Skip to content

Themes, buzz and growth. These three are what mould today’s stock prices

Until the last two weeks, “stay-at-home” tech stocks were working beautifully. They’re what I own and are in our portfolio on the right hand side of the blog.

Lately things have changed: The election. The vaccines. New rules voted in.

Hence our horizons have broadened. What works now (maybe always?) are three things:

Themes, buzz (how much they talk and write) and growth (of sales).

I’m looking at my portfolio. The press says Dow is breaking all records, reaching new highs.

But my portfolio isn’t.

Hence I need to look for new popular investment themes:

+ Crypto market is on fire.  e.g. Bitcoin and zillion others.

+ Marijuana gets legalized. The growers, the distributors, the picks and shovel makers.

+ Electric vehicles are hot. Tesla. NIO, etc. For a full list, click here. 

+ The vaccines work. We’ll all go cruising and airlining. From Norwegian to Love. From American to Carnival.

+ The vaccines work. We’ll go shopping and malling.

+ Cramer calls this theme “Return to Normalcy.” He has a lot of stocks. Click here.

+ What the Robinhood children are buying. Like GE and Ford.

+ The new technology that changes everything. From Zoom to TelaDoc. From Roku to Nvidia.

+ The vaccine makers — JNJ, AZN, Moderna — and the vaccine distributor McKesson.

+ We’re all scared. So we’ll stay home. And shop on Amazon, Walmart, LandsEnd, etc.

+ And get delivered by FedEx and UPS.

Suddenly our choices have widened dramatically. I’ve bought a bunch of new names. I’ll have our list updated later today.

Meantime, do yourself a favor and send TurnUp some money for the Georgia run-off. I wrote about them yesterday. Click here.

Stay healthy

Stay home. Wear a mask. Stay 6 feet apart. Wash your hands mercilessly.

Longer term:

+ Give up salt and sugar.

+ Eat less.

+ Walk.

Don’t believe me? Read this:

How Japanese People Stay Fit for Life, Without Ever Visiting a Gym
by Kaki Okumura

In the United States, I’m often bombarded with images and ads of fitness culture. Athleisure is the craze, and it seems that the majority of people are members of gyms like Anytime Fitness, 24 Hour Fitness, or LA Fitness. Any decent hotel or typical college campus has free access to a gym, sometimes even offering workout clothes for rental. It’s the land of Alo Yoga and the birthplace to Crossfit. The most successful online influencers write about fitness, and it’s not uncommon to see someone share their workout on social media as they would their food.

But in contrast to that, for a country that is a leader in longevity and has very low rates of obesity – the least among high-income developed nations at 4.3% – you might be surprised to find that there is not much of a workout culture in Japan. Athleisure is not a big thing, and not many people have a membership to a gym. People would rarely use their lunch break for a gym session, and those who do are probably seen as exercise zealots.

In a recent Rakuten Insight survey of 1000 Japanese citizens ages 20 to their 60s, about half of those questioned revealed that they barely exercised, about once a month or not at all. Citing not enough time or simply that they don’t like exercising that much, most people just didn’t see working out as part of their lifestyle.

What’s going on here?

What Exercise Looks Like in Japan

If you take a closer look as to what exercise means to Japanese people, you’ll find that exercise equates working out. But perhaps exercise can take on forms that aren’t necessarily about going to a gym and lifting weights, or going on 10km runs. Namely, perhaps the exercise we need is the kind of exercise that is weaved into our lifestyle: walking.

What the above results show is not that exercise isn’t important to be healthy, but that in Japan’s approach to moving, perhaps most don’t see it as exercise. Japanese adults walk an average of 6500 steps a day, with male adults in their 20s to 50s walking nearly 8000 steps a day on average, and women in their 20s to 50s about 7000 steps. Okinawans in particular are well-known for their walking culture, being especially mindful about incorporating movement in their daily lifestyle. Nagano, a rural prefecture in Japan, was able to flip their high stroke rate by incorporating over 100 walking routes, and now their citizens enjoy the highest rates of longevity in the country.

The first thing we wanted was just to get people walking. Everyone can do that. You walk, you talk, you get exercise and that helps build up a sense of community,” — – Nagano, Matsumoto’s mayor, Akira Sugenoya

Most Japanese citizens live in very walkable cities where public transportation is convenient, safe, and affordable, and not many households own cars. As a consequence, when most people go to work, they walk. When people go grocery shopping, they walk. When people are going out for dinner, they walk. It’s an activity adopted every day by every generation: walking is a part of daily life like breathing is.

The Steps to Better Lifelong Health

This is not a call against working out. I love working out, and spend a few hours a week running, biking, swimming, and completing calisthenic exercises. I don’t doubt the advantages of a good sweat, and find that it boosts both my physical and mental health.

But fitness culture can feel overwhelming for those who aren’t used to it, and too much can perpetuate cycles of shame and guilt. It can make us believe that reaching and maintaining a healthy weight is only available to the dedicated ones who consistently lift weights and are making enough time for daily runs.

Instead what this shows is that, like how eating healthfully doesn’t need to be eating only salads, healthful exercise doesn’t need to be only working out – the lifestyle fitness you need may just be in a bit more walking.

For the original of this piece, click here.

Employee of the month

These two are brilliant. Beyond brilliant.

I’ve switched from ogling skyscrapers to ogling our visitors

Instead of all that fancy, wireless, bluetooth alarm technology, we have Rosie.

She tells us when we get visits from deer, the UPS lady, the FedEx man or the cleaner.

That’s it. No one else visits us anymore.

Be thankful for being alive, for staying alive. Please don’t do stupid over Thanksgiving — like catch the virus in an obvious place — an airport, a plane or a room crowded with loquacious, happy family.

Susan and I have postponed Thanksgiving to June next year — Harry Newton