People like aphorisms. So how about this one. We are what we pay attention to. Information is boundless, attention is not. So what you attend to separates you from the rest. The crucial question is what deserves your attention and what doesn’t. If you’re a stock picker, does the Reserve Bank deserve your attention? Or the latest inflation forecasts? Unlikely. So on this week’s episode of What’s Not Priced In, we get back to the basics. Talking stocks, valuations, and businesses. Because, in essence, that’s what investing is. The appraisal of businesses and their outlook. Topics discussed: - Market is currently rewarding earnings growth, valuation be damned - Were we wrong about Nvidia? - Is Nvidia priced to perfection or can it run higher still? - Why Domino’s is a great example of expectations outpacing business performance - Cettire’s capital light balance sheet a big reason for recent surge - Do results from Myer and Nick Scali suggest retailers have bottomed? - Carsales and Commonwealth Bank trading at steep premiums … but for how long? P.S. If you're interested in how Greg Canavan goes about valuing stocks, you can read his book here: https://www.amazon.com.au/You-Your-Brain-Stock-Market-ebook/dp/B08Y4KQVNP Or check out his service, Fat Tail Investment Advisory here: https://fattail.com.au/publication/sms/ --------------------------------------------------------- Welcome to Fat Tail Investment Research, your source for fortifying and growing your wealth with insights from leading experts in finance and investing. Join us each week as we roll out fresh videos, tapping into the expertise of top-notch specialists in investing, economics, the stock market, real estate, and personal finance, tailored specifically for our Australian investors. Explore illuminating interviews and in-depth explainer videos unraveling the trends shaping today's Aussie markets, the economy, and your overall portfolio. In these dynamic times, marked by economic shifts, record-low interest rates, growing debt, deficits, and unprecedented stimuli, navigating the evolving landscape is absolutely vital. The rules of investing are undergoing transformation, influencing the ASX, property markets, and various asset prices Down Under. The pressing question remains: Can markets prevail with a sustained ascent, or is a challenging reckoning unavoidable? Let Fat Tail Investment Research be your guide in supporting your portfolio against the uncertainties of the future, whether it's inflation, deflation, a bull market, a bear market, a market correction, a property market shift, an economic boom, a downturn, or another global financial shake-up – our experts cover all conditions to support you. Tap into the collective wisdom of the money and markets experts featured on Fat Tail Investment Research by heading to fattail.com.au Subscribe to our YouTube channel @FatTailInvestmentResearch =============================== All content is © Fat Tail Investment Research Pty Ltd All Rights Reserved. Financial Services Guide ====================================== Please keep this guide for future reference. A copy is available from us on request or can be downloaded from our website at fattail.com.au/financial-services-guide/. If you do not understand anything in it, or require more information, please feel free to contact us IMPORTANT =============================== We provide general financial product advice only. The advice published by Fat Tail Investment Research has been prepared without taking into account your objectives, financial situations or needs. Before acting on our recommendations, you should consider their appropriateness to your specific investment objectives, financial situation and needs. If you are uncertain as to what your objectives and needs are, you should contact a financial adviser or stockbroker who is licensed to provide you with personal financial product advice. #Investing #Finance #bitcoin #ASX News ... https://www.youtube.com/watch?v=k4uyCIgC53M

