Bargains during lockdown, what's on your shopping list ?

[Rawz]

Remember this thread... Was only a couple of months ago... shopping list for cheap stocks.

Now everything is getting cheap and where are the buyers at. All sitting in cash watching it inflate away

Market psychology at its best

[nztx]

can't be quite cheap enough yet - Rawz

[JohnnyTheHorse]

Remember this thread... Was only a couple of months ago... shopping list for cheap stocks.

Now everything is getting cheap and where are the buyers at. All sitting in cash watching it inflate away

Market psychology at its best

You can't look at QE vs QT investing environments the same, they are very different beasts. Inflation and higher rates kill valuation multiples.

I guess sitting on cash and watching it inflate away is better than holding the general market and not only watch it inflate away, but also go down in value.

[Rawz]

Google tells me bear markets last on avg 9.6 months. Not long to go now ladies and gents.

Get the shopping lists ready

[Bjauck]

Google tells me bear markets last on avg 9.6 months. Not long to go now ladies and gents.

Get the shopping lists ready

Putin's rampage could give this bear market some legs.

[winner69]

Google tells me bear markets last on avg 9.6 months. Not long to go now ladies and gents.

Get the shopping lists ready

Secular bear markets run for 10 to 20 years ..... have a few cyclical bull and bears in that period

[alokdhir]

Maybe the longest Bear market is Nikkei index ...it was appox 39000 in Dec 1989 ...its present level is around 25000 ...so still not made new high . They are the original inventors of all types of loose money policies with negative rates and what not ...still no respite ...though they have had some growth years but stocks still cant recover from Over exuberance of 1980s . It made Japanese savers love Bonds with positive yields world over ...

Its said Japanese have the highest saving rates which is not helping stimulate the local economy much ...But no such " flaws " in western economies based on leveraged spending ...enjoying tomorrow's income today itself !!

Regular bouts of Inflation actually helps stimulating spending ...

https://en.wikipedia.org/wiki/Nikkei_225

[LaserEyeKiwi]

Maybe the longest Bear market is Nikkei index ...it was appox 39000 in Dec 1989 ...its present level is around 25000 ...so still not made new high . They are the original inventors of all types of loose money policies with negative rates and what not ...still no respite ...though they have had some growth years but stocks still cant recover from Over exuberance of 1980s . It made Japanese savers love Bonds with positive yields world over ...

Its said Japanese have the highest saving rates which is not helping stimulate the local economy much ...But no such " flaws " in western economies based on leveraged spending ...enjoying tomorrow's income today itself !!

Regular bouts of Inflation actually helps stimulating spending ...

https://en.wikipedia.org/wiki/Nikkei_225

The Nikkei 225 total return index (includes dividends) has been in a decent bull market since 2009. Gone from ~10,000 in 2009 to 41,000 today. The total return index didn't surpass the 1989 high until 2021 though (and that is not adjusted for inflation either).

So if you are a Japanese investor under 40 you probably have had a pretty good return, but their parents did not have it that great (although to be fair if they were invested before the late 80s bubble then they still did ok)

[nztx]

Putin's rampage could give this bear market some legs.

How many Billions globally to be written off or impaired on Russian lending / investment
and asset losses ?

It wont exactly be small change this time around

In comparison the large Chinese Property Developer collapsing may be like a Kid's scrap at the bottom of the garden ?

[Ferg]

Its said Japanese have the highest saving rates which is not helping stimulate the local economy much ...

Could it be that Japanese housewives were instead investing offshore? https://www.financereference.com/japanese-housewives/