Tom you're the G.O.A.T. of financial CZcamsrs. DCA really works. You've been right about TSLA, PLTR, S&P, etc all while buying nothing, smashing nothing, 😊 thx !!! How is gd pa?
My Question for you Tom is.... Yes it can be comparable to 1995 with all those numbers. But people (Overall Citizens) are not doing better today in comparison to the people in 1995. Our salaries are not going up proportionately in comparison to the the Cost of living. And very soon, i believe many people will be feeling that problem. Back then, the cost of living was way lower!!!
Fed will print through the debt crisis. continue to inflate assets. In the Feds strategy, inflated and growing asset prices (capital gains) covers concerns around debt
@@Cynthiape2uc That'll work fine for people with assets. I'm afraid of civil unrest. Many are now struggling to pay their bills. What will happen if we have another severe round of inflation and people's income is not keeping pace? Especially if we have widespread unemployment? Ideally it would be best if everyone's life was better. Money printing will make this impossible.
Nice video, i had an early understanding of trading assets but was limited by my technical analysis skills. That changed when I discovered Shea Ardolf's strategy. Day trading should be given more attention as it is less affected by the market's unpredictable nature.
The beauty of Shea Ardolf ’s approach is her dual focus: while she aggressively pursues profit opportunities, she's equally tenacious about shielding investors from potential pitfalls. It's a balance few can achieve.
Investing with an expert is the best strategy for beginners and busy investors, as most failures and losses in investment usually happen when you invest without proper guidance. I'm speaking from experience..
this information is valuable. I quickly searched her full name and her website appeared instantly, showcasing her impressive qualifications. Thank you for sharing.
The beauty of Shea Ardolf ’s approach is her dual focus: while she aggressively pursues profit opportunities, she's equally tenacious about shielding investors from potential pitfalls. It's a balance few can achieve.
The situation is so much different now then in the 90s, in the 90s the emerging countries were all above 10% growth, Europe and Japan were doing so much better. The population was increasing fast , nowadays only in Africa.
So how exactly can we guard against the coming financial reset for 2024? Like what are really the best strategies to make our portfolio recession proof against the incoming financial reset? I'm very worried about my $110k stock portfolio.
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists.
Having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
I'm very cautious about giving specific recommendations as everyone's situation varies. Consider independent financial advisors like "Jessica Lee Horst" I've worked with her for some years and highly recommend her. Check if she meets your criteria.
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
The most popular investment portfolio strategies include diversification, where you spread investments across different asset classes to manage risk. Another is the growth strategy, focused on capital appreciation through high-risk, high-reward assets. Income-oriented strategies target regular income from dividend stocks or bonds. Finally, there's the value strategy, seeking undervalued assets for potential long-term gains.
As long as any security is above the 200 day moving average, I'll buy the dip; if it looses it, I do not rethink it: I am out! Simple, concise, actable.
Sure I can help. Debt balance on mortgages hit record 12.4 trillion in Q1 of 2024. Credit card debt reached all time high of 1.13 trillion in Q4 of 2023. Auto loan debt hit record 1.62 trillion in Q1 of 2024. Student loan debt hit record 1.6 trillion in first quarter of 2023. Total household debt hit record 17.2 trillion in Q2 2024. Bank lending rate is 8.5% (last time it was even close was 2007 8.2%). Oh, and core CPI is still 3.2%, housing makes up 2/3 which increased 5.1% in 1 month from July! CPI housing utilities hit record 335 points July 2024. Case-Schiller Home Price index hit record 319 points April 2024. Business bankruptcies increased 40.4% YOY ending March 2024. The ISM Manufacturing PMI fell to 46.8 in July of 2024 from 48.5 in the previous month, firmly below market expectations of 48.8, reflecting the sharpest contraction in US factory activity since November 2023. It was the 20th decline in activity during the last 21 periods…………
You're absolutely correct, however markets and the "real economy" aren't directly correlated with concerns to debt. Government and markets are addicted to cheap money, easy credit and financing. Wall Street thrives, while the average Joe tries to survive. They'll kick the can down the road forever to avoid any systemic collapses.
Let’s be careful with choosing 1995 as a point of comparison. We all know it was a bubble that ended catastrophically in 2000. I hope you are not telling us that in 5 years another bubble will burst…
Great video. I agree with this thesis . Ai and robotics going to be bigger than the internet market run. My top holdings are palantir sofi tesla shopify and nvidea
The artificial intelligence (AI) "boom" will not be like the internet's boom. AI's utility is nowhere near as broad as the internet's utility. Extremely few homes/individuals have or will have the need to utilize AI to the extent that would trigger an AI growth boom that would equal the internet's growth boom.
