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2022년 초 시장 전망: 진행자는 조정 가능성과 금리 인상 우려 속에서 방어주 중심 대응을 제안하며, 특정 자산에 대한 명확한 단기 방향 예측은 제한적임. 테슬라: 1월 초 분기 인도량 발표 직후 프리마켓 상승을 예상했으나, 공급망 문제 언급. 방향성 확신은 낮음. 거시 환경: 1월 고용·제조업 지표 등 경제지표 발표 예정. 1월 효과(1월 자금 유입)로 소형·하락주 반등 가능성을 언급했지만 본인도 낙관은 제한적이라고 설명. 짐 로저스 인용: 2022년 약세장을 경고하며 실버, 구리, 농산물, 미술품 등 대안 자산을 거론. 은은 과거 고점(15달러) 대비 현재 23달러로 회귀 가능성을 언급하나 진행자는 중립적으로 소개. 플러그파워(수소연료전지): 기술 신뢰도가 낮고 회사 운영을 부정적으로 평가. 핀터레스트도 선호하지 않는다고 언급. 금리·채권: 테이퍼링(양적 긴축) 이후 금리가 오르면 2018년과 같은 상황이 될 수 있다고 우려. 단기채·회사채 쪽을 살펴보고 있음. 전략: 필수소비재·유틸리티 등 방어주로 분산, 팡(FANG) 종목은 여전히 견고하다고 판단. 기업 실적 추정치는 낮을 것으로 보나 좋게 나오면 조작 의심 가능성 언급.
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hello and welcome to premiere study and investing it's great to have you thanks for stopping by student investing so this weekend to wrap up summary we're going to be looking at three stories one tesla mount supply chain woes with blockbuster q4 deliveries this came out sunday january 2nd so in pre-markets i would expect to see a bit of a pump on tesla we'll see um but that's what i would expect also to know this week we have a lot of economic data coming out jobs report i believe um manufacturing as well jim rogers next bear market will be the worst in my lifetime here are three assets he's using for the 2022 crash protection and blah blah blah blah blah first one silver he says the all-time high for silver is 15 ounce now it's at 23 an ounce why can't silver go back to its all-time high that's the way markets usually work he says interesting what else does he say copper so he's going to play the eevee market he's you know nothing new that we haven't heard before about how much copper is in electric vehicles compared to traditional and then he throws us maybe a bit of a curveball agriculture so he's talking about how maybe there's higher risk adjusted returns with agriculture compared to both stocks and real estate he says yeah if you can go out and get land sure um but you know that's probably not the deal for most people and then a fourth alternative is basically fine art i did see a app where someone did like a promoted video and you can go onto a platform and buy shares of art so you could own you know a very expensive expensive painting or something like this then this is the other one with that economic data coming out the question is you know is jp morgan right says that the january effect will boost beaten down stocks these three could not be rapid gains if the 2022 balance comes true january effect typically what this is talking about is that there is a lot of money that comes into the market in january i'm expecting that to happen honestly so i'm kind of optimistic for january but then after that i'm really really not okay so the first play that they talk about is plug you see it all the time in the let's see plug is a forefront in the hydrogen fuel cell industry i actually didn't know that i thought they were more of a charging company produces liquid hydrogen no i don't believe in that technology honestly it's been around for years they've been toying around with this idea right run your car just produce water i don't think so i don't know uh i don't like this company uh i don't know i don't like the uh i don't like the way that this was handled this new technology on the biopharmaceutical space um i just think it was handled poorly i really really do so uh maybe regulators more is the issue that i have although uh yeah but anyways they actually have said that they're going to be able they're going to be expecting to put out a lot less uh yeah i don't think they're going to do that well and then pinterest i don't like this company either so i don't like these companies jp morgan chase but the big point is that we had the big rally we had the of course all-time highs with the s p 500 so is that going to continue to rally i would say certain stocks might do well my expectation is that the estimates are going to be crap or certainly if they're good people are going to come back and say this is these are fudge numbers um i just from what i'm seeing in my neck of the woods i don't think that the supply chain or a lot of the stuff is that great yeah we had the santa rally maybe we'll have the january effect but all in all um i think the biggest issue is the tapering if we see interest rates go up i think we're going to be back to 2018.
uh and i so i've been looking at more at corporate bonds and things like that and yes i know uh i know i know but shorter duration bonds um and maybe not get into them right away but yeah trying to get more into some of those defensive plays consumer staples utilities diversifying and then trying to pick a couple maybe you know the fang stocks are still i think i think those are still solid okay that's what i got so well here we are in 2022 we'll see you next weekend bye you
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