Investing Themes

Love the Return! Not the Stock!

Welcome to my first foray into blogging about the stockmarket. I don’t call myself an expert and by no means do I work in the industry, but I do believe with proper research, and analysis, the individual investor has a better chance of beating the market. II’ve always found it amusing that people in general spend more time, worrying about the rising costs of gas or the price of food, rather then spending the same amount of time on their investments and planning for their future needs. The blog will contain many things as it evolves over time, and I will discuss about the market and individuals stocks, but will not recommend them. However, as always do your own research as the saying goes

– Buyer Beware or Caveat Emptor!

Sam

Articles written by Sam

  • Rule of 72
  • Stock Market Strategy
  • 6.9 Billion and Counting
  • Top 15 World’s Largest Oil Reserves

“Human Ingenuity is about pushing against the known and unknown forces of nature with the greatest margin of safety for discovery and evolution for the betterment of the entire human race.”

~ Sam

Themes

  • Marijuana
  • 3D Printing
  • Mobile Digital Payments
  • E-Sports
  • Drones Air Water Surface
  • Self Driving Cars
  • 5G and 6G Networks
  • Oil vs Electricity
  • AI – Artificial Intelligence
  • Cloud Computing
  • Cyber security
  • Cryptocurrency and Bitcoin
  • Gold vs Gold Miners
  • Value Stocks vs Growth Stocks
  • Central Bankers Monetary Policy vs Cryptocurrency
    Negative Yields vs Balance Sheet Tools
    • Secular Inflation 1972 Re-emergence

Future Shock Trend Themes

2024 – What will this look like for the year?

2023

Trends SemiConductors – Mechanical Brians Inputs & Outputs – Technology that Digitize all industrial mechanical industries from Analog to Digital in the future.

Top SemiConductor Companies in the World 2023

Samsung Electronics
Taiwan Semiconductor Manufacturing (TSMC)
Qualcomm
Texas Instruments
Nvidia Corporation
Micron Technology
Applied Materials
Broadcom Corporation
Intel (INTC)
SK Hynix Inc
NXP Semiconductors NV (NXPI)
STMicroelectronics NV (STM)
ASE Technology Holding Co. Ltd (ASX)
Toshiba
AMD (Advanced Micro Devices)
Maxim Integrated
Lam Research
Micron

Trends – Micro Trends

  • 3D Printing
  • Ai – Artificial Intelligence
  • Cloud Computing
  • E-Sports
  • Marijuana
  • Real Estate and Housing
  • Mobile Digital Payments
  • Meme High Short Interest Stocks

MarketWatch Short Interest Stocks
MarketBeat Short Interest Stocks
High-Interest Short
Yahoo Finance Interest Short

Understanding the MEME Stocks or the Wall StreetBets on Reddit.com

What is a MEME Stock? A stock that has a High Short Interest preferably over 20%. The higher the better. The Stock is then targeted by a group most popular today, such as the online group Wall Street Bets on Reddit. Other online or offline groups do use this strategy too. The strategy is a high risk, so Caveat Emptor

Trends – Macro Trends

  • 5G vs 6G Networks
  • AI – Artificial Intelligence
  • Climate Change & Environment plus Energy Infrastructure Security
  • Cyber Security
  • Drones – Air, Water, Surface
  • Gold / Gold Miners
  • Self Driving Cars
  • Oil vs Electricity
2024
Mario Gabelli – Insights – Market View
Catherine Wood – Ark Invests – Market View
David Tepper – Appolosa Management – Market View
Gene Munster- Deepwater Asset Management – Market View
Joe Terranova-Virtus Insights – Market View
Josh Brown – Ritholtz Wealth Management  – Market View
Leon Cooperman – Omega Adivisors – Market View