Sea change: How to invest when cheap money is gone?

According to Memos from Howard Marks in Dec, we’ve gone from 2009-21 and maybe amid a sea change: Fed behavior from stimulative to tightenin... Show More

According to Memos from Howard Marks in Dec, we’ve gone from 2009-21 and maybe amid a sea change: Fed behavior from stimulative to tightening, inflation from dormant to a 40-year high, and perspective returns from lowest ever to more than ample.

As for the outlook, he believes the base interest rate over the next several years is more likely to average 2-4% (i.e., not far from where it is now) than 0-2%. The investment strategies that worked best over those periods may not be the ones that outperform in the years ahead. (Source: tap here)

Do you believe that the environment will be different from that over the last 13 years?

Which stocks or other assets may benefit from the sea change?

Reward: 6 users sharing the best investment idea, orders, or positions will win 600 points!

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cola1010

12/18/2022 00:29

Sea change

A sea change is a complete transformation, a radical shift in attitude or goals. Market conditions are drastically different and less ideal in this latest shift when compared to the post-crisis years. It progressed from the low-return world of 2009-2021 to today's full-return world. The previous era of low returns has given way to a world of full returns, and investors may not need to rely on risky investments as heavily to meet return requirements. The investor must invest differently...

Sea change: How to invest when cheap money is gone?

Sherman Li

12/16/2022 17:15

I beg to defer - there is no way to go back after 13 years of honey moon

1. it is easy from tighten to relax, and hard from relax to tighten, in chinese we say: 由俭入奢易，由奢入俭难。
2. the world economy does not allow long term tightening, if the interest rate keep at high level for prolonged period, roit and uneasy may happen in many countrys, may shake the world current condition and may trigger war.
3. the current ecomony system of low interest has made US a huge debit liaible party, and all ghe majo...

Sea change: How to invest when cheap money is gone?

OBIfromMEM

12/16/2022 01:10

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Sea change: How to invest when cheap money is gone?

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12/17/2022 05:12

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Sea change: How to invest when cheap money is gone?

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12/21/2022 13:47

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Sea change: How to invest when cheap money is gone?

Johnnie Worker

12/15/2022 18:29

I believe in Sea Change, no more free lunch

Time to profit from true value! The free money in past 13 years is abnormal! You need to carefully consider the quality of a stock as well as its valuation& risk!
That’s the bloody truth.
Btw,there are 3 value stocks I believe will benefit from the new trend.

Sea change: How to invest when cheap money is gone?

Kuries

12/16/2022 14:55

It is interesting how many times we are played out by the herd instinct in us. When there is a market uptick, we rushed in to buy; remembering all the positive factors but conveniently forgetting about all the FUDs. Similarly, when the market is down, our first instinct is to sell and get out; somehow all the FUDs suddenly became so threatening! Such is the psychology of stock investment.