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I found the following top-down global financial asset strategy table both funny and relevant. I reproduced it below gratis BoA-Merrill Lynch.
In short, this trading week shows us 2 thematic ships, passing far apart, in the deepest night. One ship is the populist Trump Presidency inauguration held on Friday, Jan. 20th. The other ship is the World Economic Forum (WEF) meeting in Davos, Switzerland. This confab concludes on Friday Jan. 20th too.
None of Trump’s team is attending the WEF this week. Yet, Chinese President Xi is indeed attending and speaking to the Swiss confab. With both the Brexit vote and Donald Trump’s Presidency in hand, the latest 2017 global elite Davos gathering feels it has assisted this big backlash against the establishment in 2016.
In light of that, BoA Merrill Lynch analysts – working for a major bank that reported excellent EPS results last week -- came up with the “JOE SIX-PACK” portfolio for 2017 and beyond.
This stock portfolio thematic -- leaving Davos Man behind for Joe Six-Pack -- makes more sense than you might think, at first. Give it your real attention.
Davos Man (2009-16)
Joe Six-Pack (2017 & beyond)
Secular stagnation
Cyclical recovery
Deflation
Inflation
Central bank omnipotence
Central bank impotence
Fiscal austerity
Fiscal stimulus
Regulation
Deregulation
Great Repression
Great Rotation
Globalization
Isolationism
Wall Street
Main Street
ZIRP winners
Fiscal winners
Bonds
Commodities
Growth
Value
Large Cap
Small Cap
US
Japan
Technology
Banks
Passive
Active
Financial Assets
Real Assets
Source: BoA Merrill Lynch
Such stock-pick shifts do portend well what may come in 2017 and beyond.
I consulted the latest Zacks #1Rank (STRONG BUY) list for you. I identified five clean “JOE SIX-PACK” stocks for you. Enjoy!
Deere & Company is a U.S.-based company that is also one of the world's foremost producers of agricultural equipment; as well as a leading manufacturer of construction, forestry, and commercial and consumer equipment.
This respected company was founded in 1837 and is based in Moline, IL.
Halliburton is one of the world's largest providers of products and services to the energy industry.
The company serves the upstream oil and gas industry throughout the lifecycle of the reservoir -- from locating hydrocarbons and managing geological data, to drilling and formation evaluation, well construction and completion, and optimizing production through the life of the field.
The company operates under two main segments: Completion and Production, and Drilling and Evaluation. It is based in Houston, TX.
Fifth Third Bancorp is a registered financial holding company and a multi-bank holding company. They engage primarily in commercial, retail and trust banking, data processing services, investment advisory services and leasing activities.
The company is headquartered in Cincinnati, OH. Industrial powerhouse Ohio is where its banking business is strongest.
Morgan Stanley is a preeminent global financial services firm. It maintains leading market positions in each of its three primary businesses: securities, asset management, and credit services.
Most top company executives are based in NYC. That’s the home base of the incoming President.
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Betting on the Workaday Person
I found the following top-down global financial asset strategy table both funny and relevant. I reproduced it below gratis BoA-Merrill Lynch.
In short, this trading week shows us 2 thematic ships, passing far apart, in the deepest night. One ship is the populist Trump Presidency inauguration held on Friday, Jan. 20th. The other ship is the World Economic Forum (WEF) meeting in Davos, Switzerland. This confab concludes on Friday Jan. 20th too.
None of Trump’s team is attending the WEF this week. Yet, Chinese President Xi is indeed attending and speaking to the Swiss confab. With both the Brexit vote and Donald Trump’s Presidency in hand, the latest 2017 global elite Davos gathering feels it has assisted this big backlash against the establishment in 2016.
In light of that, BoA Merrill Lynch analysts – working for a major bank that reported excellent EPS results last week -- came up with the “JOE SIX-PACK” portfolio for 2017 and beyond.
This stock portfolio thematic -- leaving Davos Man behind for Joe Six-Pack -- makes more sense than you might think, at first. Give it your real attention.
Davos Man (2009-16)
Joe Six-Pack (2017 & beyond)
Secular stagnation
Cyclical recovery
Deflation
Inflation
Central bank omnipotence
Central bank impotence
Fiscal austerity
Fiscal stimulus
Regulation
Deregulation
Great Repression
Great Rotation
Globalization
Isolationism
Wall Street
Main Street
ZIRP winners
Fiscal winners
Bonds
Commodities
Growth
Value
Large Cap
Small Cap
US
Japan
Technology
Banks
Passive
Active
Financial Assets
Real Assets
Source: BoA Merrill Lynch
Such stock-pick shifts do portend well what may come in 2017 and beyond.
I consulted the latest Zacks #1Rank (STRONG BUY) list for you. I identified five clean “JOE SIX-PACK” stocks for you. Enjoy!
(1) Fiscal Stimulus: Steel Dynamics (STLD - Free Report)
This is a U.S. steel producer with 7,500 employees based in Fort Wayne, Indiana. That’s the home state of the incoming Vice President.
(2) Commodities:Deere and Co. (DE - Free Report)
Deere & Company is a U.S.-based company that is also one of the world's foremost producers of agricultural equipment; as well as a leading manufacturer of construction, forestry, and commercial and consumer equipment.
This respected company was founded in 1837 and is based in Moline, IL.
(3) Deregulation: Halliburton (HAL - Free Report)
Halliburton is one of the world's largest providers of products and services to the energy industry.
The company serves the upstream oil and gas industry throughout the lifecycle of the reservoir -- from locating hydrocarbons and managing geological data, to drilling and formation evaluation, well construction and completion, and optimizing production through the life of the field.
The company operates under two main segments: Completion and Production, and Drilling and Evaluation. It is based in Houston, TX.
(4) Fiscal Winners: Fifth Third Bancorp (FITB - Free Report) )
Fifth Third Bancorp is a registered financial holding company and a multi-bank holding company. They engage primarily in commercial, retail and trust banking, data processing services, investment advisory services and leasing activities.
The company is headquartered in Cincinnati, OH. Industrial powerhouse Ohio is where its banking business is strongest.
(5) Banks: Morgan Stanley (MS - Free Report)
Morgan Stanley is a preeminent global financial services firm. It maintains leading market positions in each of its three primary businesses: securities, asset management, and credit services.
Most top company executives are based in NYC. That’s the home base of the incoming President.