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The best way to profit now

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Later today, Adam O’Dell presents a simple two-day trading strategy that has outperformed the market 51 times in the past six months. He is convinced that this strategy will give him the opportunity to aim for triple-digit profits every week. last chance Reserve your seat before his presentation at 4 p.m. EST. Click here to do it now.


What if a global pandemic struck an industry that is already struggling to meet demand?

You will have the opportunity to invest in the booming megatrends of stocks over the next few years.

This is now happening in semiconductors. Artificial intelligence and “smart” technology are becoming more prevalent every day, and these little chips are essential. What a waste, even my water heater is smart now. This can be a problem when Skynet makes war on humans …

But for now, let’s focus on how to take advantage of this next wave of technology.

This week Invest with Charles, research analyst Matt Clark and I dive into the semiconductor situation and suggest ways to invest today.

Here are some highlights from our conversation:

What happened to the semiconductor industry?

Charles: The supply of semiconductors is already tight and demand was already strong from late 2019 to early 2020. This market has been tight for a long time.

So what is going on?

You have the start of a pandemic. There is a factory shutdown. For a while, everything stopped. The factory has not been closed for so long. In some cases, it can take weeks or months. However, the time to stop production was sufficient. Really very strict conditions were already in place.

Since then, semiconductor manufacturers have struggled to catch up.

Even without the coronavirus, there would have been some shortage. However, it was significantly expanded by their closure.

It is combined with several other factors highlighted by our Chief Investment Strategist. recently Money Market paper, brought the perfect storm to semiconductor stocks. It’s a miracle that there is only one tip you can buy anywhere.

Semiconductor arms race

This is not a day to get out of this shortage.

All chip makers around the world are trying to increase their production capacity. Taiwan Semiconductor Manufacturing Co., Ltd. (NYSE: TSM) invests $ 100 billion in production activities. It is a huge amount of money that a company spends on new production.

Samsung is also spending tens of billions of dollars. Intel, they all do. They all spend a lot of money on capacity building. For them, it’s not just a short-term problem… they are looking beyond. They know that. The increase in production to meet this current shortage will still be insufficient in the coming years. The demand continues to grow every year. “

There is an arms race to build as many capabilities as possible.

carpet: In summary, the estimate of the global semiconductor market in 2021 is $ 527 billion. Taiwan Semiconductor is investing a fifth of the total global semiconductor market to increase capacity.

Not all tokens are created equal

carpet: Chipmakers don’t just make one type of chip. The chip that goes into my iPhone is not the same as the chip that goes into the display screen of my MacBook or your car. Companies constantly manufacture up to 10 types of semiconductor chips. It’s a lot of casting work. It is not a simple assembly line process.

Charles: This battleship cannot be spun with a penny. It is a sensitive device. You can’t just say, “Hey, this machine that was making iPhone chips, we have to make F-150 chips tomorrow. “

It doesn’t work that way.

This is the process. For example, if everything stops during a pandemic, the rental company unloads everything. And now they have to get it all back. All the foundries and chipmakers have remodeled their factories to do more than just cars because no one imagined that car sales would pick up as quickly as they did. So that’s another can of gasoline to put in this raging Inferno.

carpet: you are right. It will take time, but I don’t think this shortage will be solved in a day, a month or a year. Another example, we saw a shortage of PlayStation 5 throughout 2021. The shortage is widespread.

How to invest in semiconductors when a shortage occurs

carpet: Is there a way to do it Investor Can we look at specific parts of the semiconductor industry and take advantage of this loophole in semiconductor manufacturing?

Charles: It is the dynamics of the market of buying shares in a company that solves this problem for everyone. In this case, you are part of that solution because these companies need capital to solve the problem.

However, there are several ways to do this.

Of course, you can also buy the chip maker itself. And it’s good. Just buy a portfolio of real chipmakers and you’ll be fine.

However, there are some things that stand out when running these chipmakers on the Green Zone Ratings model. Many of these companies are tech companies and their tech stocks are expensive, so they have a low valuation.

In addition, since the chip manufacturing industry is cyclical, the volatility factor is also considered to be low. Currently we are on the rise. However, chipmaker profits vary widely from quarter to quarter.

A better course of action is to buy a supplier NOT. Chip maker. You will then be exposed to the same trend.

