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Trends |
Stocks and ETFs
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Air travel boom | BA, HON | |
Huge oversupply of all commodities and minerals | Gold SGOL, GLD) and gold miners (GDX), BHP, RIO | |
Big year for the barbarians as they sell assets. |
BX, APO, KKR | |
Energy from solar panels has reached par with coal and is falling | Solar stocks -- FSLR, CSIQ | |
Shopping recovery | MA, V | |
Energy from solar panels has reached par with coal and is falling | Electric utilities, especially in sunny states | |
Obamacare | UNH, XLV, GILD, JNJ | |
Interest rates low | The mortgage REITs -- NLY, AGNC, | |
The Internet | GOOG, AMZN, AAPL, PCLN, NFLX, OPEN, QCOM, SFTBF | |
3D printing | DDD, SYS, VJET | |
Desktop design to manufacturing | ADSK | |
Housing recovery | HD, WY | |
TV's re-emergence | DTV, CCV, TWC, CHTR | |
The Cloud | AMZN, GOOG | |
Tech recovery | MU | |
Alibaba and Sprint | SFTBF (Softbank) and YHOO | |
High speed cellphone data explosion | QCOM | |
Falling knives to watch | CCV, AGNC, NLY, SGOL | |
Consumer icons | NKE | |
Too much reliance on our irrational government | Ethanol, Fiber (though that's changing) and Tesla whose main capital is a gigantic government loan | |
Healthy eating | WFM, WWAV, SFM, THS, TFM, and HAIN | |
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