George Noble Predictions
Managing Partner
Track George Noble's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
- Rankings only reflect predictions tracked on this site and do not represent a predictor's full record.
- Grading involves judgment and may not always be clear-cut.
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[19:25] This is a bad time to be buying semis. Forward returns from this point in the cycle are horrendous... I think forward returns looking at 12 months, 24 months are going to be pretty poor for some.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[35:52] The risk you should be concerned about right now is not recession, depression, interest rates going down. Owning bonds, having 40% of your portfolio in bonds does not hedge you against that risk.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[6:56] it wouldn't surprise me if you see yields north of 5% um or more.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[9:31] I expect China, the Chinese stock market and historically haven't been a fan of Chinese equities. I think that's going to outperform the the US uh again in uh in in 26.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[11:40] do I see the dollar lower? Yeah, I do.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[5:56] I think oil prices are headed up.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[5:52] I think inflation is sticky and probably heading up.
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[31:11] I think small caps will outperform large caps. But it's not so much because I'm bullish on small caps. It's because I think large caps are going to do worse. Small caps might be flat and large caps are going to go down. So I think small caps will will outperform large caps.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.