This trend will continue for years to come. You should also avoid daily and quarterly volatility. The supplier has a long term contract with the producer. If you buy a lot of capital goods to build the Taiwan Semiconductor growth project that we are talking about, it is a multi-year contract. It takes a long time to build it. Therefore, if you participate in this solution, and if you offer it, your revenue visibility will be very high for the foreseeable future. So I think it’s safer and ultimately a better way to play.

Matt and I found one of these providers using the Green Zone Rating. We will discuss this further and conclude this week. Invest with Charles.. click here Take a look now to see the ‘bullish’ stocks you can buy now to ride the semiconductor wave after 2021.

If you need Adam’s most confident semiconductor game, necessary Read the September issue of Green zone fortune.. Its latest recommended stock supplies equipment to chip producers, but unlike many technical semiconductor games, its high valuation means it is cheap compared to many competitors.

Click here For more information Green belt Fortune And see how to access this pick and many other articles.

Where to find us

The carpet that will appear this week is Bull and bear It’s a podcast, so stay tuned.

Subscribe to youtube

Don’t forget to consult us Ask Adam anything A series of videos where Adam O’Dell, Chief Investment Strategist, answers your questions.

You can also grab the mat every week The latest information on the cannabis market.. If you are interested in investing in cannabis, you don’t want to miss Matt’s weekly news.

Remember you can email me with my Feedback team @ moneyandmarkets.com – or leave a comment on YouTube. We love to hear from you! May feature your questions and comments in future editions of Invest with Charles..

For safe profit

Charles Sizemore_Sig

Charles Plus Size

Co-editor, Green zone fortune

Charles Plus Size is co-editor of Green zone fortune Specializes in topics related to income and retirement. He is also a frequent guest on CNBC, Bloomberg and Fox Business.

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Business

India surpasses 1 billion vaccines after stuttering start to campaign

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India received its 1 billionth vaccine against Covid on Thursday. It is a milestone that Prime Minister Narendra Modi’s government hopes will help put aside the tragic memories of this year’s devastating second wave.

About 22% of Indians are fully vaccinated and 53% have been vaccinated at least once. Highly exposed Infected with a virus, infection and disease have spread.

“History of the Indian script” Modi Tweeter.. “We are witnessing the victory of Indian science, business and the collective spirit of 1.3 billion Indians.”

India reports an average of around 15,400 newly confirmed infections per day, starting with around 400,000 in early May. Wave 2 Overflowing with hospitals, many people could not get medical attention.

Fear that India will be affected Third wave Since March 2020, many primary school children have been banned and are gradually returning to class.

“It’s a great achievement,” said Brian Wahl, epidemiologist at the Johns Hopkins Bloomberg School of Public Health, based in New Delhi. “Given the current high levels of exposure and vaccination, the possibility of a third wave, equal to or greater than the second wave, is minimal in my mind.”

Members of the ruling Bharatiya Janata party called India’s vaccine rollout a tribute to Modi’s leadership, which has surpassed all other democracies in the world. Under fire at the start of the year for its management of the pandemic.

Shashi Tharoor, top leader of the opposition parliamentary party, called the step “a matter of pride for all Indians” but said the government’s mistakes could not be ruled out.

“After serious mismanagement of the second wave of Covid and the failure of the vaccination order that could have prevented it, the government has now partially redeemed itself,” he said. Tweeter.. “He is responsible for the previous failures. “

The vaccine rollout in India, despite being home to the Serum Institute of India, one of the world’s leading jab makers, began to stagnate in January, hampered by public reluctance and limited supply. However, as highly infectious delta mutants have spread, the demand for vaccination has increased.

In response to public anger, the government restricted vaccine exports and left behind a Covax program backed by the World Health Organization, which ordered the Serum Institute to provide vaccines to other countries in development. It is a larch.

“It was a necessary decision,” said Lina Mengany, head of the access campaign for Doctors Without Borders in South Asia. “There was a delta wave.”

But the ban damaged India’s reputation as a reliable supplier It sparked discussions about the need to diversify supply chains to reduce risk. “India’s role as a pharmacy in developing countries has long-term implications,” says Mengany.

Kobi Shield, Serum Institute The Oxford / AstraZeneca version of the vaccine accounts for approximately 88 percent of all vaccines administered in India. Covacin, a single vaccine not approved by the WHO, accounts for 11 percent of the total. A small number of Russian Sputnik vaccines were also administered. Vaccination in India is highly dependent on individuals and private employers, Jab ..

