Industry/Sectors Strategy June 15, 2020 | MidLincoln Research
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Global Sector Last Month Performance

Sectormonthchangepct
Cash and/or Derivatives17.65
Energy9.57

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Global Sector YTD

Sectormonthchangepct
Cash and/or Derivatives17.21
Health Care-2.42

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Global Bond Yields By Sector Last Month

sectorAverageYTMYieldChange
Other0.000.00
Cash and/or Derivatives0.08-1.33

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Global Bond Yields By Yield Change YTD

sectorAverageYTMYieldChange
Transportation32.7025.79
Energy17.099.62

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Fund flows Last Month

FocusObjectiveAsset ClassFlow USD mn
industryCOMMUNICATIONS SECTOREquity2294.89
industryMULTIPLE SECTOREquity2.70

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Fund flows YTD

FocusObjectiveAsset ClassFlow USD mn
industryHEALTH CARE SECTOREquity8336.07
industryUTILITIES SECTOREquity6471.91

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ML Rural Crafts Laboratory News

From Herbs into Health Care Sector

Wrestling, Healthcare and Entertainment

  • View Craft Comics
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    Craft News

  • Medicinal Herbs Enhance Current Market - Food & Beverage ... Food & Beverage Magazine (press release) (blog)
  • PEACE OF MIND: Bang-for-your-buck food: Eating herbs helps with immunity, cellular function The Bakersfield Californian
  • Build your own herb garden The Kathmandu Post
  • Fresh, flavorful herbs are always at the ready in a kitchen garden Pittsburgh Post-Gazette

    From Souvenirs into Consumer Discretionary Sector

    Mount Maple Souvenirs Cons. Cyclicals

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    Craft News

  • This pandemic, I’m drinking through the souvenir wine I’ve collected since I was 14 Washington Post
  • What I Brought Back From My Travels: Taran Khan Outlook India
  • Our writers' favourite travel souvenirs | Travel | The Sunday Times The Times
  • Coronavirus: Touristy trinkets get the boot as souvenir sellers ... Stuff.co.nz

    From Automobiles into Industrials Sector

    TamaraAvia Heavy Duty Automotive

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    Craft News

  • Ion Implanter Market 2020-2024 | Integration Of ICs In Automobiles ... Business Wire (press release)
  • COVID-19: Potential impact on Upholstery Leather for Automobiles ... News Distinct
  • Lockdown woes: Automobile industry staring at double-digit sales decline this fiscal, says Crisil The Hindu BusinessLine
  • Global Automobiles Heated Windshield Market 2020 Analysis ... Cole of Duty

    From Biogas into Energy Sector

    Small Scale Energy


    Craft News

  • Cypark Resources buying Perak biogas plant for RM6m The Edge Markets MY
  • Biogas as a Blending Gas to Decarbonize Natural Gas Networks AltEnergyMag (press release)
  • First World Biogas eFestival a success | News | gasworld gasworld
  • Global Biogas Generator Market 2020-2026 Report and Imapct of ... Cole of Duty

    From Water into Utilities Sector

    Heating, Water, Electrics Installation and Repair


    Craft News

  • New water feature for kids coming to Anderson KRCRTV.COM
  • Here's Why Being Near Water Makes You Happy, According to Research HouseBeautiful.com
  • Hosepipe ban warning after rise in water use in Northern Ireland BBC News
  • How to Make the Food and Water Mars-Bound Astronauts Will Need ... Universe Today

    From Coins into Financials Sector

    Midlincoln Research Financials

  • Down Load Craft Business Presentation
    Craft News

  • Human bones, coins from 1815 reportedly unearthed in West Java - The Jakarta Post Jakarta Post
  • Mums are hanging bags of water and coins on their windows to ward off flies & swear they haven’t had a single The Sun
  • From Iceland — Chinese Tourist's Coin Collection Is Genuine Reykjavík Grapevine
  • Coin and Currency Pricing for Dealers and Collectors - Greysheet - Greensheet - CPG - CAC Coin Dealer Newsletter (press release) (blog)

    From Pigeon post into Telecommunication Services Sector

    Village Telecoms and Media


    Craft News

  • India captures pigeon on suspicion of spying for Pakistan New York Post
  • 'The bird is free': India 'releases Pakistani pigeon held on spying charges' Evening Standard
  • Pigeon racing to take centre stage when sport returns next Monday Telegraph.co.uk
  • Clydebank's 'Mrs Doolittle' nurses baby pigeon to health Clydebank Post

    From Ancient Fertilizers into Materials Sector

    Small Scale Materials


    Craft News

  • Melting Ice Reveals an Ancient Thriving Trade Route State of the Planet (press release) (blog)
  • EarthRenew Announces Production of New Pellet Formulations for ... GlobeNewswire (press release)
  • Japanese woman spends best years of life helping Vietnamese farmers VnExpress International
  • Rhizobium Bio-Fertilizers Market Size, Share Growth, Trends, Devices, Applications, Competitive Analysis, Industry Expansion Strategies, By 2027 Jewish Life News (press release) (blog)

