Beat the Market creates investing themes through a top down analysis from global markets to specific industry sectors. Beat the Market then applies a bottom up approach in selecting specific stocks that outperform within these investing themes. Basically we follow two criteria... Undervalued growth stories. You gotta be undervalued and high growth.
Global currency debasement, debt monetization, and the rapid growth of emerging markets has led Beat the Market to identifying the materials sector as a sector that will outperform will these global conditions exist. Within the materials sector, commodities with current and upcoming supply demand constraints will continue to lead.
Other strong growth themes that seem to be making a resurgence is Biotech stocks as well as the technology space for names that are focus on core niche markets.
I thought it would be fun to rip off Rockets Thread.
But here instead of beat the street and playing the zero sum game with other traders...
We aim to BEAT THE MARKET |
