"A catastrophic collapse of all stock market barriers is imminent!"
Let's talk stocks with Frank Fischer, CEO of Shareholder Value
Frank Fischer, the big kahuna at Shareholder Value, isn't pulling any punches about the stock market's current rocky ride. He's spilling the beans on when the you-know-what might hit the fan and which stocks his fund is already stacking.
But hey, if the stock market starts looking like a goldmine right now, Frank ain't choosy about whether those stocks hail from the USA or Europe. It's all about the individual stock for him—a company that's got a great track record, good free cash flow, high capital returns, and promising growth prospects, protected by an economic moat. As long as it promises a decent return, it's a surefire bet for Frank's fund.
So, which stocks is Frank eyeing?
Curious about the stocks that Frank's keeping his eyes on? He's got a soft spot for cyclical stocks, like chemical distributors' shares or European insurance stocks. He's already got his hands on some of those bad boys. But German stocks? Well, Frank's not jumping in just yet. He's a bit worried that, despite those high special assets that are driving up prices, there might still be a couple of letdowns. Why, you ask? Because a lot has already been priced in, and Frank sees a wave coming. But it's already running pretty darn euphoric.
When the rubber hits the road
Frank's also taking a gander at all those new debts that need to be bought by someone. With so many bond offerings floating around, interest rates are set to rise. More bond supply means a bit more interest will be demanded from the folks taking the hit. And that'll be priced in sharpish. Frank sees the same thing happening in the USA.
So, Frank's keen on the USA, but in the short term, he's hesitant. "Some dams could break there," he warns. But he's not keeping his cards close to his chest about the US stocks he's already investing in or when the stock market in the USA might take a turn for the better.
Want to know more about Frank's investment strategies when the stock markets as a whole might rise again, which US and European stocks Frank's already putting his money on, and where investors should steer clear now? Check out the full "Smartes-Geld" video with fund manager Frank Fischer on YouTube.
And hey, while you're at it, read up on "These revolutionary stocks I'm buying now," from stock market expert Dr. Hendrik Leber.
- Frank Fischer, the CEO of Shareholder Value, is eyeing cyclical stocks like chemical distributors' shares and European insurance stocks, which he has already started investing in.
- Frank Fischer is cautious about the short-term prospects of the US stock market, as he warns of potential dams breaking there, but he is investing in certain US stocks and is optimistic about the market's future recovery.
