1.10.2022 We believe Quanta Services (PWR) works as a go-to “picks & shovels” as a potential pure play for domestic energy transmission infrastructure. A leading specialty construction services franchise, PWR fits our Climate Sustainability megatrend.
1.7.2022 In this replay of a YouTube Live event, "2022 TSLA Outlook: EV Adoption Soaring, Capacity Doubling, Setup Similar to 2020," Gary Black shares his perspectives on the macro backdrop and December jobs report. He then pivots to Tesla's 4th quarter earnings preview, product roadmap and 2022 catalysts. (TSLA 11.46% FFND 1/6/2022)
Definitions: ADP – Automatic Data Processing (jobs report) | BLS – Bureau of Labor Statistics (jobs report) | FSD – Fully Self Driving vehicles | Whisper number - refers to the purported, unofficial, and unpublished earnings per share (EPS) forecasts of professional traders and fund managers on Wall Street. The whisper number can also be applied to any news or data release in any market.
12-23-2021 In 2022, The Future Fund believes equities will continue to rise as earnings surprise to the upside and that growth stocks will outperform value as COVID-related labor & supply shortages ease & inflationary pressures recede. Watch the video.
EV: electronic vehicle | ICE: internal combustion engine vehicle | T word: transitory inflation
12-22-2021 The supply chain crisis could benefit some stocks. David Kalis told Money The Future Fund is bullish on Trimble. He believes their software will help trucking companies manage logistics. Read more.