Short US, Go Long Australia The Aussie market had to play catch up after being closed for the public holiday on Monday. As a result, the ASX 200 closed down 3.66%, after being down 5% at the open. After yesterday’s sell-off, the ASX 200 is now at the lowest point since March 2021. While the benchmark index is down just 12.4% from the peak, there’s a huge amount of damage below the surface. For example, the chart below shows how many stocks on the ASX are within 20% of their 52-week highs. After yesterday’s panic, there are now just 19% of ASX stocks in this category. That means over 80% of stocks are in a bear market — the definition of a bear market being a share price 20% below the recent peak. To discuss all this and more, in the video below Woody chats with me and Murray Dawes. ? - SUBSCRIBE FREE Money Morning: Opportunity/Tech/Small Caps/Crypto/Energy https://signup.moneymorning.com.au/1847108 ? - SUBSCRIBE FREE Daily Reckoning: Macro/Gold/Mining/Cycles https://signups.dailyreckoning.com.au/1866863 ? Subscribe for more tips just like this: https://www.youtube.com/c/FatTailInvestmentResearch ? Visit our website - https://fattail.com.au/ LINKS & RESOURCES =============================== You’d know exactly the right time to buy a house, apartment, or investment property…you’d know the ideal time to profit from a stock market sell-off…and you’d have the confidence to invest in assets when most people are running scared. That’s what Cycles, Trends & Forecasts aims to provide based on the power of understanding the 18.6-year real estate cycle. https://pro.agorafinancial.com.au/m/1770170 Jim Rickards’ Strategic Intelligence Australia is a monthly communique that connects private investors from around the world…as part of Jim Rickards’ global network. Jim Rickards is no ordinary financial newsletter writer…and Strategic Intelligence Australia is no ordinary financial newsletter. https://pro.fattailir.com.au/m/1866862 New Energy Investor shows you how to grab your stake in the great energy switchover, as the world transitions out of fossil fuels and into cleaner, greener renewable energy. Over the next three decades, US$95 trillion is going to be spent on turning the world’s energy system green. The companies driving that change could offer early investors incredible upside. https://pro.portphillippublishing.com.au/m/1776718 New Money Investor is a first-of-its-kind advisory in Australia. It’s dedicated to chronicling, explaining and navigating the transition from our current fiat money system — based on the centralised control of the US dollar — to an emerging decentralised system of money. https://pro.portphillippublishing.com.au/m/1784910 Australian Small-Cap Investigator is simple: find and recommend the tiny hidden gems trading on the ASX. Chances are you might not have heard of any of the small companies which Callum Newman will write to you about. But don’t be surprised if these companies start attracting headlines soon. But — if all goes to plan — you could be rewarded handsomely. That’s why Callum looks for the best businesses trading on the ASX each and every month. https://pro.fattail.com.au/m/1909670 THINGS YOU NEED TO KNOW =============================== ? - SUBSCRIBE FREE Money Morning: Opportunity/Tech/Small Caps/Crypto/Energy https://signup.moneymorning.com.au/1847108 ? - SUBSCRIBE FREE Daily Reckoning: Macro/Gold/Mining/Cycles https://signups.dailyreckoning.com.au/1866863 ?️ - Fat Tail Investment Research CUSTOMER SUPPORT: SUPPORT@FATTAIL.COM.AU SOCIAL =============================== ? - FACEBOOK: https://www.facebook.com/FatTailIR ? - TWITTER: https://twitter.com/MoneyMorningAU ? - IG: https://www.instagram.com/fattailinvestmentresearch ? - linkedin:https://www.linkedin.com/company/fattailinvestmentresearch/mycompany ☎️ 1300 667 481 ? (+61) 3 8657 3900(INTERNATIONAL) All content is © Fat Tail Investment Research Pty Ltd All Rights Reserved. Financial Services Guide ====================================== Please keep this guide for future reference. A copy is available from us on request or can be downloaded from our website at fattail.com.au/financial-services-guide/. If you do not understand anything in it, or require more information, please feel free to contact us IMPORTANT =============================== We provide general financial product advice only. The advice published by Fat Tail Investment Research has been prepared without taking into account your objectives, financial situations or needs. Before acting on our recommendations, you should consider their appropriateness to your specific investment objectives, financial situation and needs. If you are uncertain as to what your objectives and needs are, you should contact a financial adviser or stockbroker who is licensed to provide you with personal financial product advice. #Investing #Finance #bitcoin #ASX News Producer:Jason Swifte ... https://www.youtube.com/watch?v=Kbt2Us8cSjw