Big Tech saw drops due to fundamentals, not the Yen carry trade, says Dan Niles

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  • Опубликовано: 25 окт 2024

Комментарии • 86

  • @kushfabio
    @kushfabio 2 месяца назад +359

    Recessions are part of the economic cycle, all you can do is make sure you're prepared and plan accordingly. I graduated into a recession (2009). My 1st job after college was aerial acrobat on cruise ships. Today I'm a VP at a global company, own 3 rental properties, invest in stocks and biz, built my own business, and have my net worth increase by $500k in the last 4 years.

    • @vikas-j6x
      @vikas-j6x 2 месяца назад +1

      Let's face it... buying more stocks & index funds during stock market corrections and bear markets is scary. Which makes it really hard to do for most people like me. I have 260k i want to transfer into an s&p but its hard to bite the bullet and do it.

    • @shukri-v1g
      @shukri-v1g 2 месяца назад

      The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt. Ideally, advisors are reps for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since 2020 just after the pandemic to date.

    • @MarkJohn-e4d
      @MarkJohn-e4d 2 месяца назад

      Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?

    • @shukri-v1g
      @shukri-v1g 2 месяца назад

      Svetlana Sarkisian Chowdhury a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.

    • @Maxwellpaul2
      @Maxwellpaul2 2 месяца назад

      Thank you so much for your helpful tip! I was able to verify the person and book a call session with her. She seems very proficient and I'm really grateful for your guidance

  • @BrewerVera
    @BrewerVera 2 месяца назад +302

    The main focus for markets now is Nvidia, which has powered a large chunk of the S&P 500’s recent earnings. Nvidia’s stock, up more than 100% this year, rose 2.5% in New York on Monday, sending the Nasdaq 100 index to another record high. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...

    • @FaithAndrada-xo9ou
      @FaithAndrada-xo9ou 2 месяца назад +3

      I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.

    • @Raymondcraw1967RaymondCrawley
      @Raymondcraw1967RaymondCrawley 2 месяца назад +1

      A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K

    • @VanessaWilliams-pu8vt
      @VanessaWilliams-pu8vt 2 месяца назад +2

      This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation

    • @Raymondcraw1967RaymondCrawley
      @Raymondcraw1967RaymondCrawley 2 месяца назад +6

      My CFA ’Rachel Sarah Parrish’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

    • @VanessaWilliams-pu8vt
      @VanessaWilliams-pu8vt 2 месяца назад +2

      Just ran an online search on her name and came across her websiite; pretty well educated. thank you for sharing.

  • @EmilyJustine-i
    @EmilyJustine-i 2 месяца назад +368

    I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.

    • @SloanJane-xp4kr
      @SloanJane-xp4kr 2 месяца назад

      Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown

    • @ErinWarner-zc9jy
      @ErinWarner-zc9jy 2 месяца назад

      The issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 350%, since covid-outbreak to date, summing up nearly $1m.

    • @joanneslusher
      @joanneslusher 2 месяца назад

      This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation

    • @ErinWarner-zc9jy
      @ErinWarner-zc9jy 2 месяца назад

      Elisse Laparche Ewing is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.

    • @ErinWarner-zc9jy
      @ErinWarner-zc9jy 2 месяца назад

      Elisse Laparche Ewing is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..

  • @adamtash2891
    @adamtash2891 2 месяца назад +11

    dude the mag 7 beat across the board....

  • @patrickkeating7737
    @patrickkeating7737 2 месяца назад +27

    If you are going to repeatedly have these commentators on the air who have been repeatedly wrong, please start the interview with them about their predictions over the last year or two. Educate your viewer about your interviewees before conducting the interview. You do not systematically do this which is why mainstream media is losing its credibility. If the interviewee is not willing to review their record, they should not be on your show!!!!

    • @PeterSedesse
      @PeterSedesse 2 месяца назад +4

      @@patrickkeating7737 I am amazed Cathie Wood has a job still, let alone being able to go on TV and give her opinions. If you underperform the S&P 500 you shouldn't be on tv

    • @cartertodd6061
      @cartertodd6061 2 месяца назад

      Great point !!

    • @weimingzhao5266
      @weimingzhao5266 2 месяца назад

      Use his opinion as a reverse signal

  • @winningspeechmoments9141
    @winningspeechmoments9141 2 месяца назад +4

    Mag 7 are safe stocks. The reason is they earn so much money. People treat Mag 7 like they are meme stocks.

