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0:00 JPM Slides
1:03 Stocks
9:42 Economy
11:49 Inflation
16:08 International
19:24 Alternatives
20:39 My Opinion…(read more)
LEARN ABOUT: Investing During Inflation
REVEALED: Best Investment During Inflation
HOW TO INVEST IN GOLD: Gold IRA Investing
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Stock Market Overview Q3 2023: JPM Slides
As we enter the third quarter of 2023, it is imperative to take stock of the current market conditions and evaluate the performance of major players. Among the companies that have recently released their financial results, JPMorgan Chase & Co. (JPM) has grabbed the attention of investors and analysts alike with its quarterly slides.
JPMorgan Chase & Co., one of the world’s largest investment banks, is often considered a bellwether for the financial sector. Its performance is closely observed to gauge the overall health of the market. In Q3 2023, the bank reported mixed results, prompting analysts to scrutinize their presentation slides for insights into the future trajectory of the stock market.
One key aspect highlighted in JPM’s slides is the bank’s strong revenue growth. Despite economic headwinds, JPMorgan recorded robust revenue figures, primarily driven by its investment banking and trading divisions. This growth is a positive sign for the overall market, indicating that there are still opportunities for businesses to thrive even in uncertain times.
However, the slides also shed light on potential challenges faced by JPMorgan. One notable concern is the increasing volatility in the stock market, which can impact trading revenues. JPM highlighted the need for cautious risk management strategies to navigate this volatile landscape effectively. This reflects the broader sentiment in the market, as investors remain wary of potential market corrections and economic uncertainties.
Another factor highlighted in JPM’s presentation slides is the ongoing trend of technological disruption. JPMorgan emphasized the importance of digital innovation and stated its commitment to invest heavily in technology to stay ahead of the curve. This recognition of the growing significance of technology aligns with the market’s increasing reliance on digital solutions and the evolving landscape of fintech.
Furthermore, JPMorgan’s slides also addressed global macroeconomic factors that could impact its business operations. The bank pointed out concerns over inflationary pressures and geopolitical tensions, which if left unaddressed, could have widespread implications for the financial industry as a whole. It serves as a reminder that no company exists in isolation, and external factors must be closely monitored for their potential impact on the market.
Overall, JPMorgan’s Q3 2023 slides offer valuable insights into the stock market’s current state and potential future trends. While the bank reported strong revenue growth, the presence of challenges, such as market volatility and technological disruption, cannot be overlooked.
Investors and market participants should consider these factors when formulating their investment strategies for the upcoming quarter. Remaining vigilant to market trends and adapting to changing conditions will be crucial for success in this dynamic landscape. It is essential to diversify portfolios, manage risk effectively, and stay informed about macroeconomic events that may impact the market.
As we progress through Q3 2023, keeping a close eye on market dynamics, industry trends, and financial reports will be instrumental in making informed decisions. The insights gleaned from JPMorgan’s slides, as well as other key players in the market, will prove invaluable for investors seeking to navigate the stock market successfully.
Hey Swen,
you always criticise the National Banks that take debt to solve a crisis.
I wonder, if you where head of the National bank, what would you do? Is there an other option in case a crisis has already happened?
Would be interested in your thoughts!
Best
Salvi
I agree with Professor Edward F. MaQuarrie. It is all just a massive scam, a fraud, of currency debasement since 1933. In gold money, not fake IOUs, Dow was 18 ounces of gold in 1929 and 18 ounces of gold in 2022. We are victims of a massive fraud, massive scam, selling unborn children into debt slavery. The English Empire just moved to America to scam the world. The winners live in Israel, the most subsidized nation per capita in the world. Protect yourself. Dollar has lost 6% a year for decades. All just a delusion. Labor loses.
Gold was $40 in 1971 and now $2,000, 50X. That is the risk free return. Gold returned 7.5% a year for 52 years. Since 2,000, gold $255, not $2,000 23 years later. Gold returns 9% a year since 2,000, beating stocks. Nobody cares. Dishonest scammers hate and despise honest gold. Humans are paid in worthless IOUs. Stocks go up but buying power does not go up. Labor is stagnant. People have two incomes, no children, to break even with their parents who had four kids, one income in the 1960's. Dollar is dying. BRICS get it. What to do?
