Snap-on’s Post

Join the show live at 10AM! Chuck Zodda and Mike Armstrong preview the big earnings test for Big Tech coming this week. Big stocks won big during the rally, how are they doing during the sell off? What not to do when investing in the bond market. Does the Fed need to adjust their forecasting system? How will China respond to the US House passing a TikTok ban? Who will win the EV price wars? Can Detroit help other cities solve the real-estate doom loop? https://lnkd.in/eM_pQ4Un

#Studies suggest that consistently timing the #market accurately is extremely #challenging, and many investors who attempt it may end up #underperforming compared to a #longterm, #buyandhold #strategy. Instead, regularly, #diversifying, and focusing on #longterm #goals is often rationally recommended.

Market CRASH! Repeat: "The stock market is NOT the economy." 10 big tech stocks comprise 35% of S&P 500; 90% of firms with $100m revenues are private. Public companies have declined from 7,300 to 4,300. (Slok) #stockmarket #stocks #economy #management #economics #publiccompanies #boards #equities #privateequity #shareholder #tech #hitech #investing

We are having a long winning streak The longest since after the financial crisis. The market hasn’t had a 2% daily drop in almost 400 days. Typically that number would be 20 to 100 days. Volatility is low (for now) You could argue the market has gone close to straight up for one and half years (after an ugly 3/4 of 2022). The last streak was 350 in 2017. The stock market was down 4% the next year. How long will the streak continue? It depends largely on the mega-cap AI leaders. #stockmarket #investing #personalfinance

Would a crystal 🔮 ball help with investing? Not as much as you would think. Some of the big name tech companies have reported earnings of the last few weeks and the results have been fascinating. NFLX - ✅ Beat earnings. Growing subscribers. ⬇️ Down 10%. TSLA - 🔴 Missed earnings and revenue BY A MILE. ⬆️ Up 15%. GOOGL - ✅ Beat earnings and announced a dividend. ⬆️ Up 12%. NVDA - 😑 No earnings reported yet. AI sentiment turned positive again. ⬆️ Up 15%. Keep in mind, these companies are MASSIVE. 10-15% swings literally move markets. What’s the takeaway? 👉 Even with a crystal🔮 ball you’d have a hard time timing the market. ————————————————— Our JMA Investment Committee meets every Monday morning to review macroeconomic data, market news, and monitor our JMA portfolios. At John Moore Associates we align the values of our clients with their investment portfolios and financial plans. To do this, we utilize Biblically Responsible Investing (#BRI) screens on many of our in-house managed portfolios. We also focus heavily on #stewardship and #generosity within our planning process. Want more like this? Follow and hit the 🔔 Have ideas to share? Leave me a comment below. 👇 I’d love to chat!

Great article from FourKites Founder and CEO Matt Elenjickal, summing up three of the biggest tests the industry faced in 2023, and offering key predictions and recommendations for the year ahead. I'd highly encourage anyone who's interested to give it a read! https://lnkd.in/gqjeRnDD #ceo #economy #supplychain #business #analysis

Great article from FourKites Founder and CEO Matt Elenjickal, summing up three of the biggest tests the industry faced in 2023, and offering key predictions and recommendations for the year ahead. I'd highly encourage anyone who's interested to give it a read! https://lnkd.in/gWtxEBMD #ceo #economy #supplychain #business #analysis

In a recent appearance on "Bloomberg Technology," Nicole Webb, Senior Vice President and Financial Adviser at the Wealth Enhancement Group, shared insights on the forthcoming tech earnings season. Webb highlighted the significance of understanding the distinct business models of key players, such as Microsoft, as investors prepare for the upcoming reports. She underscored that this earnings season will play a pivotal role in shaping company valuations moving forward. As the tech sector braces for these results, the focus on individual business strategies may provide critical context for assessing performance and future growth potential. #TechEarnings #Investing #FinancialInsights #BusinessModels ---------------------- Learn more here: https://lnkd.in/e8UJdi4f

Great article from FourKites Founder and CEO Matt Elenjickal, summing up three of the biggest tests the industry faced in 2023, and offering key predictions and recommendations for the year ahead. I'd highly encourage anyone who's interested to give it a read! https://lnkd.in/g5qMz5Kw #ceo #economy #supplychain #business #analysis

I recently came across this sentence: "In the short run, the market is a VOTING machine, but in the long run, it is a WEIGHING machine." Way back in 1987, Warren Buffet wrote these words in a shareholder letter referring to an investment philosophy and by extension, strategic business decisions. In the short run, the stock market behaves like a voting machine, where stock prices are influenced by the collective sentiment and emotions of investors. This sentiment can be driven by various factors such as news, rumors, market trends, and speculative forces. However, in the long run, Buffett suggests that the market acts as a weighing machine, accurately assessing and reflecting the fundamental, intrinsic value of a company. Over time, stock prices tend to align with the true worth of a business, based on its earnings, assets, and long-term prospects. "Short-term" often has a stronger skew to decisions than the "long-term" because the latter could be "someone else' problem." Oops - between us! How do you balance the short-term vs. the long-term? The original shareholder letter from 1987 that includes the above quote is in the 'comments' section. #strategy #leadership #longtermthinking #valuecreation