India has not started vaccinating people under the age of 18 who make up 40% of the population. The moving average of daily 7-day immunizations on October 18 fell from 8.2 million 10 days ago, demand has also declined, and many Indians are receiving the second vaccine needed for full protection. I’m afraid I can’t do it.

“When the waves hit people were eager to get the vaccine, and now that the waves have receded people have just resumed their lives and forgot that they also had to take a second dose. “Menghaney said.

India has reported 34 million Covid infections and more than 450,000 Covid-related deaths since the start of the pandemic. However, independent epidemiologists say the actual spread of the virus and the actual number of deaths far exceed official statistics.

India Surpasses 1 Billion Vaccines After Start of Stuttering Campaign Source Link India Surpasses 1 Billion Vaccines After Start of Stuttering Campaign

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Pros and cons of playing casino slots

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The online gambling market currently offers hundreds of online casinos where you can find countless slot machine games. This means that you will have the opportunity to choose from some of the best suppliers in the world. Therefore, playing slots online should have many advantages. But are there also downsides? We’re going to go over the pros and cons of playing slots online, so read on for more details.

Regulated market

If you know where to look, you’ll have no problem finding a perfectly regulated market to play some of the best casino slots. Once you start researching the best online gaming platforms, you will find that top search results present the best options. This is because these sites have undergone all the necessary checks, thus ranking high and creating a regulated and secure online gambling environment.

To make sure you’re on the right track, you can check the site’s seal of approval yourself. Just search for the name of the regulatory jurisdiction, like United Kingdom Gambling Commission, Malta Gaming Authority, Gibraltar, Curaçao, etc.

Easy to learn

Even if you’ve never had the chance to play casino games before, slots shouldn’t be a problem. These games are incredibly easy to learn, which means you don’t need any prior knowledge to start playing.

Plus, they’re purely luck-based, so you won’t have to rely on strategy to win. All you have to do is spin the reels and hope for the best.

So, once you get familiar with ICE36 Slots, you will notice how easy these games are to master. But remember to be smart with your options and not to put all of your eggs in one basket.

Economic

Slot machines are a group of casino games that do not require high investments, making them suitable for all budgets. Players can make deposits as low as a few dollars or up to a few thousand – it all depends on their budget.

With this in mind, slot machines also offer a wide range of stakes. High players can make high bets, while newcomers can even place 10 cents. This is a great advantage for both regular and occasional casino players. For example, starting with smaller bets allows players to get into the game before investing a lot of money. The range of the game leaves enough room for the player to place further bets or try out new casino games, which creates an entertaining gaming environment.

Bonuses and rewards

It’s no surprise that most online casinos regularly offer bonuses and rewards to new and existing users. It’s an effective way to attract players and retain regulars, which you won’t find in land-based casinos. You can read more about it here.

Welcome bonuses are the most common form of casino bonus, especially for unregistered users. By signing up, most players receive a strong incentive to keep playing. The majority of these bonuses are related to slot machine games as they are the most popular category in online casinos. So, if you are determined to take advantage of any promotion, slots are a great place to start.

Pro tip: Always read the terms and conditions before accepting a bonus. Most wagering requirements state that slots count 100% to meet rolling requirements, but it won’t hurt to see for yourself.

Quick to play

While playing slots doesn’t have many drawbacks, we have to stress how quickly slot machine spins usually end. As a result, most players won’t spend hours spinning the reels on their favorite slot machine – these games are usually over within minutes. Therefore, if playing for hours is more your thing, slot machines are not the right choice for you.

Lack of personal interaction

While some players can make friends by playing slots online, it will not be the same as playing poker online. It might not be a big factor for everyone, but it’s worth mentioning as some gamers might seek out this social factor with online gaming. Keep this in mind once you start your online gambling adventure.

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Strong profits outweigh a slower economy

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This article is an on-site version of the Unhedged newsletter. subscribe here Send the newsletter directly to your inbox on weekdays

Welcome to the house. The Bitcoin ETF review on Wednesday made me terribly disappointed with the relatively low level of online abuse. Are crypto fans sweeter in old age? Or are they just rich and over the top now? In any case, Unhedged is now working on more important subjects: the economy and stocks. Please send me the email: robert.armstrong@ft.com

Earnings call songs, actions dance

There are things happening now:

  • Inflation expectations are really starting to shift. If you’re willing to believe what the bond market is telling us, inflation is in place. The expected 10-year breakeven inflation rate (i.e. the nominal yield on 10-year bonds minus the yield of inflation-protected peers) is 2.6%, the highest in eight years . The five-year breakeven point is 2.8%, the highest in 16 years.