Thank ypu for your analysis. What's your view on: 1) Equity market valuations (CAPE, Shiller) and 2) Sovereign debt to GDP figures? Do you think higher taxes and central banks being slow to ease credit conditions might slow earning growth and impact markets? Thanks
Not bearish. But the difference between AI and the internet is that the internet brought business to people, its not quite the same with AI though, right ?
It’s fiat bro, as long as US dollar remains world reserve currency and held to the highest standard, it won’t matter. Now if that changes. Then down we go, FAST.
My husband and I sold our house in Florida to move to Texas. I invested some of the money from the sale in the stock market. The portfolio is up 300k this month alone, while everybody I know is watching stock news. I guess he knows the investment is making profit, but we've never really spoken openly about it. It's one of the best choices I made.
And missed a 30% run Also sold delta in 2020 and lost 84% Sold TSMC and lost 100% List goes on Nobody is the oracle Nobody knows for sure Remember, there is only 1 reason to buy a stock but 1,000 reasons to sell it
As long as there are major pullbacks that terrify investors into selling me their shares then I’m all for everything going up over the next year or two. 😏
P/E ratios were much much lower in 1995 and we are sitting at SPX with forward P/E of 22 today. Pretty rich valuation. That is the only ding I have against the thesis. That being said, I am closely watching to see where the SPX monthly candle closes relative to the long term trend line that extends from the March 2000 top to December 2021 top. If we clear that trend line and follow up with a successful retest, then I'd be inclined to agree we are on the cusp of a 1995-1999 type explosive move up. For now the jury is still out. But my eyes are open 👀🚀
Your market is overbought. It has to recorrect itself to the reality of the world. Bubble is being already in proccess of correction. In September it will burst due to the world situations. Good luck investors may god save you people❤❤❤❤
@@TacoTuesday4 I don’t think so. I just got back from Europe and it’s Americans that have done well in the Biden Bull market. I know my portfolio is up huge in last three years.
Great comparisons from 1995 to now, Tom. But I wish you had compared the current macro landscape now to then also. What was the debt to GDP ratio then? What was M2 back then? I think we're in for huge increases to liquidity soon - the Treasury has no choice - which will further fuel and support your bull market thesis. But it will also likely increase inflation again too. I would have like to have heard what your take on that would be.
I agree that some companies are going to explode by 2030, but I don't think it's fair to compare stock market of 1995 and 2025. Too much has changed. Many creators and analysts I've been following don't even take 20-30 year timelines serious anymore and only observe the last 10.
@ tomnash you the best , I like how your commentary is so simple and easy to understand.....and connects with audience , Thanks . Question - thanks for drawing the parallel between the 1995 bull market vs now .....BUT how does the risk stack up (election , geopolitical and monetization of AI) between the 2 parallels ? also why is PLTR not in enterprise of mid-cap vs small business owners?
Unemployment is rising, credit card defaults are increasing and loan defaults are also increasing, BUT retail sales just increased 1% last month. That doesn't make any sense at all, but I'll continue to follow the data wherever it takes us.
@@ginawinther8260 Did retail sales not increase by 1% in July as reported by the govt? If you're saying the govt lied about the numbers that's a possibility, but the truth will come out eventually.
@@TomNashTV yes I live in UK The internet and first ever computer was UK to decode Germans planes in WW2 but wasn't made public until the 90s and same with the internet. Wecan never profit on them as companies don't know how to invest well here
Tom you're the G.O.A.T. of financial CZcamsrs. DCA really works. You've been right about TSLA, PLTR, S&P, etc all while buying nothing, smashing nothing, 😊 thx !!! How is gd pa?
@@RT-tq4zr Dollar Cost Averaging! :)
Appreciate you coach
Grandpa says hello as well
✍ Join the ACADEMY here: www.patreon.com/tomnash
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My Question for you Tom is.... Yes it can be comparable to 1995 with all those numbers. But people (Overall Citizens) are not doing better today in comparison to the people in 1995. Our salaries are not going up proportionately in comparison to the the Cost of living. And very soon, i believe many people will be feeling that problem. Back then, the cost of living was way lower!!!
for tha case you add luxury stocks 🤣
This is the 4th "once-in-a-lifetime" event I've been notified of this week...
No one seems to be at all concerned about ALL of the DEBT. The world is literally swimming in DEBT. Are we to simply ignore this fact?
Fed will print through the debt crisis. continue to inflate assets. In the Feds strategy, inflated and growing asset prices (capital gains) covers concerns around debt
The fed will debase the currency to inflate away th debt.
