[新聞] 股神巴菲特:看到非常嚴重的通膨

看板home-sale作者 (opencat)時間2年前 (2021/05/04 17:36), 編輯推噓16(1608)
留言24則, 16人參與, 2年前最新討論串1/1
不得轉載非新聞網站之新聞,違者視為廣告文,處分水桶九十日以上並退文不得張貼或轉錄無關本板之新聞,違者水桶一年以上並退文連結超過一行應縮網址,內文應含新聞作者及日期,並應自行撰寫二十字以上心得, 心得不得置於內文或連結之前,不得張貼超過90日之新聞,違者逕予刪除處分。 內文和連結之間無明顯分隔因而無法判定心得字數而遭砍除者,歸責於貼文者。 以上說明文得以Ctrl+Y全數刪除。 > -------------------------------------------------------------------------- < 連結: https://www.cnbc.com/2021/05/03/warren-buffett-says-berkshire-hathaway-is-seeing-very-substantial-inflation-and-raising-prices.html 內文: KEY POINTS 1. “We are seeing very substantial inflation,” Warren Buffett said at the conglomerate’s annual shareholder meeting Saturday. “We are raising prices. People are raising prices to us and it’s being accepted.” 2. Berkshire Hathaway owns one of the nation’s largest homebuilders, Clayton Homes, along with companies such as Benjamin Moore paints and Shaw flooring. 3.Inflation has begun to accelerate recently due to multiple factors, including increasing demand and struggles with some areas of the supply chain, as well as just easier comparisons with the pace of a year ago. ============================ Warren Buffett is seeing inflation among Berkshire Hathaway’s collection of businesses as the economic recovery from the Covid pandemic kicks into high gear. “We are seeing very substantial inflation,” the Berkshire chairman and CEO said at the conglomerate’s annual shareholder meeting Saturday. “It’s very interesting. We are raising prices. People are raising prices to us and it’s being accepted.” “We’ve got nine homebuilders in addition to our manufacture housing and operation, which is the largest in the country. So we really do a lot of housing. The costs are just up, up, up. Steel costs, you know, just every day they’re going up,” the legendary investor added. Berkshire Hathaway owns one of the nation’s largest homebuilders Clayton Homes, along with companies such as Benjamin Moore paints and Shaw flooring. WATCH NOW VIDEO03:54 Fed has backed itself into a corner on inflation: Allianz’s El-Erian Inflation has begun to accelerate recently due to multiple factors, including increasing demand and struggles with some areas of the supply chain, as well as just easier comparisons with the pace of a year ago. The core personal consumption expenditures price index, which excludes volatile food and energy prices, rose 1.8% in March, the fastest pace since February 2020. The headline number increased 2.3%, the quickest pace for that measure since 2018. Federal Reserve Chairman Jerome Powell reiterated last week that he expects inflation to show a temporary move higher then settle back to around the central bank’s 2% target. The Fed has resolved not to raise interest rates until the economy sees full, inclusive employment, so long as inflation doesn ’t run too far above the goal. Higher price pressures could weigh on stocks as inflation erodes the value of future company profits, and can cause a spike in Treasury yields. For a full recap of Buffett’s comments at the annual meeting, see here. — CNBC’s Jeff Cox contributed to this article. 心得: 1. 巴菲特認為將嚴重通膨 2. 巴菲特投資了美國最大建商之一的Claytons以及裝潢產業 蠻常在房版看到很多投資人說,投資股票屌打房地產 現在巴菲特間接看好房地產,並且認為有很大的通膨空間 不知道各位炒房炒股專家怎麼看 ^^" -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 113.196.174.254 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/home-sale/M.1620121007.A.A43.html

05/04 17:41, 2年前 , 1F
巴菲特這種一年幾啪的投報率,版上股神會看上眼?
05/04 17:41, 1F

05/04 17:50, 2年前 , 2F
巴菲特很多實業投資 其實都有包含房地產
05/04 17:50, 2F

05/04 17:50, 2年前 , 3F
什麼金礦股啊 能源股 都有包含廠房土地啊
05/04 17:50, 3F

05/04 17:50, 2年前 , 4F
要是有幾百億 那忙著花錢比較有效率(X
05/04 17:50, 4F

05/04 17:51, 2年前 , 5F
歐印航運+房地產
05/04 17:51, 5F

05/04 17:51, 2年前 , 6F
房地產就是最好的抗通膨商品
05/04 17:51, 6F

05/04 17:54, 2年前 , 7F
05/04 17:54, 7F

05/04 18:03, 2年前 , 8F
對富豪而已 直接買房地產很累的 買房地產證券化後的商品
05/04 18:03, 8F

05/04 18:03, 2年前 , 9F
輕鬆多了 你以為他在買股票 其實也是買房地產
05/04 18:03, 9F

05/04 18:43, 2年前 , 10F
要崩了
05/04 18:43, 10F

05/04 19:07, 2年前 , 11F
我們房版很早就看到了
05/04 19:07, 11F

05/04 19:18, 2年前 , 12F
巴菲特應該也很早就看到,但他在現在的股東會議才講..XD
05/04 19:18, 12F

05/04 19:22, 2年前 , 13F
資金要跑到房地產了
05/04 19:22, 13F

05/04 19:36, 2年前 , 14F
屏東一坪上看100萬
05/04 19:36, 14F

05/04 20:08, 2年前 , 15F
         你各位還不趕快去買房?
05/04 20:08, 15F

05/04 20:11, 2年前 , 16F
股市內公司淨值就包含房地產了
05/04 20:11, 16F

05/04 20:56, 2年前 , 17F
我跟巴菲特都看到了
05/04 20:56, 17F

05/04 21:02, 2年前 , 18F
很多時候股價還跌破淨值呢
05/04 21:02, 18F

05/04 21:03, 2年前 , 19F
翻譯:我太晚買房了
05/04 21:03, 19F

05/04 21:11, 2年前 , 20F
要是全民租屋,所有房地產REITS化,投資難度應該會降低超
05/04 21:11, 20F

05/04 21:11, 2年前 , 21F
多?
05/04 21:11, 21F

05/04 21:50, 2年前 , 22F
台灣很難因為一定會很多五鬼搬運
05/04 21:50, 22F

05/04 21:50, 2年前 , 23F
而且名義上一定風向不會過
05/04 21:50, 23F

05/05 15:52, 2年前 , 24F
早就看到,只是提前部署 現在才說
05/05 15:52, 24F
文章代碼(AID): #1WaHMlf3 (home-sale)