Vhiki rapfuura, Elon Musk akaudza vatungamiri vepamusoro veTesla kuti ane "kunzwa kwakashata" pamusoro pemamiriro ekutsvaga mari. Uye haasiye ega mukuru-mukuru mukuru anofanotaura nguva dzakaipa dziri mberi. JPMorgan Chase's Jamie Dimon yambiro vatengesi kuti vagadzirire "dutu". Ngatitarisei kuti nei tichifanira kunetseka uye maitiro ekugadzirisa mapotfolio edu kugadzirira zvakaipisisa.
Nei tichifanira kunetseka? 😟
1. Musk naDhimoni vaimbove netarisiro pamusoro pekudyara mumasheya👍
Musk aive netarisiro kusvika nguva pfupi yadarika nezve tarisiro yaTesla, nekudiwa kwakasimba kwemotokari dzayo dzemagetsi dzeumbozha, uye nezvemisika yepasirese, sezvakaratidzwa neake $44 bhiriyoni yekuda kutenga Twitter. Zvichakadaro, Dimon kusvika nguva pfupi yadarika akangoona “makore edutu” aakati anogona kupera.
Tesla yekutakura mota yeQ1 2022. Source: Tesla
Kunyange zvazvo misoro yenyaya kubva kuvatungamiri vepamusoro-soro ichifanirwa kugara ichitorwa nesadza remunyu, panogona kunge paine hurongwa hwakakura pakutamba, shanduko inoshamisa yakadaro mumanzwiro inofanira kutorwa sechiratidzo chenyevero.
2. Haisi Elon naJamie chete vasina chokwadi nekudyara mumasheya🤒
Musk naDimon vakaita misoro yenyaya, asi vari kujoinha korasi iri kukura yevatungamiriri vemakambani yambiro pamusoro pekuipa kwemaonero ekudyara mari. Zvichangoburwa nevanosimba mune zvehupfumi vakaita Walmart (WMT) kumakambani matsva senge cryptocurrency exchange Coinbase (MARI) vakaratidza kuti zvibereko zviri kutoedzwa nemitengo yakakwira uye inflation. Pakazara, maitiro akajeka: mabhizinesi eAmerica ari kurwira nguva dzakaoma.
3. Tesla naJPMorgan makambani makuru muzvikamu zvakakosha🥇
Musk naDimon vanomhanyisa maviri emabhizinesi akakosha muhupfumi hukuru hwenyika. Kana vanyanya kungwarira, tiri kutaura nezve mukana wezviuru zvevashandi kurasikirwa nemabasa, uye zvakakura zvinokonzeresa kune vavanodyidzana navo mubhizinesi repasi rose, vatengesi nevatengi. Uyezve, kukanganisa hakusi kwehupfumi chete: Tesla anga ari kufarira kwekudyara kwemasheya kwenguva yakareba. JPMorgan, bhanga rakakura kwazvo muhupfumi hukuru pasi rose, raonekwa senzvimbo isingawanzo kurongeka sezvo mari dzemubereko dzichikwira.
Kana tarisiro yemakambani aya ikawedzera kuipa, zvinorehwa zvingangonzwika kwete muhupfumi chete, asiwo mumisika yemari.
4. Makambani ose ari maviri vatungamiri muhupfumi🔝
Kutengeswa kwemotokari uye kuyerera kwechikwereti chepasi rose zviratidzo zvakavimbika zvehutano hwehupfumi. Kana kutengeswa kwemotokari kutsva kuchiderera zvakanyanya, zvinowanzoratidza kuti vatengi vari kuomesa mabhandi vachitarisira kuderera. Kana chikwereti chepasi rose chikadzikira, zvinowanzoratidza kuti mabhanga ari kutyira kuti mabhizimisi nevanhu vangave vachinetseka kubhadhara zvikwereti.
Kuenzaniswa kwemhedzisiro yemakore mashanu ekupedzisira aTesla naJP Morgan. Kunobva: Tradingview
Uye kunyangwe panogona kunge paine zvimwe zvinhu zviri kutamba kumakambani maviri aya (Matambudziko aTesla anogona kunge ane chekuita nekushomeka kwazvino kwezvinhu zvakakosha, semuenzaniso), hapana kambani iri yega mumaindasitiri avo mukupa yambiro. Uye icho chiratidzo chakajeka chekunyevera kuti maonero anoramba asina kujeka munguva iri pedyo.
