Will Your Sundries Be On The Shelf or Out of Stock?

“Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.” ~ Franklin  D. Roosevelt

Welcome to today’s edition of Wall Street Connected. As we head into the week, headlines are dominated by the continued U.S. presidential race and, unfortunately, increasing COVID-19 cases. Each Friday, we’ll pair expert market insight with the highest demand industries and sectors by financial professionals, verified by institutional data-flow.(more on a well-known personal product stock).

With global stay-at-home mandates and travel restrictions slowly increasing, consumers are furnishing their households, stocking up on personal products, and potentially preparing for a second round of week-over-week stay-at-home mandates yet to be re-implemented.

During the post-election rally markets enjoyed on Wednesday and Thursday, GLD and SLV witnessed triple their average daily trading volume and increased by over 3% in price-per-share, respectively. SPDR Gold Shares (GLD) and the iShares Silver Trust (SLV) are precious metal Exchange Traded Funds, which rank #19 in demand on financial professional surging traffic.

You can also notice that Currency Exchange Traded Funds rank #8 in surging traffic by financial professionals. As noted above, while precious metals enjoyed a short-term bull run in recent days, the U.S. Dollar Index Bullish Fund (UUP) decreased by 2% in price-per-share during that same time-frame (more on UUP)…

RANKTOP SECTORS (EQUITIES) BY FAs (Total Traffic) – This Past WeekTOP SECTORS (EQUITIES) BY FAs (Surging Traffic) – This Past Week TOP SECTORS/CATEGORIES (ETFs) BY FAs (Surging Traffic) – This Past WeekTOP INDUSTRY SEARCHES BY FAs w/ AUM>$1B (Surging Traffic) Previous Week [EQUITIES]
1BiotechnologyFederal and federally sponsored creditEquity – Large Cap Growth EquitiesEquity – Europe Equities
2Software – ApplicationGold and Silver OresEquity – Large Cap Blend EquitiesEquity – Large Cap Blend Equities
3Auto ManufacturersManagement consulting servicesEquity – Technology EquitiesEquity – Small Cap Blend Equities
4Drug Manufacturers – Specialty & GenericSubdivisers and developers, miscVolatility – Leveraged VolatilityBond – Leveraged Bonds
5Credit ServicesHousehold & Personal ProductsCommodity – Precious MetalsEquity – Materials
6Internet RetailBroadcastingEquity – Alternative Energy EquitiesEquity – Water Equities
7Diagnostics & ResearchREIT – IndustrialEquity – All Cap EquitiesEquity – Mid Cap Growth Equities
8Internet Content & InformationTrusts, miscEquity – Health & Biotech EquitiesCurrency – Currency
9Consumer ElectronicsBanks – DiversifiedEquity – MaterialsEquity – Technology Equities
10Software – InfrastructureRetail-Eating & Drinking PlacesVolatility – VolatilityBond – National Munis
11SemiconductorsDrug Manufacturers – Specialty & GenericEquity – Small Cap Growth EquitiesReal Estate – Global Real Estate
12Oil & Gas E&PInsurance – Property & CasualtyEquity – Energy EquitiesEquity – Small Cap Growth Equities
13Medical DevicesREIT – OfficeEquity – Large Cap Blend EquitiesEquity – Financials Equities
14LeisureSurgical and medical instrumentsEquity – Financials EquitiesEquity – Asia Pacific Equities
15Drug Manufacturers – GeneralEngineering & ConstructionEquity – Asia Pacific EquitiesReal Estate – Real Estate
16Electrical Equipment & PartsMetal MiningEquity – China EquitiesEquity – Consumer Discretionary Equities
17Utilities – Regulated ElectricAdvertising AgenciesBond – Government BondsEquity – Latin America Equities
18Specialty Industrial MachineryAgricultural InputsEquity – Consumer Discretionary EquitiesBond – Corporate Bonds
19Auto PartsTelephone and telegraph apparatusCommodity – Leveraged CommoditiesCommodity – Precious Metals
20Aerospace & DefenseInsurance – LifeCommodity – Oil & GasBond – Emerging Markets Bonds

What We’re Reading:

  1. While the S&P 500 is on track for its best month since April, futures slipped this morning ahead of the jobs report and a continued wait for an election result. Full story…
  1. Through the COVID-19 pandemic of 2020, Square (SQ) has become one of the most popular payment processors in the country. While SQ is actively traded by full-time traders, given its recent increase of 1,100% in quarterly revenue, is SQ now an investment candidate? Take a look…
  1. While SQ has enjoyed a 1,100% increase in quarterly revenue, given current travel restrictions and social distancing measures in place, some companies have reported greater-than-expected quarterly losses in 2020. Ride-sharing companies such as Uber Technologies (UBER) fit that category. More on UBER’s recent earnings report.

What We’re Watching:

With anticipation of the election in the rear-view mirrors of many traders and investors, is it too late to position yourself for the election?

Opinions may vary from reader to reader, but here’s what Pros & Cons has to say…

Happy Trading,


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