  • @jcd3869
    @jcd3869 2 месяца назад +2

    Lots of ppl dissing Dan but presenting no evidence where he has been so wrong. He is one of the few who is transparent and tells you where he is long, short, and even recent changes in his positioning. Show me who else does that? Nobody is right all the time but 99% are not transparent. He is right more than wrong. I think those hating on him own positions counter to his opinions. If not show us examples of him being wrong or non-transparent.

  • @ThienNguyen-eg4dh
    @ThienNguyen-eg4dh 2 месяца назад +16

    Why CNBC continues to have this guy on the show? He is mostly wrong!

  • @phdinparadise6132
    @phdinparadise6132 2 месяца назад +7

    How you can put Tesla into the big tech group is just a joke.

    • @LiberatedMind1
      @LiberatedMind1 2 месяца назад +1

      Its stock has not been a joke.

    • @Mxyzptlk30
      @Mxyzptlk30 2 месяца назад

      Tesla's AI is no joke for their FSD full self driving stack. Even after China allowed Tesla to be 100% owned in China (to copy how they manufacture EVs), China is now dominating in EVs in multiple markets a couple years later except the U.S. And now China is inviting Tesla to push FSD over there, so you can bet China's going to copy that, too.

    • @SirGenesis206
      @SirGenesis206 2 месяца назад

      TSLA doesn’t belong in the 7. The financials don’t match up. I agree there.

  • @chodge12x
    @chodge12x 2 месяца назад +2

    where are his returns published

  • @glencorajane
    @glencorajane 2 месяца назад

    Wow, he is the one one that said the crash wasn’t entirely due to the carry trade. At least we have a different perspective.

  • @drgregpeterson7664
    @drgregpeterson7664 2 месяца назад +3

    My wife was a stay at Home mom with no money in her IRA or any savings of her own, which was scary at 53 years of age. Three years ago she got a part time job and save everything she make. After 3 years, she is 56 yo and have put $9,000 in an IRA and $40,000 in her portfolio with CFA, Abby Joseph Cohen. Since the goal of getting a job was to invest for retirement and NOT up her lifestyle, she was able to scale this quickly to $150,000. If she can do this in a year, anyone can.

    • @LuceGrey-gg3sy
      @LuceGrey-gg3sy 2 месяца назад

      I know this lady you just mentioned. Abby Joseph Cohen Services is a portfolio manager and investment advisor. She gained recognition as a former employee at Goldman Sachs; a renowned investor she is. Abby Joseph Cohen has demonstrated expertise in investment strategies and has been involved in managing portfolios and providing guidance to clients.

    • @jamelawrence4505
      @jamelawrence4505 2 месяца назад

      ​How can i reach her, if you don't mind me asking?@@LuceGrey-gg3sy

    • @ahevjadon2387
      @ahevjadon2387 2 месяца назад

      How can i reach her, if you don't mind me asking?

    • @stanleygorge8975
      @stanleygorge8975 2 месяца назад

      Thank you for putting this out looked--up ABBY JOSEPH COHEN SERVICES, her consuIting page came up at once, she seems highly grounded

    • @clintonsaviour2783
      @clintonsaviour2783 2 месяца назад

      Thank you for putting this out looked--up ABBY JOSEPH COHEN SERVICES, her consuIting page came up at once, she seems highly grounded

  • @SeanMcCarthy-u8s
    @SeanMcCarthy-u8s 17 дней назад

    Good vid

  • @tristategaragedoorservices3382
    @tristategaragedoorservices3382 2 месяца назад +1

    Shorting Google is a BIG mistake!!!

  • @babakd9892
    @babakd9892 2 месяца назад +15

    I think even novice investors know not to trust this guy.

  • @jf13579
    @jf13579 2 месяца назад

    I wish I got paid like 50000 a year to say literally whatever I want on tv for 4 minutes

  • @ScottJohnson-w7k
    @ScottJohnson-w7k 2 месяца назад

    Amazing

  • @Mostly_bad
    @Mostly_bad 2 месяца назад +3

    Wrong!

