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  • Investing in Thematic Trends and Megatrends Both Intended and Unintended - Sunday Reads and Listens

Investing in Thematic Trends and Megatrends Both Intended and Unintended - Sunday Reads and Listens

Good morning from Coronado…

Before I get started, something close to my heart I am helping raise some money and awareness…

My friend Nancy’s son is in a tank reserve unit in Israel. They are hoping to raise $6,000 so they can order fire retardant uniforms and $37,000 for new helmets to operate more safely on the battlefield.

Here is the link if you are so inclined to give and or share

Nancy says this about Ezra: Ezra is an understated guy. So here's what he didn't say in the video: After racing to the kibbutzim when the war started, he spent several months fighting in Gaza. When he was released, he struggled to focus on his studies at Tel University, where he is studying electrical engineering. What he had seen was too terrible. But he toughed it out. Ezra has just returned from another round of battle in Gaza -- smack in the middle of his second semester. So now, while most people in Israel are heading to vacation for the Jewish holidays, Ezra is teaching himself everything he missed and taking exams. 

Onward…

Sunday newsletters take me the longest to write each week because I am trying to thread together something readable from all the work I do reading, writing, listening and watching.

I am back in Coronado through Stocktoberfest which begins next Sunday. It has been seven years since the last one. We are sold out at 250 people. I am excited to spend two days discussing the big thematic trends and megatrends that are underway both intended and ‘unintended’.

The markets are thick with winners right now from energy to banks to international stocks to tech.

How good is it?

Carnival Cruise Lines is at TWO year highs. It seems people are excited to get the next great disease…

Side note: One thing I do everyday to get a wider view and feel for overall markets is read Stocktwits FREE daily ‘Chart Art’ newsletter. We curate ideas and setups from the tens of thousands of charts/setup/ideas shared daily in the streams.

I don’t try to read too much into ‘why’ the market is rich with stocks breaking out. Both Presidential candidates say the world will end if the other one wins and investors do not seem to believe them …yet. I have done this long enough to just to embrace the good markets for what they are…a target rich environment. It never lasts but wasting your time predicting the change of trend is futile.

Getting to the trends and megatrends…

Do not fret about the millions choosing hellscape boarding Carnival Cruises…Ozempic might cure ALL diseases.

Brad Gerstner sits down with Nvidia CEO Jensen Huang to talk about the future.

Netflix (I am still long) is as predicted doing more ‘live’ this time with a weekly show with John Mulaney. I think a modern CNBC global degenerate financial channel is in their future and I am all about that as we build Stocktwits for that world.

Finally…

Here is one unintended circumstance of all the ZIRP and tech thrust upon us as consumers the last 15 years…the Taco bell app has a new feature I call ‘Diarrhea Roulette’:

Have a great Sunday.

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