@@Cynthiape2uc That'll work fine for people with assets. I'm afraid of civil unrest. Many are now struggling to pay their bills.
What will happen if we have another severe round of inflation and people's income is not keeping pace? Especially if we have
widespread unemployment? Ideally it would be best if everyone's life was better. Money printing will make this impossible.
@@billcarney829 you think it’s tough now come to Africa
Means that the smart people will know to keep buying assets and not $12 coffee at Starbucks 😂😂
Nice video, i had an early understanding of trading assets but was limited by my technical analysis skills. That changed when I discovered Shea Ardolf's strategy. Day trading should be given more attention as it is less affected by the market's unpredictable nature.
The beauty of Shea Ardolf ’s approach is her dual focus: while she aggressively pursues profit opportunities, she's equally tenacious about shielding investors from potential pitfalls. It's a balance few can achieve.
Investing with an expert is the best strategy for beginners and busy investors, as most failures and losses in investment usually happen when you invest without proper guidance. I'm speaking from experience..
Shea Ardolf program is widely available online..
this information is valuable. I quickly searched her full name and her website appeared instantly, showcasing her impressive qualifications. Thank you for sharing.
The beauty of Shea Ardolf ’s approach is her dual focus: while she aggressively pursues profit opportunities, she's equally tenacious about shielding investors from potential pitfalls. It's a balance few can achieve.
This might just be the best video you have ever done Tom, only time will tell.
Thanks Rich, much appreciated
People will continue to be in doubt because they simply can’t zoom out
agreed.. this is all we need to remember
@@spencercook3220 👍🥳
The situation is so much different now then in the 90s, in the 90s the emerging countries were all above 10% growth, Europe and Japan were doing so much better. The population was increasing fast , nowadays only in Africa.
Exactly
Population is increasing in the West also but among certain groups whose goal is to shift the balance of power
So how exactly can we guard against the coming financial reset for 2024? Like what are really the best strategies to make our portfolio recession proof against the incoming financial reset? I'm very worried about my $110k stock portfolio.
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists.
Having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
I'm very cautious about giving specific recommendations as everyone's situation varies. Consider independent financial advisors like "Jessica Lee Horst" I've worked with her for some years and highly recommend her. Check if she meets your criteria.
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
Zillionaires. All of us. Get ready.
The most popular investment portfolio strategies include diversification, where you spread investments across different asset classes to manage risk. Another is the growth strategy, focused on capital appreciation through high-risk, high-reward assets. Income-oriented strategies target regular income from dividend stocks or bonds. Finally, there's the value strategy, seeking undervalued assets for potential long-term gains.
As long as any security is above the 200 day moving average, I'll buy the dip; if it looses it, I do not rethink it: I am out! Simple, concise, actable.
huh?
I'm aggressively holding
Sure I can help. Debt balance on mortgages hit record 12.4 trillion in Q1 of 2024. Credit card debt reached all time high of 1.13 trillion in Q4 of 2023. Auto loan debt hit record 1.62 trillion in Q1 of 2024. Student loan debt hit record 1.6 trillion in first quarter of 2023. Total household debt hit record 17.2 trillion in Q2 2024. Bank lending rate is 8.5% (last time it was even close was 2007 8.2%). Oh, and core CPI is still 3.2%, housing makes up 2/3 which increased 5.1% in 1 month from July! CPI housing utilities hit record 335 points July 2024. Case-Schiller Home Price index hit record 319 points April 2024. Business bankruptcies increased 40.4% YOY ending March 2024. The ISM Manufacturing PMI fell to 46.8 in July of 2024 from 48.5 in the previous month, firmly below market expectations of 48.8, reflecting the sharpest contraction in US factory activity since November 2023. It was the 20th decline in activity during the last 21 periods…………
Are you saying he is right or wrong in his assessment ?
@@mauroscophe is saying he is wrong 🎉
@@bijanmarsh2958 I do agree rate cuts will help the economy.
M2 needs to increase by 6% annually in order to produce 2% inflation target. Currently it is growing by only 0.3%.
You're absolutely correct, however markets and the "real economy" aren't directly correlated with concerns to debt. Government and markets are addicted to cheap money, easy credit and financing. Wall Street thrives, while the average Joe tries to survive. They'll kick the can down the road forever to avoid any systemic collapses.
Let’s be careful with choosing 1995 as a point of comparison. We all know it was a bubble that ended catastrophically in 2000. I hope you are not telling us that in 5 years another bubble will burst…
Thanks Tom 👌🏻
You bet!
