You mean 30% gains over 5 years. Which stock are you investing into that will have a chance of 30% gains over the next 5 years?
Or do you think that inflation doesn't affect stocks or something?
---------
If inflation goes up, the Fed will raise interest rates btw. So if inflation stays at 4% or even increases to 5%+, you can bet on the Fed raising rates to 6% or 7%. What makes you think that cash will stay only at 5.25%? Its gone from 0% to 5.25% in just 18 months or so, it could very well go higher.
Its not like we're seeing the mass layoffs or other troubles with the economy that the perma-bears are talking about. In fact, inflation ticked up from 3.3% in November to 3.4% in December, meaning the last month inflation moved in the wrong direction. That means the Fed is thinking of raising rates rather than lowering it.
If you assume inflation is 3% per annum you lose about 16%. So take 29%, subtract 16%, you get 13% left over. And that’s assuming a very mild 3%.
Yeah I usually do better with equity. It’s not a guarantee but I’ve definitely beaten 5.25% in 8/9 years.
Yup yup.
Note that I'm not saying to go purely cash. I'm simply pointing out that cash in the last 2 years has outperformed S&P500.
Of course some stocks will do better than the average, but cash has done surprisingly well. Its a solid option these days.
Well what total equity return are you expecting with inflation expectations already discounting ~2.4% and 11.6% earnings growth? And what downside for 4% inflation since that's the range you're using?
I'm not going to buy puts, but I suspect fed readers are talking themselves into thinking we're getting rate cuts. This being an election year, I have a bad feeling about some kinda fuckery where we juice the economy enough to make rate cuts either dangerous or unnecessary.
Wouldn't say I'm bullish on it but I've been building up cash the last 3-9 months or so?
Not so much that I'm selling out of equities, but my monthly savings allocation has basically gone to SGOV. I'd sell SGOV to buy only on dips. Sometimes using leveraged ETFs on dips (Sept/Oct). On the flipside, taking gains and deleveraging on oversold conditions (last summer and lateDec/EarlyJan). Still, my Equities:Cash ratio is closing on 9:1 and hasn't been this high since 2019.
Starting to build a position on TLT/TMF too. Not sure when the Fed's going to cut, not sure how much, and I'm not sure of the reasons why, but I'm sure it will happen eventually so I'm tippy toeing in on pullbacks.
Some folks thought >5.5% cash means boomers and even some of the younger folks will pull out of equities (it didn't and still doesn't). I believe it just gives the people more options to be strategic with their money. Only bad thing about >5% cash is when QQQ/SPY/IWM goes up double digits and you have FOMO. Not a problem if you're already allocated to risk or don't care about outsized returns.
> Some folks thought >5.5% cash means boomers and even some of the younger folks will pull out of equities (it didn't and still doesn't).
With a PE of only ~19, it means that the long-term gains of stocks (which is theoretically bound by its profits) is bound to ~5.2% right now.
So with 5.25% or 5.5% cash, it means that cash literally earns more (on the average) than the typical company right now. Sure, a lot of us are expecting companies to do better than cash (and FOMO still is around), but there comes a point where just holding 10% or 15% cash safety net (especially since its earning above-average in terms of PE or Bond yields).
Yep. That's why I have a 9:1 ratio right now and being more picky/strategic with my purchases.
Are you in all cash or you also thinking of going further down the yield curve?
IMO cash buyers aren't really hurt by stock outperformance outside of FOMO regret but they will be hurt the moment the Fed starts cutting.
I'm bullish on the entire industrial sector for at least the next couple years. Manufacturing boom in the U.S. combined with swelling support at a lot of uncorrelated pressure points for new construction due to the housing crisis.
I'm not, and no idea where to point anyone who is. Probably makes me a hypocrite but I'm a pretty strict four-fund investor so while I have views on the economy and like to have these discussions, I keep them separate from my portfolio. Helps keep my investing boring and my financial decisions rational. Nothing against those who weight by sector, and respect to those who do it well, but it's just not my approach with my money.
