Sometimes even good stocks fall in value. That’s because the economic environment is an important driver of asset returns. But what types of investments do well in each environment?
The purpose of an investment clock is to demonstrate where we are in the economic cycle and help decide what to buy in each environment. And, most importantly, “What Time is it Now?”
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Timestamps
00:00 Introduction
00:29 The Business Cycle
01:37 Equity Sectors
05:06 Reality
07:34 The Problem
08:12 What Time Is It?
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DISCLAIMER
All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results.
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Great content. Anyone here using low cost index trackers for those defensive staples, utils, and health care? If so which ones and how are you getting on?
Accurate
Nice video – how often do you check or align where we are in the cycle and what makes sense…like once a month or once a quarter ?!
I love your videos. Please suggest some value stocks for my tradethepool funded account
Wait 6 months , IMHO .
Thanks for this breakdown from a personal angle I am aware that continuing to invest during periods of volatility can be a smart way to build wealth. I’ve heard testimonies of people accruing over $250k in this red period. What measures can I take to achieve this?
This video didn't really help me, since I it don't talk about the timeline for an investment. My problem is that I are rather heavy on cash and want to find the dip for buying shares that I will hold for more than 10 years. Should be nice with a video specific on how to think about buying the dip for long time investments.
I really enjoy the data driven explainations. Learn so much from each of your videos. You also present the data much clearer then the ones from the actual sources and helps me understand the data faster. Please keep the content coming Ramin!
Ive never invested, should i now? I have 0 debt and i dont know what platform to use.
Markets are going to keep falling. Stay in cash. Got another 20% drop to come. Inflation takes 10 years to tame. Interest rates are going to go up.
Great video, thanks
Amazing video. Please suggest some value stocks for my tradethepool funded account.
I wonder if Ramin understands the difference between price and value?
The main reason for the market of equities to increase more in price than not is inflation.
The main reason for inflation is currency devaluation.
Dividends (and dividends reinvesting) are still the best kept secret of the stock market over time. Its been that way for 100 years
Outstanding content!!!
So much value in this channel, thank you!
keep supporting financial education 🙂
Hi there, do you (or other sources of information) consider climate change when establishing these ideas? It appears that our knowledge of investments and economic cycles comes from historical data, which of course does not represent our future. If we are heading towards a potentially very dangerous scenario in which societies and economics are existentially threatened, how does this affect our view of the answer to questions such as "Is it time to invest?", and "What time is it?"? Sometimes I feel that all of our advice and data is missing this key component, which is likely to have a huge impact.
A straight forward and serious explanation, like it. Maybe you can increase the probability by looking at sector rotation and go (hopefully right) with the market makers.
Very confusing Ramin. You term Techs as Cyclicals. My understanding is that Banks, Miners and Oils are Cyclical. And also you characterise different cycle periods as rising interest and inflation environments in your first graph (green and pink).
Oh Ramin, I remember your videos before the pandemic before you got thousands of subscribers and set about creating your community library. It's been a real pleasure and inspiration watching you grow. Thank you for another top notch video as always.
Very interesting. Maybe I misunderstood, but if equities react ahead of the current economic cycle, then shouldn't we be looking at buying stock with this in mind? For example, if we are in expansion stage we should buy consumer staples, knowing that a slowdown is coming and consumer staples will start to do then do well. It all seems a bit of a lottery anyway, without really knowing what's coming..but that's part of the fun of investing for me! 😉
Investors who get back into the market in the next quarter, will be very rewarded by the end of this decade.
Not sure I agree with first window ie interest rates increasing and technology to invest??