Conseils d'investissement

[Mathieu_D]

J'avais mis tout mon intéressement/participation dans mon PEE sur la seule ligne actions internationales disponibles à l'epoque.

Ces glandus de bpce annonçaient suivre l'indice msci world et je ne suis qu'à +2,5% sur 2025. (SELECTION MIROVA ACTIONS INTERNATIONALES (PART I))

 

/Rant

 

Vivement les 5 ans de maturité.

 

 

[Lexington]

Je ne touche jamais aux émergents. Trop instable. Et tu n’achètes pas « le pays » mais juste quelques entreprises très ciblées, avec d’énormes biais sectoriels (matières premières, etc.).

[Hugh]

Karl-Mikael Syding:

 

Citation

It's not inflation, it's the price level that's the problem.We are rather entering a deflationary period, caused by the high prices.

Pandemic lockdown and stimulus were ground causes. Now an impoverished economy is in survival mode.

 

Politicians will try to stimulate their way out of the mess, and most likely manage to enrich asset owners… whole workers fall even further behind.

It won't be pretty in the end, but on the way there we asset holders will enjoy a bumpy ride upward on everybody else's expense.

 

Jeff Snider points out TIPS inflation (low, not rising), and copper to gold ratio (very, very low) as indicators of deflationary pressure.

Populist Politicians, aka “politicians” will predictably stimulate as much as the laws allow for, and then change the laws to allow more.

 

Debt and VC financed datacenter investments are the only growth factor lately, and when they give up their AI hegemony dreams and realize it's just another machine without magical world domination potential, it's time for the other half of the economic cycle.

 

You don't want to hold cyclical stocks with high multiples going over the hill.

 

[Astral]

Alors désolé pour la question d'idiot, mais quelles sont les conclusions a tirer ? J'en suis resté à MSCI World and chill.

[Tramp]

Ça ne changera pas grand chose si tu ne surpondère pas.