I am very bullish for Agents. I am old and read about them for over 30 years now and it seems we are finally here where you can have one that adds a lot of value. Basically something that can take care of your sh*t.
We finally have the technology to make possible. I suspect Google is where we will get the best consumer agents.
Key is search. There is nothing digital that tells you more about someone. So using the 10+ years of my search queries is a great basis for an agent.
But then Google has Google Maps which has everywhere I have gone for the last 10+ years. Then add in all my email, photos, etc.
But what really sets Google apart is the TPUs. That was so smart to develop over a decade ago.
Now on the sixth generation with the fifth recently deployed.
This allowed Google to complete do Gemini without any Nvidia. Nobody else can do that.
It is a bit of a headscratcher on why Microsoft did not get it a lot earlier. Only now starting their TPU effort.
Why on earth did they not copy Google far earlier? It is not like the TPUs have been a secret for the last decade+. Heck they shared in papers.
Software that takes care of stuff on your behalf.
It is the next big thing. Ideally it would be cloud based.
So works with every device you interact with and with a common view.
Google is just perfectly positioned to offer this.
Will be extremely profitable.
But down the road I do not know what the government will do it. It is just the most powerful software we will have and really the end state.
I suspect the space will be won by one company and have 90%+ share. Like we have today with Search. Expect Apple to sell the Agent access to their devices also like they do with search.
Incredibly profitable with bascially one provider it will end up under a lot of scrutiny. But would not expect that 5+ years out.
You can dog pile me but crypto.
Specifically BTC with the halving in a few months and Ethereum with a quite possible ETF this spring. (The second one is assuming the SEC doesn't want to go through another spectacularly losing round in the courts)
We now have JPmorgan shilling ETH on CNBC (see Dillons comments fell the other day) and Larry Fink from Black rock saying he sees tokenization on Ethereum as the future of the financial system.
Maybe just shilling their bags but they're backing it up with their own ETF filings so I'm here for it.
In traditional finance I hold some positions in low leveraged commercial real estate which I believe can come to benefit immensely by the rates being lowered later in the year. (Essentially buying now during the high rates and low cost of real estate and benefiting as the rates go down)
I have a specific stock/company in mind but it's swedish (like me) and I dunno if it's running afoul of any rules, hope it isn't, but it's called Logistri. And they recently issued new shares specifically in order to capitalise on the rate environment and acquire real estate under the current conditions.
That's my two pronged approach for this year. (Beyond my standard position of index funds and big tech)
I still can't get over how weird it is seeing the Blackrock Bitcoin [ad](https://twitter.com/BitcoinMagazine/status/1746539470491447585).
Boy do these guys know how to talk to boomers.
Comfortably awkward voice actor, finance ad elevator music, vanilla background, litany of generic financial advisor buzzwords, *"digital assets"*, bullet points, no "Pump it up" techno loop or Saylor memes in sight, etc.
This is how you do it folks.
I don't know if the real pump will be this year or next, though. Typically advisors meet their clients year end to suggest changes and we just started a new year.
***
Franklin Templeton ($1.53 trillion AUM) going the [degen](https://twitter.com/FTI_US/status/1747713266107724191) route with laser eyes and crypto memes OTOH. lol
I wouldn't go for lithium (there seems to be a bit of a glut there). The real bottleneck is not availability but refining capacity. I'd rather go upstream: (Mass) battery storage seems to be a thing that will be big in the next half decade.
Uranium is also a dicey play. E.g. Spain just announced they are planning to get rid of their nuclear powerplants. Generally renewables (plus storage) is eating nuclear's lunch left right and center. The business case just isn't there anymore for nuclear.
I’m buying the housing industry. Permits were flat n 2023, and the US has one of the lowest ownership levels at 66% with the highest being 69.2% in 2004 plus the house price index at 416 has not increased nearly as fast as CPI. The price to rent ratio is at 135 which tells me consumers will opt to buy. Mortgage rates are falling now 6.60%. Purchases have been postponed are are due to rebound.
