Daily General Discussion and Advice Thread - December 11, 2021 Investing |
- Daily General Discussion and Advice Thread - December 11, 2021
- China's growing problems not being looked at
- Currently, all assets are inflated, inflation is running hot. But which assets class according to you poses the highest risk to cause a major correction or crash?
- Is now a good time to invest in bank stocks?
- Where do you see the trajectory of home builder stocks going into 2022?
- SenseTime hit with US investment ban as it prepares to go public
- Anybody use Fidelity's Fully Paid Lending for securities program?
- Cloudflare - Thoughts on possible growth speedup (mild hopium)
- How confident are you in your investment portfolio?
- I'm thinking of buying an apartment in Hannover, Germany. Its building was built in 1930s but was totally renovated in 2006. From the pics, the apartment looks in good shape. But I'd like some advice from any German Real State investor here. What should I be careful about?
| Daily General Discussion and Advice Thread - December 11, 2021 Posted: 11 Dec 2021 02:01 AM PST Have a general question? Want to offer some commentary on markets? Maybe you would just like to throw out a neat fact that doesn't warrant a self post? Feel free to post here! If your question is "I have $10,000, what do I do?" or other "advice for my personal situation" questions, you should include relevant information, such as the following:
Please consider consulting our FAQ first - https://www.reddit.com/r/investing/wiki/faq And our side bar also has useful resources. Be aware that these answers are just opinions of Redditors and should be used as a starting point for your research. You should strongly consider seeing a registered financial rep before making any financial decisions! [link] [comments] |
| China's growing problems not being looked at Posted: 10 Dec 2021 06:14 PM PST As most know about the Evergrande situation and the possible implications on the global markets. But Chinas issues run deeper, their railways are between 900 billion-1.8 trillion in debt losing around 24 million a day. It's hard to get accurate figures however take these as low estimates. In China these railways are essential for commuting to nearly 32% of the entire country's workforce A bail out of the housing sector doesn't fix everything for China. They are essentially choosing housing over jobs. Add to this that China's national debt is over 7 trillion excluding owned debt of other countries (1.1 T in US treasury bonds, 385B from poorer nations alone) Are we simply turning a blind eye to this? Should this not be in discussion in market news rather than the singular focus on Evergrande? Finally not wanting to sound like a doomsdayer but is there a way to hedge against this crash of crashes? Sources: 385 billion debt https://www.theguardian.com/world/2021/sep/30/42-nations-owe-china-hidden-debts-exceeding-10-of-gdp-says-report Video on railway debt https://youtu.be/eLCa6Vl7EeQ [link] [comments] |
| Posted: 10 Dec 2021 07:52 PM PST Cryptos are inflated. Bitcoin was meant to be digital gold but every time the market goes down, bitcoin follows. Also, unlike gold bitcoin is too volatile. Property prices across the world are inflated. Stocks are running hot, indexes are pretty much the same. Then there are geopolitical issues with China and Russia. If you were to pick one asset class that poses the greatest risk for the financial markets and economies in general, which one would that be and why? [link] [comments] |
| Is now a good time to invest in bank stocks? Posted: 10 Dec 2021 10:27 PM PST Is now a good time to invest in bank stocks? Specifically talking about stocks like JPM, BAC, GS, MS etc... To me as we get out of COVID in truly significant ways in 2022 (knock on wood), this seems like a good play to me. Am I missing something? In the last month banks have fallen about 7-9% and my thesis would still stand from then, so it appears that things are even cheaper now. Would this be a good play at this moment like energy stocks were a good option 6-8 months ago? [link] [comments] |
| Where do you see the trajectory of home builder stocks going into 2022? Posted: 11 Dec 2021 02:04 AM PST Where do you see the trajectory of home builder stocks going into 2022? Specifically talking about the main ones like Lennar, DHI, Toll.. but also smaller stocks like BZH and CCS. I see many "experts" bullish on homebuilders moving forward under the assumption that pricing will continue to stay elevated for the foreseeable future with people also moving to at home work more long term and willing to spend no matter the price. While I like this argument, there is something in me always skeptical when too many people are all in agreeance. Particularly depending on how quickly rates will move forward with Powell after Wednesday. What do people think? I'm not quite buying it yet, they've had such a good run so far, how much room do they really have to go? [link] [comments] |
