It's fascinating to watch the gamblers gamble. Will we get the two trillion so we can place more bets!! Please God yes!!!

..or is that $6 trillion? it's hard to keep track.

And how in the fuck did all of these corporations go broke in three fricken weeks?

-------------------------
I was right.

Learning basic economics and finance would help you become a better citizen. Delta, for example, has 90,000 employees and about a thousand planes. It must continue paying those employees and the payments on the debt for those planes, while getting essentially no income. Few companies can last long under such circumstances. Seriously, you should educate yourself. That was a really dumb question.

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I :heart; Q

3.3 Million File For Unemployment Claims, Shattering Records. Is America great again?

Well maybe they should have saved for a rainy day instead of buying back stock to make the shareholders wealthy. As for the employees, I doubt they will be paying them for long. They'll lay off thousands, pay themselves a fat bonus, and liquidate the assets if they need to.

-------------------------
“It is the heart of US policy to use fascism to preserve capitalism while claiming to be saving democracy from communism “ - Michael Parenti

Rusty, like you said in the other thread. This shit is fragile. It's set up to fail. You can only have a system that benefits 1% of the people for so long. Eventually the money will have to be spread out or it will all collapse. It's why I am hopeful we will see a new structure soon. Maybe not today, maybe for our kids....

If they try to force workers back when it's still unsafe I think we might have the possibility of the first general strike in modern US history. Something has got to give.



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“It is the heart of US policy to use fascism to preserve capitalism while claiming to be saving democracy from communism “ - Michael Parenti

You misjudge the American people. Progs excepted, we can't wait to get back to work.

-------------------------
I :heart; Q

Feel free to point out to these fine folks where I gave "Trump a blowie over $ 2 trillion." WARNING: Don't hold your breath on him getting that posted, folks. Cole is lying once again and will mysteriously disappear into his bunker.

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I :heart; Q

Wow, you actually answered! Normally, you would have run off by now.

Your instant defense of the bailout shouted your approval loud and clear. I'll ask again, you attacked Obama relentlessly over spending, yet you have said nothing about Trump doing the same, but on a much larger scale...why?


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I was right.

Because I haven't been able to look at it carefully yet. I study things and then form opinions. Though that is not the prog way, it is mine. You'll just have to wait.

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I :heart; Q

I've studied the bill. It sucks, especially for small businesses. Luckily it keeps Trump family from getting benefits.

What's to see? $6 trillion to keep a bubble inflated is as obvious as it gets.

What was your opinion on the bailing our of GM and Chrysler?


-------------------------
I was right.

Oh, we're sure the world, and this forum await your imperious porky proclamation with bated breath, sow sire.
weeeeeee........!!!!

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It's a democratic hoax

You're deluded if you think you speak for the american people. The real people intend to protect themselves and their families, and if you think they will risk their lives for capital, you're out of your gourd.


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“It is the heart of US policy to use fascism to preserve capitalism while claiming to be saving democracy from communism “ - Michael Parenti

More tpap clownin'...

Btw, up 80% so far on my Carnival purchase. Nice chunk of change for a week's labor.

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I :heart; Q

imagine that, a global pandemic from a deadly virus causes markets to crash, unemployment to sky rocket, and the world economy to come to a grinding halt. like serious, imagine that! nobody expected that to happen. everyone expected business as usual. some of you people, seriously lol

Imagine ignoring the NSC's pandemic reaction plan and saying the numbers are lower than they are and saying everything is OK. Imagine ignoring science and contradicting what doctors say live on national TV. These are the things that tank economies...

dude, the economy was going to tank because of this regardless. you seem to be a fairly smart guy, so i know you know that. closing doors, shuttering businesses, stopping travel, cancelling events, etc is happening everywhere in the world due to a pandemic. there is literally no way to stop the economy from tanking in these circumstances

Sure, but there is and was a way to prevent it from being so abrupt and or extreme, with solid leadership, reaction time, preparedness, transparency, and confidence. Trump has offered none of these besides false and unrealistic confidence at returning to normal in a few weeks. The GOP is also requesting people sacrifice their lives for the economy. It's like pouring more fuel into a fire and expecting that you will put the fire out sooner.

Edited: 03/26/2020 at 12:15 PM by HAPDigital

That CCL stock sure took a dump today..


Cruise stocks sink after missing out on economic-relief bill


http://abcnews.go.com/US/wireS...-relief-bill-69845449


Looks like always-wrong Tfap underperformed the market.. by quite a stretch.


-------------------------


Zzzzzzz.. Zzzzzzz.. Braaaaaapp!

Zzzzzzzzzzzzzz....

