저자: 미상 · 외국인
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결론: 진행자는 경기침체 우려 속에서도 장기 관점의 분할매수를 강조하며, 금리 인상 지속과 레이오프 확산을 주요 리스크로 본다. 경기·고용: 테크 기업을 중심으로 레이오프가 전 세계적으로 확산 중이며, 고용 지표는 양호하다고 하지만 해고는 계속되고 있다. 2023년 전망은 불확실하다. 연준·금리: 연준이 50bp 등 금리를 계속 올리고 있으며, 정책자들도 인상 기조를 장기간 유지할 것으로 본다. 고인플레가 실질소득 증가를 억제하고 있다는 진단이다. 투자 전략: 바닥을 맞추려 하지 말고 분할매수(평균단가 낮추기)로 꾸준히 추가 매수하라. 이해하는 기업, 성장하거나 배당을 주는 양질의 기업에 집중하라. 찰리 멍거: 일론 머스크와 테슬라에 대해 긍정적으로 언급했고, 연준을 옹호했으며 암호화폐 시장은 강하게 비판했다. 테슬라: 테슬라 일렉트릭(태양광·가정용 클린에너지) 서비스를 홍보하며, 이것이 테슬라 주가에 긍정적일 것이라고 기대한다. 부채·인플레: 미국 국가부채가 31조 달러를 넘었다고 언급했다. 소비자물가지수(CPI)가 7.1%라는 발표를 의심하며 실제 인플레는 더 높을 것으로 본다. 채권·주택: 소비자물가가 채권 매수자들에게 향후 불쾌한 충격을 줄 수 있다고 경고했다. 주택시장은 재고 증가와 불확실성 속에서 매수 수요가 적다고 진단했다. FTX: 파산 채권자 목록에 포함된 FTX 관련 내용을 다뤘다. 그린본드: 작년 4,810억 달러 규모의 그린본드가 발행됐지만, '그린'이라는 이유만으로 더 나은 투자는 아니라고 경고했다.
다듬은 글
so in this video we're going to talk about a couple things I saw in the news lately and that might spark your interests so the first thing I saw and it's currently still happening is layoffs I know what they're saying about employment that it's better than expected there's this many new jobs added blah blah blah but we're still having layoffs and when you search it here's what you get Tech layoffs Cisco Facebook Google Amazon and many other companies especially during around the holiday season laying people off layoffs are having ride spread throughout the world and across different job sectors it doesn't matter where you are there's just countless layoffs companies need to cut and get ready for the unknown what's going to happen 2023 we don't know yet and the FED is continuously increasing rates as they did on 50 basis point like I said in my previous video U.S unemployment here's a graph showing the unemployment rate now here's a graph showing job loss and recession the debate about recession often focuses on the overall outcome and output known as the gross domestic product now apparently the the wages have been rising but High inflation has begun to curb real income growth and the question is is inflation higher than here the raise or is the raise higher than inflation and from the looks of things it looks like uh the FED has digged a big hole and the FED will continually probably raise rates and keep them going for longer and most policy makers think the same thing so we'll see what happens as we hit 2023 and it'll be on some things to keep in mind as we're headed towards a recession or we're currently in one as I was saying is to keep the long-term Outlook don't wait too long to invest you're not going to be able to time the bottom so don't try it just average down and continuously add-on positions that you feel comfortable companies that you know and understand companies that are going to grow and give you dividends if that's what you want to invest in so these are things you need to be on the lookout for focus on quality businesses there's many quality business out there that are hurt that are down bad and there's many New Growth companies that are going to do amazing in the next couple years so you want to keep that long-term focus and it's the company quality company is the products or services or anything that they're offering amazing gonna do great demand and Supply is there in case you missed it Charlie Munger said some amazing things about Elon Musk and Tesla and he defended the Fed in a recent interview but he blasted the crypto Market here's 14 of the best quotes from the interview so according to Elon Musk Tesla is executing better than ever we don't control the Federal Reserve this is the real problem here so Elon Musk also said recently that the Federal Reserve is heading our economy into a severe recession higher interest rates equal people spending less money Tesla's success depends on fed policies If the Fed manipulates the money supply in consumer demand is it a free market anymore let me know in the comments below foreign for example here's cyberpunk here's Steam now here's a graph of the US national debt which surpasses 31 trillion and this is as of October 5th 2022.
so all you Tesla shareholders don't forget Tesla electric it's clean energy for your home and community it's a solar panel and the the panel wall thing that they have powering a clear grid for your house look at this amazing house and look at the amazing Tesla in front test electric for Texas so they're slowly incorporating these solar panels into the homes so I'm hoping this will increase Tesla's stock performance and Tesla's a company in general and here's what the app looks like sell High earn more fully integrated 100 sustainable and you can sign up right here on their website I'll have the link in the description and in the comments below in case you want to check it out join Tesla electric help power a cleaner grid 10 of the largest unsecured creditors listed for bankruptcy a lot of these are no names but FTX is up there now the one question I think everyone should ask be asking is is inflation really 7.1 percent or are they just telling us what you want to hear I think inflation's higher than that now here's why consumer index could deliver unpleasant surprises for the bond buyers in the coming years one is The China Syndrome two is understaffing home prices as you know about home prices right now there's a lot of inventory that's being made there's low inventory of already homes and there's not that many people looking to buy because there's a lot of uncertainty right now and as we have the interest rates going up and lastly history lessons now here is a graph a worldwide Bond buyers snapped up 481 billion in green bonds last year but buyers be aware just because it's green it's not inherently a better investment cover your assets and here's Sam's statement in his testimony recently so if you want to pause the video you can read it and it's funny how he said he screwed up right here
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