Topley’s Top 10 – September 30, 2022

1. Is Netflix a Value Stock?

From my friends at Kailash Research https://kailashconcepts.com/

1.Despite the -65% decline, Netflix is still larger than 93% of all other large-cap stocks
2.So, post a -60% wipeout, Netflix is still more expensive than 82% of all US large-cap stocks.
NFLX -75% Correction top to bottom

2. Correlation Nasdaq and Bitcoin .71

From Nasdaq Dorsey Wright

www.dorseywright.com

3. U.S. Credit Spreads Have Not Spiked Yet

@DTAPCAP Dan Tapiero

https://twitter.com/DTAPCAP

4. High Grade Bonds Suffered 3rd Biggest Weekly Outflow Ever

@lisaabramowicz1

https://twitter.com/lisaabramowicz1

5. Preferred Stock ETF..Long-Term Chart

PFF ETF hit $20 during Covid and single digits during 2008 crisis

www.stockcharts.com

6. History of S&P 500 During Fed Rate Hike Cycles

Dan Petersen, CMT, CAIAIndexIQ ETF Product Manager

https://www.linkedin.com/in/danpeterseniiq/

7. Small Cap Value Holding Above 200 Week Moving Average.

VBR Vanguard Small Cap Value another chart right at 200 week moving average

www.stockcharts.com

8. How Much Home Can You Buy for $2500 Per Month?

One Year Ago $758,000 vs. Now $476,000 @M_McDonough

Michael McDonough https://twitter.com/M_McDonough

9. For China’s Auto Market, Electric Isn’t the Future. It’s the Present.

More electric cars will be sold in the country this year than in the rest of the world combined, as its domestic market accelerates ahead of the global competition.

BYD, China’s largest electric vehicle maker, displayed cars at an auto show in Wuhan, China, in July.Credit…Getty Images

By Daisuke Wakabayashi and Claire Fu

Zhang Youping, a Chinese retiree, purchased an all-electric, small sport utility vehicle from BYD — China’s largest electric vehicle maker — at an auto show for around $20,000 last month. Her family has bought three gas-powered cars in the last decade, but she recently grew concerned about gas prices and decided to go electric “to save money.” A few months earlier, her son had also bought an E.V. It was a $10,000 hatchback from Leapmotor, another Chinese manufacturer.

This year, a quarter of all new cars purchased in China will be an all-electric vehicle or a plug-in hybrid. By some estimates, more than 300 Chinese companies are making E.V.s, ranging from discount offerings below $5,000 to high-end models that rival Tesla and German automakers. There are roughly four million charging units in the country, double the number from a year ago, with more coming.

While other E.V. markets are still heavily dependent on subsidies and financial incentives, China has entered a new phase: Consumers are weighing the features and prices of electric vehicles against gas-powered cars without much consideration of state support. The United States is far behind. This year, the country passed a key threshold of E.V.s accounting for 5 percent of new car sales. China passed that level in 2018.

It took China more than a decade of subsidies, long-term investments and infrastructure spending to lay the foundation for its electric vehicle market to start standing on its own. Tu Le, a managing director of the Beijing-based consultancy Sino Auto Insights, said competition and dynamism were now driving the Chinese market, not government subsidies.“We have reached a point in China where we’re competing on price. We’re competing on features. So it’s not a subsidy thing,” Mr. Le said. “The market is taking over.”

For China’s Auto Market, Electric Isn’t the Future. It’s the Present. – The New York Times (nytimes.com)

10. 5 Keys to Simplify Decision-Making

Few wish they’d spent more of their lives analyzing what to order for dinner. Jill P. Weber Ph.D.

KEY POINTS

  • The day-to-day that most experience can easily become a mental overload.
  • The myriad of choices and searches available leave many feeling stuck, leaving some to give up on making a call completely.
  • Some second guess their decisions or berate themselves for their choices long after decisions have been made.
  • Simplifying the decision-making process brings on clarity and peace of mind.

Do you find yourself bogged down by decisions, even simple, everyday ones? Do you find yourself consulting with others, scouring the internet, and working to turn over every possibility before making a decision? And do you find, at times, you are paralyzed by the options to such an extent that you punt the decision and end up not making one at all?

The goings-on of day-to-day life that most experience can easily become a mental overload. Even the mundane can bog us down. For me, living in the D.C. area and considering my options for tonight’s take-out is kind of an over-stimulating experience. On the surface, having options feels like freedom and progress. On a deeper level, it can feel so entirely overwhelming that making a move in any direction is impossible. And then for some others, they make their decisions but internally berate themselves by wondering if they made the right decision, or by continuing to research other paths they might have taken.

Decisions—from the serious to the routine—can make many feel they have a perpetual death grip on the steering wheel of life. Interestingly, we seem to do better with the big ones, like finding a surgeon, for example. It’s the small, everyday decisions that can really bog people down.

Consider the time you spend in your head thinking about what to do or rethinking what you should have done differently. If you take a moment to sit with how you feel when this is happening, it may become blazingly obvious to you that time spent in decision-making mode is not necessarily supporting your psyche and peace of mind. How many people on their death beds think, “Wow, I wish I would have spent more of my time researching my decisions.” There’s a way out of this rabbit hole, one that can bring you peace and presence.

Here are five steps to making decisions less painful, adapted from my recently released book, Overcoming Stressed Induced Brain Fog:

  1. There’s No Absolute “Right” Decision: We’re taught that careful thought and intellectualizing all of life’s ills will protect us from pain and suffering. Unfortunately, this is a myth. All of the thinking, second-guessing, and planning in the world will not make you immune from life’s vagaries. When you’re obsessing about your next decision, gently remind yourself that whichever way you go will likely not impact your life in an enduring sense. Spending time finding peace, learning what brings you meaning, and connecting with others, however, will impact your long-term well-being.
  2. Cut Yourself Off: The vastness of the internet is anxiety-producing for many. It can feel that if you search enough, you’ll come to the end of the rainbow and all will be right in the world. Of course, your experience has likely already taught you that the internet has no end. The best way to stop this endless search for the ‘right’ decision is to literally set a timer on your watch when you’re doing “research.” Also, add talking to others into your decision process. Directly communicating with real-life people, in person, helps us find what’s right for us versus finding perfect.
  3. Good Enough: As much as you want things to be amazing and perfect, consider the stress this brings. Even when you’re able to achieve some version of perfection then you have to spend time and energy maintaining it. There is much to be said for things simply being…good enough. Sure, maybe everything is not glamorous and exactly right, but you will have a life where you haven’t squandered all of your time and resources trying to get it exactly right. Good enough leaves space for internal peace, connection, and meaning.
  4. Make A Decision: More than making a wrong or bad decision, not making a decision at all brings on brain fog. You aren’t able to move forward in any direction and your brain is full of random contingency analyses that never get resolved. Just do it. Call an end to the back-and-forth and make a decision. You will feel the peace it brings.
  5. Don’t Look Back: Once you’ve decided, embrace your decision. Shut down all of those mental and literal tabs in your mind and on your browser. You can cope if you find, along the way, the decision you made doesn’t bring you peace, or you realize it really is causing more harm than good. Regroup and change course without self-flagellating.