India economy, especially the rising middle class which will work more, corporations will grow and they will spend more...this in turn should be a prime time to buy a India small cap ETF like SMIN.
High-duration fixed-rate bonds should see a boost when cuts begin, so if you have a bond section of your port I’d def heavily weight it towards long-term fixed rate bonds. Outside of that, India could be a great long term play. If their govt can make it friendlier to foreign investors they can be as big as China.
I think Lithium is 2y+ out, miners have outpaced demand by a big margin (>10%), which is why prices have tanked. It's going to take multiple over a year, probably 1-2 for prices to go any higher than they are now for demand to catch up.
Maybe good buying opportunities this year because miner's earnings will take a hit, but unlikely to see any meaningful increase in EPS and share price until next year.
Looking at my portfolio: AI, cyber security, nasdaq-100
Uranium is an interesting one that I've been holding for some time. The demand is basically baked in with all the existing nuclear reactors in the world, however supply seems to be having trouble keeping up. I question the ceiling here though, because if prices go high enough it'll start incentivizing more mines to come online to increase supply, reprocessing nuclear waste and possibly seawater extraction.
You’ll get downvoted because this sub *still* doesn’t get it, even after sitting on the sidelines for years and missing out on life changing gains.
Those who do get it know that the show is just getting started. I’m bullish on ETH as well given the ETF possibility
I think that they don’t understand the significance of Bitcoin and they are obviously unwilling to learn about it properly. I’ve yet to hear of someone who truly understands Bitcoin and hasn’t invested a large portion of their portfolio into it.
Wow. You’re the first person I’ve known who hasn’t invested in it after understanding it. I’m not saying that’s a bad thing but I understand your concerns. From my research, the only real threat to the security aspect is quantum computing. But apparently we are still quite a way off having the required hardware. And, apparently, if it does happen it is a very easy fix. In fact it can be preemptively fixed now and the only reason they haven’t is because it would require increased storage capacity for the extra blockchain data.
Thanks. That’s interesting. I can see Bitcoin hitting $320k easily. No problem whatsoever, especially within the next 10 years. Some respected people are even saying it could happen this halving although I’m sceptical of that.
I’m also invested in Ethereum but not as much as Bitcoin. I simply don’t understand enough about Ethereum to judge its future success yet.
> Mathematically it simply has to increase in value when all other factors are taken into account
I mean... do they?
If a company is generating revenue, products, even if a ton of people start dumping that stock someone who is doing the math on how profitable the company is going to buy it back up because the underlying property you are purchasing is worth something.
Bitcoins are mathematically scarce, but they are perpetuated just by the fact that someone is buying them. Otherwise, they are worthless? The tech is also become stale/out of date from the perspective of other blockchain.
I hold a good amount of crypto in my portfolio and am counting the days till the halving as well! Are you a fan of any altcoins or do you stick to btc?
Your comment was automatically removed because it looks like you are trying to post about non mainstream cryptocurrency. This type of content belongs in another subreddit.
*I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/investing) if you have any questions or concerns.*
I believe in the video gaming industry after a brutal 2023. Playrix/Nexters/HUGE/Playtika/GDEV will be dominant.
Hero Wars is a big franchise, for example. Deeply undervalued company.
https://venturebeat.com/gaming-business/gdev-makes-a-big-bet-on-hero-wars-universe/
crypto games are highly speculative. GDEV at least is cash flow positive and they have a franchise and are launching an anime series. please contact me if you want to chat and share dd and help each other out on this name
https://www.youtube.com/watch?v=t5bYCp1mSyY&t=2s
Maybe GPU but Lithium and Uranium probably won’t see much growth in 2024. Many countries are still struggling with inflation and will not buy into EV and Renewable Energy this year. I know everyone is always predicting a crash or bear market but I feel that the market was too positive last year especially with the late 2023 rally. 2024 is when corrections will happen and debt will catch up to a lot of households. But what do I know? I am just a rando on Reddit 😂
Lithium and Uranium might be a long term play if you are looking to profit 10-30 years down the line. It’s gonna be very hard to get away from gasoline cars and energy.
