coronavirus. The government will maintain military production, and maintenance of submarines, aircraft, and tanks will continue with or without social distancing.
TSM), one of the largest semiconductor manufacturers, has announced what would have been unthinkable even six months ago: It will build a $12 billion factory in Arizona that will manufacture microprocessors. Tech manufacturing is usually done in clusters, and this means the semiconductor supply chain may partially migrate to the US.” data-reactid=”14″>The US’s inability to manufacture something as simple as an N95 mask was a wakeup call that we need to bring our strategic manufacturing back on-shore. On-shoring will start with strategic items. However, the definition of “strategic” will expand. In the past the defense industry was strategic. The new definition won’t apply to just that industry (and to masks and active pharmaceutical ingredients) but to other advanced technologies as well. Taiwan Semiconductor (TSM), one of the largest semiconductor manufacturers, has announced what would have been unthinkable even six months ago: It will build a $12 billion factory in Arizona that will manufacture microprocessors. Tech manufacturing is usually done in clusters, and this means the semiconductor supply chain may partially migrate to the US.
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QCOM) and Micron (MU) – as the Chinese market will be shut off for them in the future (this is why we reduced our Micron position).” data-reactid=”32″>Also, this means China will be pouring billions of dollars into subsidizing their own tech sector – it doesn’t want to be reliant on the US any more than we want to rely on them. This is not good news for our tech companies – the likes of Qualcomm (QCOM) and Micron (MU) – as the Chinese market will be shut off for them in the future (this is why we reduced our Micron position).
Read this before you buy your next stock” data-reactid=”41″>Read this before you buy your next stock
IMA. Vitaliy has written two books on investing, which were published by John Wiley & Sons. He is working on a third – you can read a chapter from it, titled “The 6 Commandments of Value Investing” here). You can read Vitaliy’s articles on ContrarianEdge.com. You can find audio versions of his articles at investor.fm. ” data-reactid=”43″>Vitaliy Katsenelson, CFA is CEO at IMA. Vitaliy has written two books on investing, which were published by John Wiley & Sons. He is working on a third – you can read a chapter from it, titled “The 6 Commandments of Value Investing” here). You can read Vitaliy’s articles on ContrarianEdge.com. You can find audio versions of his articles at investor.fm.
the Starbucks of cannabis” to identify the next tenbagger. Federal Reserve has been creating trillions of dollars electronically to keep the interest rates near zero. We believe this will lead to inflation and boost precious metals prices. So, we are checking out this junior gold mining stock. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. We go through lists like the 10 most profitable companies in the world to pick the best large-cap stocks to buy. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. You can subscribe to our free enewsletter below to receive our stories in your inbox:” data-reactid=”46″>At Insider Monkey we scour multiple sources to uncover the next great investment idea. For example, legal marijuana is one of the fastest growing industries right now, so we are checking out stock pitches like “the Starbucks of cannabis” to identify the next tenbagger. Federal Reserve has been creating trillions of dollars electronically to keep the interest rates near zero. We believe this will lead to inflation and boost precious metals prices. So, we are checking out this junior gold mining stock. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. We go through lists like the 10 most profitable companies in the world to pick the best large-cap stocks to buy. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. You can subscribe to our free enewsletter below to receive our stories in your inbox:
Disclosure: None
