This market keeps setting new highs across the board. What a different world we are in, in terms of the markets, since March 2020. The “bounce”, for lack of a better way to describe the price action, has meant multiple baggers for even industrial and cyclical stocks according the latest trend updates. There is room for SPACs, SasS and more.
This market’s mode could be a blast-off, blowoff or boom, no telling. We know “up”.
The Top 20 leaderboard includes an unusual lineup of ideas with so many 5+ baggers.
We have tech post child Tesla alongside Freeport Mcmoran and Cleveland Cliffs. You have Kirkland as a 20 bagger alongside Restoration Hardware. This is an everything market. You got both Sunpower and Plug in here powering this market. (bad pun.)
With a market like this, one should be careful both trying to stand in front of it, and in getting too used to the idea that it’s all “easy”. This is a dangerous kind of market for those who let it get to their head.
Before you think it’s ALL working, it’s not. Gold has been left behind (by bitcoin).
Bitcoin has left behind its most recent Crypto Winter. Institutions are onboard now.
What are the new ideas that came up as of this week? As said earlier, it’s an “everything market”, particular in cyclical, industrials and international.
Here is an All Country World Index ETF. The last time I paid attention it was 2017.
Agriculture/farming equipment are in this lineup
It’s not all netflix. The Magic Kingdom is pushing upward into Streamland.
Fiat Chrysler with a forward multiple of maybe 5? Value.
The big takeaway is materials have had a massive bounce and then follow on move up.
For a chart of the all the ideas, please read Personal Note Part 1 for more details.
PERSONAL NOTE Part 1 (this part IS related to Trend Trading, so you can READ it).
We’re going to keep it short and simple. I began testing and building new formats and packaging of the investment and trading content covered. Influenced by spending an increasing amount of time in various “Creator/Passion Economy”, Visualize Value, and “Money Twitter” communities, I am expanding the use of “no code” tools to produce more. Substack was the most recent shift, as soon as the original Wordpress hosting account expired a couple of years ago.
There is a new Trend Trading page, version 1 status, available. There should be a master list of every long and sell/short idea as of this week (which is hundreds of ideas long) as well as a separate report of new ideas as of this week. There’s a page of links for Airtable, Koyfin and Finviz charts too. It’s like that first free “.org” Wordpress all those years ago - we’re starting with with the “free” versions to test and start some new learning curves going.
The most recent notes have been ported over to simple tools like Notion, Airtable, and Koyfin. Syncs between Google drive which have Google APIs and Airtable are in experimental stage (it’s still a tossup between Workato, Zapier, Integromat, Automate, etc. and it will likely change). It’s early days and raw and it will evolve. Right now it’s Kitchen Sink 1.0 “building in public” as features get added, removed and tested.
It will be streamlined into a “Version 2” and if it works it continues as a standalone.
PERSONAL NOTE Part 2 (this part is NOT about trading or investments, NO need to read it):
It’s been a strange year. I just don’t refer to what’s been going on around us everywhere. I’m pushing harder to continue my reinvention. 2030 looms larger.
The building, breaking and rebuilding is on. We’re shooting for what works by finding out what doesn’t. So far I am satisfied that it is possible and that’s a good start.