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Welcome, all retail investors, to... A survival guide to the US stock market bubble. Okay, in this presentation, we will gradually explore the content. Let's find and understand each page together. Okay, let's unravel the mystery of why... The giant financial institutions on All Street did n't warn us about the impending crisis at all.
It's coming, and most importantly, as a person. Ordinary people like us can protect wealth. How can I manage my own accumulated wealth? Okay. Okay, let's begin with Chapter 1: The Bubble Crisis is Coming, and the Hidden Dangers Are Here, Everyone. Do you know what the scariest soap bubble is? This is usually not due to deception.
It's not a pyramid scheme or anything like that, but it happened. From a great and transformative idea. That's the real world, Grandpa. Grand Tam pointed out that current AI technology is revolutionary. It's actually quite similar to when railroads were built in the 1800s or when the internet boomed in the 2000s, and that's where the brilliance lies.
That attracted a huge influx of money, to the point that... Imagine making the soap bubbles inflate larger than usual. Let's look at a lesson from a global company like Amazon. Back in the year 2000, their stock plummeted by a staggering 92% before gradually recovering. He transformed himself and became the victor who conquered the world.
The AI trend is finally catching up today. That's exactly where history began. Therefore, the crucial point is here. Yes, that's the danger of paying for something. Stocks are overpriced right now, especially US stocks. The price is very expensive compared to the profit. The company actually delivered; it's like we agreed to pay the money.
He bought all the cakes in the display case just so he could eat some. That's the sticky piece. Let's look at the lesson from... The 1989 Japanese stock market bubble is an example; back then, stock prices... Japan's prices skyrocketed to 65 times the profit level during the bubble. As soon as the soap breaks, believe it or not, the Japanese market...
It took a full 35 years to recover. We've been back to square one for a very long time now. This is the risk-reward ratio. In the future, it might not be worth the exorbitant price. We have to pay for this today. Let's continue with Chapter 2. Why did no one warn us about the Wall Street secrets? I believe this is a question that's been bothering many people.
That's what all retail investors are thinking. That's exactly right now, if the US stock market is... It's about to become such a dangerous bubble. Why would giant financial institutions...? Why didn't the global investment advisors on Wall Street warn us to wash our hands? What's going on with the portfolio?
Why is everyone so quiet? The answer to this question is hidden somewhere. A classic quote from a famous economist. The cameraman, like Jmenard Kens, who he used to use. It is said that mistakes happen, and many people are spared. It's more dangerous to be alone than to be wronged by someone else. This short coaching session will help.
Explain the psychological barriers and issues related to... Job duties that prevent those who... Financial experts are daring to speak out. This is the truth about the market, and here's the answer. Let me explain this in the clearest way possible. In the industry, it's called Career Risk, or simply, risk in one's career.
Information from an interview with Grandpa Grant indicates... It's clear that we're fighting against the bubble. This is a very bad business practice. I'm an investment advisor. Imagine this: Okay, let's say the advisor tells the client to sell. I dumped all my stocks, but coincidentally the market pushed it up.
It didn't fall, but kept running uphill. What happened? Of course the customer is angry because they lost money. The opportunity to make a profit, and the result was that the consultant... You'll be out of a job immediately, so as long as the music continues... As long as it's open, they have to keep dancing; they can't stop.
Not exactly. Simply put, the structure of the Wall Street system forces you to do so. Financial institutions have to go with the flow. The system rewards people who follow each other's lead. Go ahead if your advisor recommends holding onto the shares. It's a global trend, and then one day the market collapses.
If the price really goes down, everyone will lose money together. Right? In a situation like that... The consultant could make a ridiculously absurd claim that... Oh, this is a global crisis that no one could have predicted. If we're really here first, the customers will feel like, "Yes, we are." You're not the only one who's unlucky; others have been affected too.
The result is that the consultant got away scot-free. They're still able to maintain their jobs as usual. That's the real reason why nobody... Now, let's look at Chapter 3: The Superpowers of Ordinary People, Our Advantage... sounds like... It might sound depressing, but wait! The superpower of... For us, as individual investors, freedom is our priority.
