Seeking yield with corporate bonds

As investors hunt for yield with the Fed continuing their dovish policy, corporate bonds may be an opportunity in addition to index funds. As global bond ETFs grow in popularity, Blackrock’s ETF already has been added to the Fed’s purchases. Providing exposure to hundreds of individual bonds in a single ETF, high yield bonds seek to provide more income than investment grade bonds and US treasuries.

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Some are meant to be Ryzen

As Intel and AMD continue to duke it out for supremacy, one cannot dismiss the impressive lineup of processors from AMD recently which has seen many racing to offer the AMD processors in popular laptops given they tend to offer better value for the money especially when it comes to multitasking. Along with some possible opportunities around graphic card offerings, this stock continues to be a popular one for traders and investors alike; particularly popular with the younger generation.

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Dabbling in AI and ARM

Still the dominant player in AI and widely used in graphics as well, the power of NVidia continues to impress as they powered to new heights but the real push behind their meteoric rise are the edge based computing platforms on the horizon. As Microsoft doubles down on AI with the supercomputer, it is NVidia as the driving force behind them. So where is the opportunity? New competitors are entering the space like Prodigy, to once again challenge the status quo.

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A Reversal of Fortunes

As alluded to back in March, we continue to observe the markets carving out a recovery which saw it make new highs after entering a bear market in a traditional reversal pattern. This was done in record time, condensing 6 years into 6 months; helped mostly by the joint effort of the Fed and record setting stimulus from the Government. What now is ahead will be the topic for many as we enter into one of the most divided elections in recent times.

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Delivery is King

As the corona virus steps up its intensity, Bezos has focused all his attention and resources to meeting the enormous demand as States take a defensive stance to combat the spread of the virus. Seeking to hire 100K new employees to meet the demand, the numerous businesses that have been forced to shut down provide communities in need of work at least for the immediate future some options.

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Powering the next trend

There is little argument that AI will be leading the next wave of innovation and even fewer companies positioned to deliver the hardware for that tsunami. Positioned well for future profitability and pivoting towards cloud storage for what is clearly going to be a need for all the data the AI will consume with the acquisition of SwiftStack, makes it a long term investment.

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Banking on the mouse

As the corona virus shuts down the parks, impacting many segments of their vast empire; the market is pricing in the next few quarters as if the mouse doesn’t own a dominant position across film, tv, music, gaming, consumer goods and publishing. Don’t count Disney out so soon, after all “All it takes is faith and trust.”.

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The Apple of my Eye

As Apple continues its pivot to services along with the next wave of iPhone designs on-deck, the short term impacts of anti-trust regulations out of Europe should provide excellent opportunities for the astute investor while the Corona Virus takes its toll across the markets.

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There is nothing “micro” or “soft” about this macro move

As Bill steps down from Microsoft’s board to focus on philanthropy, Window’s is continually plagued around updates and year end bets on a hardware reboot with new form factors, the stock is poised for volatility with the markets.

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I "spy" an opportunity…

After a historic bull market, it wasn’t liquidity crisis from Fed actions but an outlier from a virus which has brought uncertainty to the markets and ultimately opportunity for those with resolve to execute.

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