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TREND OBSERVATIONS (01/15/2021)
Takeaways this week:
Financials are moving higher. This is very big picture view of the last 20 years with monthly view.
Takeaways this week:
Financials across the board are moving higher, including regional banks.
Takeaways this week: The trend of FINTECH will transform the decade. The year 2030's largest Cos. will include them. As financial software, services and platform eats older incumbents and intermediaries.
The trend of FINTECH will transform the decade. The year 2030's largest Co could include Square, Stripe, Affirm, Paypal or some version o
Visa and Plaid's merger has been called off. It's just as well.
The 2020s have accelerated the Fintech secular trend, which is still in its early days. Plaid will look very different by 2030. In a binary view, it's either merged into a diworsification or it grows large.
Even Walmart is getting into Fintech.
https://www.youtube.com/watch?v=_xvJw-cbrF4
Jim Cramer commented that "people don't care and will buy if it's a fintech". That leaves room for corrections but the secular trend remains intact. It's no different than any trend in its early days.