Love the Netscape ‘94 Internet commercial with the woman and the 80’s hairstyle
😂
yes that was awesome
Great video. I agree with this thesis . Ai and robotics going to be bigger than the internet market run. My top holdings are palantir sofi tesla shopify and nvidea
The artificial intelligence (AI) "boom" will not be like the internet's boom. AI's utility is nowhere near as broad as the internet's utility. Extremely few homes/individuals have or will have the need to utilize AI to the extent that would trigger an AI growth boom that would equal the internet's growth boom.
I disagree I think personalised bots will be must have items. Demand will be crazy for these imo
Thats what they said about the internet
Yield curve was not inverted in the mid 90s
its clear yield curve is irrelevant.. look at unemployment...
I guess nothing matters anymore
@@harism2001I think there’s truth to that
Thank you
Thank ypu for your analysis. What's your view on: 1) Equity market valuations (CAPE, Shiller) and 2) Sovereign debt to GDP figures? Do you think higher taxes and central banks being slow to ease credit conditions might slow earning growth and impact markets? Thanks
Not bearish. But the difference between AI and the internet is that the internet brought business to people, its not quite the same with AI though, right ?
Whilst the stock market set up is similar every outcome is random - don’t bet your life style on this please
35 trillion od debt and that's a huge difference
True, now they have to print much more to buy it out, that's how the fiat works
It’s fiat bro, as long as US dollar remains world reserve currency and held to the highest standard, it won’t matter. Now if that changes. Then down we go, FAST.
That makes sense .. thank you Tom .. lets see what happens next
S&P or whatever's growth should be deducted by inflation - then we see: it was shrinking!
exactly! even with MAX PRINTING MACHINE!
Tom, really great analysis, good job and thanks for sharing🙏
My pleasure!
In preped and ready.
Hi Tom, I love your big picture analysis to help us long-term players win!
Love the way you zoom out Tom and show us the big picture 👍
Palantir 500$
In 2 or 3 years maybe I do think it will go to $300
Please
How do we get in on this "internet" thing?
I don't know about you but I'm going all in on Netscape...
It was already over
Buy nvda
My husband and I sold our house in Florida to move to Texas. I invested some of the money from the sale in the stock market. The portfolio is up 300k this month alone, while everybody I know is watching stock news. I guess he knows the investment is making profit, but we've never really spoken openly about it. It's one of the best choices I made.
Do you miss flordia? We did the same now moving back
Tom is the numbers man 👍
❤
So, what are we buying?
Past results don’t guarantee future outcomes. This is all speculation.
Thanks Tom!
Calm voice in the storm. Thank you Tom!
Wasn’t it you yelling “its over” for the last few weeks?
youtubers are the tool of scammers, so yes...he is just going to be the reason people lose lots of money.
Got it! So our wage growth will be explosive from today onwards !!!
Right and this is exactly why Warren Buffet sold 50% of Apple stock.
And missed a 30% run
Also sold delta in 2020 and lost 84%
Sold TSMC and lost 100%
List goes on
Nobody is the oracle
Nobody knows for sure
Remember, there is only 1 reason to buy a stock but 1,000 reasons to sell it
As long as there are major pullbacks that terrify investors into selling me their shares then I’m all for everything going up over the next year or two. 😏
🫡
Thanx for the info Tom.Always accurate
Loved the inputs and the time travelling to 1994. Thanks for keeping us with our feet on the ground in both Bear and Bull markets. Appreciate you!
Glad you enjoyed it
P/E ratios were much much lower in 1995 and we are sitting at SPX with forward P/E of 22 today. Pretty rich valuation. That is the only ding I have against the thesis. That being said, I am closely watching to see where the SPX monthly candle closes relative to the long term trend line that extends from the March 2000 top to December 2021 top. If we clear that trend line and follow up with a successful retest, then I'd be inclined to agree we are on the cusp of a 1995-1999 type explosive move up. For now the jury is still out. But my eyes are open 👀🚀
THANKS for ANOTHER GREAT video!!
I love your enthusiasm Tom 😁
You keep me sane !
😅
X
Great Saturday video Tom . Gives alot to think about by Monday
Your content is really good
Thank you for making this video bro 🙏🏼
I appreciate all your videos 🎉
Excellent video. Good food for thought for sure.
Another pullback after rate cuts. Then bull til Jan 2025
Good presentation,Tom. Good advice!👍👏
Thanks Tom
What else this guy should do?. Thanks Tom for the awareness and making such an excellent video!
