Donate to Remove ads

Got a credit card? use our Credit Card & Finance Calculators

Thanks to johnstevens77,Bhoddhisatva,scotia,Anonymous,Cornytiv34, for Donating to support the site

In the know with Cathie Wood

The Big Picture Place
odysseus2000
Lemon Half
Posts: 6366
Joined: November 8th, 2016, 11:33 pm
Has thanked: 1535 times
Been thanked: 959 times

Re: In the know with Cathie Wood

#502152

Postby odysseus2000 » May 22nd, 2022, 3:12 pm



Ha ha, a brilliant piece of utter nonsense, 11 out of 10 for stupidity, ignorance and clap trap.

Thanks for sharing, I laughed all the way through.

Regards,

OhNoNotimAgain
Lemon Slice
Posts: 767
Joined: November 4th, 2016, 11:51 am
Has thanked: 71 times
Been thanked: 147 times

Re: In the know with Cathie Wood

#502176

Postby OhNoNotimAgain » May 22nd, 2022, 5:53 pm

BullDog wrote:
odysseus2000 wrote:
CliffEdge wrote:Teslas are consistently rated as shoddy junk in Which? surveys of actual owner experiences. One of the worst brands in the world.


And yet Tesla are selling like crazy with huge waiting lists, but they do not pay anyone for advertising, so why would any media outfit that needs advertising revenue ever say anything good about Tesla?

Regards,

Isn't the Model 3 the UK's biggest selling car in recent months? Can't all be bad if that is the case, bad word soon gets around.


No,
https://www.autoexpress.co.uk/news/9428 ... -cars-2022

odysseus2000
Lemon Half
Posts: 6366
Joined: November 8th, 2016, 11:33 pm
Has thanked: 1535 times
Been thanked: 959 times

Re: In the know with Cathie Wood

#502183

Postby odysseus2000 » May 22nd, 2022, 6:16 pm

OhNoNotimAgain wrote:
BullDog wrote:
odysseus2000 wrote:
CliffEdge wrote:Teslas are consistently rated as shoddy junk in Which? surveys of actual owner experiences. One of the worst brands in the world.


And yet Tesla are selling like crazy with huge waiting lists, but they do not pay anyone for advertising, so why would any media outfit that needs advertising revenue ever say anything good about Tesla?

Regards,

Isn't the Model 3 the UK's biggest selling car in recent months? Can't all be bad if that is the case, bad word soon gets around.


No,
https://www.autoexpress.co.uk/news/9428 ... -cars-2022


Currently the Tesla model 3 & Y are imported & demand is throttled as consumers wait for supply coming in on boats.when Tesla cars are available they outsell the competition. Even with these constraints the sum of the 3 & Y exceed the most popular car in this survey.

Regards,

doolally
Lemon Slice
Posts: 632
Joined: February 8th, 2021, 10:55 am
Has thanked: 107 times
Been thanked: 509 times

Re: In the know with Cathie Wood

#502184

Postby doolally » May 22nd, 2022, 6:21 pm

odysseus2000 wrote:Currently the Tesla model 3 & Y are imported & demand is throttled as consumers wait for supply coming in on boats.when Tesla cars are available they outsell the competition. Even with these constraints the sum of the 3 & Y exceed the most popular car in this survey.

Regards,

You have not noticed that every car manufacturer is supply-constrained?
And trying to compare total Tesla with a single model from another manufacturer is just illogical.
doolally

odysseus2000
Lemon Half
Posts: 6366
Joined: November 8th, 2016, 11:33 pm
Has thanked: 1535 times
Been thanked: 959 times

Re: In the know with Cathie Wood

#502210

Postby odysseus2000 » May 22nd, 2022, 10:20 pm

doolally wrote:
odysseus2000 wrote:Currently the Tesla model 3 & Y are imported & demand is throttled as consumers wait for supply coming in on boats.when Tesla cars are available they outsell the competition. Even with these constraints the sum of the 3 & Y exceed the most popular car in this survey.

Regards,

You have not noticed that every car manufacturer is supply-constrained?
And trying to compare total Tesla with a single model from another manufacturer is just illogical.
doolally


Tesla supply constraints existed long before the
current component shortage, due to having only factories in the US & China. These constraints will ease as Giga Berlin ramps.

The point of comparing two Tesla cars to the best selling combustion car was to show that battery electric demand is huge & out pacing combustion.

Regards?

odysseus2000
Lemon Half
Posts: 6366
Joined: November 8th, 2016, 11:33 pm
Has thanked: 1535 times
Been thanked: 959 times

Re: In the know with Cathie Wood

#504818

Postby odysseus2000 » June 4th, 2022, 10:20 am

Latest in the know from Cathie:

https://youtu.be/X2N-mE9HqS0

Well worth watching imho.