Edited: 03/27/2020 at 07:20 PM by fishkller

Hey, he bet on 00, and it came up 32!

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Dora Hates You

The whole "market" thing is a Black Hole. Ya, in just 3 weeks they are almost Tits UP.

Ford's current rating is "Junk"!!!!

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Dora Hates You

On Tuesday, the coronavirus stock market crash delivered the worst first quarter ever for the Dow Jones index. On Wednesday, the blue chip index picked right up where it left off.

http://www.investors.com/marke...-coronavirus-outlook/

Is it possible to have a worse person overseeing this new Depression? Can we have the election early?

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I was right.

Then why did you argue against it when Obama was president? Why the change in tune?

And yes, I have what you said the first time around.



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I was right.

In 2018.

The bonuses come after Delta reported $3.9 billion in net income for 2018. The profit sharing is based on the company's $5.2 billion in pre-tax income for 2018. The company holds its annual profit sharing day on Feb. 14 with employee celebrations at different locations.Feb 14, 2019
Industry: Airline

Delta Air Lines pays out $1.3 billion in profit-sharing bonuses

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I was right.

What you don't have is me advocating for this spending. Haven't given my opinion on it. I am certainly against a lot of it. Get your act together, Cole. Stop your panicking and start thinking rationally.

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I :heart; Q

Well now, that was a pathetic answer. Why did you attack Obama over $350 billion and yet are giving Trump a blowie over $2 trillion?

Panic, I surfed a perfect little bar for two hours yesterday and am going to work in the woods today. Sorry pal, there is no panic.

Am I concerned for the elderly and disenfranchised when they go after Medicare and Social Security to recoup lost monies? Of course.



-------------------------
I was right.

Delta has been utilizing profits to boost pay/bonuses for executives and making incentives for investors instead of banking the profits for emergencies like this. You should educate yourself instead of willfully and blind fully giving in to such a bail out. To top it off, it seems you are a socialist after all...

worker bees like these dont understand business, show up, get check, bitch about everything repeat

This is the reality of the economy that dopes like tspank touted as the best ever...

One interruption of the cycle from revenue to immediate bill payment shows that there are no reserves. We are running on credit, not just people, businesses and corporations.

tspank has no business lecturing anyone on economics when he and his braindead pals were oblivious to the tenuous nature of our economy

You own one of those Petri dishes anchored off Port Canaveral?

Looks like bidness is booming.

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“It is the heart of US policy to use fascism to preserve capitalism while claiming to be saving democracy from communism “ - Michael Parenti

To invest well, you need to look to the future. That is impossible to get right anywhere near 100 % of time. But if you get enough right, you can do alright. I'd say the jury is still out with Carnival, but so far, so good.

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I :heart; Q

Arguing with tPutinSchmear is like jamming a stick in your eye twice. It smarts but not very smart.

Talked to a guy I know who ives in Manhattan and works in a hospital there. Typically a "we can handle anything" type dude. He is afraid, and what he describes is worse than anything I've read. I'm going to wait a while before I buy back into the market.

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"I remember South Africa in the late 70's, sleeping on the beach at J-bay, smoking ganja with the blacks. On weekends we'd go to the pub in East London to drink beer and fight with the Afrikaners. They liked to fight, I liked to fight. It was a good time"

I don't doubt that. Prog run states are going to be like that. I feel for them. But they need to change their voting habits. But to your point, it may be a little early to get in. I wouldn't go in big at this point because I think we have more pain coming. But I'll buy on a case by case basis.

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I :heart; Q

prog run states, the vast majority of our nation's economy, supporting the trump strongholds such as Alabama

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"I remember South Africa in the late 70's, sleeping on the beach at J-bay, smoking ganja with the blacks. On weekends we'd go to the pub in East London to drink beer and fight with the Afrikaners. They liked to fight, I liked to fight. It was a good time"

Who's running Louisiana? Pretty bad down there on the bayou.

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“It is the heart of US policy to use fascism to preserve capitalism while claiming to be saving democracy from communism “ - Michael Parenti

If it's bad, a prog runs it. So, yes, they have a prog governor and New Orleans has a prog mayor. Poor devil's. They had no chance.

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I :heart; Q

Oh that's right, they did toss out that slimy pug Jindl. I was thinking of that other pug turd pile Kennedy; but he's just their Senator.

Well, Mardi Gras did them in after all.

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“It is the heart of US policy to use fascism to preserve capitalism while claiming to be saving democracy from communism “ - Michael Parenti

Well it's probably because of Mardi Gras happening when the idiot in chief was still calling it a hoax.

Obama!

And they paid the money back (Auto Industry).

