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30 Day FREE Beginner Investing Challenge begins October 1st: link👇👇 20 spots left! (not financial advice...entertainment only)
25 Mar
Cathie Woods, Kevin O'Leary, & Jan Van Eck Exchange Perspectives Summary

Paradigm shift in financial markets happening:
-start of global fin. crisis, central banks supporting fin. markets with stimulus
-with Fiscal Spending GDP growth expected to go up 6-9% 2021

🌎GDP growth like this not seen since 1950s
-direct impact is 10-year high interest rates
-many people afraid H2 will be higher interest rates from most recent stimulus
-fixed income will be challenged

#arkinvest #arkk
@kevinolearytv is changing his portfolio for the next 2 years
🧐 from 50% fixed income and 50% equity to 30%/70%🧐 assets to own during inflation are quality co.s, profitable, & sustainable ROI
🧐 some industries permanently damaged due to tech ex: airplanes v. $zm

Read 16 tweets
27 Feb
Ark Invests NEW Video summary

monetary policy:
-Jerome Powell stated no increase in interest rates, showing the Fed is still very supportive
-Powell is focused on full employment and inflation above 2% consistently, no indication the Fed is tightening
#stocks #arkinvest
-commodity prices increasing rapidly, especially Copper
- dollar is going down
-housing prices increasing at a double digit rate
-strong asset market prices and volatile $btc
- market usually leads Fed, so these indicators imply the Fed will do something soon
Fiscal policy
- probably will get $1.7-9 Trillion package, $3-4T infrastructure package in works (which includes $15 per hour)
- US will have to pay for this but we believe the economy can grow fast enough with innovation to get out of it

Read 13 tweets
16 Jan
Ark Invests January Market update Webinar Highlights:

(more in replies)
1. Economy- Cathy sees explosive ER for 2021 bc lower inflationary risks & higher commodity prices - in 2019 $140 eps for S & P; 2021 should be $200 eps- make up for lost time (confirms V shaped recovery)
#arkk #investing Here's the link for the webinar: please listen carefully ASAP. It's chalk full of great info:…
2. Cathy- valuations may go down as interest rates go up but eventually the market will understand higher interest rates mean the market is starting to work again

#Biden #stocks
Read 28 tweets