Motley Fool Money Disney’s Lost Decade and Next Act
Sep 8, 2023
Jason Moser and Matt Argersinger, both senior analysts at Motley Fool, dive into Disney's ongoing struggles and potential comeback strategies, including its tussle with Charter and plans for Hulu. They also explore shifts in investor behavior as many opt for safer, non-stock investments amid market uncertainties. Additionally, the podcast tackles the implications of NYC's new short-term rental regulations on Airbnb and discusses noteworthy stocks like Hershey and Masimo, offering insights into current market trends.
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Market Performance and Concerns
- Investors are taking profits amidst a surprisingly strong year, with the S&P 500 up 17% and Nasdaq 100 up 40%.
- Concerns remain about consumer spending, inflation, China's economy, and high valuations.
Yields Attract Investors
- High yields in non-stock investments, like Treasuries and money market funds, are drawing investor money away from stocks.
- These offer a relatively low-risk return of around 5%, tempting investors to secure profits.
Easy Access to Treasuries
- Online brokerages are making it easier to purchase Treasuries, further incentivizing the shift away from stocks.
- This change is driven by the increased attractiveness of these yields compared to previous years.