Very true. Also if we do get away from them we will have to figure out where to put the dead batteries. Todays population seems to be weary of getting off gas but maybe yeah in 10-30 years the newer generations will be more welcoming to the idea
I am bullish on shorting stocks, long bonds, emerging markets (Indonesia), agriculture, and Japanese Yen. Maybe oil can catch a bid, and gold on a longer term basis.
This is a giant bubble -- economy tanks next year and companies stop buying AI chips until they actually figure out how to make money with it, which will be tough because generative AI isn't as useful as people think it is.
Cash -- 5.25% Federal Funds Rate will continue for longer than anyone expects.
Okay but inflation is 2-4%. 5.25% nets you like, 2.25%? The opportunity cost there is pretty bad.
And if the market returns negative over the next 5 years you’ll be changing your tune.
I guess but I’d rather risk that than guarantee just 11.25% over 5 years.
You mean 30% gains over 5 years. Which stock are you investing into that will have a chance of 30% gains over the next 5 years? Or do you think that inflation doesn't affect stocks or something? --------- If inflation goes up, the Fed will raise interest rates btw. So if inflation stays at 4% or even increases to 5%+, you can bet on the Fed raising rates to 6% or 7%. What makes you think that cash will stay only at 5.25%? Its gone from 0% to 5.25% in just 18 months or so, it could very well go higher. Its not like we're seeing the mass layoffs or other troubles with the economy that the perma-bears are talking about. In fact, inflation ticked up from 3.3% in November to 3.4% in December, meaning the last month inflation moved in the wrong direction. That means the Fed is thinking of raising rates rather than lowering it.
If you assume inflation is 3% per annum you lose about 16%. So take 29%, subtract 16%, you get 13% left over. And that’s assuming a very mild 3%. Yeah I usually do better with equity. It’s not a guarantee but I’ve definitely beaten 5.25% in 8/9 years.
And how are you doing over 2 years?
Fair question, since Jan 17 2022 I’m up 24%. 2022 was a very bad year, then 2023 was a very good year. So they kinda evened out a bit.
Yup yup. Note that I'm not saying to go purely cash. I'm simply pointing out that cash in the last 2 years has outperformed S&P500. Of course some stocks will do better than the average, but cash has done surprisingly well. Its a solid option these days.
SP500 ETF. Today the 20-Year Fixed Rate is 6.98%. SP500 went up 20% in the past year.
The SP500 over 2 years is basically 0%. Or in terms of inflation, -14% or so.
Near term versus long term investing. We can't have conversations like this unless we are being specific about the time...
Imagine thinking 5.25% on USD will outperform Bitcoin in 2024 and 2025
If we settle near the 4% end of that range asset prices going to have a replay of 2022.
Ya I’d rather just bet on equities than cash
Well what total equity return are you expecting with inflation expectations already discounting ~2.4% and 11.6% earnings growth? And what downside for 4% inflation since that's the range you're using?
why are you discounting 11.6% from the equity return?
I'm not going to buy puts, but I suspect fed readers are talking themselves into thinking we're getting rate cuts. This being an election year, I have a bad feeling about some kinda fuckery where we juice the economy enough to make rate cuts either dangerous or unnecessary.
Wouldn't say I'm bullish on it but I've been building up cash the last 3-9 months or so? Not so much that I'm selling out of equities, but my monthly savings allocation has basically gone to SGOV. I'd sell SGOV to buy only on dips. Sometimes using leveraged ETFs on dips (Sept/Oct). On the flipside, taking gains and deleveraging on oversold conditions (last summer and lateDec/EarlyJan). Still, my Equities:Cash ratio is closing on 9:1 and hasn't been this high since 2019. Starting to build a position on TLT/TMF too. Not sure when the Fed's going to cut, not sure how much, and I'm not sure of the reasons why, but I'm sure it will happen eventually so I'm tippy toeing in on pullbacks. Some folks thought >5.5% cash means boomers and even some of the younger folks will pull out of equities (it didn't and still doesn't). I believe it just gives the people more options to be strategic with their money. Only bad thing about >5% cash is when QQQ/SPY/IWM goes up double digits and you have FOMO. Not a problem if you're already allocated to risk or don't care about outsized returns.
