Marius Čiuželis on Traditional & Alternative investmentsInvestor / Advisor / Social EntrepreneurSome time ago
US stock valuations and Fed Balance sheet. Now it’s perfectly clear who drives the rally.
Chart from Reuters
Justas JanauskasQoorious human
Interesting, can you elaborate more on this? I have limited knowledge to make a clear view from this chart. Thank you!
6 months ago·
Marius ČiuželisInvestor / Advisor / Social Entrepreneur
To support housholds “good morale” as per popular saying, FED is buying stocks in an open market. Majority of savings in USA are in capital markets, thus during any crisis its worth to support the market to keep good mood (and consumption) healthy. Consumption makes up to 70% of US GDP.
6 months ago·
6 months ago·
Marius ČiuželisInvestor / Advisor / Social Entrepreneur
For as long as FED would think market and consumers need some support. Pls be reminded elections are coming and Prez Trump praises himself for all time market highs despite c19.
6 months ago·
Jonathan CairnsNothing.
But at what stage does quantitative easing and market manipulation kick price inflation into a higher gear that precludes fiddling with the money supply and "free market" ? Is that a known unknown? Also I wonder if it's such a good thing for growth, why don't they kick it up to the highest possible level, even before covid crisis? Very hard to understand this voodooesque economics
6 months ago·
6 months ago·
Jonathan CairnsNothing.
Thank you, nothing like astrolog... Sorry... Economics to make a guy feel dumb!
6 months ago·
Marius Čiuželis on Traditional & Alternative investmentsInvestor / Advisor / Social EntrepreneurSome time ago
Some quotes first:
1. Activist investor Jeff Ubben has left ValueAct Capital, the $16bn hedge fund he founded, to launch a new environmental and social impact investment company.
2. „Companies, as governed today, with investors asking for more current returns and more buybacks and so forth, aren’t working for society or nature,“ he said. „But I have to prove that there’s a return [in long-term impact], because otherwise . . . you’re not really changing anything.“ <..> „Finance is, like, done. Everybody’s bought everybody else with low-cost debt. Everybody’s maximised their margin. They’ve bought all their shares back . . . There’s nothing there. Every industry has about three players.“
3. Having an impact fund and a traditional fund under the same roof at ValueAct was „confusing“ for investors, Mr Ubben said. Those who opted for the impact vehicle worried they were leaving returns on the table, and those who opted for the flagship fund worried that about being portrayed as environmentally or socially „unconscious“. „I don’t think these two strategies peacefully coexist,“ said Mr Ubben.
Second, that was the essence. If RE investments are driven by "location", "location", "location" mantra, then in "ordinary" investing it is not only "return", "return", “return" anymore. I have been following for the last few years already an emerging and quite fast growing trend in hedge funds space to invest if not "for" then at last "with" social and/or environmental impact in mind. And that will benefit all of us. Even those who are far away from investing.
https://www.barrons.com/articles/activist-investor-jeff-ubben-departs-valueact-to-focus-on-esg-51592936937
Activist Investor Jeff Ubben Departs ValueAct to Focus on ESG
Marius Čiuželis on Traditional & Alternative investmentsInvestor / Advisor / Social EntrepreneurSome time ago
Electric Vehicle Investment Roadmap
Summary:
- Electric Vehicles (EVs) are an emerging set of technologies with enormous potential to transform transportation.
- As such, EV companies represent significant opportunities for investors who can determine when and where to invest in this complex market.
- This article provides an investor roadmap to more than two dozen varied investment opportunities.
- These opportunities go beyond investing in Tesla, and look at the auto manufacturers, new US start-ups, Chinese EV companies, and supporting industries.
- As in all investments, considerations of the companies strategies, valuations, and investment timing are critical; especially with the volatility of these investments.
https://seekingalpha-com.cdn.ampproject.org/c/s/seekingalpha.com/amp/article/4380558-electric-vehicle-investment-roadmap
Electric Vehicle Investment Roadmap
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Marius Čiuželis on Traditional & Alternative investmentsInvestor / Advisor / Social EntrepreneurSome time ago
Sustainable investing perspectives by UBS. For those who care and dare.
https://www.ubs.com/global/en/wealth-management/chief-investment-office/investment-opportunities/sustainable-investing/2020/sustainable-investing-perspectives.html?campID=NL-SIMONTHLYPERSPECTIVES-GLOBAL-ENG-INVESTMENTVIEWS-CIOWEBSITE-31072020
Perspectives on sustainable investing
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