Investing Trends this Week: Boom or Market Crash?

hey everyone we kevin here let's talk

about investing trends for the week

ahead are we going to see boom or are we

going to see

bust and where should we be paying

attention well the first thing that we

want to keep an eye on is the fact that

the united states and china are

absolutely crushing it

so if you were thinking to yourself ah

man should i really be investing in

emerging market stocks or should i am i

okay to just be focusing on

the us and maybe a little bit of x bing

and neo and the chinese stocks

well a lot of folks based on current

data would say you know what

stick with the us and china and that's

because france

germany italy the united kingdom japan

all of their economies are contracting

countries relying on tourism and

services are suffering the most

the united states has one fourth of

their population vaccinated already and

at the same time emerging markets are

getting devastated because

the better the u.s does the higher

interest rates go in the united states

which makes it more expensive for

emerging markets

to service their us dollar denominated

debt and it makes it even harder for

them to recover

this is leading folks to estimate that

by 2024 output in emerging markets will

still be three percent lower

than what we had before the pandemic

that's not good but that is also leading

a lot of people to say you know what

i guess it's totally okay for me to

focus on u.s and

chinese stocks instead of everything

else and that is unfortunate for

all the other countries in the world i

think we're going to hear a lot more

about these divergent economies

in the weeks ahead now another big trend

that's happening right now

is something that bloomberg just

reported and that is an indication

that an index tracking 37 of the most

popular meme stocks found that over the

last

two months we've been pretty much flat

and this is now leading

bloomberg to headline articles that are

suggesting

we should expect a big reckoning quote

big reckoning they said that not me

coming in meme stocks they're

specifically targeting

amc express zometica

the uh veterinarian company uh if i

didn't mention it gamestop

and amc uh these are some of the big

names obviously

in the the meme stock movement we've

seen crazy movements in these

also of course sundial but the top 37 of

these popular meme stocks

that are being tracked by bloomberg have

basically flatlined over the last two

months

and they're suggesting that this could

be the end of that meme stock trend

and we could be expecting some big falls

or corrections

in any of the meme or momentum stocks

it could be wrong wall street's been

wrong before but they're sending a big

signal or sort of a big red flag warning

for these particular stocks now we do

have a lot of other trends breaking as

well and the easiest thing to do here is

really just to look at

some of these trend changes that are

happening let's go ahead and jump on

over and see exactly what's happening

here

so in the last 6 to 10 weeks we had a

big explosion in people searching for

investing and investing in stocks but

this is now

wearing down to where we're getting to

six-month lows and a lot of interest in

investing

investing in stocks is plummeting real

estate investing has been flat

searches for ammo are decently up not at

high peaks that we've had recently

but they're definitely up searches for

flights have not recovered yet to 2019

levels but they're definitely up

substantially here recently

searches for zom sundial gamestop

amc have definitely trended down

especially from their highs about six to

eight weeks ago

uh we've got searches for penny stocks

down substantially

searches for cryptocurrency down

searches for crypto

decently high over the last six months

i'd definitely say we're

we're still hanging out at high levels

not at peak levels but at high levels

d5 kind of falling down a little bit

bitcoin trending still up

still good ethereum still good nfts

all-time highs on nft related searches

i would not be surprised for us to hit

new highs and nft related searches

non-fungible tokens

day trading six-month low swing trading

almost a six-month low as well option

trading about to break that six-month

low spec uh so special purpose

acquisition company searches

down about uh to a six-month

maybe about a five-month low i should

say vaccine searches through the roof

searches for arc invest plummeting

searches for arc invest really peaked

around february 16th when the market was

at its highest

and of course as the market falls people

are less interested in

arc invest it's kind of the opposite of

how things should be but that's how it

is

searches for trump all-time lows over

the last 12 months

searches for abide in compared to trump

also pretty much at all time lows over

the last 12 months

searches for suicide for some reason

have jumped

in just the last three weeks which is

very unfortunate definitely talk to

somebody

if you're having any kind of feelings

at all negative feelings talk to

somebody

keep watching positive videos shootings

are up unfortunately searches for

shootings are up

searches for nike are bumping a little

bit here in the last few weeks

home gym searches have trended down a

little bit in the last couple of weeks

here

a peloton searches also down a little

bit in the last couple of weeks

however searches for peloton treadmill