  • Oil is above $ 80 and is putting more pressure on it. Traditionally, when oil went bankrupt, the stock market didn’t like it (see 1970, 2000, 2008, 2018).

  • Growth in the United States continues to slow. This is my measure to a favorite chart and the Atlanta Federation’s GDP estimate for the quarter. Look at the changes in estimates (data-driven, non-discretionary) since September. In short: disease.

  • Federal Reserve Beige Book Wednesday’s comment reads this (a boring word that I italicized):

Economic activity increased in Medium to medium Rate based on majority of Federal Reserve Bank districts. But some neighborhoods Growth slows down This period is limited by supply chain disruptions, labor shortages and uncertainty surrounding the delta variant of Covid-19. .. ..

Growth in non-manufacturing activities Mild to moderate In most districts. The loan request was typically reported as: Flat to moderate this period. .. ..

Most districts reported Significant price increase, Supported by the growing demand for raw materials and raw materials. The increase in input costs was widespread Industry-wide due to product shortages due to supply chain bottlenecks. Price pressure Increased transport and labor constraints Not just the shortage of products.

  • Meanwhile, in China, another great world power, gross domestic product rose 0.2% between the second and third quarters (data via Bloomberg).

Well, none of this is the end time. Many of these could be delta / supply bottleneck variant phenomena that will pass next year. Of course, that’s what most people think, and they have a good reason to think about it. But the simple fact is that inflation has recently increased in the United States and around the world, slowing growth. This is what is happening now, and whatever we think or expect is what will happen next.

But what does the American stock market say? He says none of this matters. The dip has been purchased. The S&P 500 has returned to record levels and the Nasdaq is approaching that record.

Plus, it might make sense. When you buy stocks, you are not buying the global economy. You buy the income from the business. Plus, judging by the small number of sample third quarter earnings reports we’ve seen so far, corporate profitability has been strong.

The largest reporting US business is a bank. Their results were a little too dependent on investment banks for my liking, but I wonder what would happen to the credit card industry if everyone kept paying their balances wisely, but they talk about spending. I was encouraging.

Credit and debit card spending rose 21% at Bank of America, JP Morgan’s by 26%, and Citigroup’s by 20%. Whatever else is going on in the global economy, do American consumers feel as though they are blushing (why do so many other consumers think they can?) Quit their jobs)?

Nestlé is the perfect example of a more profitable business. It’s a bit odd to mention in this context as it’s not an American company, but the results are still very informative. It is essentially sold everywhere, we have employees everywhere, and we source our raw materials from everywhere. And the third quarter results were surprisingly good. In the first nine months of this year, we refined our sales forecast for the full year, reporting a 6% increase in global sales (and roughly the same in North America ). With a 2% price increase in the third quarter, the operating profit outlook remains the same as in recent years, despite higher input and transport costs.

Nestlé is arguably the most managed consumer products company in the world. We are ruthless about changing our product portfolio, so we are only focused on growth, earning good returns and protecting prices. This is a graph of operating income and the ratio of free cash to sales since 1994. It surprises me:

Therefore, not all companies can manage like Nestlé during this period. But it shows what a globally competitive business can do. And Nestlé was not alone. For example, Procter & Gamble reported that organic sales growth was a bit modest, but it was also able to increase prices.

Of course, there are still many profit seasons, and we can hear opinions from more than the big banks and consumer goods companies around the world. However, worrying cuts to pre-earnings forecasts are particularly rare. Among large companies, Nike Struggle The decline in sales prospects due to the Asian supply chain has so far looked outrageous.

SMEs that do not have the strength of Nestlé may find it even more difficult to deal with supply bottlenecks, especially some retailers (I think). One of the most interesting trends to note is that there is a divergence in results between large and small companies. And because of its great reputation, declining businesses can expect the market to hit them hard.

But large companies that can avoid supply chain disruptions and have pricing power can get through these tough economic times if they don’t last long. And given that there are no attractive options for investors, this in turn may be enough to support US stock prices at the current sky-high levels.

A good read

There is a lot of speculation about how the end of a central bank’s bond purchase may be a nuisance, but the central bank is subtly trying to deal with it. Well, the first major developed country to try it seems to be the UK. This summary My colleague Tommy Stubbington’s rather nervous situation is worth reading if you haven’t heard of it.

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Strong profits outweigh a slower economy Source link Strong incomes outweigh a slower economy

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