ETF Industry, Technology Stocks, Russian Stocks, Natural Gas!

Dear Reader,

The US stock market rally will go on for the foreseeable future. A black swan event is not in sight.The ETF industry could, however, trigger the next financial crises. It is already systematic and opaque in some corners.

As far as growth stocks are concerned I like Arista Networks(ANET), BOX, AMD, NVDA,TTWO, EA,ATVI. Nvidia(NVDA) looks pricey, but artificial intelligence is still yet to discover its enormous potential. NVDA build chips for artificial intelligence.

Technology mega cap stocks like APPLE, GOOGLE, MSFT, AMAZON, FACEBOOK could go higher still. Technology is here to stay, although there are the normal cycles. It could crash for several years, but technology is one of the ways to advance humanity.

Oil could go to 70 USD shortly, which would benefit Russian stocks, in particular. Basically, I think Russian stocks are underpriced. They are a pure value play. I think natural gas could become yet bigger for the automobile industry, which would hugely benefit Gazprom and Russia. Natural gas is extremely cheap now, so I think the industry will realize this relatively soon.


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Conflicts of interest: I may possess some of the securities,currencies or their derivatives mentioned in the blogpost and posts on social networks(Twitter, LinkedIn etc.)!


Kind regards,
Petar Posledovich