The New Economy
Following up on the direction we have been expressing since May 11, I am looking at the New Economy. The premise tahat I am working on is that the EV, Tech, Bio areas are the new leaders as the market starts to move up out of the May 11 to June 17 bottom.
Ironically, I have found during this period that Cathie Wood’s array of ARK stocks are a good place to look through and pick and choose to find stocks that we can add to our earlier choices. Cathie’s basic stocks, ARKK and ARKG are a good place to start but they each are carrying some baggage of stocks that don’t fit my criteria.
The stocks that we are looking at and investing in during this period are:
NDAQ, ARKK, ARKG, RIVN, QS, VIR, CRWD, ZM, PATH, TDOC, NTLA, BEAM, PD, RBLX, SGFY, TWST, VCYT, CERS, BLI.