Cash in on a Sure Thing in the Post-Crisis World

A month ago, I made some predictions about the bailout programs designed by the Federal Reserve and Congress.

All have been proven 100% correct.

No. 1: In this YouTube video, I predicted that corporate America and the financial sector would receive the biggest and fastest benefits from the bailout. As a result, they wouldn’t just avoid losses … they’d profit.

No. 2: By contrast, Main Street small businesses and workers would struggle to get anything out of the federal government.

On both counts … check.

No. 3: I also predicted that certain sectors would outperform the market over the coming weeks.

Specifically, that biotech, pharmaceuticals, internet companies and the technology sector would shine.

Again, I got that one spot on:

Total Gain, March 27 — April 24

SPDR S&P Biotech ETF (NYSE: XBI) 28.49%
SPDR S&P Pharmaceuticals ETF (NYSE: XPH) 19.48%
First Trust Dow Jones Internet Index Fund NYSE: FDN) 18.94%
Technology Select Sector SPDR Fund (NYSE: XLK) 13.46%
S&P 500 Index 7.99%

 

A lot has happened in the last month … And we’re starting to see the dim outlines of life after the COVID-19 pandemic.

Every major transition in the global economy produces winners and losers. The pandemic is no exception.

Some trends that were already happening, like 5G wireless, will continue.

But there’s another set of trends … changes that grow directly from COVID-19’s impact on the economy.

And it’s not too soon to position yourself to make profits from those trends now.

People Get Sick, So Don’t Hire People

COVID-19 appears to be accelerating workplace automation — a shift that’s likely to outlive the pandemic.

For example, Brain Corp., a San Diego company that designs software for cleaning-robots, says its customers have increased their use of robots by 13% compared to January. Sales inquiries have skyrocketed.

Similarly, Fetch Robotics says customers are jamming their switchboards with requests for information about their cloud computing product, which speeds up deployment of robots in warehouses and similar facilities.

Simbe Robotics is seeing increased demand for its shelf-scanning robot, called Tally, that audits inventory at grocery stores.

And those are just the latest “green shoots” of automation. They magnify a trend that you’ve probably already noticed … automated ordering kiosks and tablets in restaurants, automated check-in in airports and even automated hotels in Japan.

No Going Back

Businesses typically use recessions as an opportunity to replace workers with automation.

A recent study of recessions during the last three decades found that nearly 90% of jobs permanently lost were in routine occupations suitable for automation. The proportion of skilled workers per company increased, but overall employment per company fell.

I predict that businesses will use the COVID-19 crisis to restructure their workforces by replacing certain jobs with automation.

It’s clear that social distancing will remain with us long after the immediate emergency has passed. In-person businesses like restaurants, retail stores and even hospitals will try to eliminate real employees — who can transmit viruses — in favor of automation.

Market forces will ensure this outcome. Consumers will increasingly favor businesses that don’t require them to interact directly with real human beings. That will force entire sectors to increase their use of automation.

And it’s not just a question of real-time competition. Reducing headcounts also reduces the risk of having to close up shop in any future pandemic. Eventually, lenders will incorporate assessments of this kind of risk into their decisions about business loans.

As Always, A Double-Edged Sword

As an economic historian — and a guy who worked as a dump truck driver, farmhand and boatbuilder in his youth — my opinion of automation is conflicted.

It’s great when we figure out how to reduce the amount of labor required to produce what we need. But it comes at a real human cost in the short term.

Be that as it may, for investors, the goal is to be on the right side of history.

Being on the right side right now means investing in an exchange-traded fund (ETF) like the Robo Global Robotics and Automation Index ETF (Nasdaq: ROBO). It holds some of the most important companies driving today’s increasingly automated economy.

Investing in automation was a good strategy before COVID-19 … and I guarantee it’s an even better one now.

Kind regards,

Ted Bauman

Editor, The Bauman Letter

Previous Post
Next Post

Comments

storno brzinol

Hi my friend! I wish to say that this article is amazing, nice written and come with approximately all vital infos. I’d like to see extra posts like this .

