저자: StanAlexander본인진행,출연게스트없음 · 외국인
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시장 전반은 강세였고 테슬라 보험 출시 등 뉴스가 주가 단기 안정에 기여할 것이라는 진행자 의견. 테슬라: 일리노이주 보험 출시로 보험료 10~15% 인하 기대. JP모건 12개월 목표가 880달러(장기 가정 중 보험사업 주당 36달러 기여). 찰리 멍거는 과대평가로 매수 비관적. PER 약 900배로 고평가라는 진행자 지적. 비트코인: 멍거는 테슬라 시총 1조 달러와 비트코인 5만 달러 중 어느 쪽이 더 미친 일인지 답을 피함. 당시 6만 달러 돌파. 진행자는 향후 몇 달 내 조정 가능성은 있으나 가까운 미래에 큰 하락은 보지 않는다고 함. 대규모 유동성(1.9조 달러 부양책)이 상승 동력이라는 입장. NFT: 비플 작품 6,900만 달러 낙찰, 잭 도시 트윗 NFT 250만 달러 등 과열 언급. 진행자는 NFT 가치 근거에 회의적이며 입장을 유보. 단, 리테일 투자 과열과 급락 가능성을 경고하는 의견 소개. 결론적으로 진행자는 단기 주식·비트코인 강세 지속을 전제하되, 투기적 과열과 멍거의 경고를 함께 언급함.
다듬은 글
welcome back to you guys it's your boy stan out there today we're going to talk about all the market evans that took place in the last 10 days and i'll try to understand what that means for you and i when it comes to our investments the financial market were in phenomenal shape guys actually the dji a rose more than four percent last week and the s p 500 more than two and a half which is quite impressive my own portfolio was even more than that i hope you guys fared well too but as you can expect in this context we have a lot to deal with let's get right to business first off test language so it's stuck for below the 700 threshold in the last days is about to roll out its insurance scheme to customers in illinois partnering with midwell indemnity corporation should allow the automaker to offer lower rates for insurance than its competitors actually if you are driving a tesla in illinois you should expect your bill to be cut by 10 to 15 percent in the next few months okay the news of tesla getting ready to deploy its insurance scheme should actually contribute to stabilization of the stock in the short term jpmorgan had recently given the tesla stock a 12 month target price of 880 but the case was quite bullish to say the least taking a very very very long term approach nevertheless jp morgan's analyst based their target price of some assumptions and one of them was actually that the insurance business should contribute 36 dollars to the long-term price of stock but it seems that not everyone can get as hyped about tesla as jp morgan for instance berkshire airway partner and warren buffett long-time friend charlie munger would not even consider buying the stock he considers the stock way overpriced and think that the company has not yet demonstrated solid fundamentals some say charliemonger might not understand the extent to which evs and autonomous driving are driving a revolution but i would be careful making such assessments think about it for a second one buffett and charlie monger lived through many technological breakthroughs in their lives and actually their fund have performed better than any other one in the markets and tesla is definitely not the only stock charlie mungers rolls his eyes out manga doesn't seem particularly attracted by other tech giants such as alibaba google mother company alphabets microsoft or even netflix as far as tesla goes i understand munger's skepticism actually the company if you think about it is trading at 900 times its price to earning ratio which is completely crazy but the interview got even more interesting when charlie munger was asked to tell what he thinks was crazier for tesla to reach a 1 trillion dollar market valuation or for bitcoin to reach a 50 000 valuation and his answer is even more interesting and the billionaire investor had only one thing to say i can't decide i don't know which one is worse we are literally just days later and the bitcoin has already surpassed the 60 000 mark at this point it's purely uncharted territory the bitcoin has benefited from the investments of major institutions in 2021.
think about it elon musk's tesla plowed 1.5 billion into the cryptocurrency mastercard said it would allow merchants to accept payments via the cryptocurrency even blackrock started engineering new products based on cryptocurrency to offer its client higher returns market observers on both sides such as nba dallas maverick owner and billionaire shocktech investor mark cuban or skeptics such as charlie munger actually agree on why there's a market craze around bitcoin at the moment for them the market frenzy is primarily fueled by all the money that was printed and released on the markets in the face of the panamic in the last 12 months and the current craze is no exception last week so the 1900 billion dollar recovery plan adopted by congress and what that means it means millions of families and households in the u.s will receive five to six thousand dollars due to non-restrictive conditions under which the stimulus checks are sent to millions of americans across the country munger described the current environment as a culture that encourages gambling with stocks which he further coined as really dangerous for the economy and these coupled with the rise and popularity of trading apps such as robinhood is definitely what fueled and made stocks and cryptos skyrocket of the past few months it actually brings us to another topic you've probably heard of in the last few days which is nfts what are nfts nfts stand for non-fungible tokens these digital tokens exist on the blockchain and are unique without that they cannot be replicated think of it as a certificate of ownership of a digital asset or good such as a song a painting or just about any other piece of art jack dorsey co-founder of twitter actually saw this first tweet on the platform for two and a half million dollars last week supposedly these cryptographic tokens are used to prove scarcity and ownership and nfts are literally taking the market by storm at the moment for example 39 year old digital artist mark winkelmann also known as beeple sold its first entirely digital piece of art for 69 million dollars last week in an auction housed by christie's crazy it actually resents over 4 500 years of work if you earn the federal minimum salary so is actually warn against a massive drop of the nft market in the coming months for the time being there's a craze going on among retail investors so guys my take on these evidence is the following when it comes to bitcoin i think there will be some corrections at some point in the market but i definitely don't see that happening in the foreseeable future since the market will be fueled by the recovery plan that will soon be unveiled by biden administration as for nfts i did not make my mind yet but i hardly understand how something could be valued while it can be replicated to the exact same properties and proportions actually if you have an nft of a digital piece of art i can still take a look at that piece of art i can still listen to the song if it's a song it's just that i am not the owner but why would i care about being the owner if you guys see where the values derived from do not hesitate to comment down below in the comment section i learned that value especially in the out world is derived from scarce d and when there is no scarce t then there is no value now i admit maybe i'm not understanding the shift of paradigma that there is in the art market or in the digital assets slash goods market i'm really curious about the developments of this technology now if you want to try your hands uh at investing in nfts i would definitely recommend going to uh top shots which is an nba website which allows you uh to collect moments of nba games just like traditional nba cards millionaire investor and famous youtuber andre jake actually made a really good video about this subject i will put the link in the description down below as well so guys i hope you had a great time watching this wrap-up of financial news if you like this content then do not hesitate and smash the like button let me know in the comment section down below if you appreciate this kind of content this is really important to me that's all for today as usual take care and see you next time peace you
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