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Hello friends, I heartily welcome all of you to the SM world. So friends, if we talk about today, then we all have seen that bear has once again made a strong attack on the market and the atmosphere that is prevailing here. Ok? There are small spurts in between. But everyone here knows that if we talk about our market, then that market has been stuck and suppressed for a long time.
And in such an environment, if we talk here, friends, then we are seeing more worrying news coming towards us. On whose behalf? On behalf of this person. So who is this person? So friends, his name is Marc Faber. Yes, if you have been studying this channel continuously, it is a very old channel, you know, it has been 7-8 years.
So even before this he had made many predictions. I made videos on this too. And if we talk about some predictions, we have seen them coming true as well. Anyways will come to that a little later. But if we talk about Mark Faber, then at present he has put forward a big warning regarding the Indian market.
What he said is that the Indian market can go down 20% from the current level. It is not that the market can fall further by 20% from the level at which it is currently trading at the top level. So this is a very big warning that Mark Faber has given here for now. I know, now many people here might be thinking, first tell me who is this Mark Faber?
For those who don't know, I would like to tell you here that he is also known here by the name of Doctor Dum. This is his nickname. By the way, many people are called Doctor Dom. But what does Doctor Dom mean, usually it is a nickname that if there is a particular person, let's say Mr. Shyam, if you tell him that this brother, this is Doctor Dom.
Meaning, understand that whenever this Mr. Shyam says anything or gives any opinion about his prediction, he will give a negative opinion. So yes, it is understandable brother, just today the news came out that Mark Faber, in his newsletter which we get to see, reported gloom doom and gloom boom and doom.
Ok? They have a newsletter. So whenever they publish some things, it becomes clear that they are going to talk about decline. Ok? So his history has also been like this and if seen, he is also the director of his company. Plus, along with that, he is also an investment advisor and a fund manager. So this is his background.
Butt especially okay? Why are these given? Ok? If this is seen then there are so many people. So the reason behind it, as you know friends, is that past predictions, he had made some predictions in history. He was quite accurate. And from then on, whatever they put forward, discussion about it starts.
Like if I talk about the crash of 1987. Ok? So then he advised his clients here that there was going to be a big problem. The market is about to crash here. Ok? You go out and the prediction he made turns out to be correct. Not only this. In fact, he had told his clients in 2005 and 2006 as well that there was going to be a big problem especially with home prices and exactly after that we saw that he had talked about it in 2005-2006 but after 2 to 3 years of that, the financial crisis of 2008, Lemon brother, you know the housing crisis that was seen, what do I mean, these are some of his predictions due to which we can say here that yes, now the camera is on him that if anyone ever puts forward his opinion or his angle point and view then the market does not ignore it.
So that's the thing, friends. And and and one of the most important points, if I talk about March 2025 here, that is, one and a quarter years ago, then even before this, they had given the same warning to the retail investors. What he said was sell the goods and leave the market. Ok? Whenever the market rises, there is goods here, meaning take advantage of that rise and get out.
He had also said this to retail investors and I had also made a video on this. Many people have seen that video. Nearly 2 lakh people have seen that video. Ok? If you want, you can watch that old video. If anyone wants the link to that video, just say yes in the comment section. I'll give you the link if you want.
So he had given a warning here about 1 and a quarter years ago that sell the goods and leave. The market is going to get stuck badly here. Ok? And now we are just seeing how the market is doing at the moment. So what's the bottom line, friends? The bottom line is that yes, if any person puts forward his point of view, then the market definitely studies that thing.
Look, whether to accept someone's opinion or not is everyone's own choice. Ok? There is no God. Ok? This entire market is based on predictions only. Sometimes your prediction will be right and sometimes it will be wrong. Ok? So here we can say friends that Doctor Dum has again made a prediction and as we know that now you have come to know that he will make any prediction, especially he makes a prediction of decline only.
So again he has said here that the Indian market, especially the Indian market, he has said that it can fall by 20% from here. He has said that it is better to stay in cash. This is what he has said about these things in his report here. Along with this, he has also said that along with this fall, that is, when the market falls here, then the bear market will start.
