저자: Daniel및게스트없음—영상속JimCramer발언인용 · 외국인
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첫 줄 결론: 영상은 Jim Cramer의 'Cathie Wood는 death kiss(불운의 키스)' 발언과 2022년 5월 시장 약세를 다루며, 예측 발언은 명확하지 않음. 주제 1 - Cramer 발언 배경: Cramer가 Cathie Wood를 'kiss of death'라 칭했다고 소개하며, 발언 배경과 Coinbase 관련 과거 추천 실패를 언급. 주제 2 - ARK 및 시장 성과: ARKK ETF는 연초 대비 약 -55%, SPY는 약 -15.9%, 비트코인은 약 -37.66%로 제시됨(영상 기준 수치). 주제 3 - 에너지 섹터: 에너지 섹터는 연초 대비 약 +41.17%로 가장 안전한 곳으로 언급되며, 러시아-우크라이나 전쟁에 따른 유가 상승이 원인으로 제시됨. 주제 4 - 테슬라: 테슬라는 연초 대비 약 -35.86%, 2022년 저점 아래로 떨어졌다고 설명. Cramer의 'Magnificent Seven' 밈(넷플릭스 제외 6개 몰락, 테슬라만 남음) 관련 언급. 주제 5 - Cramer 발언 인용: Ford·GM 호평, 'Kathy Wood is the kiss of death' 발언, Coinbase 콜 실패 인정. 바닥 신호 관련으로 Buffett의 BofA 매수 사례 등을 인용하며 2018년 저점 대비 현재 PER 과대 가능성 언급. 주제 6 - 리스크/조건: 테더(Tether) 시스템 리스크 미확인, 금리 인상·인플레이션·중국 봉쇄·러우 전쟁 등 거시 리스크 나열. 주제 7 - 진행자 전망: 장기 투자자는 몇 년 내 회복을 기대할 수 있다는 낙관적 시각이나 구체적 가격 예측은 없음.
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um it really is true that uh kathy wood is the kiss of death and you know how's it going everyone and this is daniel an jim cramer and kathy wood so we have jim cramer that recently made a controversial comment about kathy wood he stated that kathy wood is the kiss of death so we're going to be talking about exactly why he said that where he got his idea from to specifically state those words and we're also he old stock market why 2020 has been really hard not only for the stock market and also for the crypto market so we're going to talk about it all the support information in this video coming up as you can see over here we have the arc innovation etf year-to-date performance it's down 55.05 percent and not only that if you compare the performance of arc with ovo stock market spy sfp founder etf is also down negative 15.9 so even if you invested in a safe etf 2020 has been pretty rough you know even if you are investing in let's say bitcoin if you have cryptocurrency exposure year-to-date that specific part of the market which is cryptocurrencies bitcoin down at 37.66 percent year-to-date so there's literally no way to escape the downside move of the overall stock market the crypto markets and the overall sentiment of the macroeconomic the global economy and et cetera the only safest place that we've found so far is the energy sector the energy sector if you invested at the beginning of the year you could be up 41.17 percent this is only due to what's been going on with russia ukraine oil prices spiked up and it definitely helped energy stocks to do a very well in 2020 so far but let's talk about exactly why jim cramer specifically stated that cathy wood is the kiss of death and where did he get this idea from because a few videos back we talked about a meme that jim cramer actually had on social media and wall street bets on reddit and etc so as you can see this was where people were posting and talking about so last year kramer displayed his magnificent seven stocks six have been killed one left tesla as you can see over here this meme was created after netflix crashed and they stated okay tesla is the remaining one tesla could potentially be going down because as you can see jim cramer is represented as a death cross over here knocking on the door of tesla so let's look at tesla stock right i said we're going to talk about tesla as you can see year to date it's down 35.86 percent you know tesla has been very volatile at one point we actually recovered pretty well and got even close to being positive for the year unfortunately we had we sold off again and we're actually below the lows of 2022 and when you look at the mean we have jim kramer that knocked down tesla and tesla unfortunately went down not only because jim cramer mentioned it but of course other factors applied to we have the oval market that was going down we have elon musk that was a little bit aggressive when it comes to selling his shares and also acquiring a new company social media company which is twitter and it's still that that deal is still on hold of course but there's a lot of things that happen after that and people are still talking okay kramer mentioned all these stocks and these stocks just got crushed but overall the overall market has been pretty rough not only for these big tech companies like tesla you know as i mentioned you know the s p 500 etf we're down 15 and not only that we have some stocks that are just getting crushed and unfortunately our convex etf holds some of these stocks that are just getting destroyed by the current market conditions so another important thing that he mentions on the video that we're just gonna we're gonna watch of course framers stating that kathy whit is the kiss of death he talks about coinbase right so he goes over and talks about coinbase why that was pretty bad and unfortunately he mentioned coinbase last year on april 14 2021 he said we like coinbase to 475.