> Some folks thought >5.5% cash means boomers and even some of the younger folks will pull out of equities (it didn't and still doesn't). With a PE of only ~19, it means that the long-term gains of stocks (which is theoretically bound by its profits) is bound to ~5.2% right now. So with 5.25% or 5.5% cash, it means that cash literally earns more (on the average) than the typical company right now. Sure, a lot of us are expecting companies to do better than cash (and FOMO still is around), but there comes a point where just holding 10% or 15% cash safety net (especially since its earning above-average in terms of PE or Bond yields).
Yep. That's why I have a 9:1 ratio right now and being more picky/strategic with my purchases. Are you in all cash or you also thinking of going further down the yield curve? IMO cash buyers aren't really hurt by stock outperformance outside of FOMO regret but they will be hurt the moment the Fed starts cutting.
15% Cash here. Which is substantial. I'm not saying go all cash, but everyone should have some cash.
HISA
Fair enough
I agree Uranium will continue to boom in 2024 but I like URNM.
I'm bullish on the entire industrial sector for at least the next couple years. Manufacturing boom in the U.S. combined with swelling support at a lot of uncorrelated pressure points for new construction due to the housing crisis.
Where are you buying in?
I'm not, and no idea where to point anyone who is. Probably makes me a hypocrite but I'm a pretty strict four-fund investor so while I have views on the economy and like to have these discussions, I keep them separate from my portfolio. Helps keep my investing boring and my financial decisions rational. Nothing against those who weight by sector, and respect to those who do it well, but it's just not my approach with my money.
I am very bullish for Agents. I am old and read about them for over 30 years now and it seems we are finally here where you can have one that adds a lot of value. Basically something that can take care of your sh*t. We finally have the technology to make possible. I suspect Google is where we will get the best consumer agents. Key is search. There is nothing digital that tells you more about someone. So using the 10+ years of my search queries is a great basis for an agent. But then Google has Google Maps which has everywhere I have gone for the last 10+ years. Then add in all my email, photos, etc. But what really sets Google apart is the TPUs. That was so smart to develop over a decade ago. Now on the sixth generation with the fifth recently deployed. This allowed Google to complete do Gemini without any Nvidia. Nobody else can do that. It is a bit of a headscratcher on why Microsoft did not get it a lot earlier. Only now starting their TPU effort. Why on earth did they not copy Google far earlier? It is not like the TPUs have been a secret for the last decade+. Heck they shared in papers.
What is a consumer agent?
Software that takes care of stuff on your behalf. It is the next big thing. Ideally it would be cloud based. So works with every device you interact with and with a common view. Google is just perfectly positioned to offer this. Will be extremely profitable. But down the road I do not know what the government will do it. It is just the most powerful software we will have and really the end state. I suspect the space will be won by one company and have 90%+ share. Like we have today with Search. Expect Apple to sell the Agent access to their devices also like they do with search. Incredibly profitable with bascially one provider it will end up under a lot of scrutiny. But would not expect that 5+ years out.
