Pandemic Options; Billionaire Ant Hill; Dunkin Munchkin Huntin’

Risk on; Risk off The global economy is sick … and I mean that literally, not in the ‘90s kinda way or in a Michael Jackson’s “Bad is good” kinda way. Over the weekend, the U.S. hit back-to-back record highs for new COVID-19 cases. According to Johns Hopkins University data, the seven-day average of new coronavirus cases in the U.S. spiked 22% compared to last week. And it’s getting worse. Food and Drug Administration Commissioner Dr. Scott Gottlieb warned: “I think we are right now at the cusp of what is going to be exponential spread in parts of the[…]

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America’s Greatest Decade Ever Has Arrived

We were promised flying cars. Instead, we got Facebook. It’s not that Facebook doesn’t have any utility. I’m thrilled that I can keep in touch with distant relatives and second grade classmates. It’s just that the utopian future we’ve always envisioned has yet to arrive. Sure, we’ve got smartphones and smartwatches that allow us to communicate with anyone, anywhere. We can also store tons of photos of our kids and pets. We also have smart TVs that let us stream our favorite shows and movies on demand. And there are smart coffee machines that will automatically order you another bag[…]

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Big Upcoming Earnings Week For Big Tech

Earnings season is heating up, and market driving tech is up to bat. Can 2020’s market motivators achieve the lofty expectations that analysts’/investors’ have set? Will tech be able to sustain its parabolic gains through this Q3 earnings season? This crucial earnings season will be the final stress test for 2020’s biggest movers before this unprecedented election that could change the course of the equity market for the next 4 years. Below is next week’s batting order, and these market movers could be in for some action. I’ll break-down next week’s earnings line up into two categories: Tech Rockets &[…]

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Stocks to Open Green after Strong Retail Sales Data

The S&P 500 will open in the green after a strong retail sales number out this morning. It has been a volatile week and todays options expiration will no doubt create a volatile day. If the S&P can close above 3480, the bulls can claim victory with another green week. September retail sales m/m came in at 1.9% v the 0.8% expected. Sales excluding auto and gas were 1.5% v the 0.5% expected. The control group, which is used for GDP calculations, came in at 1.4% v the 0.3% expected.   The bulls will be happy with this data as[…]

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Next Generation of Gaming: Microsoft Vs. Sony

The world of gaming is about to change with the next generation of consoles preparing to ship next month. Microsoft (MSFT) and Sony (SNE) have been battling it out for the best-in-class gaming system since the first Xbox hit the consumer market’s holiday season 2001. Now the 2020 holiday season is approaching, and the next-gen gaming battle is about to commence. Gaming makes up only a portion of the technology giants’ total business, but this new wave of systems should give each of these companies a sizable revenue boost. Sony’s gaming segment is a much larger portion of its revenue[…]

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The Innovative Future Of ETFs

Ark Invest is driving a new generation of actively managed ETFs. As opposed to the traditional passive ETF that tracks some sort of benchmark, whether it’s an index, commodity, or other financial asset, Ark’s Innovation ETF (ARKK) is focused on driving alpha (market outperformance). The ETF has been enormously successful in this endeavor, with 100% returns in 2020 thus far. Ark’s Investment Strategy   This unique investment group, run by revolutionary investor Cathie Wood, is focused on finding the next “disruptive innovation.” The firm is looking to invest in enterprises that will change the world in the Roaring 20s. In a[…]

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Best COVID Drug Stocks to Buy on Trump Recovery

Hey everybody, Dave Bartosiak with Trending Stocks. Ahhh, the ‘Rona. COVID-19. Novel Coronavirus. A scourge by any other name. Now, I am a light-hearted kinda guy, that often times borders on inappropriate. Or, I’m way past the line, looking back at it like, oops, my bad. I don’t want anyone to come away with the feeling that I am downplaying the seriousness of this worldwide pandemic. Enough disclosure. Here in America, we are back-to-back World War champions. Russia could make an argument for a tag-team win in the last one, but come on. ‘Murica. Love him or hate him, The[…]

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S&P 500 Looks to Break Technical Resistance

The S&P 500 will open above the 3420 level, which has been a big resistance area for investors to surpass since early September.  If the buying can hold, this would mark a victory for the bulls to start out the fourth quarter. There is a lot of news flow this morning, but the key to the rally over the last two days was stimulus. While a large package doesn’t seem to be realistic, investors are hopeful that a skinny deal can be agreed on. From there, the election will determine how the next stimulus package comes forward. The bull’s theory[…]

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Value In Legacy Tech: 3 Stocks To Watch

Big Tech has undoubtedly been the driver of 2020’s astonishing rally from its March lows, but their remains some legacy tech giants that have seemingly fallen behind the innovative-curve. At the turn of the century, Cisco (CSCO), Intel (INTC), Microsoft (MSFT), and IBM (IBM) were the hottest tech stocks on the scene. All but the successfully adapted MSFT are looking at their peak performance in the rearview mirror. The unprecedented pandemic has not been kind to many legacy names.  As investors, we need to decide whether these 3 legacy stocks will fade into the abyss or rise from the ashes[…]

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Coke Vs. Pepsi: Has COVID Changed The Odds?

The more than century-long war between PepsiCo (PEP) and Coca-Cola (KO) has grown more significant than just a soda duopoly. These two began battling for the nascent carbonated drink market at the turn of the 20th century, and today the two soda giants are the largest beverage enterprises in the world (by market capitalization). A valuation divergence that had been wedged between this duopoly is now beginning to reverse. KO has held the market value lead for decades, but PEP is slowly but surely usurping the soda king. This trend has been taking shape for the past decade, only to[…]

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