so in a way he basically got the idea of to say cathy wood is a kiss of death i think from social media as you can see people are posting this all over the board and now he's trying to transfer the kiss of death to kathy wood because her fun is just getting destroyed this year your today performance is very horrible but let's watch the video about you know him saying that and a detailed breakdown of what he's going to be saying about coinbase jim the double downgrade was so gratuitous i mean now he double downgraded him i think ford's got a great lineup i think tm's doing well i think that kathy wood is the kiss of death the coinbase call was embarrassing the actors there's nothing wrong i think gm is doing pretty well but people don't want to own that stock going to recession so i mean look there's a lot of setups that are real bad but let's deal with the setups that are not as bad uh there's a lot of food and drug that's good i know people don't want that but that's working uh and there's a lot of companies that have come down a great bit now soon i mean if general motors offered a dividend which mary barr didn't want to do i think people would be lucky reluctant to sell it here but um it really is true that uh kathy wood is the kiss of death and you know you don't usually don't want to say that but i think you have to throw out all the bromides and really speak truthfully here because the viewers deserve it tim she's awful i've been asking because i you know i get maybe i'm just looking for some silver lining of some type but do you ever remember a market bottom that's made before there's a an overall capitulation across all uh indexes i mean is it possible that the individual leaders could have their own little you know where everyone just basically pukes up everything that they i mean look at netflix or or even the the big tech leaders aren't they down enough to make a real bottom individually or i think that they're you know people just sell them because they're a source of funds i mean we've had bottoms that are caused by say uh warren buffett coming in and buying uh we saw that with bank of america uh we've had bottoms where they wiped out 330 new companies that came public between 1990 and 2000 so i mean there has to be more destruction uh we had a bottom in uh you know we had a 2018 bottom but that was uh with the s p at 13 times earnings were 16 to 17 time learning so we're still a little too high uh but the panic's pretty thick we have to find out how much systemic uh systemic problems come from tether we don't know because the information has always been so sketchy uh i mentioned coinbase i picked on them because they picked on gary gensler which turned out to be a not a great thing to do so as you saw from the video he specifically mentions coinbase he talks about it but coinbase is just getting it got destroyed it's sitting at around 67 right now unfortunately and the majority of this high-tech high growth stocks too they have seen aggressive sell-off even tesla has seen some sell-off so the best thing to do right now is of course to really understand why this is happening you know the most important thing you want to be looking at is that okay we have a lot of issues in 2022 we have the fed that is trying to control inflation and plus on top of that we have a lot of instability and the in the global economy we have war that's going on with russia ukraine we have the chinese supply chain issues covet lockdowns and there's been a lot of things that's been having a lot of pressure not only on tesla not only on the opal market the crypto market so it's very rough 2020 has been very very hard so far you know the only way that you actually could be potentially making money if you shorted the majority of the big tech companies like netflix tesla or roku and all those companies or if you invested in the s p 500 energy sector etf so as you can see that's up 41.17 and the most important thing is this is not going to last forever the current conditions in the global economy the current decline of these big tech companies we're not going to last forever if you look back and what happened to 2020 and when cobit hit the stock market dropped significantly and it recovered of course the fed had a pretty big role to play on that situation however when you look at the conditions of what the world was at that state we had a lot of lockdowns in europe and china the united states and it was pretty bad but we passed we've gone past that point two years now it's been two years 2020 2020 2022 and there are some slightly lockdowns happening in china that is affecting like tesla and other companies but at least we're in a better position when you look at when you look at the world in general people are able to travel there's no there's not a lot of big restrictions of course you have to be like vaccinated show vaccines and etc but still we are in a relatively better situation that we were two years ago and things are not going to be like this forever we are going to go past this and eventually we 2025 is going to come 2030 is gonna come so things are not going to be the same like this everywhere of course right now it seems very painful it's very hurtful especially if you start investing at the beginning of the year seems like everything is just going down aggressively to the downside but really understand if you're somebody that's a long-term investor things will pass just keep your eye on the next few years keep just stay grounded just stay focused on what you want to accomplish of course let me know in the comments below what do you think is kathy with the kiss of death do you agree what the jim cramer said he's trying to shift his attention from him to kathy wood because her fun has just been going down aggressively to the downside so let me know in the comments i'll let your opinion and of course if you're new to the channel too make sure to subscribe to the channel turn notification bell 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