저자: 미상 · 외국인
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영상 결론: 마이클 버리의 '광기 재발' 경고를 인용하며 과열 신호를 말하지만, 구체적 자산 방향 예측은 거의 없다. 버리의 경고: 2022년 8월 트윗에서 1929·2000·2008년 같은 광기가 되살아났다고 주장하며, 팔란티어·코인베이스·테슬라 등의 최근 한 달 급등을 과열 사례로 든다. 버리의 이력: 2008년 주택 버블 공매도로 알려졌고, 게임스톱 주식 매수, 테슬라·ARK 상대 베팅 등 과거 행적이 소개된다. 시장 배경: 미국 CPI 9.1%(40년 최고치)를 언급하며 연준의 긴축 지속을 전제한다. 8월 10일 CPI 예상치는 8.7%로 제시된다. 외식 소비: 맥도날드·치폴레는 저소득층 지출 감소를 말하고, 스타벅스·블루미닛 등은 소비 위축이 없다고 한다. 외식물가는 전년 대비 7.7% 상승이 언급된다. 외식 기업 실적: 버거킹·타코벨·KFC·스타벅스 등 개별 기업 실적과 CEO 발언이 소개된다. 주목할 만한 가격 방향 예측은 없다. 후반부는 진행자 본인의 책 출간 대행 홍보가 대부분이며 투자 분석과 무관하다. 리스크: 경기침체 가능성과 인플레이션 지속이 핵심 우려로 제시된다.
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big short investor Michael burry warns that silliness is back in the stock market while consumers are cutting back on restaurants restaurant spending we have data showing smart money and dumb money are betting on the opposite direction what silliness might you might ask how about from the red hot retail stocks that are about to report their earning next week this will be a great show see you soon and of course smash the like button welcome back everyone to my audacious Money Channel where we talk about stocks bonds and commodities markets um if you like any of these markets consider subscribing to my channel and of course smash the like button if you do enjoy today's video with me um let's first talk about the silliness in the market palantir uh 50 in the last one month alone coinbase up 80 in the last month even my beloved Honest Company was up 40 from the loan Tesla was up 40 the past month beyond meat was up more than 60 the past month and cloudflare was up 70 percent in the in the past month if you bought any of these stocks last month you are laughing right now aren't you I bet you are Michael burry warned that the market silliness is back in the recent tweet um of The Big Short investor compared the current situation to the stock market crashes of 20 of 1929 and 2008.
familiar Rona era silliness is not dead yet or reset markets are starting to behave irrationally again according to Michael burry the investor of hedge fund manager warned of a rise in the silliness after the S P 500 rallied 8.6 to bounce back from 2020 low the silliness is back Bernie said in the now deleted tweet after 1929 after 1968 after 2000 after 2008 the strain of silliness that transformed Bulls into bubbles completely and utterly disappeared but that familiar Rona era silliness is not dead yet he added Berea is best known for his betting against the mid-2000 2000's house bubble as despite in Michael Lewis's book The Big Short Kristin Bale subsequently portrayed him in a film adoption Bernie also inadvertently fueled the Mimi stock frenzy by purchasing a steak in the Game Stop placed high profile wages against Elon musk's Tesla and Kathy Woods Arc Innovation ETF last year and us and has tweeted numerous times that the pandemic era surge in asset prices would culminate in a historic crash Murray also tweeted after 2000 the NASDAQ had 16 bear Market rallies above 10 averaging 22.7 percent before bonding down 78 we just had a CPI print of 9.1 percent last month a historical high of 40 years one of the fed's Mandate is stable prices we have a long way down to two percent Target so we know the FED must continue tightening let's see on August 10th what's the actual CPI number it was expected to be 8.7 right now we know high gas and food prices are affecting consumers do people still go to restaurants some consumers are cutting back on restaurant spending but CEO says not all the chains are affected some restaurant chains are reporting weaker sales or traffic McDonald's and Chipotle said low-income customers are spending less while higher income customers are visiting more frequently Starbucks and blooming brands and restaurant Brands International said they aren't seeing big changes in consumer spending some restaurants are reporting weaker sales or declining traffic in the second quarter signaling that diners are cutting back on eating out to save money but CEOs are split on how consumer behavior is changing and whether it's impacting their companies McDonald's Chris kempsinski and Chipotle Mexican grills Brian Nicole are among those who told investors that low-income consumers are spending less money at their locations while higher income consumers are visiting more frequently other Chief Executives like Starbucks Howard Schultz Howard Schultz and blumen Brands David denno said they haven't seen their consumers pull back the mixed observations come as restaurant companies hike menu prices to pass along higher cause for in ingredients and labor prices for food eaten away from homes have risen 7.7 percent in the last 12 months ended in June according to the Bureau of Labor statistic people are also paying much more the first Necessities like gas toilet paper and groceries stoking worries about the possibility of a recession historically pricier fast casual and sit-owned restaurant chains typically see sales deteriorate during slowdowns as people ought to stay home or pack their own lunches fast food tends to be the top performing restaurant sector as people trade down to cheaper meals when looking to treat themselves more clues about how dining habits might have changed be changing in the store next week when salad chain sweet green Applebee's owner dine Brands and Dutch Brothers Coffee report earnings here's what restaurant companies have said so far hunting for deals restaurant Brands International which owns Burger King Tim Hortons and Popeyes said that it hasn't seen significant changes in consumer Behavior yet but CEO Joe but CEO Jose sill said there's been there's been a modest uptick in diners redeeming paper coupons and loyalty program rewards it suggests people are looking for good value for money still told CNBC Yum brands this week reported lower same store sales in the U.S for its KFC and Pizza Hut chains in its second quarter through the figure Rose at Taco Bell CEO David Gibbs told investors that the global consumer appears to be more cautious that the low-income U.S consumer has pulled back spending even more but Gibbs also warned that it is hard to generalize about the state of consumer he noted the multiple factors affecting Behavior including inflation the absence of last year's stimulus checks people working from home and people going out again after the pandemic this is truly one of the most complex environments we've ever seen in our industry he said choose Tex-Mex which has locations in 17 States said it's seeing a broad-based customer slowdown that can't be split by income levels the casual dining chain also playing record high temperatures in Texas which discouraged diners from sitting outside where they tend to drink more alcohol still spending Starbucks Schultz reported that the company hasn't seen coffee drinkers cut back on their spending he chalked it up to the Chain's pricing power and strong Customer Loyalty Starbucks reported one percent transaction growth in North America in North America for its fiscal third quarter some restaurant companies have focused on keeping prices relatively low to draw in consumers and gain market share over the competition for example Outback Steakhouse owner blumenbrand said it decided not to raise its prices to offset inflation entirely instead its menu prices were just up 5.8 percent in the second quarter we don't see consumers managing their checks at this point bloomin's Deno said on Tuesday in fact in some of our Brands we're seeing continued trade up to mitigate inflation bloomen has been pulling back from discounts and limited time promotions and focusing on cutting costs wherever elsewhere Outbacks traffic fell compared to 2019 levels Texas Roadhouse said its consumers traded up to large Stakes during its second quarter CFO Tony Robinson said that alcohol sales have been weakened slightly but there hasn't been 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