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Sta arrivando la recessione, vendete tutto sul mercato azionario (Vol 47)

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Marc96 ha scritto:
sono contento che dopo aver investito esclusivamente in Berkshire class B con 908 azioni, non ho più alcuna preoccupazione, è una fortezza, è un diesel va piano ma costante. Se c'è una recessione ok perché Buffett può investire i fondi, se non c'è recessione il fair value della Berkshire incrementa ulteriormente
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Ciò che mi preoccupa di BRK B è l'età di Warren... cosa succederà alle sue quotazioni quando (speriamo più tardi possibile) verrà a mancare?
 
Marc96 ha scritto:
sono contento che dopo aver investito esclusivamente in Berkshire class B con 908 azioni, non ho più alcuna preoccupazione, è una fortezza, è un diesel va piano ma costante. Se c'è una recessione ok perché Buffett può investire i fondi, se non c'è recessione il fair value della Berkshire incrementa ulteriormente
Clicca per espandere...
Per quanto possa apprezzare Berkshire non è mai saggio mettere tutte le uova in un paniere
 

Fed Holds Rates Steady and Inches Closer to Cutting in Future​

  • Policymakers say risks are moving ‘into better balance'
  • No cut until officials are more confident on inflation path
By Rich Miller
(Bloomberg)
Federal Reserve held interest rates steady for the fourth straight meeting and signaled their openness to cutting them, though not necessarily right away.
In a statement issued after their two-day meeting, Fed officials dropped their previous assertion that a rate hike was possible and instead adopted a more even-handed assessment of the future policy path.
“The Committee judges that the risks to achieving its employment and inflation goals are moving into better balance,” the central bank’s policy-making Federal Open Market Committee said Wednesday. “In considering any adjustments to the target range for the federal funds rate, the Committee will carefully assess incoming data, the evolving outlook, and the balance of risks.”
But in a sign that officials are not in a rush to reduce rates, the FOMC also said it “does not expect it will be appropriate to reduce the target range until it has gained greater confidence that inflation is moving sustainably toward 2%.”
Follow the reaction in real time on Bloomberg’s TOPLive blog
The decision to leave the target range for the benchmark federal funds rate unchanged at a 22-year-high of 5.25% to 5.5% was unanimous. The central bank also reiterated its intention to continue reducing its balance sheet by as much as $95 billion per month.
In their post-meeting statement, policymakers tweaked their description of economic activity. Following stronger-than-expected economic growth in the fourth quarter, the committee described activity as “expanding at a solid pace.”
Among other changes to the statement, the committee omitted language that had been included in some form since last March, calling the banking system “sound and resilient” and warning that tighter credit conditions were likely to weigh on the economy.
Chair Jerome Powell will hold a press conference with reporters at 2:30 p.m. in Washington.
As usual at the start of the year, the January meeting brought a rotation of new voters to the FOMC, including the presidents of the Fed’s regional banks in Atlanta, Cleveland, Richmond and San Francisco.
The FOMC also used its first meeting of the year to reaffirm its long-term goals and monetary policy strategy, including its commitment to a 2% average inflation target.
The committee also updated its policies governing investments and trading by Fed staff and policymakers. It expanded the number of Fed staff who are subject to the most stringent restrictions and tightened restrictions on all staff with access to confidential FOMC information.
Across the board, the economy performed better than policymakers expected last year.
Inflation fell more steeply, with the Fed’s favored measure ending the year at 2.6%. The economy expanded more quickly, with gross domestic product climbing 2.5%. And the jobs market was stronger, with the unemployment rate in December clocking in at 3.7%, generally in line with where it was when Fed officials began raising rates in March 2022.
The Bureau of Labor Statistics will release data Friday on the job market in January, the first key reading on how the economy is performing so far in 2024. Economists are anticipating a generally solid report, with payroll growth slowing a bit and unemployment ticking up just slightly.
In the run-up to Wednesday’s meeting, policymakers suggested they’re willing to begin contemplating rate cuts while pushing back against investors’ hopes for imminent and deep reductions.
“With economic activity and labor markets in good shape and inflation coming down gradually to 2%, I see no reason to move as quickly or cut as rapidly as in the past,” Fed Governor Christopher Waller said at a Brookings Institution event on Jan. 16.
In December, policymakers projected a cumulative 75 basis points of cuts this year, according to their median forecast. They’ll next update those forecasts in March.
The Fed is trying to accomplish something it’s arguably only pulled off once in its more than its 100-year history: corral inflation through tighter credit without crashing the US into a recession.
What’s more, it’s trying to complete that task during a presidential election year and in a country that’s deeply divided politically.
Several Democratic Party lawmakers - including Senate Banking Committee Chair Sherrod Brown, and Massachusetts Senator and former presidential candidate Elizabeth Warren - wrote to Powell this week urging him to lower interest rates.
 
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Marc96 ha scritto:
sono contento che dopo aver investito esclusivamente in Berkshire class B con 908 azioni, non ho più alcuna preoccupazione, è una fortezza, è un diesel va piano ma costante. Se c'è una recessione ok perché Buffett può investire i fondi, se non c'è recessione il fair value della Berkshire incrementa ulteriormente
Clicca per espandere...
effettivamente investire nella holding BK consente una diversificazione del portafoglio automatica
 
Marc96 ha scritto:
sono contento che dopo aver investito esclusivamente in Berkshire class B con 908 azioni, non ho più alcuna preoccupazione, è una fortezza, è un diesel va piano ma costante. Se c'è una recessione ok perché Buffett può investire i fondi, se non c'è recessione il fair value della Berkshire incrementa ulteriormente
Clicca per espandere...
Cioè tu sei All in su Berkshire e basta? E pensavo di esse io il degen del tred :o
 
bomba84 ha scritto:
Cioè tu sei All in su Berkshire e basta? E pensavo di esse io il degen del tred :o
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Si ma si tratta un'azienda molto diversificata che possiede un centinaio di società controllate in diversi settori, e anche cospicue partecipazioni azionarie
 
Marc96 ha scritto:
Si ma si tratta un'azienda molto diversificata che possiede un centinaio di società controllate in diversi settori, e anche cospicue partecipazioni azionarie
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si sono d’accordo..ho fatto la battuta 😏
 
Davidone75 ha scritto:
Ciò che mi preoccupa di BRK B è l'età di Warren... cosa succederà alle sue quotazioni quando (speriamo più tardi possibile) verrà a mancare?
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E' lo stesso motivo che mi ha tenuto a freno dall'investirci!
 
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