Regards,

Howard
Lemon Quarter
Posts: 2178
Joined: November 4th, 2016, 8:26 pm
Has thanked: 885 times
Been thanked: 1017 times

Re: In the know with Cathie Wood

#504825

Postby Howard » June 4th, 2022, 11:06 am

Have you invested in Cathie Wood's Ark fund, Ody?

I read that Ark's total return ytd is down 52%. Slightly worse than Tesla down just over 42% ytd.

It's a brave investor who has invested a significant amount in these two stocks at the moment. :)

regards

Howard

BullDog
Lemon Quarter
Posts: 2446
Joined: November 18th, 2021, 11:57 am
Has thanked: 1966 times
Been thanked: 1199 times

Re: In the know with Cathie Wood

#504829

Postby BullDog » June 4th, 2022, 11:25 am

odysseus2000 wrote:Latest in the know from Cathie:

https://youtu.be/X2N-mE9HqS0

Well worth watching imho.

Regards,

Thanks, I agree, worth a watch.

BullDog
Lemon Quarter
Posts: 2446
Joined: November 18th, 2021, 11:57 am
Has thanked: 1966 times
Been thanked: 1199 times

Re: In the know with Cathie Wood

#504831

Postby BullDog » June 4th, 2022, 11:26 am

Howard wrote:Have you invested in Cathie Wood's Ark fund, Ody?

I read that Ark's total return ytd is down 52%. Slightly worse than Tesla down just over 42% ytd.

It's a brave investor who has invested a significant amount in these two stocks at the moment. :)

regards

Howard

A bit like SMT then, only down about 45% this year :?

Howard
Lemon Quarter
Posts: 2178
Joined: November 4th, 2016, 8:26 pm
Has thanked: 885 times
Been thanked: 1017 times

Re: In the know with Cathie Wood

#504835

Postby Howard » June 4th, 2022, 11:43 am

BullDog wrote:
Howard wrote:Have you invested in Cathie Wood's Ark fund, Ody?

I read that Ark's total return ytd is down 52%. Slightly worse than Tesla down just over 42% ytd.

It's a brave investor who has invested a significant amount in these two stocks at the moment. :)

regards

Howard


A bit like SMT then, only down about 45% this year :?


Yes, as an investor in SMT I know :( . Luckily a long term one. And I kept the exposure to a relatively small part of my portfolio - helped by the recent downward movement. ;)

My only exposure to Tesla - apart from a test drive!

regards

Howard

Lootman
The full Lemon
Posts: 18681
Joined: November 4th, 2016, 3:58 pm
Has thanked: 628 times
Been thanked: 6564 times

Re: In the know with Cathie Wood

#504836

Postby Lootman » June 4th, 2022, 11:48 am

BullDog wrote:
Howard wrote:I read that Ark's total return ytd is down 52%.

A bit like SMT then, only down about 45% this year :?

If you look at how far both are down from their all-time high, then ARKK was down 75% at its worst, and SMT was down about 50%. (In their respective currencies; GBP is down against USD over the same time period).

Of course ARKK has an ETF structure and so should in theory cling to its net asset value better than an investment trust structure. But presumably that is over-ridden by the fact that ARKK's holdings are more speculative than SMT. SMT also has some private holdings so its NAV is more up in the air.

odysseus2000
Lemon Half
Posts: 6366
Joined: November 8th, 2016, 11:33 pm
Has thanked: 1535 times
Been thanked: 959 times

Re: In the know with Cathie Wood

#504878

Postby odysseus2000 » June 4th, 2022, 5:21 pm

Howard wrote:Have you invested in Cathie Wood's Ark fund, Ody?

I read that Ark's total return ytd is down 52%. Slightly worse than Tesla down just over 42% ytd.

It's a brave investor who has invested a significant amount in these two stocks at the moment. :)

regards

Howard


No

I rarely invest in funds, although I do research them to find if any of their holdings interest me and if so I will buy just the holdings that interest me directly.

As things now look to me there are many potential bargains, but I still prefer Tesla above all others.

I have been busy with several things recently and have not been troubled by the sell off in Tesla. However, I was surprised by the 10% staff reduction notice and comments about "super bad feeling about the economy." With more research it is clear that the lay offs are not in production for which they plan to hire more and I expect Tesla to continue to thrive with the lays off being a positive for investors albeit bad for those laid off.

The super bad feeling quote still troubles me but I have yet to see a copy of the email for context.

Cathie Wood makes some interesting points and I suspect that too many analysts are making predictions based on the 70's when very many things have changed and the inventory builds that are referred to can not go on, suggesting prices will have to come down to shift the inventory.

