Ecommerce Stocks Could be Recession Proof as Household Spending Holds Up (AMZN, FBCD, SHOP, EBAY, BABA, PYPL, CVNA, ONLN)

The ecommerce space is a prime example of a new path toward recession-proof non-cyclicality in a world where household savings are robust into the teeth of a potential recession. (1) At this point, Goldman Sachs and other major Wall Street firms are starting to project a strengthening likelihood of a near-term recession as the Fed […]

Understanding the Metaverse as an Investment Opportunity (U, SFLM, RBLX, MTTR, MMAT, QCOM, SHOP, META)

The digital version of human life was accelerated powerfully by the pandemic. It forced us to find new ways to connect, conduct commerce, and coordinate. Without that process, it’s likely that the Metaverse might have become a tangible reality years from now, rather than imminently. But here we are. The Metaverse theme is inevitable at […]

The Future Gold Rush in Social Media Stocks (SHOP, FB, PINS, CMGR, SNAP, MSFT, TWTR, SOCL)

The social media revolution may seem like old news. But it could also just be getting started. The key point to appreciate here is “influence” – influence over public opinion and consumer decisions. Given that many of the top players in this space have access to hundreds of millions of people, and given that they […]