Nós somos idiotas e todas previsões são mais idiotas do que nós..
comentada em 26/02/2021 15:08

Excelente texto. "The stock market isn’t always right but it is amazing how much it’s right more often than it’s wrong."

O texto cita o livro Saberoria das Multidões.

Tem uma passagem no livro que quando explodiu acho que a challenger em 1986 ou columbus em 2003, o "mercado" meio que sabia qual empresa era culpada antes mesmo da perícia.

texto de: Michael Batnick The Irrelevant Investor

"There is more money sloshing around the system now than at any point in history. There is also more confidence. You know how you can see your breath when it’s freezing outside? Every time a Robinhood trader breathes right now, you can see the euphoria coming out of their mouth.

So it’s no wonder that old-timers who have seen this movie before think that this one ends badly, like all of the others before it. eg: Charlie Munger, Lynch, Buffet, etc...

But what if they’re wrong?

In fact, I think that’s a higher likelihood than the alternative. But I’m also open to the idea that maybe it doesn’t."

We are dumb and we know nothing... it could go either way bull or bear !! It doesn't matter really...just be ready and stick to the plan !

Buy And Hold Till I'm Old

@O.Removido

"We are dumb and we know nothing..."

perfeito
fica este papo q ta subindo pq o FED ta imprimindo
mas este papo tem 15 anos
e se imprimir for uma coisa boa
nao to dizendo q seja
nao sabemos nada
somos idiotas

é exatamente isso.. nao tem como explicar o pq de subir ou descer. Na real isso nem importa... O problema disso é a mentalidade de sardinha ouvir analistas de PN e sei la mais o q e ficar girando. Outra coisa preocupante é aquele especialista em Valuation, mais para Embromation,  que fica dizendo se ta caro ou barato e com isso fica fora do mercado, perdendo assim o nosso grande aliado que é o tempo e juros compostos. 

Se tá caro ou barato, danesse !!! o importante é vc estar na festa, quanto vc pagou p entrar pouco importa.. é uma festa sem hora pra acabar.

Essa questão do afrouxamento quantitativo (quantitative easing - QE) do FED está mais do que precificada pelo mercado. Falam em impacto do afrouxamento quantitativo, mas se esquecem de dizer que o mercado precifica tudo antecipadamente.

E se eu for o escolhido?



Escolhido 2bastter.com

Emotionally unstable, Mr. Market veers from years of euphoria when he can see only the favorable possibilities of industries, companies, and their stocks to profound pessimism when he’s so depressed he can see nothing but trouble ahead.

Mr. Market persistently teases investors with gimmicks such as surprising earnings, startling dividend announcements, sudden surges of inflation, inspiring presidential pronouncements, grim reports of commodity prices, announcements of amazing new technologies, distressing bankruptcies, and even threats of war. These events come from his bag of tricks when they are least expected. Just as magicians use deception to divert our attention, Mr. Market’s very short-term distractions can confuse our thinking about investments.

Mr. Market dances before us without a care in the world. And why not? He has no responsibilities at all. As an economic gigolo, he has only one objective: to be attractive. Mr. Market constantly tries to get us to do something — anything, but at least something — and the more activity, the better.