Hi Sven, related to overvaluation is there also a time to sell some winners ? Example should be META stock in case gains should be over 100% easily . Question is what forcing those companies to those highs in short term /or from other side drop was only some market misunderstanding 🙂 / ? I think there should be also big turn back for those companies 🙂 /PR 34 looking good to sell with gains / If possible you can make some video with some rule : How to sell a stock / you made some/ also in case you want to keep some of them in portfolio for longer time , thank you as usual for you videos , analyzes Sven
Putting well-earned money into the stock market can be over emphasized for first-time investors, unlike a bank where interest is sure thing! Well, basically times are uncertain, the market is out of control, and banks are gradually failing. I am working on a ballpark estimate of $5M for retirement, and I have a good 6-figure loaded up for this, could there be any opportunity for a boomer like me? I'm nearly 60.
Thanks Sven
Thanks Sven…This information is gold…
Hi Sven, I am a huge fan completely agree with the points you raised. I would be really interested to hear your comments on the Brazilian Mexican and Indian stock exchanges as a whole in terms of risk/return. Especially the first 2 seem to be very good value. What doy you think?
These are fantastic takes, I feel exceptionally lucky I started investing in my early 30s and moved from an average lifestyle to earning over 34k each month through consistently compounding my income via assets to create more cash flow. I grew to a 7 figure well-diversified portfolio knowing where to focus having exposure to different prolific investments mainly savings account, stocks, bonds and high yield dividend funds. Forever grateful to my adviser Gregory Thomas Patchak. Passive income is mandatory for building long term wealth and ever since I met him, my life has taken a positive turn because of the passive income through his knowledge and ideas, which are crucial for succeeding against all odds in this area of online commerce. I'm happy that I was able to contact him earlier this year.
would the new advances in AI unlock a crazy amount of productivity and hence value that could justify a higher valuation?
But what about ecb and euro debt?
yes.
Thank You for the amazing breakdown of the situation today!
I was wondering what do You think of Chinese investments when the West is trying to pick fight with them? Do You think that Chinese stocks might disappear from the Markets like they did with Russians?
Thank you Sven, great video. Do you think the increase in accessibility to the markets sinces the 2000's is a factor of higher P/E ratio's?
Sven all cool but being so super smart and everything have you every maybe took a minute and looked at it from different angle? Is 25 or 30 actually a new 15? It very well could be with all this money flood.
Talking about emerging markets – can you do Europe and Emerging markets ❓
The most important thing that should be on everyone's mind currently should be to invest in different sources of income that doesn't depend on the government. Especially with the current economic crisis around the world. This is still a good time to invest in various stocks, Gold, silver and digital currencies. I never imagined that a few thousand dollars per month would add up. However, it is. I've made around $600,000 since 2020 .
Thanks Sven you always keep my exuberance in check. But i would realy like a video that analyses the return on invested Equity. I was Listening to Terry smith of foundsmith who has a very interesting prasentation on roie and the pe ratio you could have paid to get the same Return as the market in the Long term. I would love to get your Perspektive on that. I am still Wondering what is More Important for Long Term Returns. As Charlie munter said: over the Long term it’s Hard for a stock to earn a much better Return than the Company wich underlies it earns.
What will happen is a crisis will happen and gold will shoot up. Buy gold stocks if you want to win the next few years.
Great video. Bad accent.
Many thanks Sven, excellent video with great insights.!!!
4:45 PE doesnt mean its cheaper lol. There is often a reason why its at low PE
I’m concerned that we are living in a capital rich era. Which would explain these high ratios. Lots of money chasing few investments. Next few decades may be different than the past as most rich country as a retiring demographic.
Nice!
Time to buy more pbr petrobras shares
Sorry for the bluntness, but it looks like a koala took a dump on your forehead. Might want to do something about your hair.
The microphone is finally good!!!!!!!!! Thank you, Sven!! : )))))
There's a constant inflow into the market though 401ks and their international equivalents. Good times and bad. At the other end, people are a bit reluctant to withdraw fully on retirement. Is this factor of importance in the overall direction of the market? Ie the money has nowhere else to go?
Excellent video Sven thanks
It's almost like if everything is not doom and gloom as you describe it we won't need your research platform. You make fun of JPM analyst trying to sell tier service whilst doing the same 🙂
Ciao Sven. I get your point as I'm on the same boat. It's hard and frustrating for a value investor to see prices going up for no reason. However I also think that fomo is very strong, and most people keep buying when prices go up. I know people who tried to stay out of the market for months, then they gave up and entered once they saw prices keeping going up. It's just fomo and lack of patience