are

at relative all-time highs which is

pretty incredible

you've got searches for etsy still

really really strong

we got searches for wayfair not as

strong as we saw

searches for storage are relatively up

although i didn't do self storage here

so that might be a little bit of a

misleading search

do it yourself trending down sell home

at all-time highs over the last uh

really five years here we're peaking

sell house relative to buy house also

both of these

all-time highs moving company definitely

on the uptrend here over the last five

years searches for tesla

also somewhat on an uptrend over the

last year here searches for volkswagen

spiking

ford kind of flat gm kind of flat

stimulus falling searches for

unemployment trending down

savings account actually trending up

over the last five years a good amount

searches for variant like covet variant

up spirit airlines up but not 2019

levels american air same thing delta air

same thing

delta actually probably the closest to

getting to 2019 levels

searches for sell stocks and buy stocks

uh

have actually kind of fallen here and

searches for inflation are definitely

elevated over the last

five years so it gives us a little bit

of an idea

what some of the trends are that we're

seeing right now

some of the other things to keep in mind

are that this week we are expecting to

get

an update on durable good orders in a

february the durable good orders this

would be things like cars or larger

appliances

these this x or orders measure

unexpectedly fell 1.1 percent

in february month over month and this is

despite

having a forecast of durable good orders

going up 0.8 percent

february's was our first decline in 10

months

and a lot of that was due to cars being

down 8.7 percent

because of this massive car shortage

wouldn't be surprising

if we see another negative set of news

on durable good orders

and that's coming out monday at 10 a.m

eastern so that could have a little bit

of an impact in the market there so if

you're looking for a shorter term

catalyst

mark your calendar 10 a.m eastern

durable good orders

on a monday morning at 10 a.m eastern we

also have the monthly manufacturer's

shipments inventories and orders report

this has been up nine months

consecutively

we're up two point six percent month

over month in january

uh and uh we you know it's probably too

early to see an impact of the suez canal

if we're even really going to see an

impact uh there was a lot of talk that

as long as we got that ship freed by

monday

we shouldn't see too much of an impact

ship did get freed by monday

so that's good another catalyst coming

up is on wednesday we have the federal

reserve releasing their minutes

from their prior meeting but they don't

have any meetings or speeches coming up

so that's kind of old news and then

really to sort of put this all together

it seems like it's it's quite possible

that over the next week to a few weeks

here

we might see a little bit of sort of a

an anti-momentum stock movement

we could see a pro airline stock

movement

we hopefully will see a pro tech

movement again but that could be heavily

dependent on what bond yields do we'll

see

uh and we'll see if crypto can keep some

of its momentum

or if we've kind of peaked on crypto

and we're going to keep focusing on that

recovery trade

specifically like the airlines i do hope

that things will be relatively relaxed

going forward but that is just a hope we

have no idea

relaxed and healthy would be a nice two

to three percent gain

uh you know every so often throughout

this week and maybe the next few weeks

rather than seeing these insane euphoric

10 10 10 percent gains

which tend to be followed by crashes

anywho

this is a little bit of an outlook for

the week ahead i don't see any negative

catalysts for a big crash coming up

i would expect volatility and hopefully

volatility that averages

up that's my expectation based on what

i'm seeing and if i were exposed to

momentum stocks i'd probably consider

reducing a little bit of exposure unless

of course you're looking to buy the dip

but uh for example if i were going to

fundamentally invest in something like

zom

i might potentially wait a little bit to

fundamentally pull the trigger on on a

longer term investment in a momentum

stock

at least with how trends are pointing to

a potential pullback

again in those like express amc gamestop

zom

and so on so keep an eye on those

emerging market funds as well

a lot of folks have index funds that are

exposed to emerging markets

maybe that's a buy the dip opportunity

but not if it takes three or four years

for the emerging markets to really

circle back

you'd be better off picking up in my

opinion some discounted

tech plays especially look at how etsy

and tesla are still performing in trends

and the searches for peloton treadmills

folks

people are upping their searches for

nike and gyms

uh or or health related goods

this may be a sign that as we reopen

people are gonna be interested in uh

getting into shape and who knows

maybe we'll actually see a little bit of

a boom in not only exercise

equipment who knows but certainly

exercise clothing

so some investing ideas anyway thank you

so much

for watching if you found this helpful

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for watching and folks we'll see in the

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