5. Kutya kunogona kupararira kutenderedza kuisa mari mumasheya😷
Nguva nenguva, kudyara kwemasheya kunopinda nekudzika uye kuderera kwenguva refu, uye "negative mhinduro loops" inogona kuita senge inokonzeresa. Ndizvo zvinoitika kana makambani akawedzera kungwarira nezve tarisiro yavo. Kuchenjerera kwakadaro kunoita kuti manzwiro anoita investor awedzere kuipa. Mhedzisiro yacho inokonzeresa mitengo yemasheya uye zvisungo zvemakambani kudonha, izvo zvinowedzera mutengo wekukwereta kumakambani uye izvo, zvakare, zvinokanganisa tarisiro yemakambani aya uye zvinotungamira manejimendi kuti atonyanya kungwarira.
Nhoroondo yemisika yemabheya uye kudzikira kweiyo S&P 500. Kwakabva: Ona iyo Musika
Iyi mhinduro yepakati pakati pezvakakosha zvehupfumi uye manzwiro mukudyara kwemasheya, iyo icon yekudyara George Soros inodana "reflexivity«, inogona kukurumidza kushanduka kuita yakaipa spiral, inomira chete kana mitengo yadonha zvakanyanya
6. Elon Musk's latest tweets haasi mumutauro wake wenguva dzose💭
Ngative vakatendeseka, iyi yanga isiri @elonmusk's yakajairika inotsamwisa tweet. Dai zvanga zviri izvo, isu tinogona kuzvifuratira (kana kwete…). Tsamba yake kuvakuru uye yambiro yaDimon kune vanoisa mari yaive yakawanda kupfuura iyo. Pamwe chete vanowedzera kune yambiro yeyambiro kubva kuvatungamiriri vemakambani vari kutora matanho akaomarara - kucheka vashandi kana kudzoreredza mabasa achangoburwa - kuzvidzivirira kubva kumamiriro ekukura ari kuderera.
Elon Musk haaratidzi zvakanaka pakudyara mumasheya. Kunobva: Teslarati
Uye izvi zvinofanira kutinetsa. Chikonzero chikuru nei kuisa mari mumatokisi kusati kwatengeswa zvakanyanya nekuti vatengesi vachiri kutarisira kuti makambani anogona kuzviita kuburikidza nenguva yakaoma. Chinyorwa chaMusk kune vatungamiriri, ichidaidzira kuderedzwa kwemabasa uye kumbomira kwepasi rose pakuhaya, kunoratidza kuti hazvizove nyore.
Kudyara kwemasheya kunozodonha here?🎢
Pane zvikonzero zvakawanda zvekutya, asi pane zvinhu zvatingaite kuti tive nechokwadi chekuti takachengetedzwa uye takavhurika kumikana kana yaonekwa mumusika unonetsa. Isu tinofanirwa kuve nechokwadi chekuti mapotifolio edu akasiyana zvakakwana: hatifanire kungoisa mumasheya chete, asiwo mune. Treasury bond, the ndarama, mbishi zvinhu uye kunyange dhora American kana tichida hedge yenguva pfupi inopesana nekudonha panguva imwechete yezvinhu zvese. Isu tinokwanisa kuchengetedza mari mumasheya emhando yepamusoro muzvikamu zvakaoma kurarama pasina, senge hutano, mabasa ehurumende uye zvinhu zvinokosha zvevatengi. Uye kana tichida kuita mari yakawanda, zvingava zvakanaka kuti tive nemari yatinokwanisa kutumira patinoona. una capitulation zvechokwadi mumusika wekutengesa mari. Nekuti ipapo chete ndipo patinozowedzera mabhenefiti edu.
Zvinotarisirwa uye kusava nechokwadi nezvekushanda kweasset. Kunobva: Blackrock
Uye panguva ino, kana isu tisingakwanise kuramba muedzo wekuwedzera imwe njodzi kumapotfolio edu, ngatitsvagei zvinhu zvakatotengeswa zvakanyanya uye zvichigona kupa zvinokwezva zvinokwezva zvenjodzi-mubairo reshiyo, senge. Chinese stocks kana kunyange zvinokanganisa tekinoroji stocks.