Now many people will say that the bear market has been going on for the last one and a half to two years. What is going on then? So friends, that is not a bear market. Meaning, if you check here, at what price is the market trading right now ? Running around 23800. And what was the all-time high of the market?
26373 So if we calculate this in terms of percentage, how much has the market fallen from the top level, not even 10%, yes the market has fallen around 9%, it has not fallen even 10%, so why am I telling you this percentage because if you see the definition of bear market, it is called bear market when any market falls 20% from its all time high or more than that, then that particular phase is called market bear, meaning now the market has come into bear phase.
Ok? If we say according to the definition, then even if you check the current market, it is not a bear market. Ok? If we talk about finance in terms of fuzz, then if we talk about So Mark Fiber, he feels that the market will fall from here, it will fall by 20% and the Indian market will go into bear fuzz.
Now friends, let us come to the important point. Why ? Why do you think so, brother? If you are saying that 20% will rise or 20% will fall, 15% will rise, 15% will fall, what is the reason behind it? So the reason here he has told that first of all the valuation, yes he is still saying that the valuation of the Indian market is very expensive.
Meaning, the expectations of earnings that will come in the Indian market are that much. So they feel that they will not get that much earnings here. What does earning mean? Do you read the results whenever we do? The revenue remains. After revenue, we see that expenses are removed. Then what do we get after that ?
Profit is earned. Profit is earned even after tax deduction. And then what do we get below that? EPS Earnings per Share. So according to that, they feel that brother, this EPS, this is earnings, is it okay? Earnings will increase in the Indian market. Due to this expectation, the market is getting higher valuation here.
And in future when companies will present their quarterly numbers here. He has not said this exactly. This is called read between the lines thing. What he is trying to say is that when companies show their numbers in the future, they will not earn that much. And if earnings do not come then what will happen to the valuation automatically ?
He will slowly come down. What does it mean? That the companies that exist now , right? What do we call that? Also called PE ratio. Ok? He is at a very high level. And to remain sustainable there, what important thing is required to bring down the PE ratio which is at a higher level? Earnings. If earnings increase, your PE will come down.
But Mark Faber is saying that currently the Indian market is undervalued and earnings will not increase here. If earnings do not increase then the valuation will not be justified. And then what will happen to the market? The market will have to come down. He has put forward this logic for now. And they have not given warning only to our Indian market.
He warned here and also about the madness going on in the global market, what is it about? Regarding AI, regarding semiconductors. So, regarding this also, he has issued a warning here that whatever is going on in AI semiconductor, that is, the expectations related to it, are a bit too much, that is, over-expectation, so much so that if we carry on with this, then if not today then tomorrow, over- expectation, that is, things, as they say, are going to go bust.
So this is also a warning that he has put forward here regarding AI for now. Meaning, specifically regarding the Indian market, he has said that it may fall by 20%. And regarding the rest of the AI semiconductor chips, he has also said that what will happen in the future due to so much over-expectation ?
It will only make things worse. And again, due to this issue, we may see a decline in the market in the foreign market also. So okay friends, I have told you in simple language what Mark Faber said here. If you want to know in detail then you can read their newsletter there. You can study here. Ok? Only time will tell if they go well or not.
Ok ? But yes, here we can say that earning money from the market is going to be more challenging in the coming times. We are already seeing the challenge. But yes, we will get to see more of those face challenges being created. So Marc Faber has said all these things but before this he has said good things about some particular thing.
Good things mean money can be made on the ship. So when he made the prediction last time, he talked about gold , silver, precious metals. Yes, he had said good things about them that yes, a lot of money can be made here by doing this. Ok? But here we were seeing a lot of negative sentiment regarding equity.
And if we talk about the current scenario here, then at present we are seeing pressure everywhere. So let's see now whether Mark Faber's brother prediction comes true or not. Everyone puts forward their own point of view here. Ok? Let's also talk about Michael Burry from The Big Shot. He had said that brother, market bubble type is visible here in the last 30 days.
So we can say that a lot of pressure was seen. In between, NSDC also fell here. It's still falling here. But yes, the way he said things, it will be a complete bust. He too has not been seen here yet. Ok? So these things definitely have to be studied. But which points to consider and which points to ignore is everyone's own analysis here.
. If you want, you can like and share here. See you in the next video, till then, bye-bye.
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