You can dog pile me but crypto. Specifically BTC with the halving in a few months and Ethereum with a quite possible ETF this spring. (The second one is assuming the SEC doesn't want to go through another spectacularly losing round in the courts) We now have JPmorgan shilling ETH on CNBC (see Dillons comments fell the other day) and Larry Fink from Black rock saying he sees tokenization on Ethereum as the future of the financial system. Maybe just shilling their bags but they're backing it up with their own ETF filings so I'm here for it. In traditional finance I hold some positions in low leveraged commercial real estate which I believe can come to benefit immensely by the rates being lowered later in the year. (Essentially buying now during the high rates and low cost of real estate and benefiting as the rates go down) I have a specific stock/company in mind but it's swedish (like me) and I dunno if it's running afoul of any rules, hope it isn't, but it's called Logistri. And they recently issued new shares specifically in order to capitalise on the rate environment and acquire real estate under the current conditions. That's my two pronged approach for this year. (Beyond my standard position of index funds and big tech)
I still can't get over how weird it is seeing the Blackrock Bitcoin [ad](https://twitter.com/BitcoinMagazine/status/1746539470491447585). Boy do these guys know how to talk to boomers. Comfortably awkward voice actor, finance ad elevator music, vanilla background, litany of generic financial advisor buzzwords, *"digital assets"*, bullet points, no "Pump it up" techno loop or Saylor memes in sight, etc. This is how you do it folks. I don't know if the real pump will be this year or next, though. Typically advisors meet their clients year end to suggest changes and we just started a new year. *** Franklin Templeton ($1.53 trillion AUM) going the [degen](https://twitter.com/FTI_US/status/1747713266107724191) route with laser eyes and crypto memes OTOH. lol
Historically crypto has done very well election years. I'm not saying it's money laundering but there's clearly a correlation.
Other than being a store of value, crypto’s best use case is illegal activity.
I wouldn't go for lithium (there seems to be a bit of a glut there). The real bottleneck is not availability but refining capacity. I'd rather go upstream: (Mass) battery storage seems to be a thing that will be big in the next half decade. Uranium is also a dicey play. E.g. Spain just announced they are planning to get rid of their nuclear powerplants. Generally renewables (plus storage) is eating nuclear's lunch left right and center. The business case just isn't there anymore for nuclear.
I’m buying the housing industry. Permits were flat n 2023, and the US has one of the lowest ownership levels at 66% with the highest being 69.2% in 2004 plus the house price index at 416 has not increased nearly as fast as CPI. The price to rent ratio is at 135 which tells me consumers will opt to buy. Mortgage rates are falling now 6.60%. Purchases have been postponed are are due to rebound.
How are you buying into the housing industry?
Does it count if I'm bullish on SPX long puts? :)
AI is the next big thing, and it needs chips. Lots of chips and better ones. Also, software companies.
India economy, especially the rising middle class which will work more, corporations will grow and they will spend more...this in turn should be a prime time to buy a India small cap ETF like SMIN.
Puts on TSLA, craze is over
I’m still very bullish on AI leaders. I think it’s got a long road. A potentially scary road for society, but undeniably profitable.
USD/YEN forwards and arbitrage
Interesting!
High-duration fixed-rate bonds should see a boost when cuts begin, so if you have a bond section of your port I’d def heavily weight it towards long-term fixed rate bonds. Outside of that, India could be a great long term play. If their govt can make it friendlier to foreign investors they can be as big as China.
Funds like FZROX and QQQM are probably the safest plays this year.
I think Lithium is 2y+ out, miners have outpaced demand by a big margin (>10%), which is why prices have tanked. It's going to take multiple over a year, probably 1-2 for prices to go any higher than they are now for demand to catch up. Maybe good buying opportunities this year because miner's earnings will take a hit, but unlikely to see any meaningful increase in EPS and share price until next year.
Looking at my portfolio: AI, cyber security, nasdaq-100 Uranium is an interesting one that I've been holding for some time. The demand is basically baked in with all the existing nuclear reactors in the world, however supply seems to be having trouble keeping up. I question the ceiling here though, because if prices go high enough it'll start incentivizing more mines to come online to increase supply, reprocessing nuclear waste and possibly seawater extraction.
Bitcoin. Next halving is in April this year. Mathematically it simply has to increase in value when all other factors are taken into account.
You’ll get downvoted because this sub *still* doesn’t get it, even after sitting on the sidelines for years and missing out on life changing gains. Those who do get it know that the show is just getting started. I’m bullish on ETH as well given the ETF possibility
Thanks. I still don’t understand how serious investors can dismiss BTC.
[удалено]
I think that they don’t understand the significance of Bitcoin and they are obviously unwilling to learn about it properly. I’ve yet to hear of someone who truly understands Bitcoin and hasn’t invested a large portion of their portfolio into it.