Idsnfj

Npzsst – best pill for ed Shjnpe

Jmruak

priligy online 60mg – gnpriligy ordering cialis online

Bgpbay

otc ed pills – gnc ed pills ed treatment review

Charlesbog

kingdom hearts 2 manga book 4 pdg TELECHARGER GRATUITEMENT elements of agricultural engineering by jagdishwar sahay book pdf download

Jlfthw

prednisone 10mg buy online – 40 mg daily prednisone price for 15 prednisone

Gcsehb

buy provigil – generic provigil provigil dosage

Casino De Bandol Restaurant

Coiffeur Geant Casino Lons Dalle Sol Piscine Geant Casino PLANESYMAS

Woxqkb

how to get accutane over the counter – accutane prescription nz accutane price canada

Okqfqx

amoxicillin 500 mg – amoxicillin sale buy amoxicilin

Fporea

vardenafil buy – generic vardenafil overnight delivery best price vardenafil generic

Wfhobv

where to buy ivermectin cream – ivermectin brand name ivermectin tablets for humans

Bzxciw

how to order cialis – online pharmacy without prescription cialis brand 10mg

Lave Vaisselle Encastrable Beko Geant Casino

Astuce Double U Casino Agrafe Circuit Slot Premiere Pro Preset Smooth Transitions Zoom Spin Slide Free Download

Jwnaaq

ivermectin 0.5% brand name – stromectol drug

Dqtnse

accutane pills for sale – accutane online canada accutane online cheap

Ykhjla

lyrica 50 mg price – lyrica cap 150mg king canadian pharmacy

Nugica

sildenafil tablets india – generic sildenafil from canada buy viagra for female

Ryxpfx

buy 40 mg tadalafil online – blue chew cialis tadalafil online prescription

Yqmuxk

stromectol 6mg – stromectol pills canada ivermectin 400 mg brands

Cxtzuw

prednisone 10 mg coupon – prednisone uk buy prednisone by mail

Aodzmm

modafinil and caffeine – modafinil reddit provigil 200 mg

Mbreyi

side effects for azithromycin – azithromycin z pack buy generic azithromycin 250mg

Jknqei

lasix medicine price – lasixonline furosemide 12.5 mg coupon

Rsjebc

buy clomiphene 25mg – buy clomiphene 25mg online buy clomid online

Jblhwk

sildenafil 12.5 mg – sildenafil 25 purchase viagra in usa

Kilpdg

where to buy cialis without a prescription – cialis 40mg for sale reliable canadian pharmacy

Saivwi

ivermectin 12mg online – stromectol xl stromectol 3 mg tablet price

Qulmoo

gambling casino online – caesars casino online online casino slots no download

Aqgtac

over the counter ed pills – ed drug prices male ed drugs

Cdiran

prednisone 5084 – mail order prednisone prednisone 20mg online without prescription

Zwghbf

generic viagra cost in canada – super active viagra how to purchase viagra pills

Iovltf

cialis india generic – Cialis women canada cialis no prescription

Gbbxgm

ivermectin 2mg online – ivermectin stromectol stromectol in canada

Kmmzne

cheap erectile dysfunction – top ed drugs generic ed pills

Qihmbz

ventolin generic – cheap albuterol ventolin price canada

Kgmczo

cytotec online pharmacy with paypal – buy cytotec online cytotec generic brand

Jkhwhm

doxycycline 100 – doxycycline uk cost doxycycline 150 mg capsules

Vlcvsm

neurontin 200 mg – neurontin canada online where to buy levothyroxine 1mg in canada

Ghozcf

online viagra in usa – pfizer viagra 100mg viagra sildenafil 150mg

web hosting in

Exceptional post however I was wanting to know if you could
write a litte more on this topic? I’d be very grateful if you could elaborate a little bit further.
Cheers!

Hzhcvt

no prescription cialis – 60 mg generic cialis where can i buy cialis online in canada

j.mp

With havin so much content and articles do you ever run into any
problems of plagorism or copyright violation? My site has a lot of unique content I’ve either written myself or outsourced but it seems a lot of it is popping it up all over the internet without my permission. Do you
know any ways to help stop content from
being ripped off? I’d definitely appreciate it.

