作者opencat (opencat)
看板home-sale
標題[新聞] 股神巴菲特:看到非常嚴重的通膨
時間Tue May 4 17:36:45 2021
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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 ^^"
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※ 文章網址: https://www.ptt.cc/bbs/home-sale/M.1620121007.A.A43.html
推 Ddylan: 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
推 menace: 巴菲特很多實業投資 其實都有包含房地產 05/04 17:50
→ menace: 什麼金礦股啊 能源股 都有包含廠房土地啊 05/04 17:50
→ borriss: 要是有幾百億 那忙著花錢比較有效率(X 05/04 17:50
推 k798976869: 歐印航運+房地產 05/04 17:51
→ menace: 房地產就是最好的抗通膨商品 05/04 17:51
推 IS0987: 崩 05/04 17:54
推 menace: 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
→ menace: 輕鬆多了 你以為他在買股票 其實也是買房地產 05/04 18:03
推 kuanhunter: 要崩了 05/04 18:43
推 leonhsu: 我們房版很早就看到了 05/04 19:07
推 ceca: 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
推 capirex: 資金要跑到房地產了 05/04 19:22
推 bogy26: 屏東一坪上看100萬 05/04 19:36
推 lucifero: 你各位還不趕快去買房? 05/04 20:08
推 kusomanfcu: 股市內公司淨值就包含房地產了 05/04 20:11
推 mopigou: 我跟巴菲特都看到了 05/04 20:56
→ menace: 很多時候股價還跌破淨值呢 05/04 21:02
推 MTKer5566: 翻譯:我太晚買房了 05/04 21:03
推 shun01: 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
→ shun01: 多? 05/04 21:11
→ menace: 台灣很難因為一定會很多五鬼搬運 05/04 21:50
→ menace: 而且名義上一定風向不會過 05/04 21:50
推 SkyFee: 早就看到,只是提前部署 現在才說 05/05 15:52