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Trading Ideas

Follow the Startup, Not the Sector

I was on the phone with Hermie this morning. Hermie is the vice president of finance for a cannabis company. And he asked me how interested Early Investing is in the healthcare and medtech industries. I told him that healthcare and medtech will generate a dizzying number of technological breakthroughs in the coming years. So we’re very interested.
Healthcare is just one sector we’re interested in. There are several other sectors we’re watching that are ripe for disruption. But, in truth, sectors don’t dictate our choices. We’re “sector agnostic.” We don’t chase particular sectors. And unlike many public stock investors, we …read more […]

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Business News

Investors race into U.S. stock funds with largest weekly surge since June

Investors jumped back into mutual funds and exchange-traded funds that hold U.S. stocks last week by sending approximately $11.8 billion in net assets into the category, the greatest weekly surge into domestic equities since early June, according to data released Wednesday by the Investment Company Institute.

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Trading Ideas

5G Set to Disrupt Telecom Status Quo

A handful of very important trends will shape the communications sector in the years ahead.
It seems like some we’ve been hearing about forever. And the suspense is killing me.
Of course, no trend has captured the imagination of businesses, consumers and investors alike more than 5G.
This leap forward from 4G is what will make other disruptive digital trends possible… or, at the very least, bring them closer to reality.
Goodbye, 4G
We’ve already started to see carriers dip their toes into the 5G rollouts.
A few months ago, Verizon (NYSE: VZ) flipped the switch on parts of its 5G network in Chicago and Minneapolis. …read more […]