Comment of the Day
Big Picture Long-Term (Long-Winded :) Video January 28th 2022
Eoin's personal portfolio: one short stopped out and profit taken January 25th 2022
My view - One of the questions subscribers as most often is how to find details of my open trades. To make it easier I will simply repost the latest summary daily until there is a change.
Email of the day on the green revolution
Thanks for the great service pulling the noise out of market trends for us. We especially enjoy what my wife affectionately calls the “Big Picture Long-Winded” Friday recordings. Regarding the possible rotation into the renewable/green economy do you have any ideas on Industries/companies that could benefit from the build out? Or would the safer play be directly in the commodities needed for the grid, vehicles, batteries, and such? Hoping to get to another Chart Seminar before too long.
My view - Thank you for your kind words. A former delegate at The Chart Seminar once described my sense of humour as “impish” and I can’t argue with that. Your better half’s turn of phrase certainly tickled me. The Friday broadcasts are often a delicate balance between trying to be pithy and attempting to cover the relevant arguments. I’m looking at a late May/early June date for a London seminar and I hope to see you there.
The question of the future of the zero carbon/green revolution/energy transition is a big one. On one hand we have high minded projections of a utopian future where the air is pristine and no economy is dependent on carbon emissions for growth. Promises of hundreds of trillions being spent to achieve that goal were a major feature of international conferences in 2021.
Credit Card Delinquencies
My view - Credit delinquencies were one of the first symptoms of stress in the US economy ahead of the financial crisis. The 300+ day delinquent figure was trending higher from mid-2007. Today it is still close to a record low which suggests a consumer sector that is healthier than ever.
The Sell-off
Thanks to a subscriber for this chartbook from Goldman Sachs (NYSE:GS) which may be of interest.
My view - I found the lists of companies scoring well on “quality” and “fast revenue growth and high profitability” filters to be particularly insightful.
The Chart Seminar 2022
With global vaccination rates rising, the prospect of anti-COVID pills on the horizon and the promise of travel restrictions being dropped, it is time to start thinking about venues for The Chart Seminar in 2022.
Please drop sarah@fullertreacymoney.com a line if you would be interested in attending an event next year, as well as your preferred location.
At present I am looking at a late May date for a London seminar and I am open to other times and locations subject to demand.
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