jeudi 23 juin 2022

Who's depressed?

I wonder if there's a lot of depressed investors at the moment? After all, the market has lost a lot of value recently and we don't know when the wind will change. Maybe when Putin will die? 

When the market is down, I see a lot of occasions while when the market is high, I see a lot of risks of it going down. Which means that I'm pretty confident about the market at the moment (in the medium or long run). 

Summer has begun and I'm on the way of more travels. That's now my main hobby: traveling and planning travels when I'm not traveling. And when I come back, I stratch my scracthing map of the world. And then, I look for other places to scracth. 

I just look to enjoy life the most I can. It's hard, but I try. 

lundi 6 juin 2022

The Netflix effect

Some people say that Netflix has lost it's mojo. I don't really know what is a mojo, but it looks special.

NFLX has lost a lot of it's value in the recent months, mostly because of the stagnation of new users and the anticipation of a loss of users in the future. 

However, have you heard about the last season of "Stranger Things"?

In a few episodes of the new season, we can hear "Running up that hill", a 1985 song by Kate Bush. Since the release of that season, that 37 years old song has been back in the charts and it's streaming is up many thousands of percent. You may say that going from 10 streamings a week to 500 streamings a week could result in such statistics. Yeah, you're right. But I think that song has always bit at least a bit popular, because it's been a hit in 1985.

Anyway, I don't want to start a debate about Kate Bush, but I think that what happened with that song shows that Netflix still has a lot of influence on society. They need new exciting content. There will be good and bad years for new content, but Netflix has penetrated a lot of countries. And what you can see on Netflix may have a significant impact around us (let's just think about "Squid Games" and the fact that some schools sent messages to parents to tell them that games in that show would be forbidden at school).

I don't know if Netflix is a buy or a sell. But one thing is sure, that's a great business. 

So, it's probably more a buy than a sell. 

mardi 31 mai 2022

Inflation VS stocks

Common stocks beat inflation. I've learned that years ago and I still believe that it's true, as long as inflation doesn't reach 19% like it's been the case this year in Estonia. 

And even if inflation reaches 19%, what are your other options? Keeping money in a drawer? That's automatically a negative 19% (if you live in Estonia). 

I like these tough periods for the market, because it epurates the market from speculators. And, in the long run, those who are staying in the market will be rewarded. I'm sure about that. And if I allow myself 10 years for this prediction, I'm even more confident. 

Some people change their strategies when the market is red, day after day. Some think that stocks will continue to go down, thus investing only in low PE stocks. Like if a low PE couldn't go lower. Well, I've actually tried this before and it's sad, but a low PE can go lower. Yes, a stock with a PE of 8 can become a stock with a PE of 5, just like a stock with a PE of 25 can become a stock with a PE of 18. 

I think that dollar stores are a good place to be. Dollar Tree's last results were very good and I believe that results should also be good for Dollarama, Dollar General and Five Below. I'm not a wizard. I only believe that this inflation is way too high for people to keep their habits and paying a premium for the stuff they can buy at dollar stores. Of course, dollar stores will have to readjust their prices because of gas prices. But even if they raise their prices, they'll still be cheaper than almost any other shop.

Eventually, I believe that banks will benefit from rates increase. Because rates can't stay that low. These rates are a part of the explanation of this inflation. People don't save money with such rates. When they'll go up, people will save more money and banks will benefit from that. And currently, banks are not expensive at all.

Of course, I still believe in Google and Mastercard. But I think that dollar stores and banks will benefit from the current situation for the short term. 

vendredi 20 mai 2022

Happiness

The most important thing in life is not love, family, friends or money. 

The most important thing is happiness and you may achieve it by finding at least a couple of things that really turn you on. Then trying to put your focus on these things as much as possible. Because you'll realize sooner of later that:

1- If you don't have that kind of things in your life, you'll feel empty and your life will seem worthless (and it will actually be worthless);
2- These passions will be your companions in times when you don't have companions;
3- You'll long for these passions when you don't have time for them. They will make you excited about them.
4- Everything comes and go in your life, but if you have a true interest for something, it may stay in your life until you die.

So, if you really want a motorcycle, buy it. If you want to play an instrument, buy it. If you want to travel all over the world, go for it.  

These are an other kind of investment. That's an investment on your well-being and happiness. 



jeudi 19 mai 2022

Living among humans

Living among humans is complicated and frustrating. 

I don't really like most of the people around me. I don't hate them, but I'm indifferent or I dislike probably 75% of the people I meet. And when I like somebody, they like me maybe 50% of the time, which leaves me with a little percentage of success in my new relations. 

Please note that these percentages can't be documented with scientific data.  

More thant that, I could live the rest of my life without seeing again most of the people that I call my friends. Because I'm not sure that I really need them.

The problem is that I can't be completely alone. I need some people around me from time to time. But I think that if I had an infinite reservoir of interesting people, I would gladly go from one person to another for the reste of my life. 


mercredi 18 mai 2022

Life in general

I think that it's important to realize that, in this life, we have every option.

We could live our life to the fullest or we can simply commit suicide. We can play by the rules, play by our own rules or stop playing the game.

I don't think that suicide is a good option because, as worthless your life seems to be (and probably is), by commiting suicide, you break the life of many people around you, which is the real tragedy. Because your life will end quickly, but those surrounding you will spend the rest of their life with guilt and endless questions.

But suicide remains an option. It's however, in many cases, the worst possible option.

And what means "living your life to the fullest"? Who really does that? Almost nobody. Most of us spend at least 50% of our spare time laying on a couch with our phones, watching stuff on Tik-Tok or on Youtube. Our spare time is mostly wasted time. It doesn't bring us to the next level. It makes us stagnate where we are.

So, I guess that most of us are just living a meaningless life with tons of wasted time. Once in a while, we share on social medias the rare moments where we think our life has a significance. 

This is life in a few sentences.  

Fuck off

I've reached a point of boredom related to writing posts about the stock market at the same time that I've reached a point of anger about life in general. 

I've decided that I would now write stuff about anything that's in my mind, may it be the weather, the war in Ukraine, stupid people, the lenght of my turds, etc. 

I just don't give a fucking shit.