Trump will start writing Executive Orders shortly after tomorrow’s Inauguration. Here are stocks that should benefit and why:
+ Bitcoin. COIN. HOOD. and MISTR.
+ Energy. Drill Baby Drill. LNG, ET, GEV, VST.
+ Loosening of chip export restrictions. NVDA, TSM, AVGO.
+ Efficiency in government. PLTR, ORCL, MSFT.
+ Deals and paybacks. TSLA.
+ AI loosening. MSFT, GOOGL, META.
+ Private prisons. GEO and CXW.
+ Looser banking regs: JPM, MS, C, WFC, GS.
Email me if I’ve missed any.
Useful money-saving tips
+ Your house is held in a trust? Good, then make sure the trust is listed on your insurance and umbrella policies. Don’t give them a reason to reject you.
+ You can presently earn 4.30% on a three month treasury. You pay federal taxes but not state or local taxes.
+ Vanguard’s technology ETF, called VGT, has earned 13.7% per year on average from its inception on 1/26/2004. Owning VGT is a no-brainer.
+ If you’re on Verizon wireless, you’re paying way too much for cell service. Call them. They’ll drop your rate dramatically. If they won’t, go to Mint Mobile/T-Mobile which has much better and cheaper cell service in the U.S. — but really shines overseas. I love my $15 a month Mint Mobile cell service.
+ Owning a second identical laptop and a USB flash drive is the cheapest, easiest and most convenient way to keep your life backed up and your agita contained. When your working laptop craps out (as mine is presently doing), it’s trivial to switch to another one.
+ YouTubeTV is my favorite for streaming stuff like CNBC and the Australian Open tennis (now on).
+ You can stream Bloomberg financial TV on YouTube for free. It’s very good quality.
+ Google Docs is really great. Get to your stuff from anywhere and with anything.
+ Gold Bond healing cream works wonder on your hands.
+ My friends are falling. Some can’t get up. Buy them an Apple Watch. It will call their family when they are on the ground and can’t get up.
+ Your home office laptop will work several times faster if you plug it directly into your Internet router. Use cat 6 cables.
+ EyeBuyDirect.com is the best place to buy your new glasses. I’m wearing a frame from them that cost — I kid you not — $9 and that includes prescription lens. (Sorry about the funny box around the frames. My Photoshop is messing up.)
+ I still hate Windows 11. Stay on Windows 10 for as long as you can. Windows 11 is not more reliable.
+ I really like Perplexity.ai. But my friends tell me Claude by Anthropic is really good, especially for business models (like in real estate).
How Intel lost the plot
I hear Intel is America’s “crown jewel.” Biden gave it $8 billion.
I have followed Intel since I got into technology 50+ years ago. I have watched them fail at everything from video conferencing to computer telephony.
The worst part of Intel for me is that I rely on them to power my favorite laptop — the Lenovo X1 Carbon. I have several X1 laptops. They’re great. I’ve been waiting — for three years — I kid you not –for Intel to deliver a chip that’s faster than the one I have in my several X1 Carbon laptops.
No such luck.
In fact, I just tried to buy a new X1 Carbon on Lenovo’s website. The fastest machine they sell has an Intel chip that 13% slower than my three-year old laptop — the one I’m typing this blog on. Intel has the audacity to call the chip “Ultra.”
Here’s Intel’s share price over the last five years. Seriously horrible.
Here’s Intel versus a few other semi-conductor makers over the same five years:
Now we add Nvidia, which, once upon a time, Intel could have bought cheap.. Intel is the bottom of the heap.
Intel is a lesson in “Sell the stock when the founder leaves.”
You can print that sentence and put it on your wall to remind you every day of what not to invest in.
Here are the most romantic places in the world
That’s according to Conde Nast Traveler. One place is Botswana, which I also love:
For the others, click here.
Let’s give Trump the benefit of the doubt, for now.
I’ll see you in soon. — Harry Newton
