Capital Markets Quickie

You know how sometimes the best food you’ve ever eaten comes from the simplest non-fanciest restaurant? Or the best movie you’ve ever watched was on a 9-hour flight where you were simply just trying to kill some time. Or the most exciting football match you’ve ever watched was your local high school team playing their long-time rivals, and not the super bowl. Or that time when you went down to the hotel lobby because check-out was at 12, your train was scheduled to leave at 5, and you still had a lot of time to kill. All you’re expecting is a pleasant cup of coffee, some quiet time to work on your laptop, answer a few E-Mails, make some calls, and call it a day. That was me last November when I went to Munich. I was expecting to attend a couple of meetings, all of which got canceled due to the new Corona restrictions in Bavaria. I was expecting to meet with a few clients, none of whom could make it. I was expecting to get some quiet time, some work done and get this trip all over with. What I did not expect was to have a 2-hour-fund-manager-expertise-level conversation with the Vietnamese waiter at my hotel lobby. I did not expect what looked like an attempt of politeness and small talk to turn out to be one of the most pleasant, passionate, original, and refreshing conversations I had ever had about stocks. I did not expect the 60-year-old waiter to pull out a piece of paper, front and back, filled with 100 stock names, out of his pocket, as I asked him which companies he was invested in. I did not expect him to draw his own investment strategy for me, aka. "MAAAM, and its seven pillars” that every good, diversified portfolio should consist of. I did not expect to meet an insightful man in his late 60s who was primarily invested in his family and believed in generational thinking. A man who never stopped learning and asking the right questions. A man, to whom barely any stocks were new, who discovered the stock market very early on and was always eager to spread the knowledge with others. A man who impressed me in the most positive way; a waiter who gave me investment ideas, and I him. At that moment, in that hotel lobby, right as he glanced at my laptop and saw the stock charts, he and I had nothing in common, except for our curiosity. He was curious about the chart I was looking at. I was curious to know what he was curious about. You never know what to expect. Life’s like a crapshoot. It can throw anything at you. What you can do is to welcome any unexpected twists and turns and embrace them as potential opportunities. Eyes wide open, of course. Here’s to all the unexpected blessings of 2022. Here’s to you, Tran. Hope to have you on INVESTMENTBABO sometime soon- Cheers #TranCan

Top of the mornin’ to ya! GameStop and "short squeeze" became household names overnight, as its stock price skyrocketed and the narrative around small day traders, or the internet kids as I like to call them, versus massive hedge funds captured nearly all the attention in recent days. So, what’s going on right now? GameStop did not announce a strategy shift or new product innovations and they certainly did not offer other insights that would fundamentally justify such a valuation. What happened here is rather a mixture of protest movement, blind actionism and greed. The question now is whether this is the canary in the coal mine for a stock-market bubble? Make sure to subscribe to our YouTube Channel “MVP – Main Value Partners” and stay tuned for new Episodes of Capital Markets Quickie every Sunday. - Visit our Website: http://www.mainvalue.de

Top of the mornin’ to ya! Last week the stock market added to its solid nine-month gains with major indexes reaching fresh all-time highs as Joe Biden was sworn-in as the 46th president of the United States. Wallstreet’s focus now is the 1.9 trillion dollar fiscal-stimulus proposal from the Biden administration and worsening beer illness news, coupled with the vaccine rollout. Make sure to subscribe to our YouTube Channel “MVP – Main Value Partners” and stay tuned for new Episodes of Capital Markets Quickie every Sunday. Let’s take a closer look at what moved the markets last week. - Visit our Website: http://www.mainvalue.de

Top of the mornin’ to ya! With the exception of the Japanese Stock Market Nikkei, we basically saw every major stock market index finish the week lower. With vaccine distributions falling well short of expectations and new beer illness strains being detected, investors are rightfully worried that economic lockdowns could be here to stay for a while longer. Let’s take a closer look at what moved the markets last week! Make sure to subscribe to our YouTube Channel “MVP – Main Value Partners” and stay tuned for new Episodes of Capital Markets Quickie every Sunday. - Visit our Website: http://www.mainvalue.de

Top of the mornin’ to ya! It was one crazy ride last year on the stock market and even crazier outside the stock market. Well 2021 promises to be just as crazy and last week’s drama in Washington DC proved that it takes more than just a pair of new numbers for things to actually change. Let’s take a closer look at what moved the markets last week! Make sure to subscribe to our YouTube Channel “MVP – Main Value Partners” and stay tuned for new Episodes of Capital Markets Quickie every Sunday. - Visit our Website: http://www.mainvalue.de

Top of the mornin’ to ya! The S&P 500 finished 2020 with a gain of more than 15%, the German Stock Index DAX also managed to finish the year on a positive note. This was the fifth year in the past decade in which the S&P 500 posted a return of more than 15%. In Today’s episode we look at the top and flop stocks that were the best and worst performers within these indexes. Make sure to subscribe to our YouTube Channel “MVP – Main Value Partners” and stay tuned for new Episodes of Capital Markets Quickie every Sunday. - Visit our Website: http://www.mainvalue.de

Top of the mornin’ to ya! By measures of stock valuation, the stock market is nearing levels last seen in 2000. The S&P 500 is up nearly 15 percent for the year and the NASDAQ just doesn’t seem to care about valuations. Initial public offerings have had their busiest year in two decades, and individual investors and institutional investors are finding new causes for confidence. Let’s take a look at what’s moving the markets! Make sure to subscribe to our YouTube Channel “MVP – Main Value Partners” and stay tuned for new Episodes of Capital Markets Quickie every Sunday. - Visit our Website: http://www.mainvalue.de