Genius...and a real LEADER.

So much for that big jump....


Market Summary > Dow Jones Industrial Average
INDEXDJX: .DJI
21,699.96 -852.21 (3.78%)
Mar 27, 11:47 AM EDT · Disclaimer

Edited: 03/27/2020 at 08:49 AM by HAPDigital

Stocks go up and they go down. Been the case since the start and will do that to the end. I've taken a hit, But I've taken advantage of the situation and bought low. We'll see how that works out in a few years. What it does in the next six months is irrelevant to me, unless we get a sharp drop (which I am expecting) in which case I'll be buying.

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I :heart; Q

Stocks go up and down by 1k points on a daily basis and they go down by 10k points within weeks? LOL No

Watching the NY Fed repos for the fall quarter Clearly defined that any Black Swan would have crashed the markets. The crime is using this Pandemic Black Swan to hide a giant ponzie scheme that has bilked millions of people of their investments. CoV-2 is a much easier Message to sell to the american people then an oil production\ price war (the real Black Swan) that crushed our sand/shale/fracking oil production economy so we need a bailout.



-------------------------
Great minds discuss ideas; Average minds discuss events; small minds discuss people.

Yep, it was just a matter of time. I imagine yesterday's drop in crude prices are generating the negative Market numbers today.


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I was right.

The oligarchs pumped the market with the 1.6 trillion dollar gift from McConnell and Ryan. Covid give them the signal to cash in their winnings. Now they are going to sit by and watch it all burn and then come in and buy up the leftovers at fire sale prices. The money didn't disappear from the retirement accounts. They took it and stuffed it in their mattresses and they will contribute nothing to clean up their mess.

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...

If a dead cat bounces , its still dead.

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So if you are a surfer I wish you the prosperity that allows you more time to pursue the salt water dream, and the true happiness that comes from warm water, clean waves and the companionship of your fellow surfers. If you are an internet troll just spewing bs then f off.

The oligarchs pumped the market with the 1.6 trillion dollar gift from McConnell and Ryan.

And Trump too. Highlighted by his deeeluxx signing ceremony!

-------------------------
I was right.

And... nothing they did was illegal. They made the laws to be assured of it. Both-of the puppet show party's are complicit.

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Great minds discuss ideas; Average minds discuss events; small minds discuss people.

Both-of the puppet show party's are complicit.


Not quite, one party voted against it, the other was all in. We should have been raising taxes and cutting the fluff to pay the debt down. Unfortunately, Republicans went the other way.

-------------------------
I was right.

Yeah, that tax cut, deregulating financial markets, dismantling the CFPB, ignoring anti-trust laws with respect to telecom, blocking net neutrality, etc... That stuff is 100% GOP. There were a few in the GOP that were for some sensible regulations and McCain at least made noise about reforming election funding to curb some of the corporate power there. But the GOP ran all of them off and successfully waited for McCain to die. Listen to the old debates between McCain and McConnell. McConnell is an evil sycophant. Sometimes I wonder if the Supreme Court didn't find against state bans on gay marriage when they did because they knew that the GOP needed that social issue to turn places like Kentucky, WVA, western PA. That issue was the final straw that turned the Kim Davis Democrats (Senator KKK Byrd Democrats) over to the Republican Party. They had always been socially conservative Democrats, like the George Wallaces of Alabama. But they stuck with the Democrat Party because of unions. But their labor force shrunk with mechanization. Their unions got proportionally weaker as a result of that and other factors. They were economically left behind. Without the union hold they just needed a little kick to make the switch that all the Dixiecrats in JawJaw and Alabumma had made back in the 1960s through 1980s.

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...

Yes they did vote against it. But the tax reform rebuttal was a grandstand effort to Fein concern. Both benefited from it with closed door office deals. The US Gov is a Staged reality show. The the only thing Trump has done differently is that he pulled the curtains back so we can see the back stage workings. We are disgusted by what we see and should be. But, we mistakenly attribute it all to Trump.


But, I was referring to (in general) banking deregulation which each administration, congress has been pushing it for close to 50 years. See Neil Bush.

Neil Bush

-------------------------
Great minds discuss ideas; Average minds discuss events; small minds discuss people.

Once again, I might be mistaken, but didn't Warren spend a great deal of her career attempting to strengthen fiscal regulations?



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I was right.

Edited: 03/27/2020 at 02:07 PM by Cole

That's why she has been a target of Hannity et al. for years and part of the reason they only let Bernie and Biden through. Warren actually had plans.

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...

The yearning for the status quo, aka not Trump insanity, beget Biden.

Not my first choice, but better than the alternative.

-------------------------
I was right.

