Your daily source for trading strategies, tech news, and politically incorrect humor.
Dear eMBers,
INVESTOR INSIGHTS – Market Update
Hedge fund managers are looking for expert stock pickers.
Why?
According to a Goldman Sachs survey, over $16 billion was pulled away from generalist equity funds in the first half of 2019. That’s more than any other strategy.
It shows that it has become more difficult to successfully play the broad stock market.
And that’s because the generalist fund managers are competing against algorithms and robots.
On the other hand, stock pickers in health care and technology are shining. They have posted some of the best returns over the past couple of years.
YOUR SILICON VALLEY (LIBERAL) OVERLORDS
The American economy is resilient.
However, the big question I get asked is the following:
“Would an economic slowdown impact the rollout of 5G and other advanced technologies?”
The answer is simple. It would not.
Technology keeps going and it doesn’t care about economic slowdowns or monetary policies.
5G is revolutionary to the U.S. President Trump sees 5G as a matter of national security and critical importance.
The worst thing that could happen is some companies could experience lower valuations during an economic slowdown. However, when the economy recovers, valuations quickly bounce back.
TRUMP DERANGEMENT SYNDROME
Nancy Pelosi said ‘it doesn’t matter’ if the impeachment costs Democrats the House.
The Democrats are going all in. They haven’t done anything to improve America since 2016. And they still feel they should have won that election.
So there is only one thing left to do. And President Trump is the right man for the job.
TRUMP IS WINNING
Marc Levin destroys Ed Henry (Fox News) and the alleged whistleblower.
This is becoming a recurring theme on Fox with Paul Ryan’s influence.
Watch it here…
CRAZY-INTERESTING OR RIDICULOUSLY-WEIRD
Chinese police searched the house of Zhang Qi, the former mayor of Ganzhou.
And they found a secret basement filled with 13.5 tons of gold.
Take a look…
ADDITIONAL READING AND RESOURCES (ARR)
I can’t get into all the news and interesting information out there in this one email, so what you’ll find here are articles, presentations, and resources I’m digging into and believe you should as well.
Apple isn’t the only smartphone maker launching a 5G-enabled phone. Every major consumer electronics company on the planet is launching its own 5G devices.
And every single one of these devices – they will number in the billions – will depend on an essential component to connect to 5G. Jeff Brown spotted the company that provides that component. This is a stock that investors will want to own.
Your biggest fan,
P.S. We’d love your opinion.
How useful did you find today’s Morning Bullets?
Not useful – It was ok – It was good – Very Useful 13.0% 13.9% 46.4% 26.7%
Note: Percentages are updated once per week on Sundays and include all feedback since inception.
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