저자: MarcFaber · 외국인
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한 줄 결론: 마크 파버는 2017년 미국 주식시장이 40% 이상 폭락할 수 있다고 경고하며, 기술주 중심의 쏠림과 투기적 심리가 위험하다고 본다. 시장 전망: 미국 증시가 연료가 바닥난 상태에 가깝고, 2017년 금융위기 가능성이 거론된다. 주가는 펀더멘털보다 대중 심리와 기술주 상승에 의존해 오르고 있다고 진단한다. 핵심 근거: 2017년 6월 CNBC에서 40% 이상 하락 가능성을 언급한 바 있다. 다우 기록 경신도 소수 기술주가 견인한 결과로 본다. 기술주 평가: 애플, 아마존, 알파벳, 페이스북 등 대형 기술주가 시장 상승을 끌고 있으며, 그 기대감이 다른 종목으로 번지고 있다고 지적한다. 이들이 '태양에 너무 가까이 날고 있다'고 표현하며 큰 조정 위험을 경고한다. 페이스북 등 기업은 광고 수익 창출 기업으로, 실물을 생산하는 산업재 기업과 대비된다. 비교: 1990년대 닷컴 버블과 같은 중독적 쏠림이 재현되고 있으며, 구기술(애플, 마이크로소프트)과 신기술(스냅 등) 사이에서 신기술 쪽이 버블을 터뜨릴 수 있다고 본다. 정책 평가: 트럼프 대통령의 감세·인프라 공약은 실제 입법 성과가 없고, 여행 금지령 완화 외에는 경제적 효과가 없다고 비판한다. 연준의 금리 인상 지속도 부담 요인으로 언급된다. 리스크: 포트폴리오 가치의 절반 손실 가능성을 제기한다. 파버 본인도 과거에 맞았고 틀린 적도 있다고 인정하며, 예측이 항상 맞는 것은 아니라는 점을 짚는다. 출연자 전망: 파버는 미국 증시 급락(40% 이상), 기술주 조정, 금리 인상 환경에서의 하락 위험을 전망한다.
다듬은 글
it's not unusual mark favor predicting a stock market crashes will turned him the reputation as Doctor Doom indeed he is predicting a massive stock market crash with at least two 40 percent contraction source it's going to end extremely badly with stock set to plummet 40 percent or more warns mark dr.
doom Faber CNBC June 24th 2017 so to the question will there be a financial crisis in 2017 the US market seems to be destined to run out of fuel according to mark favors economic predictions the fact is that Faber has every reason to be right and every reason to be wrong the problem is that most people are investing and pushing share values higher without a thought the market has been gaining as if by accident President Donald Trump has promised to cut taxes and invest in America but so far the only piece of legislation that he has been able to push his a milder version of his original travel ban does that benefit you in any way no it doesn't it actually produces no economic or political benefits whatsoever if anything some airlines hotels and restaurants in the United States are going to lose potential revenue given that fewer travelers will visit meanwhile the Federal Reserve appears determined to continue raising rates but mostly there isn't even a shadow of tax cut prospects and infrastructure investments dictated by the Trump agenda the only phenomenon that appears to be happening is a peculiar one the big stocks are pulling all the rest that is the optimism surrounding the future earnings of companies like Apple incorporated nasdaq:aapl amazon.com incorporated Nasdaq AMZN and alphabet Incorporated nasdaq:goog has spread to the rest of the market it's as if by osmosis the tech stocks are spreading their good fortune mark favor has a warning about those tech stocks everyone likes the problem as Marc Faber is implying is that even big-name Silicon Valley stocks are flying too close to the Sun and are about to get burned the implication of favor stock market crash predictions is that all investors risk losing half of the value of their portfolios Faber has been right before and he has been wrong but you cannot ignore his point source hid the markets are surging more on the back of popular psychology than market and economic indicators it's no surprise that the tech stocks are the locomotive of the recent record Dow Jones Peaks popular culture has raised the image of tech stocks CEOs and everybody uses such products as Facebook incorporated nasdaq:fb and Google owned by alphabet but what products do they produce they are advertising revenue generators other than the defense sector industrials the companies that actually make things and employ people are suffering in seeing little of the gains that the techs are hoarding the concentration of attention on a handful of stocks has fueled an addiction it's the same addiction that fueled the dot-com bubble in the 1990s the possible distinction now is between old tech and new tech the former refers to companies such as Apple Microsoft Corporation Nasdaq MSFT and many software companies these are generally mature companies that make and sell things directly they are still producing golden eggs with relatively cheaper ratings but it's the second wave of companies like snap cattle your snap incorporated & ysc snap and others even Facebook that could burst the bubble on dot-com incorporated Nasdaq AMZN an alphabet incorporated nasdaq:goog has spread to the rest of the market it's as if by osmosis the tech stocks are spreading their good fortune mark favor has a warning about those tech stocks everyone likes the problem as Marc Faber is implying is that even big-name Silicon Valley stocks are flying too close to the Sun and are about to get burned the implication of favor stock market crash predictions is that all investors risk losing half of the value of their portfolios Faber has been right before and he has been wrong burrs economic predictions the fact is that Faber has every reason to be right and every reason to be wrong the problem is that most people are investing and pushing share values higher without a thought the market has been gaining as if by accident President Donald Trump has promised to cut taxes and invest in America but so far the only piece of legislation that he has been able to push his a milder version of his original travel ban does that benefit you in any way no it doesn't it actually produces no economic or political benefits whatsoever iffen it's not unusual Marc Faber predicting a stock market crashes what earned him the reputation as Doctor Doom indeed he is predicting a massive stock market crash with at least a 40 percent contraction source it's going to end extremely badly with stock set to plummet 40 percent or more warns mark dr.
doom Faber CNBC June 24th 2017 so to the question will there be a financial crisis in 2017 the US market seems to be destined to run out of fuel according to mark for anything some airlines hotels and restaurants in the United States are going to lose potential revenue given that fewer travelers will visit meanwhile the Federal Reserve appears determined to continue raising rates but mostly there isn't even a shadow of tax cut prospects and infrastructure investments dictated by the Trump agenda the only phenomenon that appears to be happening is a peculiar one the big stocks are pulling all the rest that is the optimism surrounding the future earnings of companies like capital incorporated nasdaq:aapl Amazon but you cannot ignore his point source hibbott the markets are surging more on the back of popular psychology than market and economic indicators it's no surprise that the tech stocks are the locomotive of the recent record Dow Jones Peaks popular culture has raised the image of tech stocks CEOs and everybody uses such products as Facebook Incorporated nasdaq:fb and Google owned by alphabet but what products do they produce they are advertising revenue generators other than the defense sector industrials the companies that actually may
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