Eihotp

usa pharmacy online order vardenafil – vardenafil free trial brand name vardenafil online

quest bars our

Hmm is anyone else experiencing problems with the images on this blog loading?
I’m trying to determine if its a problem
on my end or if it’s the blog. Any suggestions would be greatly appreciated.

http://bitly.com/3kKtL7d

Hi to every body, it’s my first pay a quick visit of this web site; this webpage consists of amazing and really fine information for readers.

Kwsdrp

buy prednisone 10mg online – prednisone for sale in canada prednisone without prescription

but scoliosis surgery

Way cool! Some extremely valid points! I appreciate you penning this
post and also the rest of the website is really good.

Pvivng

where can i get accutane – accutane how to get accutane medicine

http://j.mp

Hello! I know this is kind of off topic but I was wondering if you knew where I
could get a captcha plugin for my comment form? I’m using the same blog
platform as yours and I’m having difficulty finding one?

Thanks a lot!

scoliosis surgery it

Hey there! This is my 1st comment here so I just wanted to give a quick shout out and tell you I genuinely enjoy reading your posts.
Can you recommend any other blogs/websites/forums that cover the same topics?

Thanks for your time!

over the counter lasix

buy lasix online no prescription furosemide tablet price vot Glulp

furosemide 40 mg cost

lasix tablet 40 mg price furosemide 80 mg vot Glulp

lasix over the counter cvs

lasix 500 mg online buy furosemide vot Glulp

cost of lasix

furosemide 20 mg furosemide 20 mg cost vot Glulp

quest bars your

Good day! This is kind of off topic but I need some help from an established blog.
Is it very difficult to set up your own blog? I’m not very techincal
but I can figure things out pretty quick. I’m thinking about setting
up my own but I’m not sure where to start. Do you have
any tips or suggestions? Many thanks quest bars http://bit.ly/3C2tkMR quest bars

app.gumroad.com

Wow, marvelous blog structure! How long have you been blogging for?

you make running a blog glance easy. The overall glance of your website
is wonderful, let alone the content material!
asmr https://app.gumroad.com/asmr2021/p/best-asmr-online asmr

http://bitly.com/3k0xFd5

Aw, this was an extremely good post. Taking a few minutes and
actual effort to generate a very good article… but what can I
say… I procrastinate a whole lot and never seem to get anything done.
scoliosis surgery https://0401mm.tumblr.com/ scoliosis surgery

furosemide cost

lasix online lasix 80 mg vot Glulp

Vaydnb

ivermectin online – stromectol for humans stromectol for lice

bit.ly

Do you have a spam problem on this site; I also am a blogger, and I was wanting to know your situation; we have created some nice procedures and we are looking to trade techniques with other folks, please shoot me an email if interested.
cheap flights http://1704milesapart.tumblr.com/ cheap flights

http://bit.ly/3z5HwTp

Fantastic beat ! I would like to apprentice whilst you amend
your website, how can i subscribe for a weblog site? The account aided me a appropriate deal.

I have been tiny bit familiar of this your broadcast
provided bright transparent concept ps4 https://bit.ly/3z5HwTp ps4

Lvbntv

prednisone 10 tablet – prednisone price in usa prednisone drops after cataract surgery

http://www.iherb.com

Do you have a spam issue on this site; I also am a
blogger, and I was wondering your situation; many of us have created
some nice methods and we are looking to trade solutions with others, be sure to shoot
me an e-mail if interested. quest bars https://www.iherb.com/search?kw=quest%20bars quest bars

coub.com

Hi mates, its impressive piece of writing concerning cultureand completely explained, keep it up all the time.
scoliosis surgery https://coub.com/stories/962966-scoliosis-surgery scoliosis
surgery

buy stromectol canada
Igqesx

doxycycline south africa – doxycycline 150mg pill how much is prednisolone cost

ivermectin where to buy for humans

ivermectin humans ivermectin lotion

Jsnqab

stromectol tab price – stromectol generic ivermectin 500mg

Mwmyxl

ivermectin for covid 19 – stromectol for head lice cost of ivermectin lotion

Leave a Reply

Your email address will not be published.