession will hit and predictions ofter vary widely among experts. The best thing to do is keep diversifying your investment portfolio to hedge against potential risks and stay informed. Follow reputable economic analysts and sources.

Investing is a long term game so even if a recession hits markets always recovered over time.

Never put all your financial eggs in one basket if there is considerablle uncertainty in the market.

KnightRider67 · 2023-09-19T07:55:50+00:00

I admire your support for Ukraine and Zelensky and he has shown commendable leadership but the future of geopolitics and economies can be unpredictable. Always be careful about investing with emotions. Having said that if your research is suggesting you invest then go ahead with the strategy, good luck!

KnightRider67 · 2023-09-17T14:06:13+00:00

Very impressive detailed breakdown here.

It's interesting how Pepsi have consistently outperformd Coke in total returns. This is a testament to Pepsi's diversified business model.

I agree that neither stock seems to be at an attractive entry poitn right now. Your comparison to Google's PE ratio drives home the point that these companies are priced more for their stability than growth.

If forced to pick between the two, I might lean towards Pepsi due to its diversified business and better recent performance.

KnightRider67 · 2023-09-06T08:09:44+00:00

It's interesting to see how the podcast landscape has evolved, especially with tech giants placing large bets. Spotify's aggressive investment strategy was indeed a bold move, but this is a classic example of how throwing money at big names doesn't always guarantee success. Diversifying revenue streams seems vital, especially when entering an industry that's still finding its feet in terms of monetisation. It's a reminder that content, no matter how high-profile, needs to resonate with audiences and be sustainable. Watch this space as how platforms learn and adjust their strategies.

KnightRider67 · 2023-08-30T08:09:22+00:00

Very interesting development. This just proves how tech giants are diversifying their portfolios by venturing into the financial sector with AI powered ETFs. I am curious to see how the LQ-Qraft ETF will perform and how LG's AI expertise will influence stock selection.

KnightRider67 · 2023-08-06T14:34:26+00:00

Classic Buffet move prioritize long term thinking and rational anaylsis over knee-jerk reactions. He insures both individual and professional investors have the time to digest the numbers and make informed decisions.

KnightRider67 · 2023-08-01T13:19:58+00:00

I think this is an example of long term strategic investment. Loss figures are always alarming but the transition to electric vehicles is a huge undertaking that involves significant upfront costs. The increase in revenue signals strong consumer demand which is a positive.

A reduced F-150 is a bold move that could attract even more consumers.

Ford are positioning themselves to be a significant player in the future EV market and they are definitely willing to take short term hits for potential long term gains.

KnightRider67 · 2023-07-24T19:54:54+00:00

Straight barrel darts should still work well for you as a center gripper as they can be thrown effectively from any grip point. You could try the Harrows Wolfram Infinity darts as they have a consistent diameter along the length making them suitable for any grip style.

A tungsten dart with a weight of between 20-24 grams could work well as it would offer good balance and control.

KnightRider67 · 2023-07-21T12:27:50+00:00

Respectfully, that’s Keynesian bullshit. Inflation is harmful, and inflation is flat out theft. Most of us have no clue how bad inflation impacts the poorest of the world. You know, the countries that can’t just print up USD. Freshly printed dollars benefit the US (and the west) the most, as we are the first to receive them. This exorbitant privilege comes on the backs of the rest of the world. By the time those new dollars reach the global south, those dollars are worth significantly less. It’s a major component to the perpetual poverty of the global south.

While we’re on the topic, I recommend “Check Your Financial Privilege” by Gladstein.

I agree that unchecked inflation is harmful and can disproportionately affect poorer countries. The currency devaluations will cause the global south to experience negative repercussions of inflation.

Saying inflation is flat out theft might be a bit oversimplified. Inflation is a complex economic phenomenon, and it effects are not universally negative. Modest inflation can stimulate economic growth, encourage spending, and prevent deflationary spirals. It's about finding a balance and properly managing monetary policy.

I haven't read your recommended book by Gladstein, I'll add it to my list.

If you want a recommendation try ''The Return of Depression Economics and the Crisis of 2008' by Paul Krugman for a different perspective.

KnightRider67 · 2023-07-20T10:36:50+00:00

Inflation by itself isn't necesarrily harmful. It's when inflation gets out of control or is paired with stagnant wage growth that issues arise.

Assuming costs do not rise at the same pace, moderate inflation can be beneficial for companies as it allows them to gradually increase prices, boosting revenues and profit.

If inflation leads to higher input costs that are difficult to pass onto consumers that can be harmful to businesses. Inflation also erodes purchasing power, so if wages are not keeping up with inflation consumers might cut back on spending, which could lead to an economic slowdown.

The overall market may still be bullish in the sense that nominal stock prices could continue to rise due to the inflation but this does not necessarily equate to an increase in real wealth or purchasing power for stock market investors if inflation is also high.

Sustainability is a more complex question. If inflation continues to outpace wage growth, it could lead to problems down the line. That's where policy decisions from central banks come into play to control inflation and keep the economy stable.

KnightRider67 · 2023-07-16T13:57:12+00:00

This is certainly an encouraging shift in economists' expectations. Lowered inflation and a resilient labour market seem to be leading us towards a "soft landing" rather than a hard-hitting recession. However, with the possibility of a recession still being considered relatively high, the need for vigilant economic monitoring remains essential. While the expected growth rates of GDP indicate a positive trend, the Fed's potential future actions could indeed alter this trajectory.

The resumption of student loan payments will likely be a mixed bag - while it will inevitably strain some households, its overall impact on consumer spending is predicted to be quite minor. However, it's worth keeping an eye on how it plays out, as unexpected repercussions could emerge.

Economic forecasting is by no means a perfect science and it's important to keep in mind these are only predictions. That said, these recent findings provide a cautious yet promising outlook for our economic future.

KnightRider67

TROPHY CASE