Your market is overbought. It has to recorrect itself to the reality of the world. Bubble is being already in proccess of correction. In September it will burst due to the world situations. Good luck investors may god save you people❤❤❤❤
Would you care to back your claim up with data?
Thanks
Thank you! It's that kind of video that confirm me that I'm not stupid! 😅
Party Is On! 🥳✌️🥳✌️🥳✌️
Yezzzzzzir!
@@jasonulyssesglutz513 Indeed my friend! 🥳✌️
I'm with you bro😂
@@RockinRonny420 Ronny Knows💪🥳✌️
@@midwestcannabis Midwest is in da hoooouse!
😃
Great vidieo Tom, thanks.
Thank you Tom. I need to save this video.
Wal Mart is doing great because they're "rolling back prices" and we can't afford to go anywhere else.
Every plane, concert, cruise, hotel and restaurant are booked solid. Maybe you are just poor?
@@MrTavis1cool. Most of those people are doing that on credit.
@@TacoTuesday4 I don’t think so. I just got back from Europe and it’s Americans that have done well in the Biden Bull market. I know my portfolio is up huge in last three years.
How was the FED printing in 1995 ?
tom Nash & tom lee the goats
Thank you❤
Thanks for your videos Tom
Great comparisons from 1995 to now, Tom. But I wish you had compared the current macro landscape now to then also. What was the debt to GDP ratio then? What was M2 back then? I think we're in for huge increases to liquidity soon - the Treasury has no choice - which will further fuel and support your bull market thesis. But it will also likely increase inflation again too. I would have like to have heard what your take on that would be.
Congrats! You’re on
Great content Tom!
Always great content 👌
History seldom repeats exactly and the little difference might be what makes ya or breaks ya.
Let’s go Tommy guns! 🎉. I agree DCA life bro. Up 19% YTD 😊
Your videos are compelling and informative. I’m old, but back in the market for the past two years. I really appreciate your wisdom. Bulls rock
National debt spiralling out of control is the main threat
That's the main excuse
If innovation sends GDP past Mars, debt relative to GDP will shrink. Companies like Palantir Tesla Microsoft Apple Nvidia etc I believe will do this.
Thank you for the video
I appreciate your info 🦾😎
The difference between now and 1995 is debt which must be inflated away. Inflation is not 2.8% it is above 12% and rising fast.
I agree that some companies are going to explode by 2030, but I don't think it's fair to compare stock market of 1995 and 2025. Too much has changed. Many creators and analysts I've been following don't even take 20-30 year timelines serious anymore and only observe the last 10.
@ tomnash you the best , I like how your commentary is so simple and easy to understand.....and connects with audience , Thanks . Question - thanks for drawing the parallel between the 1995 bull market vs now .....BUT how does the risk stack up (election , geopolitical and monetization of AI) between the 2 parallels ? also why is PLTR not in enterprise of mid-cap vs small business owners?
Please do buy with all your money and then see it vanish
From Russia with love! Molodez
How common are soft landings?
Soft Landings Are Rare. We Had One in 1967, and Ended Up in an Inflationary Storm.
It depends who wins in Nov.
Epic video Tom 🔥🙏🏼
Sawadee Tom 😅
Yes mate, if NVDA11K succeeds in delivering those mining efficiency products they'll dominate the space.
You're good Tom ! I'm watching you from Romania ! I wanna be like your ninjas DCA :))
Stack Physical Silver
Melt up!
Unemployment is rising, credit card defaults are increasing and loan defaults are also increasing, BUT retail sales just increased 1% last month.
That doesn't make any sense at all, but I'll continue to follow the data wherever it takes us.
1% vs the month before. Not really 1%. The magic of number manipulation. And no one is borgeres to check the July numbers😂😢
@@ginawinther8260 Did retail sales not increase by 1% in July as reported by the govt?
If you're saying the govt lied about the numbers that's a possibility, but the truth will come out eventually.
How about comparing the P/E ratios? Market significantly more overvalued now…
AI is great and everything but the Internet was far more important than anything else was when it came to moving the stock market
So your saying we have 6 years till it pops. Thanks man
I'm going to say 3 years for nvidia and 6 or 7 for software companies
The only fly in the ointment is we re in WW3 right now and most people don't even know it.
If every person and every company and every country is in debt... Who is the lucky person that everyone one owes all that money too?
That was Tomorrow's world on the BBC 😂
Used to love Tomorrows World
They got a lot right actually
@@TomNashTV yes I live in UK
The internet and first ever computer was UK to decode Germans planes in WW2 but wasn't made public until the 90s and same with the internet. Wecan never profit on them as companies don't know how to invest well here