Regards,

odysseus2000
Lemon Half
Posts: 6366
Joined: November 8th, 2016, 11:33 pm
Has thanked: 1535 times
Been thanked: 959 times

Re: In the know with Cathie Wood

#505715

Postby odysseus2000 » June 8th, 2022, 9:26 am

Interesting that Target are having to sell off inventory Ali g the lines that Cathie predicted:

https://retailwire.com/discussion/targe ... inventory/

Regards,

odysseus2000
Lemon Half
Posts: 6366
Joined: November 8th, 2016, 11:33 pm
Has thanked: 1535 times
Been thanked: 959 times

Re: In the know with Cathie Wood

#507659

Postby odysseus2000 » June 16th, 2022, 2:47 pm

More talk about having too much inventory:

https://twitter.com/smartertrader/statu ... LFkC20DgZA

If these inventory builds are right the Fed’s tightening will have to be reversed pronto!

Regards,

odysseus2000
Lemon Half
Posts: 6366
Joined: November 8th, 2016, 11:33 pm
Has thanked: 1535 times
Been thanked: 959 times

Re: In the know with Cathie Wood

#507783

Postby odysseus2000 » June 17th, 2022, 12:32 am

Three arrows capital gone bust:

https://twitter.com/thedefiedge/status/ ... omZiosfa8A

Potentially $18b exposure.

Clearly a deflationary event.

Regards,

dealtn
Lemon Half
Posts: 6072
Joined: November 21st, 2016, 4:26 pm
Has thanked: 441 times
Been thanked: 2324 times

Re: In the know with Cathie Wood

#508138

Postby dealtn » June 18th, 2022, 5:50 pm

odysseus2000 wrote:
Clearly a deflationary event.


Why? Not clear to me.

odysseus2000
Lemon Half
Posts: 6366
Joined: November 8th, 2016, 11:33 pm
Has thanked: 1535 times
Been thanked: 959 times

Re: In the know with Cathie Wood

#508399

Postby odysseus2000 » June 20th, 2022, 1:28 am

dealtn wrote:
odysseus2000 wrote:
Clearly a deflationary event.


Why? Not clear to me.


Counter party risk, loss of investment capital, fear of more to fail...

Regards,

odysseus2000
Lemon Half
Posts: 6366
Joined: November 8th, 2016, 11:33 pm
Has thanked: 1535 times
Been thanked: 959 times

Re: In the know with Cathie Wood

#511397

Postby odysseus2000 » July 2nd, 2022, 6:20 pm

Cathie Wood thinks Fed will not raise aggressively & that the crypto crash is mostly over:

https://youtu.be/cRoOtsxlRNY

Regards,

Peter1B1
Lemon Pip
Posts: 63
Joined: November 17th, 2016, 5:12 pm
Has thanked: 82 times
Been thanked: 11 times

Re: In the know with Cathie Wood

#516590

Postby Peter1B1 » July 23rd, 2022, 9:44 am

Hi, I know I am joining this thread late but I like ARK and Cathy Wood for their generosity with their knowledge and constant self-assessment and challenge.

I've been wanting to take stakes in ARKK (the flagship general vehicle), for a long time. But it is impossible to buy this US collective investment on UK retail platforms. ARK have told me repeatedly for the last three years that they are assessing the MIFID/KIDD regulations but nothing ever happens. It seems that they need to do the KIDD before anyone will touch them. IMHO, ARKK has a balanced role in growth pfs.

The nearest accessible fund I found to ARKK was Schiehallion under Bailie Gifford - that hasn't turned out to be much fun but the sharp bear market (especially in future/innovation stocks) will hopefully restore in time.

Has anyone been able to buy ARKK on a UK funds platform, please?

Lootman
The full Lemon
Posts: 18681
Joined: November 4th, 2016, 3:58 pm
Has thanked: 628 times
Been thanked: 6564 times

Re: In the know with Cathie Wood

#516624

Postby Lootman » July 23rd, 2022, 1:28 pm

Peter1B1 wrote:I've been wanting to take stakes in ARKK (the flagship general vehicle), for a long time.

In the last 18 months ARKK has fallen from a high of about $156 to a low of $35 last month. Currently it is about $46. So the inability to buy it has probably saved you a fair amount. :D

Peter1B1 wrote:Has anyone been able to buy ARKK on a UK funds platform, please?

One suggestion I made when this was discussed here before, but have not actually tried to do myself, is to see if you can buy listed options in ARKK, which currently extend out to January 2024. Since this not a direct investment in the fund it should not matter that you can't directly buy the fund itself. It is a separate security that trades on a different exchange to the underlying.

Of course you'd have to be able to trade options. But a long call option should not require a margin account. A long-dated deep in-the-money call option is equivalent to being long 100 shares of the underlying. You would not be able to take delivery of the shares, so you would need to roll the position forward prior to expiry, every 2 years or so. That would be a taxable event.


Return to “Macro and Global Topics”

Who is online

Users browsing this forum: No registered users and 5 guests