Yes you are correct in that point. But, she was marginalized. So, not all of them but the majority.


-------------------------
Great minds discuss ideas; Average minds discuss events; small minds discuss people.

Capitalism is inherently unstable. (Unless tightly regulated to resolve or manage the contradictions, which we have turned away from).

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“It is the heart of US policy to use fascism to preserve capitalism while claiming to be saving democracy from communism “ - Michael Parenti

Edited: 03/27/2020 at 09:51 AM by RustyTruck

Anarchy!: just misunderstood, thats all........


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It's a democratic hoax

Longer Term Investment The decade ahead and COVID-19: Investment ideas Chief Investment Office GWM | 27 March 2020 2:49 pm EDT Laura Kane, CFA, CPA, Head Thematic Research Americas, laura.kane@ubs.com; Michelle Laliberte, CFA, Thematic Investment Associate, michelle.laliberte@ubs.com


. In our report, The decade ahead and COVID-19, we discussed how the coronavirus pandemic has altered the path of three key areas of transformation:
1) health, from genetic therapies to food systems;
2) digital technologies and cross-sector disruption;
3) de-globalization and its effects on manufacturing and supply chains. . In this companion piece, we highlight CIO investment recommendations that align with these areas of transformation and our longer-term investment themes (where applicable).
.
At the start of 2020, we forecast a Decade of Transformation ahead. At that time, we had no idea that a global pandemic would be among the first catalysts to accelerate some of the secular shifts we anticipated over a longer-term horizon. In this report, we discuss how the outbreak has altered the path of three key areas of transformation:

1. health, from genetic therapies to food systems;
2. digital technologies and cross-sector disruption;
3. de-globalization and its effects on manufacturing and supply chains.
As we navigate the current bout of market volatility, we believe investors can benefit from positioning their portfolios for these long-term trends. We briefly discuss the relevant longer-term investment (LTI) themes and associated investment opportunities in the following pages.
This report has been prepared by UBS Financial Services Inc. (UBS FS).

Health
Genetic therapies The rapid spread of the coronavirus has left healthcare professionals rushing to understand its traits, and advances in genetics research have hastened scientists' analysis of the new virus. Gaining a better understanding of infectious diseases and how to treat them is just the tip of the iceberg in genetic research.
Our increased understanding of our own genetic makeup is also a key driver of the development of many advanced treatments, including targeted genetic therapies. These treatments aim to cure diseases by modifying or removing faulty human genetic information, eliminating the cause of illness to restore health. This represents a paradigm shift in medical care compared to traditional drug treatment, which usually just slows disease progression or relieves symptoms.


ETF idea Global X Genomics & Biotechnology ETF (GNOM) . Seeks to track the performance of the Solactive Genomics Index . The index includes companies with at least 50% of revenues from genomic related business operations and/or classified as biotechnology.

Food Revolution While the exact origin of COVID-19 is unknown, it is thought to have passed from animals to humans in a food stall selling various wild animals for consumption in the Wuhan province. The rapid spread of the virus and its devastating human and economic consequences have set in motion a call for greater safety and transparency across the food supply chain. The global population is expected to grow by approximately 25% by 2050, which equates to 200,000 additional mouths to feed every day. Not only will the challenge be providing enough food, but providing food that is safe, nutritious, and in line with consumers' evolving preferences. As a result, we expect a food revolution to unfold over the next decade which will see advances in food safety, alternative proteins, food delivery and tracking systems, and food production.
Please see the full report Longer Term Investments: Food Revolution, 4 March 2020, for more information.
See Fig. 1 for related stock ideas over a long-term horizon.

Fig. 1: Food Revolution stock ideas Company Ticker Price AGILENT TECHNOLOGIES INC + A 73.72 $ AMERICOLD REALTY TRUST COLD 32.96 $ BEYOND MEAT INC + BYND 71.10 $ CONAGRA BRANDS INC + CAG 27.85 $ ECOLAB INC ECL 161.69 $ INTL FLAVORS & FRAGRANCES IFF 114.55 $ NOMAD FOODS LTD + NOMD 16.90 $ TRIMBLE INC ++ TRMB 30.64 $ TYSON FOODS INC-CL A ++ TSN 61.23 $ UBER TECHNOLOGIES INC + UBER 28.12 $ VALMONT INDUSTRIES INC. ++ VMI 98.94 $
Note: Stocks that are only covered by the UBS Investment Research are annotated as such with a "+" sign. These stocks have a 12-month rated Buy or Neutral recommendation. UBS IR is part of the UBS Investment Bank (the UBS business group that includes, among others, UBS Securities LLC). Stocks not included on a Most Preferred or Bellwether List from CIO and not covered by UBS Investment Research (IR), but with an S&P Quality Ranking of B+ or higher are annotated as such with a "++" sign. Source: Bloomberg, UBS, as of 26 March 2020