  • @9GhostDark
    @9GhostDark 2 месяца назад

    I actually like alphabet here. Yes RUclips missed revenues but by a couple hundred million dollars…. Total sales were about 85 billion this past quarter. If alphabet is a monopoly it’s because they have the best search application not unfair business practices. This is political the stock could pullback more from here but I’m happy to take the other side of his short trade. Long term winner

  • @cjmllvv
    @cjmllvv 2 месяца назад

    We are really far away from computers being sentient. So if thats what people think they are investing in they are 20 years or much more early

  • @SirGenesis206
    @SirGenesis206 2 месяца назад

    These “investors” ironically don’t understand how “investing” works.
    They spent free cash on the future and hedge funds complain it’s not the future yet. But INTC didn’t at all, and they’re “poorly run.” Ignore this noise. Companies investing to solve future needs and still holding billions in free cash is a good thing. These guys are traders, not investors.

  • @PeterSedesse
    @PeterSedesse 2 месяца назад +4

    The idea that Tesla is still in the magnificant 7 is funny. Tesla's price in Nov 2020 is the same as it is now. You have 0 share price and Sales and earnings have decreased in 2024 compared to 2023. It is a dying car company with a PE higher than Nvidia.

    • @CaptainMarvel007
      @CaptainMarvel007 2 месяца назад

      Agree, TESLA is overvalued and not so magnificent when they’ve missed on earnings quarter after quarter.

  • @bryanmclaughlin1048
    @bryanmclaughlin1048 2 месяца назад

    Shorting google is monumentally dumb

  • @luksdoc
    @luksdoc 2 месяца назад

    Could not disagree more.

  • @JongGoh
    @JongGoh 2 месяца назад

    Invite Dan Ives to the show. Not Dan Niles!

  • @EnzoNone-b1s
    @EnzoNone-b1s 2 месяца назад +2

    GO WOKE GO BROKE BYE BYE GOOGL 😂😂😂

  • @MrAndersonsplaybook
    @MrAndersonsplaybook 2 месяца назад

    Ok……. 😂😂😂

  • @FranciszekPawal
    @FranciszekPawal 2 месяца назад

    I read that Nvidia provides tech for crypto mining services/blockchain transactions. Could the current crypto pump be attributed to Nvidia’s great earnings and should I hold some crypto as well, cos tbh I’m having FOMO with the current crypto price at 64k.

    • @BushmanJames
      @BushmanJames 2 месяца назад

      Microstrategy CEO bought $155million worth of bitcoin, so yes BUY!

    • @Isgodmanen
      @Isgodmanen 2 месяца назад

      It’s going to be a wild year for these sectors, so you should def. invest in crypto. 60% of my portfolio is spread across tech stocks, crypto and Crypto/Gold ETFs.

    • @Sidogamme
      @Sidogamme 2 месяца назад

      well the crypto market is expected to do way better than any other equity sectors this 2024 especially with the SEC crypto ETF approval but it’s a volatile market nevertheless and if you’re new to it, it’s best to reach out to an experienced adviser for proper guidance.

    • @benalfredo
      @benalfredo 2 месяца назад

      Yes, my asset manager advised I spread further into mutual funds and crypto Etf and boy am I glad I did. The whole idea is: Don’t get too greedy and also to exit at the right time, so generally I do find having an adviser very helpful, because what Avg. Joe really has time to watch and comprehensively analyse the market.

    • @FranciszekPawal
      @FranciszekPawal 2 месяца назад

      could you recommend some good advisers? don’t get me wrong, I already have an asset manager, but he seems not to know much about cry

  • @hsinkai1557
    @hsinkai1557 2 месяца назад

    His face is very wired…looks like generated by AI

  • @ibrahimseth8646
    @ibrahimseth8646 2 месяца назад

    Debt=36,000 Yield=5%=1,800
    Payment=5%=1,800
    {
    A1=3%=1,080
    A2=2%=720
    }
    Yield(Update)=2%=720
    {
    Yield=5%=1,800
    (-)A1=3%=1,080
    }
    Debt=36,000 Yield(Update)=2%
    Debt(30 Year)=36,000*1.02^30
    Debt(30 Year)=65,209.02
    Saving(1 Year)=720=A2
    Saving(20 Year)=14,400
    Loan(20 Year)=200%=14,400
    {
    Interest(20 Year)=100%=7,200
    Principal=100%=7,200
    }
    Average Gold Yield(30 Year)=1,000%
    Principal=100%=7,200
    {
    Invest=7,200 Yield(30 Year)=1000%
    Invest(30 Year)=7,200*1,000%
    Invest(30 Year)=72,000
    {
    Debt(30 Year)=65,209.02
    Income(30 Year)=6,790.98
    }}
    Thank you.

  • @mmercato7174
    @mmercato7174 2 месяца назад

    Alphabet is much too low ! 300$ soon !