萌萌可爱
がいいねしました
$クアルコム (QCOM.US)$ $マイクロソフト (MSFT.US)$
I am sure most of us, if not already, have been reading some analysts' reports about an almost similar situation of now vs 2000 dot.com/bust period. Many new investors here may not be faimilar with the dot.com burst. I was a local investor then as access to the US markets were very limited, and even in Singapore, the stocks followed similarly, especially the tech stocks.
First cavaet here is i am not spreading FUD, but this month's tech correction warrants a serious look at how next year shapes up, so I have to do more research on this. There are 3 signals which i thought warrant a good look.
1st - Very clear signal here is the dot.com crash happend in March 2000, when Alan Greenspan, then FED chair raised interest rates. If you can see what will happen next year, its that interest rate would be raise in March 2022.
2nd - The other signal is the unprecedented IPOs happend in 1999, when the bubble festered. The lock-in period of the institutions and owners is 6 months, and right after lock in, with rising interest rates, mass selling begin, resulting in the crash.
3rd - Many dot.com companies raise monies easily due to very low interest rates (easy money). Many were burning cash and had not reach profitability. In 2021, we too have many over-valued tech companies which haven't reach profitabilty yet are at unprecedented prices (although most have came down from their historical highs)
If you can read at the 3 signals above, won't you be worried?
I attached 2 companies that have survived the dot.com and boom. Similarly the prices fall is almost alarming. But we can see that they are profitabile and would be able to weather such storm. Value company like $コカコーラ (KO.US)$ went up instead
during the dot.com burst.
Of course, the situation then and now maybe different, as some tech corrections happened in Dec 21, and due to the Omicron issue, that may change the situation. But still, we need to be very nimble in our investments. Jan and Feb 2022, with quarterly reporting, may offer some window into the future to review if 2022 can continue this run.
I wish everyone a clear mind and even better focus. Don't get too emotional (a reminder to myself too) and cutting loss is not cutting a piece of flesh, its just an opportunity to come back better.
I am sure most of us, if not already, have been reading some analysts' reports about an almost similar situation of now vs 2000 dot.com/bust period. Many new investors here may not be faimilar with the dot.com burst. I was a local investor then as access to the US markets were very limited, and even in Singapore, the stocks followed similarly, especially the tech stocks.
First cavaet here is i am not spreading FUD, but this month's tech correction warrants a serious look at how next year shapes up, so I have to do more research on this. There are 3 signals which i thought warrant a good look.
1st - Very clear signal here is the dot.com crash happend in March 2000, when Alan Greenspan, then FED chair raised interest rates. If you can see what will happen next year, its that interest rate would be raise in March 2022.
2nd - The other signal is the unprecedented IPOs happend in 1999, when the bubble festered. The lock-in period of the institutions and owners is 6 months, and right after lock in, with rising interest rates, mass selling begin, resulting in the crash.
3rd - Many dot.com companies raise monies easily due to very low interest rates (easy money). Many were burning cash and had not reach profitability. In 2021, we too have many over-valued tech companies which haven't reach profitabilty yet are at unprecedented prices (although most have came down from their historical highs)
If you can read at the 3 signals above, won't you be worried?
I attached 2 companies that have survived the dot.com and boom. Similarly the prices fall is almost alarming. But we can see that they are profitabile and would be able to weather such storm. Value company like $コカコーラ (KO.US)$ went up instead
during the dot.com burst.
Of course, the situation then and now maybe different, as some tech corrections happened in Dec 21, and due to the Omicron issue, that may change the situation. But still, we need to be very nimble in our investments. Jan and Feb 2022, with quarterly reporting, may offer some window into the future to review if 2022 can continue this run.
I wish everyone a clear mind and even better focus. Don't get too emotional (a reminder to myself too) and cutting loss is not cutting a piece of flesh, its just an opportunity to come back better.
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萌萌可爱
コメントしました
この素敵な記事を見つけました😉 この買い物が宙に飛ぶことを願って😁
$CRISPRセラピューティクス (CRSP.US)$
https://www.genengnews.com/news/crispr-cas9-breaches-barrier-reveals-route-to-marsupial-models/
$CRISPRセラピューティクス (CRSP.US)$
https://www.genengnews.com/news/crispr-cas9-breaches-barrier-reveals-route-to-marsupial-models/
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萌萌可爱
がいいねしました
こんにちは、mooerさん。
ファットラのライブです!moomooコミュニティへようこそ!
ここmoomooでは、世界中からのトレーダーが新しい友達と古い友達と一緒に自分の投資経験や概念を共有しています。
あなたはより詳細な投資レビューや、日々の利益と損失、トレーディングディシプリン、個人のトレーディングシステムを構築するためのプロセスなどを見ることができます!
今、面白いことがたくさん起こっています。まず、あちらこちらを案内しましょう!
他の人の投資収支を知りたいですか?参加者たちはここで自分の毎日の収益と損失を共有しています:...
ファットラのライブです!moomooコミュニティへようこそ!
ここmoomooでは、世界中からのトレーダーが新しい友達と古い友達と一緒に自分の投資経験や概念を共有しています。
あなたはより詳細な投資レビューや、日々の利益と損失、トレーディングディシプリン、個人のトレーディングシステムを構築するためのプロセスなどを見ることができます!
今、面白いことがたくさん起こっています。まず、あちらこちらを案内しましょう!
他の人の投資収支を知りたいですか?参加者たちはここで自分の毎日の収益と損失を共有しています:...
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