Longer Term Investment
CIO GWM 27 March 2020 2
Digital Transformation
Fintech The near-term slowdown in travel spending due to COVID-19 has weighed on fintech companies, particularly those with exposure to physical stores and cross-border transactions. However, we believe the pandemic should accelerate the shift towards fintech-based digital solutions as most consumers have started to stay home and have begun to access new digital platforms like ecommerce, video streaming, food delivery, online education, which are usually paid through fintech solutions via mobile or online payments. Against this backdrop, we continue to believe fintech as a trend should continue to deliver double-digit growth opportunities over the next few years, thus growing at least three times faster than traditional financial services.
Please see the full report Longer Term Investments: Fintech, 19 September 2019, for more information.
See Fig. 2 for related stock ideas over a long-term horizon.
ETF idea Global X FinTech ETF (FINX) . Seeks to track the performance of the Index Global FinTech Thematic Index . Stocks listed in developed markets that derive significant revenues from the following industries are eligible for inclusion: P2P and Marketplace Lending, Mobile Payments, Crowd-funding, Blockchain and Alternative Currencies, Enterprise Solutions, and Personal Finance Software, Automated Wealth Management and Trading

Fig. 2: Fintech stock ideas Company Ticker Price AMERICAN EXPRESS CO AXP 93.29 $ CAPITAL ONE FINANCIAL CORP COF 57.87 $ DISCOVER FINANCIAL SERVICES DFS 41.71 $ FIDELITY NATIONAL INFO SERV FIS 123.64 $ FISERV INC + FISV 97.69 $ MASTERCARD INC - A MA 263.18 $ PAYPAL HOLDINGS INC + PYPL 100.63 $ SYNCHRONY FINANCIAL SYF 19.03 $ VISA INC-CLASS A SHARES V 168.88 $

Note: Stocks that are only covered by the UBS Investment Research are annotated as such with a "+" sign. These stocks have a 12-month rated Buy or Neutral recommendation. UBS IR is part of the UBS Investment Bank (the UBS business group that includes, among others, UBS Securities LLC). Source: Bloomberg, UBS, as of 26 March 2020

e-commerce Among stay-at-home beneficiaries, e-commerce as a trend has benefited significantly during the past few weeks amid the COVID-19 outbreak. Similar to fintech, we believe e-commerce penetration should be accelerated. Reports in multiple countries suggest COVID-19 has hurt in-store traffic, but there's also been a significant pick up in online shopping, which is forcing e-commerce platforms to recruit hundreds of thousands employees to fulfill orders. Retailers with a strong online presence are benefiting as well. Nike noted during its recent conference call that digital sales grew triple digits in China while the country was on lock-down and accelerated further even with stores reopening. Beyond the short-term tailwinds, structural drivers like population growth and urbanization trends, combined with an expanding emerging market middle class should support e-commerce, which we expect to grow 15% annually over the next 10 years.


See Fig. 3 for related stock ideas over a long-term horizon.
Fig. 3: e-commerce stock ideas Company Ticker Price AMERICAN TOWER CORP AMT 222.20 $ AMAZON.COM INC AMZN 1,955.49 $ APPLE INC AAPL 258.44 $ EBAY INC + EBAY 30.16 $ ESTEE LAUDER COMPANIES + EL 172.98 $ EQUINIX INC EQIX 587.58 $ FACEBOOK INC FB 163.34 $ LULULEMON ATHLETICA INC LULU 200.80 $ NIKE INC -CL B NKE 84.30 $ PROLOGIS INC PLD 77.69 $ STARBUCKS CORP SBUX 69.90 $ UNITED PARCEL SERVICE-CL B UPS 99.78 $ WALMART INC WMT 109.82 $ Note: Stocks that are only covered by the UBS Investment Research are annotated as such with a "+" sign. These stocks have a 12-month rated Buy or Neutral recommendation. UBS IR is part of the UBS Investment Bank (the UBS business group that includes, among others, UBS Securities LLC).Source: Bloomberg, UBS, as of 26 March 2020
Longer Term Investment

ETF ideas ProShares Online Retail ETF (ONLN) . Seeks to track performance of the ProShares Online Retail Index . The index includes companies classified as online retailer, e-commerce retailer, or an internet and direct marketing retailer, according to standard industry classification systems