    From Technology into Technology Sector

    Home Electronics Repair


    Craft News

  • WHO and Costa Rica launch COVID-19 Technology Access Pool Devex
  • Technology Landscape, Trends and Opportunities in the Global ... Business Wire (press release)
  • Making DC fit for purpose with technology and scale www.professionalpensions.com
  • US joins global AI group, citing technology threat from China Science Business

    From Food into Consumer Staples Sector

    Verical Agri and Food Production


    Craft News

  • Quarantine cooking's seven biggest trends – power ranked by Adam Liaw The Guardian
  • NEED FOOD? Get it Saturday at Holy Family West Seattle Blog (blog)
  • Food for Frontline makes a stop at Wythe County Community Hospital WSLS 10
  • Costco's beloved food samples are coming back in June, and other ... The Dallas Morning News

    Rural Craft Center Highlights

    MidLincoln Rural Craft Piece
    MidLincoln Rural Craft Piece
    MidLincoln Rural Craft Piece
    MidLincoln Rural Craft Piece
  • Chart: May Sector Strategy

    Source:

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    Strategy

    SectorPEFy1PEFy22020Growth
    Consumer Discretionary10.819.0829.28
    Consumer Staples15.8914.3112.01

    This is abriged version of a table in this report, please subsribe to see the full report


    Key Topics and News

    Any distant services and mobile operators

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    Economic implosion from deurbanisation and dedefarming will wipe out some sectors like oil and gas from GIGS Industry

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    Look for sectors and stocks benefiting from social distancing and deurbanisation some in IT sectors and some in healthcare

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    More defensive finds in discounter retail segment of the markets plugged in to the delivery business

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    Consumer Discretionary: 5 Top Consumer Discretionary Stocks to Gain From Market Rally Yahoo Finance Equities Fall Thursday Baystreet.ca


    Consumer Staples: Equities Fall Thursday Baystreet.ca North American markets lose ground on Thursday BNNBloomberg.ca


    Energy: Should Investors Sell or Buy Oil Stocks Now? U.S News & World Report Money After oil's best month ever, these are the key levels to watch CNBC


    Financials: Today's top business news: Shares edge higher led by Reliance, SBI reports over four-fold jump in Q4 profit, Elon Musk hits out at Jeff Bezos, and more The Hindu ASX set to catch global equities rally The Australian Financial Review


    Health Care: Got $3,000? Buy These 5 Stocks for the New Bull Market Motley Fool Tech, Health Care Stocks ‘Resilient’ Amid Widespread Losses During COVID-19 Pandemic CBS San Francisco


    Industrials: Griffin Industrial Realty Inc. (GRIF) Soars 5.83% on June 04 Equities.com Emergence from lockdown gives equities a boost - Investors' Corner Investors' Corner BNP Paribas


    Materials: Pictet chief strategist cautious on equities rebound, warning on UK ... HedgeWeek 3 Materials Stocks to Buy as the World Wakes Up Again Nasdaq


    Technology: Tech stocks to continue powering ahead despite stretched valuations Investment Week Emergence from lockdown gives equities a boost - Investors' Corner Investors' Corner BNP Paribas


    Telecommunication Services: Shenandoah Telecommunications Co (SHEN) Soars 3.29% on June ... Equities.com GTT Communications Inc. (GTT) Soars 2.65% on June 04 Equities.com


    Utilities: Utilities will be a better bet than consumption stocks post covid: Prashant Jain Livemint Low-volatility ETF cuts exposure to utilities, adds to health care, technology — what it means for investors CNBC


    Performance is between 2020-05-01 and 2020-03-31

    Top Longs Based On Momentum in each Sector and Period Change

    sectorPick
    Information TechnologyTWILIO INC CLASS A United States 79.49%
    Consumer DiscretionaryALTUS SAN NICOLAS CORP Philippines 900.00%

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    Top Shorts Based On Momentum in each Sector and Period Change

    sectorPick
    Information TechnologyKINGSOFT CORP LTD-CASH ASSENTED China -87.50%
    Consumer DiscretionaryALTUS SAN NICOLAS CORP Philippines -83.87%

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    Midlincoln Research
    Financials

    Investment Research

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    Mount Maple
    Souvenirs
    Cons. Cyclicals

    Consumer Cyclicals

    View the souvenir producer one pager

    Midlincoln
    Craft Fund

    Midlincoln Craft Fund

    View Midlincoln Craft Fund Description

    TamaraAvia
    Automotive

    Engineering

    View intro for this automotive producer

    Wrestling, Healthcare and
    Entertainment

    ITI RTS ETF Report

    Read about wrestling craft business

    Village Telecoms
    and Media

    Telecoms

    Coming up and not ready yet

    Small Scale
    Energy

    Energy

    Coming up and not ready yet

    Small Scale
    Materials

    Materials

    Coming up and not ready yet

    Verical Agri
    and Food Production

    Consumer Staples

    Coming up and not ready yet

    Heating, Water, Electrics
    Installation and Repair

    Utilities

    Coming up and not ready yet

    Home Electronics
    Repair

    technology

    Coming up and not ready yet