December 26, 2024 | Read Online | | Value Investor Daily #78 This Time It's (NOT) Different |
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| Ease into investing | | "Ease" being the key word. With automated tools like portfolio rebalancing and dividend reinvestment, Betterment makes investing easy for you, and a total grind for your money. | Get started | | This Time It's (NOT) Different |  | This Time is Different - Market Bubble Phase "New Paradigm" |
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| Sven Carlin gave a quick breakdown of where we are in the big market cycle: | We're somewhere between Delusion and "New Paradigm." Analysts expect corporate earnings to grow almost 50% in the next few years Corporate margins are near their all-time peak What usually follows is a bubble burst Treasuries still make more sense here at 4.33% yield than overvalued companies like Apple, Nvidia, and Tesla As a value investor, you must look out ten years from today—until 2035. Every decade has challenges, from inflation to war a lousy economy and pandemics. The 2030s will be no different; new challenges will still exist. In summary—this time is NOT different. The key to value investing is to invest for the ten-year scenario in which the market flops, but your stocks are still okay. For example, the economy slows down, inflation continues, interest rates stay high, etc., but food producer ADM is still protected against inflation, and strong demand for their product, along with a hefty dividend, will almost certainly continue.
| | Value Ideas | | | | | | 2 Cards Charging 0% Interest Until 2026 | | Paying down your credit card balance can be tough with the majority of your payment going to interest. Avoid interest charges for up to 18 months with these cards. | Learn More | | | | | | Nvidia sees 'remarkable' influx of retail investor dollars as traders flock to AI darling | | December 26, 2024 | Everyday traders bought nearly $30 billion of Nvidia shares on net this year, Vanda data shows. | | Read More |
| | | | Biggest banks sue the Federal Reserve over annual stress tests | | December 24, 2024 | A group of banks and business groups are suing the Federal Reserve over the annual bank stress tests, saying the current process falls short. | | Read More |
| | | | FDA says the Zepbound shortage is over. Here's what that means for compounding pharmacies, patients who used off-brand versions | | December 24, 2024 | The decision will largely prevent compounding pharmacies from making and selling compounded versions of the drug in the next two to three months. | | Read More |
| | | | Asia's year in review: Who had it good — and who had it bad — in 2024 | | December 26, 2024 | As the region awaits the return of Donald Trump to the White House and to a possible tumultuous Year of the Snake in the lunar calendar, we take a look at the year that was. | | Read More |
| | | | Roth Capital's top stock picks for 2025 include a mining stock that has risen 250% this year | | December 24, 2024 | Roth Capital's top stock picks for 2025 include modern furniture manufacturer Lovesac and ride-sharing pioneer Uber. | | Read More |
| | | | I interviewed some of the top longevity experts in 2024: 3 things I learned from their approach to a long, healthy life | | December 25, 2024 | This year, I interviewed several longevity experts about the practices they recommend for optimal health. Here's what I learned from them. | | Read More |
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Value Investor Daily |
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