Irreversible Megatrends: 5G, Electric Vehicles (EVs) and Self-Driving Cars
5G, electric vehicles (EVs), and self-driving cars are going to have massive impacts on society that will be far more profound than almost anyone is considering today.
It’s Time to Build Your Future
You don’t have to be an economist or industrialist to look out across America’s infrastructure and realize it needs a lot of investment. It is badly in need. There is other infrastructure activity like 5G that is also creating a lot of activity.
The Inflation Viruses to Watch Out For
The real chaos might start in around 2022 or so. Sure, there’s no question that 2020 has been as tumultuous as one can imagine for the world thus far and we are not out of the woods yet, but the real boogeyman for investors and humanity could be a bit further down the road. Today’s pandemic…
Seeking the Ultimate
Winning at the highest level in any endeavor is not a usual thing. It is an unusual occurrence, and being a consistent winner over years is even more unusual. Winners are outliers; they live on the extremes, they are intense, and they often raise eyebrows because they do things differently than most. They are also…
The Next Revolution
Dear Investors, 2020-2025: The 5G revolution is going to begin its ascent in 2020, and it is just about upon us. FMT Advisory believes enormous money is going to be made, and we are as excited as ever. Innovation will be king; boring will be defense. Over the next couple of years, we believe a…
A Piece of 5G
With each new network upgrade (1G, 2G, 3G, 4G, and now 5G), RF filters take a more prominent role in devices (smartphones, etc.) as the frequency ranges get higher and higher. After each network upgrade, RF filter companies generate more revenue as the cost per device for filters goes up so it’s a steadily increasing and lucrative business.
Stay Away from Twaddle
Most people have portfolios that are so bloated that they would make Marlon Brando appear skinny in his later years. And either the vast majority of market participants don’t invest with the mindset that their shares are real ownership positions in real businesses, or they own thousands of businesses through passive fund investing.
The Race Is On
The U.S. Justice Department is set to decide soon whether to approve the $26.5 billion merger of wireless carriers T-Mobile USA and Sprint Corp. There are leaks that the decision for the merger could be out as early as next week, but regardless, a decision is coming soon. Federal Communications Commission Chairman Ajit Pai has agreed…
This Could Yield Life-Changing Gains
President of the United States Donald Trump, Secretary Treasury of the United States Steven Mnuchin, and the head of the Federal Finance Housing Agency (FHFA), Mark Calabria, are seeking a prompt resolution to end the conservatorships of Fannie Mae and Freddie Mac. Just as importantly, these all-important figures are in alignment to recap and release…
You Should Be Doing This!
The core investments at FMT Investment Advisory are always done with the mindset that they are businesses, not a collection of ticker symbols. We always focus on the underlying economics of the business while we seek to acquire them at sensible market prices and then we hold them until it no longer makes sense to…