The Investment House

Following stocks and investment opportunities, trends, and frameworks for success

[The Investment House @StonksWeekly]

Some stocks I am watching this week:
1. $SI
2. $IIPR
3. $COIN
4. $INMD
5. $SHLS
6. $WD
7. $COWN
8. $RVLV
9. $WGO
10. $ASO

Combination of value, growth, and secular trends that could play out in the near future. #stocks #trends #investing 💰

[The Investment House @StonksWeekly]

Lots of uncertainties including geopolitical risk, supply chain issues, inflation

[The Investment House @StonksWeekly]

Crazy volatility in this market. Looking like it may be a dead cat bounce. Fundamentals of the market are not necessarily supporting this recovery

[The Investment House @StonksWeekly]

Stocks are recovering this week after inflation and geopolitical concerns. Growth stocks are beaten down and some of them are trading at pre-pandemic valuations.

[The Investment House @StonksWeekly]

Russia and Ukraine conflict is causing oil and gas, as well as wheat prices to surge. CPI numbers will be interesting, as inflation continues to run. Interest rate hikes may be needed soon to counteract inflation issues. #inflation #investing #Ukraine #Fed

[The Investment House @StonksWeekly]

Crypto bro portfolio:

1. $COIN
2. $MSTR
3. $SI
4. $SQ
5. $GBTC

#crypto #stocks #investing

[The Investment House @StonksWeekly]

The fashion portfolio:

1. $RVLV
2. $COTY
3. $JWN
4. $FTCH
5. $PVH

[The Investment House @StonksWeekly]

The gamer portfolio:

1. $RBLX
2. $U
3. $CRSR
4. $MSFT
5. $EA
6. $TTWO
7. $NTDOY
8. $GME

[The Investment House @StonksWeekly]

The athlete portfolio:
1. $NKE
2. $CELH
3. $DKS
4. $UA
5. $ELY

[The Investment House @StonksWeekly]

Housing stocks may be one of the largest dislocations in the market. There is still huge demand for residential real estate and there is a supply shortage of homes that will last years to come. Therefore, there will continue to be demand for new homes. #investing #realestate

[The Investment House @StonksWeekly]

If you have a long term investing mindset, then you should be able to bear short term volatility. #investing #volatility

[The Investment House @StonksWeekly]

Growth stocks are currently getting hammered. The fundamentals of some companies are doing better than pre-pandemic levels, but are trading below them. If you can bear the volatility and have a long term investing horizon then now may be a good time to invest. #stocks #investing

[The Investment House @StonksWeekly]

Sometimes extreme euphoria is the best time to sell and when people are fearful it is a great time to buy. Don’t just buy because others are buying and chase gains. Wait for opportunity (sell-off or dip) then buy once you have done your own research

[The Investment House @StonksWeekly]

Cathie Wood has bought $400M worth of high growth stocks, such as $RBLX, $SQ, and $HOOD, over the past 2 weeks in her $ARKK fund. She continues to bet on innovation winning out in long-term trends. However, growth stocks are disadvantaged in the current interest rate environment

[The Investment House @StonksWeekly]

“For equity markets, the [Russia and Ukraine] geopolitical conflict may compound volatility already stirred up by investors jittery over the potential for the Fed to tighten monetary policy aggressively in the near-term.”
#inflation #volatility #conflict

https://t.co/5LtPRS8Glj

[The Investment House @StonksWeekly]

Due to the rising interest rate environment, the #financial, #energy, and #realestate sectors could be good hedges against inflation and allow investors to gain some stability among the market volatility

[The Investment House @StonksWeekly]

2022 Market Trends:
1. #sustainability, #electrification, and the energy transition
2. Digital worlds and the #Metaverse
3. #Crypto and #Blockchain adoption
4. #AI and #ML
5. High inflation and transition from pandemic to endemic - could be bullish for oil, financials, and RE