VanEck Vectors Video Gaming and eSports ETF (ESPO) . Seeks to track the performance of the MVIS Global Video Gaming and eSports Index . The index includes companies with at least 50% of their revenues from video gaming and/or eSports
Emerging Markets Internet & E-commerce ETF (EMQQ) . Seeks to track the performance of the EMQQ Index . The index includes companies that derive a majority of assets or revenues from internet and e-commerce activities in emerging markets
Enabling Technologies The outbreak of the coronavirus has increased uncertainty for companies around the world, which will likely have a prolonged negative impact on IT spending, perhaps through most of 2020. This view is dependent on government and individual efforts around containment. That being said, the current pullback in valuations presents an attractive entry point to invest in certain secular growth dynamics in the technology sector. In particular, we see opportunities to invest in the shift to cloud computing and the build out of 5G networks.
We see cloud computing and 5G as part of a broader set of enabling technologies (including, digital data, AR/VR, and artificial intelligence) that will impact every industry in the global economy from healthcare to financial services.
Please see the full report, Longer Term Investments: Enabling Technologies, 14 January 2020, for more information.

See Fig. 4 for stock idea related to enabling technologies over a longterm horizon.
ETF ideas Global X Cloud Computing ETF (CLOU) . Seeks to track the performance of the Idxx Cloud Computing Index . The index includes the top 30 companies by cloud revenues and weights them based on market cap with a single security cap of 4%. First Trust Cloud Computing ETF (SKYY) . Seeks to track the performance of the ISE CTA Cloud Computing Index . The index includes companies engaged in Infrastructure-as-a-Service, Platform-as-a-Service, and Software-as-a-Service

Fig. 4: Enabling technologies stock ideas Company Ticker Price ADOBE INC ADBE 322.67 $ ALPHABET INC-CL A GOOGL 1,162.92 $ CISCO SYSTEMS INC CSCO 40.58 $ FACEBOOK INC-CLASS A FB 163.34 $ FIREEYE INC+ FEYE 11.83 $ FORTINET INC FTNT 99.44 $ INTEL CORP INTC 55.54 $ NOKIA CORP-SPON ADR + NOK 3.15 $ ORACLE CORP ORCL 50.48 $ PALOALTO NETWORKS INC PANW 168.00 $ ROCKWELL AUTOMATION INC ROK 159.29 $ SALESFORCE.COMINC CRM 154.73 $ SAP SE-SPONSOREDADR+ SAP 115.25 $ SIEMENS AG-SPONS ADR + SIEGY 42.35 $ SPLUNK INC SPLK 129.14 $ ERICSSON (LM) TEL-SP ADR + ERIC 7.60 $ Note: Stocks that are only covered by the UBS Investment Research are annotated as such with a "+" sign. These stocks have a 12-month rated Buy or Neutral recommendation. UBS IR is part of the UBS Investment Bank (the UBS business group that includes, among others, UBS Securities LLC). Source: Bloomberg, UBS, as of 26 March 2020

Longer Term Investment
CIO GWM 27 March 2020 4


First Trust Indxx NextG ETF (NXTG) . Seeks to track the performance of the Indxx 5G & NextG Thematic Index . It targets companies that have devoted, or committed to devote, material resources to the research, development and application of 5G and next generation digital cellular technologies.
With respect to 5G opportunities over the medium-term, we prefer the infrastructure companies over smart phone makers because we believe that will start to benefit from 5G build-outs sooner. We also believe that smartphone demand will likely suffer in the wake of the coronavirus.
See Fig. 5 for stock list over the next 12-18 months.

Security and safety Since the lockdown of whole economies to stop the COVID-19 outbreak, the importance of home office and remote control has significantly increased. Now that companies have gained some experience with such a situation and proved that technology is working, there is a good chance that to some degree, home office will not disappear again after the crisis. In our view, the cloud, Internet of Things (IoT) and Industrial Internet of Things (IIoT) will be gamechangers in terms of connected machines worldwide. This will create a big technology challenge for society and companies alike. It will become more complicated to protect the devices of individuals and companies from attack. The number of connected devices that companies have to control is soaring. Cybersecurity experts believe a significant increase in attacks that involve IoT devices is likely. Cybersecurity companies helping to prevent such attacks should benefit from this trend.