Yes, that's right, we don't have a boss to look after us. The pressure is on them to make short-term profits every quarter. There are no impatient customers waiting to point fingers. They insulted us, and most importantly, we had no one to support us. They'll fire us if we decide to hold onto cash. Doing nothing means missing out on short-term profit opportunities.
That means we all have freedom. To fully consider the information stepping back. Get out of this bubble market and the environment. We can protect our own funds with peace of mind. Please use this superpower wisely. Okay, let's move on to Chapter 4: Packing our bags. Survival tips for financial tools: The golden rule.
The first and only thing my grandfather told me was... Grantham is used to absorb the impact of a crisis. The economy is about diversifying risk. A crisis is always an opportunity if we are well-prepared. Now, let's start packing our backpacks. Let's try to salvage them one piece at a time. The first item we need to pack.
The bag, in essence, is foreign stocks held overseas. The United States' strategy is to turn to... Capital in markets such as Europe, Japan, or other groups. Emerging markets are what many people might ask. Why this group? Because of the market. These are cheaper. The US market, obviously, and from...
Historical data statistics whenever the market... US stocks fell sharply, along with stocks in other countries. These are usually less painful and can... They recover much faster when their turn comes. That's it. The next indispensable piece of equipment. The absolute best is gold; it's comparable to...
It's like having the ultimate insurance policy. It was said that Grandpa Grantum suggested that we should allocate... Approximately 5-10% of the capital should be invested in metals. It's as valuable as gold, because gold is... It's something that retains its true value and is an asset. Assets that tend to survive and also produce results.
Excellent, especially during times of inflation. Was the stock market crash severe or just a lethal one? Keeping it in your bag will definitely give you peace of mind, but... Wait a minute, besides packing a suitcase... And we also need to check the warning signs. Yes, this is an extremely dangerous trap that we must confront.
Stay away from it, according to the interview. Grantham views cryptocurrencies as... Just extreme speculation that isn't real. Create something product and consider the long-term perspective. In the long run, its true value is 0, so you shouldn't have this in your portfolio right now. Another crucial crisis has arisen that needs to be addressed.
Be careful with real estate in the United States. The price has now skyrocketed beyond its limit. That's a significant amount compared to the average income of people worldwide. This can be considered a dangerous and risky point of entry for media. The situation is very tense, so please be careful. Okay, and now we've reached Chapter 5: Portfolio Summary.
Grandpa Bear's strategy is practical and actionable, and here it is. Okay, this is what a quick survival portfolio looks like. Perfect. It's a proper allocation of funds. Be mindful by diversifying your risks across your assets. Properties that have real value and are not excessively expensive. That's excessive.
The recommended allocation is 50-60% foreign stocks, 30-40% bonds and cash, 5-10% gold, and most strikingly, 0% for US stocks and cryptocurrencies. Yes, 0%. This is the portfolio structure that... Designed to wait for the right moment and opportunity. A major crisis will occur after this storm subsides.
Okay, let me summarize the key points from... I'll describe all the information for today, starting with the first point. The bubble is about to burst in the US technology stock market. The price is now excessively high, like a luxury car. The aircraft is ascending to its highest point, waiting. It's a downward spiral today.
Regarding point #2, be careful about career risk; don't be complacent. But wait for your investment advisor to warn you. Because ultimately, he has to fulfill his duty. Let's put his work aside for now, and lastly... Diversifying our risks is our only way to escape. From US stocks, they shifted to holding foreign stocks.
I have bonds, cash, and gold in my portfolio. If everyone likes the way the information is summarized in an easy-to-understand way. Simple, pleasing to the eye, and practical to use. Don't forget to like and save this summary. Please keep this as a reminder. And most importantly, please share this post.
Friends or people we love and care about, so that... We can all have strong financial health. Let's stay strong and safe through this crisis together. There's one important question I want to leave everyone to consider before leaving. The implication is that while Vasita was still dancing... Having fun at the bubble party, guys.
We're ready to pack our bags and step out. Have we arrived before the big storm comes? Okay, thank you for listening today. Hello.
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