You're not going to get value moving until the Fed drops rates, says Wharton's Jeremy Siegel
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2024-07-26に共有
コメント (21)
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I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
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This gentleman is spot on.
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Jeremy Seigel and Tom Lee have been the most reliable forecasters.
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I feel investors should focus on under-the-radar stocks, considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered. I don't know where to go here out of devastation.
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Is it still wise to buy a home now, Stock or should I hold off and invest in the cryptocurrency market until the housing market corrects itself? It appears that this week's airdrops are great values
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Inflation would have been more the past 3 yrs following his advice. He has been wanting interest rate cuts for a long time if you have watched his CNBC interviews thru this cycle. 2yrs ago he claimed most inflation behind us. Just received a 15.7% increase for annual adj for Medigap. Inflation affects everyone differently.
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That’s cute. “Value moving”. That means price crash. The Fed doesn’t cut rates when things are going well.
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He nailed it this time.
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The EV sector always has strong Summer Surges. Up 210 % week. FSRNQ.. Fisker.. Vev.. Vicinity Motors...Lev..Lion Electric..QS...Frey .. Joby Evtol Jets...Zapp Electric motorcycles, more.
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The questioning of AI trade right now makes me more convinced it has serious legs. If it was only up that would I think end pretty bad (as we've seen before). This feels like a healthy pullback that is going to setup for a very nice EOY for the sector.
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If everyone agrees with that take then it’s wrong. As usual. If everyone agrees that rate cuts send value stocks higher, value stocks will move higher before the fed meeting at which rate cuts are highly anticipated
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He is not Siegel He is Seagull!
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Correct, rates need to around 200 basis points lower for worthless value stock to work.
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3% deflation per annum for the next 7 years and you are home sweet home !
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Reading The Professor’s book “Stocks for the Long Run” is a major contributor to why I’ve had a successful investment results for 2 decades. I got to meet him when he visited my old Merrill Lynch office representing Wisdom Tree. He is a great contributor to CNBC.
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Buy xau 10000 bank of belgium
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I want to diversify my portfolio worth around $200k, i'll be buying some Tech stocks, what are some new gen stocks i can add to my portfolio to get reasonable increase and protect my future
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What strange 4 years...
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They shouldn’t drop rates yet
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Honestly, this situation makes me uneasy, especially with the potential depression, not just a recession. I'm not sure about my $130K investment strategy given the economic uncertainty.