Top of the mornin’ to ya! The US-Stock-Market had another record setting week with all major U.S. indexes hitting fresh all-time highs. Fiscal-stimulus optimism was great for the stock market, but also for gold and silver. Long-term Treasury yields rose modestly, oil logged its seventh straight weekly gain and the US-Dollar continues its downward spiral. Let’s take a closer look at what moved the markets this week. Make sure to subscribe to our YouTube Channel “MVP – Main Value Partners” and stay tuned for new Episodes of Capital Markets Quickie every Sunday. - Visit our Website: http://www.mainvalue.de

Top of the mornin’ to ya! The momentum on the stock market seems to be stalling but the IPO frenzy shows no signs of slowing down. Find out in today’s Episode of Capital Markets Quickie why Larry Fink, CEO of the world’s largest Asset Manager BlackRock, is urging investors to be cautious. Make sure to subscribe to our YouTube Channel “MVP – Main Value Partners” and stay tuned for new Episodes of Capital Markets Quickie every Sunday. - Visit our Website: http://www.mainvalue.de

Top of the mornin’ to ya! The US-stock market edged higher last week and extended its rally to the first week of December. Regardless of a notable slowdown in the jobs market report for November, major indexes closed at record highs. The US Dollar however suffered some major setbacks this past week and some experts think that 2021 may be another bad year for the dollar. Make sure to subscribe to our YouTube Channel “MVP – Main Value Partners” and stay tuned for new Episodes of Capital Markets Quickie every Sunday. - Visit our Website: http://www.mainvalue.de

Top of the mornin’ to ya! This week has seen positive coronavirus-vaccine news, which helped propel the Dow Jones Industrial Average up more than 12% for the month of November so far. For the first time in its history the Dow Jones crossed the 30,000 mark and is on-track to have the best monthly gain since January 1987. Out here in Germany investors received some interesting news regarding the leading index DAX Deutsche Aktien Index and Endrit Cela covers that and much more in today’s episode. Make sure to subscribe to our YouTube Channel “MVP – Main Value Partners” and stay tuned for new Episodes of Capital Markets Quickie every Sunday. - Visit our Website: http://www.mainvalue.de

The Market rotation out of the tech sector and into more cyclical stocks continues, as the vaccine developments improve investor sentiment and confidence about next year's outlook. What’s driving the market rotation and whether it will last – that will be today’s topic. Make sure to subscribe to our YouTube Channel “MVP – Main Value Partners” and stay tuned for new Episodes of Capital Markets Quickie every Sunday. - Visit our Website: http://www.mainvalue.de

Top of the mornin’ to ya! We heard some very encouraging news last week as Pfizer and BioNTech announced that their vaccine showed very promising trial results. That of course powered the stock markets all over the world higher – however, the coast isn’t clear yet BUT the light at the end of the pandemic tunnel just got a little bit brighter. Make sure to subscribe to our YouTube Channel “MVP – Main Value Partners” and stay tuned for new Episodes of Capital Markets Quickie every Sunday. - Visit our Website: http://www.mainvalue.de

It was a historic and unusual week for America and the rest of the world watching and waiting anxiously for the results of the US elections to be announced. In today’s Episode of Capital Markets Quickie Endrit Cela talks about what Joe Biden’s win means for the stock market and especially for Twitter. Make sure to subscribe to our YouTube Channel “MVP – Main Value Partners” and stay tuned for new Episodes of Capital Markets Quickie every Sunday. - Visit our Website: http://www.mainvalue.de

In today’s Episode of Capital Markets Quickie Endrit Cela talks about the uncertainties haunting the markets and that are likely to stick around for a while. Make sure to subscribe to our YouTube Channel “MVP – Main Value Partners” and stay tuned for new Episodes of Capital Markets Quickie every Sunday. - Visit our Website: http://www.mainvalue.de

In today’s Episode of Capital Markets Quickie Endrit Cela talks about election-driven volatility and the 33rd anniversary of “Black Monday”. This Episode is full of fun statistics and you don’t wanna miss out. Make sure to subscribe to our YouTube Channel “MVP – Main Value Partners” and stay tuned for new Episodes of Capital Markets Quickie every Sunday. - Visit our Website: http://www.mainvalue.de

In today’s Episode of Capital Markets Quickie Endrit Cela talks about the tug-of-war currently taking place on the stock market- stocks fluctuated between positive and negative territory last week, reflecting a tug-of-war between rising concerns and encouraging economic data. Make sure to subscribe to our YouTube Channel “MVP – Main Value Partners” and stay tuned for new Episodes of Capital Markets Quickie every Sunday. - Visit our Website: http://www.mainvalue.de

In today’s Episode of Capital Markets Quickie Endrit Cela talks about the uncertainty that comes with the upcoming Elections on November 3rd and the role of monetary and fiscal policy in aiding economic recovery worldwide. Make sure to subscribe to our YouTube Channel “MVP – Main Value Partners” and stay tuned for new Episodes of Capital Markets Quickie every Sunday. - Visit our Website: http://www.mainvalue.de

In today’s Episode of Capital Markets Quickie Endrit Cela talks about the economic recovery regarding Friday’s ISM manufacturing data, but also about the economic slowdown regarding the job’s numbers coming out of September.  Make sure to subscribe to our YouTube Channel “MVP – Main Value Partners” and stay tuned for new Episodes of Capital Markets Quickie every Sunday. - Visit our Website: http://www.mainvalue.de

In today’s Episode of Capital Markets Quickie Endrit Cela talks about the three key concerns that triggered the decline on the Stock Market but could also present temporary near-term roadblocks. Make sure to subscribe to our YouTube Channel “MVP – Main Value Partners” and stay tuned for new Episodes of Capital Markets Quickie every Sunday. - Visit our Website: http://www.mainvalue.de