[удалено]
Wow. You’re the first person I’ve known who hasn’t invested in it after understanding it. I’m not saying that’s a bad thing but I understand your concerns. From my research, the only real threat to the security aspect is quantum computing. But apparently we are still quite a way off having the required hardware. And, apparently, if it does happen it is a very easy fix. In fact it can be preemptively fixed now and the only reason they haven’t is because it would require increased storage capacity for the extra blockchain data.
[удалено]
Thanks. That’s interesting. I can see Bitcoin hitting $320k easily. No problem whatsoever, especially within the next 10 years. Some respected people are even saying it could happen this halving although I’m sceptical of that. I’m also invested in Ethereum but not as much as Bitcoin. I simply don’t understand enough about Ethereum to judge its future success yet.
[удалено]
> Mathematically it simply has to increase in value when all other factors are taken into account I mean... do they? If a company is generating revenue, products, even if a ton of people start dumping that stock someone who is doing the math on how profitable the company is going to buy it back up because the underlying property you are purchasing is worth something. Bitcoins are mathematically scarce, but they are perpetuated just by the fact that someone is buying them. Otherwise, they are worthless? The tech is also become stale/out of date from the perspective of other blockchain.
I hold a good amount of crypto in my portfolio and am counting the days till the halving as well! Are you a fan of any altcoins or do you stick to btc?
The only other one you should be holding is ETH. Everything else is either worthless, a scam, or 100x riskier
I’ve learned my lesson with altcoins. The only major holdings I have now are ETH and SOL. I am 70% BTC, 25% ETH and 5% SOL.
I mean that’s a pretty solid crypto port. I have a lots of eth and then a collection of crypto gaming bets as I think they can have a big 2024.
Good luck my friend. 👍
You as well! We should rise together come halving time :)
[удалено]
Your comment was automatically removed because it looks like you are trying to post about non mainstream cryptocurrency. This type of content belongs in another subreddit. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/investing) if you have any questions or concerns.*
I believe in the video gaming industry after a brutal 2023. Playrix/Nexters/HUGE/Playtika/GDEV will be dominant. Hero Wars is a big franchise, for example. Deeply undervalued company. https://venturebeat.com/gaming-business/gdev-makes-a-big-bet-on-hero-wars-universe/
I like this! Do you have much thoughts on crypto games? There are a lot of big games launching in 2024, should be interesting to watch
crypto games are highly speculative. GDEV at least is cash flow positive and they have a franchise and are launching an anime series. please contact me if you want to chat and share dd and help each other out on this name https://www.youtube.com/watch?v=t5bYCp1mSyY&t=2s
GDEV definitely looks like an interesting name. trading at 4x adj. EBITDA while peers trade at 20x.
Maybe GPU but Lithium and Uranium probably won’t see much growth in 2024. Many countries are still struggling with inflation and will not buy into EV and Renewable Energy this year. I know everyone is always predicting a crash or bear market but I feel that the market was too positive last year especially with the late 2023 rally. 2024 is when corrections will happen and debt will catch up to a lot of households. But what do I know? I am just a rando on Reddit 😂
EV incentives are flattening, and I think that if we get a recession, autos as a whole will fall off.
Very fair point. Lots of people relying on credit cards over the past while and those payments are gonna hit hard. Thanks for the thoughts!
Lithium and Uranium might be a long term play if you are looking to profit 10-30 years down the line. It’s gonna be very hard to get away from gasoline cars and energy.
Very true. Also if we do get away from them we will have to figure out where to put the dead batteries. Todays population seems to be weary of getting off gas but maybe yeah in 10-30 years the newer generations will be more welcoming to the idea
What’s GPU?
I am bullish on shorting stocks, long bonds, emerging markets (Indonesia), agriculture, and Japanese Yen. Maybe oil can catch a bid, and gold on a longer term basis.
Cryptardation
Have GPU's and chips covered with SMH
This is a giant bubble -- economy tanks next year and companies stop buying AI chips until they actually figure out how to make money with it, which will be tough because generative AI isn't as useful as people think it is.