ETF idea First Trust Nasdaq Cybersecurity ETF (CIBR) . Seeks to track the performance of the Nasdaq CTA Cybersecurity Index . The index includes companies that are classified as a cybersecurity company as determined by the Consumer Technology Association (CTA)

Fig. 5: 5G infrastructure stock ideas Company Ticker Price ERICSSON (LM) TEL-SP ADR + ERIC $7.60 NOKIA CORP-SPON ADR + NOK $3.15 CISCO SYSTEMS INC CSCO $40.58 JUNIPER NETWORKS INC JNPR $20.41 INTEL CORP INTC $55.54 AMERICAN TOWER CORP AMT $222.20 CROWN CASTLE INTL CORP CCI $142.47 SBA COMMUNICATIONS CORP SBAC $264.49


Note: Stocks that are only covered by the UBS Investment Research are annotated as such with a "+" sign. These stocks have a 12-month rated Buy or Neutral recommendation. UBS IR is part of the UBS Investment Bank (the UBS business group that includes, among others, UBS Securities LLC). Source: Bloomberg, UBS, as of 26

De-globalization and the manufacturing sector
Automation and robotics After the fallout from COVID-19 on deliveries of important goods, there seems to be a rethinking happening among companies and governments about the global manufacturing footprint to diversify their supply chains or even bring supply chains closer to home. The recent developments will most likely accelerate the diversification trend that has already started during the trade tensions. Over the long term we expect to see more automation and less human interaction in modern factories. Factory automation equipment, robots, and automation software will play an important role to achieve a higher level of automation. Digital tools will also be used in the manufacturing process and we believe the Industrial Internet of Things (IIoT) will be a key enabler and accelerate this change to digital manufacturing. This change in technology will not only be limited to the factories but also change the service industry.
Please see the full report Longer Term Investments: Automation and Robotics, 26 February 2020, for more information.
ETF idea Robo Global Robotics and Automation Index ETF (ROBO) . Seeks to track the performance of the ROBO Global Robotics and Automation Index . The index includes companies that are involved in robotics- and/ or automation-related products and/or services as determined by the index provider


Thematic ideas contributors David Perlman, Bradley Ball, Robert Samuels, Kevin Dennean, Adam Scheiner, Jonathan Woloshin
Additional content contributors Alex Stiehler, Sundeep Gantori
Longer Term Investment
CIO GWM 27 March 2020 6
Standardized Performance
All performance figures on the following pages were obtained from Morningstar Direct, and are current as of the most recent quarter end. You may obtain a prospectus and performance data for the ETFs current to the most recent month end by clicking on the links below. Performance quoted represents past performance, which is no guarantee of future results. Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold. Current performance may be higher or lower than that quoted.


-------------------------
So if you are a surfer I wish you the prosperity that allows you more time to pursue the salt water dream, and the true happiness that comes from warm water, clean waves and the companionship of your fellow surfers. If you are an internet troll just spewing bs then f off.

That shit is Greek to me. Highlights please.

-------------------------
I was right.

Cole, look at this "Boiled Down" summary: do you buy $100 in Lottery tickets, or do you put $100 into the "market"?

Now, don't get me wrong, I'm totally for actual "Investing", and such but, this "market" thing has been a shit hole for more than a couple years now.

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Dora Hates You

The funny thing is that one of the very FEW stocks out there that is doing even WORSE than the stock market in general is... you guessed it:

CARNIVAL CRUISE LINES

- the very stock our resident King of Wrong was bragging about investing in.


I do have to hand it to him- it takes a very unique talent to be THAT WRONG all of the time. I mean- picking out the very stocks that will tank even harder than the S&P 500 in a world pandemic sell-off?

That's like being the Warren Buffett of wrong.

Don't listen to dotards- or vote for them.


S&P 500 10 day:





Carnival Cruise Lines 10 day:







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Zzzzzzz.. Zzzzzzz.. Braaaaaapp!

Zzzzzzzzzzzzzz....

Edited: 04/01/2020 at 01:23 PM by fishkller

Jobless claims last week are at 5.6 million. Up from the previous record of 3.3 million set the week before.

Well, bought at $9.29. Sold 3/4 at 15.46. Am still sitting on 1/4 of original purchase. I'll let you do the math. I am looking at buying more again, btw.

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I :heart; Q

Well, bought at $9.29. Sold 3/4 at 15.46. Am still sitting on 1/4 of original purchase. I'll let you do the math. I am looking at buying more again, btw.


Yea, sure you did.

Never trust or vote for Republicans.

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I was right.

The rest of the world, for the most part, is managing the virus properly. Trump is 2-3 months late to reality. He was too busy golfing and campaigning.

Look......a tiny little virus kicked your ass!

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The REAL truth is....both of the forum idiots are OWNED.
-BOTH of them have no clue who their owner is.
-They are both card carrying narcissists.
^These are PROVED facts.

No, a tiny little virus was poorly managed by the Trump admin possibly causing millions of lives, tanking the economy and breaking people. Trump failed as president 'bigly'. A fool votes for him a second time.

