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In this article we discuss Cathie Wood's top 10 stock picks. The year-old is, however, facing a difficult time as tech stocks begin to lose value and small biotech companies in which Ms. The year Treasury yield ticked up 1. High yields often hammer growth stocks. Mainly because valuations were so stretched and we thought that there was room for a correction.
Wood started her career as an assistant at the LA-based financial services company Capital Group. Wood founded ARK Investment Management in and quickly became successful due to her prescient investments in disruptive technology companies. Wood the best stock-picker of the year title from Bloomberg. We will mention some of the most useful commentary from the video.
We see M2 growth still up in the mids. A very rapid rate of growth. The chairman emphasized once again that they're focused on two things. Full employment, and we are far away from that. We are not there yet. We're in the 1. We see other indicators perhaps calling for some changes at the Fed in terms of tightening up monetary policy. We see commodity prices really moving up very rapidly especially copper relative to gold.
Copper is the commodity with the PHD as many people often say. Gold is more of the safe haven or inflation hedge. So to see copper going up that rapidly against gold suggests there are animal spirits out there. The dollar is going down, housing prices are moving up at a double-digit rate, which is pretty astonishing.
We've seen very strong asset market prices when it comes to stocks, generally we're still up for the year even after the recent turmoil. Traditional value stocks are having a nice run here and how do we feel about that? We feel really good, just like we did in when we said value is up. Actually the market was up, value up even more, and growth strategies like ours were down What would be very negative for innovation-based strategies is if the New Wood Boats For Sale Guitar market continued to narrow. Only innovation strategies worked because that's what happened during the tech and telecom bubble.
I'm not quite sure why she's saying this. All I know is that she does not understand the crypto space. I say this with all due respect.
I just don't think it is what she does. She's responding to a movement in price that I understand, which has been very rapid. Think about it. I think up five-fold, since the end of the third quarter. That's pretty extreme so I can understand her saying that If you compare the energy use of Bitcoin in particular compared to the energy it would take to mine gold, for bitcoin is digital gold.
It's a fraction of it. If you want to think about it a little bit more broadly because the Bitcoin blockchain and other blockchains are going to enable much more rapid settlement of trades and transactions than the traditional financial institution I think the most important thing that we as investors need to do is be very supportive of those who are evolving this ecosystem.
We at ARK are thinking about ways to help the community in terms of bitcoin developers to secure the network. It is right now the most secure blockchain technology out there, and so for a very high value transaction, think a million dollar transaction, it does take 10 minutes and that seems to be a complaint and it is a complaint relative to other blockchains that involve smart contracts that are instantaneously settled Our confidence in Bitcoin and the block bitcoin blockchain has continued to grow over the years.
We're only 2. It's not going to take long to double that 2. Those low bases are going to move up pretty quickly. We think electric vehicle sales will move from 2. In the meantime, what's going to happen there, this disruptive innovation is going to cause creative destruction in the traditional world order.
It's not just electric vehicles and DNA sequencing, it's robotics, artificial intelligence, blockchain technology.
There is so much innovation taking place right now and I don't think that investors appreciate how these S-curves are feeding one another as these innovations converge. The best example of that, we believe will be autonomous taxi networks, the convergence of robots, autonomous vehicles are robots. Energy storage, they will be electric. That's going to be the cheapest form of transportation and artificial intelligence The bad deflation is associated with the disintermediation and disruption to the traditional world order.
It's going to put a lot of companies who thought they were steady at ease, and nothing would ever change, whether it's in the financial services sector or the auto related sector and maybe the rail sector. Almost any company associated with the internal combustion engine and suppliers around.
These are massive parts of the economy. Many of those companies have adopted short-time horizons themselves and catered to these shareholders. They have consistently leveraged up to buy back their shares and pay dividends. We're seeing the result in 'informally' blue chip stocks. GE is one, IBM is another. There are going to be many more of these. Many are highly leveraged because they did not understand how quickly the world was going to evolve.
In fact their time horizon was not five or ten years. It was two years or until then the end of the CEO's term. What's going to happen, we believe is Are Yamaha Boats Good For Wakeboarding List they are going to be forced to cut prices in order to service their debt. So that's the bad deflation Then we have this question about how money will cause inflation. I don't know. I would say these two deflationary forces are pretty wonderful in the short-term. They're going to cause a lot of confusion and it's somewhat esoteric.
All it means is, the rate at which money turns over if there's a lot of confusion, will continue to fall. The reason that the monetary easing globally during the and meltdown and afterwards, it never ignited. Inflation was this velocity, the money went up, but the rate at which it turned over per year in the economy slowed down as people held back, they were risk-averse, concerned about their futures, concerned about their company's futures.
I think that probably will continue as these dueling deflationary forces, good and bad, duel with one another. Cathie Wood has really surprised the markets with her sterling gains, because overall, the hedge fund industry is apparently struggling. We were also able to identify in advance a select group of hedge fund holdings that significantly underperformed the market.
You can subscribe to our free newsletter on our homepage to receive our stories in your inbox. Spotify is a Sweden-based audio content company which boats a subscriber base of about million as of the end of Our database shows that 48 hedge funds held stakes in SPOT at the end of the fourth quarter, versus 44 funds at the end of the third quarter.
The key for Spotify is to change a variable cost base into a fixed cost base just like Netflix has. As the market share of the big labels, measured by the daily hours of engagement of the big labels, is declining, Spotify will be able to adjust its business model and create enormous operational leverage meaning that profitability will grow faster than expenses.
The music catalogue is not the business model. The value lies in the machine learning that drives discovery and engagement, the original content from people like Michelle Obama, Kim Kardashian, and Joe Rogan, the data analytics and distribution for artists, the direct and social relations artists can have with fans through music and videos.
We believe that Spotify will be worth at least five times more in The company makes synthetic DNA for clients in the biotechnology industry. It makes hardware like chips and robotics technology services, as well as software for biotech companies. In the company bought Israel-based software company Genome Compiler, which makes software to design synthetic DNA.
Zillow is one of the biggest real estate services companies in the U. Zillow shares recently gained value after the company posted better-than-expected Q4 results. The company said traffic to its mobile apps and websites reached million average monthly unique users, a record.
There were 83 hedge funds in our database that held stakes in Zillow Group at the end of the fourth quarter, compared to 69 funds in the third quarter. The company makes all-flash data storage hardware and software products. Disclosure: None. A gross return of Coinbase Global Inc, the largest U. The decision from the U.
Securities and Exchange Commission SEC is another boost to the legitimacy of digital currencies, which are rapidly gaining acceptance from the mainstream financial services industry. Earlier this week, Visa said it would allow the use of the cryptocurrency USD Coin to settle transactions on its payment network, while PayPal started allowing U.
The US dollar has gone back and forth on Thursday, as gravity looks like it is trying to make an appearance in this pair.
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