Transportation as a Service (TaaS): Another Thematic Exploration

SYNOPSIS

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Yes, it’s terrifying being chained to a bicycle careening down a mountain with no brakes! Especially when the TV news media’s main mission these days is to generate fear to the point of hysteria. That keeps the eyeballs coming back and media ad revenue going through the roof… all at the viewers’ expense. But you’re not really chained on. You can make it stop by turning it off. Get just the information you need in a controlled fashion from reliable print sources (onscreen or old-fashion newspapers). Or, better yet, just access the emotionless raw data and calculate your own conclusions.

Last week… We experienced a pull-back this past week after three consecutive weeks of advances for our two favourite indexes. Not much to worry about (yet).

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PTP… The S&P 500 and S&P/TSX Composite Index APARs declined 7 and 10 points respectively, and our PTP APAR dropped about 100 points to a still-respectable level above 500%.

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PTA Perspective… Transportation as a Service (TaaS): Another Thematic Exploration
This week we begin coverage of a new thematic sector that has some challenges… Transportation as a Service (TaaS). We’re poised not only to shift from gasoline/diesel fuelled vehicles to electric, but also to transition to ride-sharing as an alternative to vehicle ownership. And, that is only the beginning. So, in this week’s Perspective section, we offer the beginnings of a tutorial in how to prepare for investing in what promises to be an exciting growth area involving a number of disruptive technologies.

Pandemic Stocks Revisited

SYNOPSIS

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Yes, the general consensus seems to be that the US Federal Reserve is keeping the bull market alive and well. But are low interest rates all that’s involved? What happened to earnings, and the economic devastation associated with Covid-19? Anyway, we don’t have a better explanation, but that’s a lot of bull for one bicycle!

Last week… Well, this is three consecutive weeks of advances for our two favourite indexes, after about 6 weeks of up-down-up-down etc.

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PTP… The S&P 500 and S&P/TSX Composite Index APARs had some nice gains of 20-30 points each, and our PTP APAR leaped ahead about 100.

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PTA Perspective… Pandemic Stocks Revisited
We’ve been making some almost indecent profits with pandemic stocks lately, so we thought you might like to hear more, after we first covered this topic in the June 28 edition of TrendWatch Weekly. It’s definitely high risk, but that’s always where the biggest profits reside. (Sadly, also, from time to time, massive losses.)

2020 – Q2 Review – Global Perspective

SYNOPSIS

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Yes, let’s not forget that! That’s why we want to make as much money as we can as fast as we can, so that we can be very grateful!

Last week… Last week we came just short of saying “if this past week’s one-week numbers are up, then next week’s will be down”. The zig-zag was so consistent for 4-8 weeks in a row. But this would be just the time for two consecutive up-weeks, wouldn’t it! Yep! Some reasonable gains on top of even larger gains the previous week. Let’s not try to predict zig-zags!
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PTP… The S&P 500 and S&P/TSX Composite Index APARs shrunk (each by at least 10 points), while we added 200 points to the PTP APAR. No complaints here!wpid-bar_speedo_200710s-2020-07-14-22-23.png

PTA Perspective… 2020 – Q2 Review – Global Perspective
Yes, it’s quarterly review time once again. Last time we brought you the North American assessment of Q2 over Q1. This week we go global by sizing up the performance of world-wide ETFs and ADRs. We’ll take you through the details in this week’s edition of TrendWatch Weekly.

2020 – Q2 Review – North America

SYNOPSIS

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Always use the data! We get too many opinions and recommendations from “analysts” in the BizMedia that don’t analyze anything at all! They’ll interview a few executives at a company, take their “guidance” from their boss about which stocks to promote, and suddenly there will be a “data-free” analysis. Then it’s just a matter of getting on Bloomberg or CNBC or whatever and spreading the word.

Last week… The zig-zag continues. There haven’t been two or more consecutive weeks where these major indexes moved in the same direction in over a month now. Just back and forth. Last week we zigged up!
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PTP… The S&P 500 and S&P/TSX Composite Index APARs have advanced, as has our PTP score. wpid-bar_speedo_200703s-2020-07-5-13-17.png

PTA Perspective… 2020 – Q2 Review – North America
Yes, it’s quarterly review time once again. Although Q2 markets managed to undo a lot of the damage inflicted by the first quarter, we’ll have a ways to go if 2020 is to end with net gains over 2019. Let us take you through the details in this week’s edition of TrendWatch Weekly.