Tuesday, September 1, 2020

The Next Big Thing -- For Investors -- September 1, 2020

At the sidebar at the right, I have a link to "The Next Big Thing." This post is a bit different than the usual post about "the next big thing." This is for investors.

For investors (and the US economy): the next big thing(s) -- this is what CNBC talking heads will be talking about and what investors will want to hear --

  • forward P/E's, example:
    • Home Depot: 30
    • AAPL: 10
  • where are the dividends? 
    • without selling my shares (which I have fallen in love with), how can I have something other than a "paper" return?
  • unemployment numbers no longer matter (don't take this out of context; I'm talking about the "next big thing" for investors; I'm not talking about the pain and suffering for those out of jobs)
    • jobs and "professions" worst hit by the pandemic have the least relevance to the American economy
    • by the way, have we seen any stories lately about streams of undocumented folks flowing across the southern border?
    • how could you lose 18 million jobs and have housing prices go up 30% -- CNBC's "Josh" -- bingo 
    • the Fed is now concerned with the unemployment problem, not the inflation target;

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