| SenseTime hit with US investment ban as it prepares to go public Posted: 10 Dec 2021 06:19 PM PST
Sources; [link] [comments] |
| Anybody use Fidelity's Fully Paid Lending for securities program? Posted: 10 Dec 2021 06:43 PM PST I just stumbled across Fidelity's fully paid lending program which will allow me to "lend" securities in my brokerage account and earn interest on them. Sounds relatively passive, I just have to sign up for it. I've never heard of this before as a mainstream option for increasing income. Anyone do this or have advice on this? It does have a few requirements such as minimum account balance in the account etc... I would appreciate any advice, pros or cons etc... Sounds like a good opportunity. Hopefully i'm close to the 400 character count now. I hope. Certainly. [link] [comments] |
| Cloudflare - Thoughts on possible growth speedup (mild hopium) Posted: 10 Dec 2021 07:19 PM PST Disclosure - I'm a $NET holder and don't care about the price crunch. Here's why: I am fully aware and agree that cloudflare's current valuation is insane according to current revenue figures. However, I think Cloudflare has disruptive potential and can increase their growth rate in the future. Cloudflare R2 is their zero egress(data withdrawel)-fee cloud storage product. Cloudflare's entire product portfolio is rapidly expanding and is incredibly developer-friendly Cloudflare R2 revenue potential This is an analysis that is fundamentally correct, albeit overly positive. However, assuming R2 can disrupt at least 500m in revenue each year in Cloudflare's favor and the rest of their business keeps growing at 50%, this would immediately massively reduce Cloudflare's insane valuation to a reasonable level. But, there's more - Cloudflare's moat is their versitile edge computing platform with cybersecurity applications. R2 essentially gets added utility due to this. Cloudflare is super developer friendly and an industry standard and has it's hands on massive parts of the internet. $NET vs. $SNOW - I think Snowflake will saturate it's market soon enough but Cloudflare is just beginning to expand into its footprint. Cloudflare's serverless compute environment has some really cool cybersecurity applications as well Cloudflare Zaraz Cybersecurity Zaraz uses Cloudflare's super fast edge network to isolate vunerable web plugins, allowing them to function identically as if they are natively installed but without the risk of providing security risks and accessing data it shouldn't touch. This is massive if you understand web development and how sketchy some shitty plugins can be. Keep in mind their core business has 79% gross margins, above 100% revenue retention (squeezing more money from existing customers), is developer friendly in a super important part of the cloud computing future, massive cybersecurity footprint, and is rapidly growing their large customer base. I'm aware Cloudflare is risky and overvalued, and a speculative bet on edge computing and disruption. However, their team is so talented and their products are so fantastic that I don't care. I think their revenue growth has a very solid shot to speed up in the future and they are only beginning to grow into their shoes. I'm diversified beyond $NET - I own STEM, MU, SONY, CRM, VTI and IGV. I don't care if NET goes down or trades sideways - I'm paying a premium for their amazing technology and disruptive potential. [link] [comments] |
| How confident are you in your investment portfolio? Posted: 10 Dec 2021 02:07 PM PST The general state of the economic market has got me thinking. How confident am I in my investments? I'm not talking about just equities or the stock market. How does everyone feel about the current state of their entire portfolios/investments? Have the recent inflation numbers and uncertainty in traditional markets made you rethink your strategy? Are you thinking about diversifying more or is there any particular area you wish/want to get more heavily invested? I started late on investing and I've planned my investments into both short and long term. I have an IRA, crypto wallet, physical investments like trading cards and books, and even wine. I'm fairly confident I'll see some good growth long term and a less sure in the short term. The one place I wish I had thrown money at is real estate. Currently paying a mortgage on a house but I wish I had bought a plot of undeveloped land for the future instead of contributing to my IRA. Not asking for advice or an assessment. I'm genuinely interested in other people's thoughts and ideas. [link] [comments] |
| Posted: 10 Dec 2021 02:55 PM PST I don't have that very many German friends who do Real State investment in Germany. So, it would be good to get some advice from a German person on that. I have the following questions. I would be thankful if you could answer me these.
Thanks. [link] [comments] |
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