Econ Advisory April 16, 2018.

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Presentation transcript:

Econ Advisory April 16, 2018

Portfolio Performance [Picture of portfolio overview]

Portfolio Highlights Google: Shopping actions: universal shopping cart across Google platforms. Has tested with Walmart, Costco, Home Depot, Ulta Beauty 3M electric car materials boosting growth Enbridge looking to sell $2b in Western Canadian Oil assets NVDIA: Esports boom, new addition DGX: more AI capabilities Veeva: cloud innovation, growing list of customers outside biomedicine (three of top 30 chemical companies, skincare companies)

S&P 500

Nasdaq

Econ / Market Summary Geopolitical Concerns: Syria could escalate to a broader conflict with Russia/Iran Trade tensions: Tariff escalation: $100B - Risk of tariff on soybeans (benefits Brazil) - Trump considers reentering TPP - US does not label China a currency manipulator Economic indicators: weaker than expected - Lower job growth (Although February was much larger than expected) FANG - Down 10% since March; still outperforming the S&P for April (up 2%) - Facebook data scandal: Could benefit. More regulation means newer companies can’t afford the same compliance Oil Prices at 3-year high

Upcoming Events Q1 earnings SIC Events… Key Bank info session (April 26)