Stuff the Bird … and Your Portfolio

If your family is like mine, Thanksgiving signals the start of the holiday season. Each year, we have a traditional Thanksgiving feast, watch the Washington vs. Washington State football game (go Huskies!) and I even reluctantly brave the crowds for Black Friday deals.

Whatever your family traditions are, I hope it includes spending time with the people you love the most.

And if you do find yourself with a quiet moment during the holiday break, I suggest you take a look (or a second look) at these three recent articles of mine. Each is as relevant now as it was when first published.

1. Fossil Fuels Are Fighting Back

In 2020, Americans drove 470 million fewer miles than the year prior. But the prices of fossil fuels have rebounded and are now surging to multiyear highs.

2. 5 Ways to Play the Semiconductor Shortage

Modern vehicles are essentially high-tech computers on wheels. As car manufacturers wait out the semiconductor shortage, potential profits are primed for the taking.

3. The Best Investment Our Country Ever Made

In 1956, President Eisenhower signed an act creating the U.S. Interstate Highway System. The legislation came with $25 billion in initial funding, making it the nation’s largest public works project at that time. Fast-forward 65 years and President Biden is making infrastructure a key focus once again.

These trends are still set to be big in 2022, so you can beat the rush into them.

Have a great Thanksgiving and stay safe!

Best wishes,

Tony

About the Technology Analyst

Even in the worst years for stocks, Tony was twice named “Portfolio Manager of the Year” by Thomson Financial. He was one of the first to introduce computer software for trading stocks. And in the early 2000s, he wrote “The Supernet,” providing a vision of the future internet that was far ahead of its time.

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