GBA Presents: RADIO SAVANT-!

[stonedinvestor]

The danger comes in my view after the Fed's pause in Sept...

The celebration of going from 8% inflation to 5% I feel will happen in Aug.<-- That could be a big rally.

Sometime towards that OCT time period the realization will come that the rate of descent has drastically slowed and 5% inflation could tick UP... And here is where the market gets ugly fast....

This is why I have been saying over and over the Fed should be thinking about moving the goalposts now and saying the new inflation target rate is 3.5%... this may reduce some of the panic and also may encourage the rate to keep dropping, or people to keep betting on it when it gets to 5%

 

[vanzandt]

Q&A: All Eyes on Vietnam: Why 2022 is an Ideal Time to Invest?
December 17, 2021


Vietnam offers favorable conditions for foreign investors for numerous reasons: Strategic location, ample workforce with competitive labor costs, and a relatively open environment for FDI to only name a few. However, the pandemic outbreak in the summer months of 2021 with heavy restrictions and supply chain disruptions led to uncertainties; thus foreign investors may remain insecure on whether 2022 is the right time for bold investment.

We think 2022 is an ideal time to invest.

With a solid vision for the future, Vietnam has created a concrete foundation to bounce back stronger in 2022, with the amendment of a variety of important laws that help improve its business climate, in addition to the free trade network with the EU, the UK, and RCEP countries. The government targets GDP growth of 6-6.5 percent in 2022 despite the likely challenges the Covid-19 pandemic could pose. To help foreign businesses better understand the key developments of the Vietnamese FDI environment and capture emerging opportunities in the country.

Recently, Dang Trinh, International Business Advisory Associate and Thang Vu, Associate Manager, Tax for Dezan Shira and Associates shared insights in a webinar on the key developments in Vietnam with an outlook for 2022 including how and why investors should stay optimistic with available market entry options.

 

[stonedinvestor]

THE STOCK IS BREAKING OUT TED! IT'S A TOUGH CALL THE STREET IS AT $19

I WOULD SAY $25 She has the right amount of cap and shares to really fly. Undiscovered.

OI)
NYSE - NYSE Delayed Price. Currency in USD

16.45-0.53(-3.12%)
At close: May 31 04:00PM EDT
16.99+0.54(+3.28%)<------------------
After hours:May 31, 04:38PM EDT

• 
  

 

[vanzandt]

Official Bottom Call

>>>>>Air BnB
Today's low of $104 should hold going forward.

ABNB>>>> $121


20% winner again

 

[stonedinvestor]

Vietnam is gonna soar over the next several years.
Doing some digging:

View attachment 285891

Back in the day i bought a lot of "closed end country funds"--do they still exist? You don't hear about them anymore but you used to be able to assign a fair value and then buy them UNDER fair value of holdings when they crapped out. it was a reliable method for a while...

Vietnam country fund?

 

[stonedinvestor]

ABNB>>>> $121


20% winner again

Thank you Brother- Big Pete in the green! I told you!

 

[stonedinvestor]

GBA LUGGAGE INDICATOR (Tm stoney)


Luggage sales are up HUGE.

Where does luggage go?

In airplanes<----

In hotels <------

In AirBnB's <-------

It's as simple as that!

 

[vanzandt]

FB>>> $178 to $192 >>>> 7%

AIR BNB ---> SAVANT
FB---> HERD

 

[vanzandt]

Back in the day i bought a lot of "closed end country funds"--do they still exist? You don't hear about them anymore but you used to be able to assign a fair value and then buy them UNDER fair value of holdings when they crapped out. it was a reliable method for a while...

Vietnam country fund?

VNM
It barely moves though

 

[stonedinvestor]

Look at this umbrella

LVMH

LVMH Moët Hennessy Louis Vuitton is represented in Wines and Spirits by a portfolio of brands that includes Moët & Chandon, Dom Pérignon, Veuve Clicquot, Krug, Ruinart, Mercier, Château d’Yquem, Domaine du Clos des Lambrays, Château Cheval Blanc, Colgin Cellars, Hennessy, Glenmorangie, Ardbeg, Belvedere, Woodinville, Volcán de Mi Tierra, Chandon, Cloudy Bay, Terrazas de los Andes, Cheval des Andes, Cape Mentelle, Newton, Bodega Numanthia, Ao Yun, Château d’Esclansand Château Galoupet.Its Fashion and Leather Goods division includes Louis Vuitton, Christian Dior, Celine, Loewe, Kenzo, Givenchy, Fendi, Emilio Pucci, Marc Jacobs, Berluti, Loro Piana, RIMOWA, Patou. LVMH is present in the Perfumes and Cosmetics sector with Parfums Christian Dior, Guerlain, Parfums Givenchy, Kenzo Parfums, Perfumes Loewe, Benefit Cosmetics, Make Up For Ever, Acqua di Parma, Fresh, Fenty Beauty by Rihanna, Maison Francis Kurkdjian and Officine Universelle Buly. LVMH's Watches and Jewelry division comprises Bulgari,Tiffany & Co., TAG Heuer, Chaumet, Zenith, Fred and Hublot. LVMH is also active in selective retailing as well as in other activities through DFS, Sephora, Le Bon Marché, La Samaritaine, Groupe Les Echos, Cova, Le Jardin d’Acclimatation, Royal Van Lent, Belmond and Cheval Blanc hotels.


Beauty trends are way up (ULTA) LVMHY has a good amount of that!

Obviously close to the action in Europe and with exposure in Russia etc...

This is a powerhouse of brands.