Well, perhaps the Government did not get into the fight soon enough. BUT, even if the White House had "made the call" back on January 21, the "markets" would still be where they are at today. Sure, an immediate lock down would have greatly limited the spread of COVID-19 but, in regard to the economy, we would pretty much be right where we are today anyway.

The DOW will be down to around 10,000 by next Friday. We will not be back to anything close to a "pre-COVID" normal until later in 2021 and, at that, many, many, things WILL NEVER BE THE SAME.

But, then again, as always, hindsight is a bitch. READ: https://www.military.com/daily...html?ESRC=eb_200402.nl

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Dora Hates You

Nah, handled properly, the economy would not tank extremely like this. H1N1 was a pandemic by October 2009. Obama and his admin started working on it in October, 6 months prior. They had funds for vaccine development, made it a public health emergency etc etc just 2 days after knowing about it. Trump waited and wished it away, downplayed numbers. Ding, you might be the biggest Trump supporter here, I know. But consider reality for once. We got a failed steak salesman on the case. Not good.

Edited: 04/02/2020 at 06:12 AM by HAPDigital

BULLSHIT!

Tell that to the rest of the known world as THEY call you a liar!

FOOL!

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The REAL truth is....both of the forum idiots are OWNED.
-BOTH of them have no clue who their owner is.
-They are both card carrying narcissists.
^These are PROVED facts.

Suuure Tbot. As they say, pics or it didn:t hapoen.

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Zzzzzzz.. Zzzzzzz.. Braaaaaapp!

Zzzzzzzzzzzzzz....

Yep, all made up. According to you dunces I am not a lawyer, don't have a farm, don't have stocks, don't surf, have a blow up doll for a wife and am an idiot. See people? These are what progs are all about. Liars, fools and wrong about everything. Do you want such people in charge of your lives? Not unless you want the country destroyed.

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I :heart; Q

You bought and sold ten shares of a shitty stock and you grow some vegetables. Wow!


...wanna cookie?

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I was right.

According to all of your statements about the law, we have determined you are not a lawyer. You think gambling outside of legal gambling establishments and penny ante games not exceeding $10 in FL is legal. FFS You've also said tons of other false claims about the law.

We know you don't farm, you are always on here. Any proper farmer wouldn't be on the internet all day long. You'd be too fucking exhausted to bother with this shit.

I am not a lawyer, don't have a farm, don't have stocks, don't surf, have a blow up doll for a wife and am an idiot. See people? These are what chumpfscum like me are all about. Liars, fools and wrong about everything. Do you want such people like me in charge of your lives? Not unless you want the country destroyed. - Professor Walter "pigblo" Mitty

Yepper, massah oinkafeller, that pretty well sums it up.
A little self realization never hurt any porkchop mogul doofus.
weeeeeee............!

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It's a democratic hoax

See? Very dense people, these progs. This refects another character flaw in progs. They hate successful people or things. Because they are losers, one and all - complete failures, really - for psychological reasons they can only rationalize their failure and the existence of successful people by attributing their success either to lies or cheating. Thus, they claim that I'm lying about what I am and that I'm an abject failure like they are. They go after Trump both ways. They simultaneously claim that he's not really successful, but that he became successful by cheating (yep, progs are too dumb to realize the inconsistency there).Does anyone really want to vote for that type of person? Of course not.

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I :heart; Q

No lies here. You said gambling beyond penny ante games to $10 and legal gambling establishments is OK in FL. A FL lawyer would know better. Would also be able to pull up the statutes and see they are wrong immediately. You lie, you're not an attorney. If you are, you really suck at it.

And I was correct. So what?

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I :heart; Q

Eh, no. You were not.

Oh, in fact, we were specifically talking about betting $100 privately on the outcome of a federal process ie impeachment or result of a presidential election. Both of which are a federal crimes as well as a state crimes. You just can't get anything right. It's even a crime to bet on these things in Vegas.

They hate successful people or things.

That's just silly, most of us are successful.

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I was right.

A row of tomatoes and a row of lettuce does not make a farm. lol

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I was right.

Probably not. But I have a tractor, a pickup, a pitchfork, a rooster, a dog, a porch and a shotgun. That makes for a farm by any reasonable person's standard. And before you go shooting off your damn mouth, yes, I have overalls. Game, set and match, my friend.

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I :heart; Q

No, no, no. Think American Gothic.

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I :heart; Q

Yeah, like that. That's actually pretty good, hap. Made me laugh. My compliments.

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I :heart; Q

Dressing like you know what you are doing doesn't mean you know what you are doing.

When you notice that rabbits are eating your stuff, you have a garden and not a farm.


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I was right.