저자: CathieWood · 외국인
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영상은 캐시 우드가 테슬라에 대해 논란의 경고를 했다고 전하며, 글로벌 경기침체 우려와 인플레이션 둔화 기대를 다룬다. 우드는 인플레이션 문제가 지나가고 있으며 디플레이션이 더 큰 우려라고 주장하고, 금리 시장이 인플레이션이 점차 하락할 것을 시사한다고 본다. 테슬라는 머스크가 자율주행 개발에 계속 집중해야 한다는 견해가 제시된다. 아크 이노베이션은 올해 큰 손실을 기록했으나 투자자 유입은 이어졌다는 내용이다. 영상 자체는 구체적 가격 목표를 제시하지 않는다.
다듬은 글
did you know that well-known Tesla bull Kathy Wood just issued a very serious and contentious warning regarding Tesla stock considering how well wood researches the economics before speaking and sharing her thoughts with the public this might be something to think about be sure to pay close attention and continue watching to hear Kathy Wood's Thoughts with all that has been going on in the world that has an impact on the economy both directly and indirectly it is difficult for experts to make predictions with any degree of accuracy nevertheless analysts can only make short-term forecast Based on data and numbers they are unable to make long-term projections given the current volatility of the economy watch today's video to learn why Kathy Wood just issued a highly contentious warning regarding Tesla shares Tesla is an American Automobile and sustainable energy firm that creates develops produces leases and markets energy generation and storage systems uh as well as electric vehicles in the US and other countries with aspirational environmentally conscious objectives Tesla Rose to Global recognition although investors and analysts have different perspectives on Tesla's present position in the stock market many of them are still optimistic and think the stock is a wise long-term investment Financial Specialists believe that there is a good chance that the globe is about to enter a catastrophic worldwide recession for most people this could seem very frightening but not for one of the richest individuals on the planet it seems that musk adopted uh bringing on mentality in light of the anticipated Global recession he went so far as to suggest that everyone might benefit from this Kathy Wood a well-known Tesla B recently posted a cautionary note regarding the company according to Forbes Kathy Wood is an American investor a renowned stock picker and the founder CEO and IO of Arc invest a $60 billion dollar firm that because of her ability to persuade others with her investing arguments and her track record of success supporting her surprisingly astute claims Kathy Wood is frequently referred to as additionally she is well known for giving monthly updates on a variety of topics including Innovations monetary and economic policies what's to be expected in her area of expertise and commentary on choices made by the Federal Reserve System recall that Kathy Wood said earlier this year that we don't have an inflation problem the well-known investor seems to be sticking to her guns as she said we are not overly concerned concern in reference to how rates and inflation are hurting Arc actually Woods massive stockpiles serve as proof that inflation will decline she continued the massive inventories now held by us companies suggest that inflation will die down Renown Tech investor Cathy wood sticks to her investing strategy of placing risky bets on hot potential leaders like Tesla even though her money was severely damaged during the stock market meltdown caused by concerns about inflation and Rising interest rates uh due to the various worldwide problems that have lately plagued the world's economy uh Tesla stocks recently fell precipitously uh problems with Supply chains and growing gas prices are only two of the challenges that the entire world has experienced recently now nevertheless wood said in a recent interview with Goldman Sachs that deflation is by far the in an interview with Ed llo at the 2022 up Summit uh conference on the future of Mobility organized by Walmart Inc Arc invest and update Partners uh Venture Capital firm funding Mobility startups wood stated that he personally believes that deflation not inflation will soon overtake inflation as the main driver of the financial markets as a result of slowing global economic growth during a webinar would a well-known investor whose Arc Innovation fund surged during the covid-19 pandemic in 2020 but has underperformed the market in the past year revealed that historically low consumer sentiment growing gas prices and accelerating techn technological innovation will have an impact on sectors like energy stocks which have performed well this year wood said we think value techniques are vulnerable deflation is a bigger concern than it has ever been us equities and bonds have plummeted during the previous two trading days indicating that the benchmarks 500 is in a bare Market this is due to the recent release of higher than expected inflation statistics which shows prices growing at their quickest Pace in 41 years due to the 30 to more declines in its main Holdings Tesla inks Zoom Video Communications Inc and Roku in Arc innovation has lost 61 of its value so far this year Tesla Inc has been one of arc's most well-known Investments following at least four consecutive quarters of holding reductions Arc resume purchasing Tesla after the company's stock dropped by about 50 do you worry about deflation as much as Kathy Wood does post your ideas in the space provided for comments below many investors are worried about must 's involvement in multiple Ventures and his time being divided between them wood stated it's critical that he continue working at Tesla to supervise the advancement of autonomous driving a field of transportation that her company projects will bring in $10 trillion by 2030 wood stated he needs to stay around for the autonomous side of it not that EV side she was alluding to the dropping cost of international transportation and the probable markdowns at stores brought on by large stocks wood restated that the inflationary pressures are starting to become less severe I do think we are on the other side of the inflation problem wood stated I think the rates Market is telling us that inflation will eventually come down to levels consistent with positive real growth that she continued later she expressed astonishment that more investors don't seem to be comforted by this to be honest not much has been reassuring investors lately on Monday uh us equities entered a bare Market with this closing the day more than 20 below it's most recent record high set in January a shockingly high Consumer Price Index on Friday that fueled fresh fears of a rate hike appears to have been the impetus for the sell-off uh would doesn't appear to be a deter masterer though many people have denigrated our strategies as profitless Tech conceptual capital or Tech wreck terms you didn't hear during the tech bubble Goldman said that's a beautiful thing in some ways because it means that a lot of negative news is already priced in uh nevertheless despite this pessim ISM average predictions for our portfolios Revenue growth from 2022 to 2024 vary from 25 to 27 our portfolio's predicted Revenue growth would be negative if the tech boom were to recur even though Cathy Wood's performance has been dismal some investors continue to believe in her even as others attempt to mitigate inflation risk via ETFs that track the natural resources theme with $317 million in Revenue disruptive technology topped last week's flow receip reers as investors restored confidence in Kathy Wood's approach over the past year Wall Street's most successful stock picker Kathy Wood has seen her fortunes decline as the market value of her Flagship digital Innovation fund dropped more than 50 to13 billion nevertheless based on statistics from industry tracker Lipper uh investors have not only stuck with her futuristic Vision but have also added more than $2 billion dollars in net inflows to the fund people like to wager at her company Arc which takes its name from the biblical Arc of the Covenant uh receptacle of heavenly Revelation Tom Len an experienc asset manager advised people to approach someone look them in the eye and gauge their level of conviction that has helped override any concerns that this fund is broken and Kathy Wood is indeed that confident in her convictions speak with wood frequently Robbie greengold an analyst at investment research from Morning Star said she doesn't present herself any differently in person than in public he clarified that even in private wood is unwavering in his conviction still there are always going to be detractors they argued that rather than her skill in stock selection or investment analysis Wood's success is mostly due to the Federal Reserve lacks monetary policies Wood's quasi prophetic certainty about the future according to critics is disconnected from reality and arc's performance has been artificially exaggerated by investing heavily in thinly traded Securities naturally there will always be detractors in addition to Cathy and Arc investor real Believers although Arc Innovations investors bought High there was little outflow indicating that supporters are still optimistic as usual it is up to you to decide whether or not to take the advice of experts like them before making any significant decisions it's crucial to conduct a thorough analysis of the stock market and economy uh
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