Listen to the “Data Whisperer” and Avoid This Sector

by Andrew Zatlin

Some people are “animal whisperers.”

They have an innate sense about what their furry friends are trying to communicate.

Me? I’m a “data whisperer.” Data helps me understand what’s really going on inside companies and entire sectors.

So today, I’ll explain what certain companies and sectors are trying to communicate right now.

For a transcript of this video, see below. This transcript has been lightly edited for length and clarity.

Listen to the “Data Whisperer” and Avoid This Sector

Companies, even entire sectors, communicate with investors all the time.

The question is, are you hearing what they’re saying?

For me personally, I can hear what they’re really saying by looking at their hiring data.

This data reveals which sectors to embrace, and which to avoid.

Let me show you…

Spot The Sector

Let’s play a game. It’s called “Spot the Sector.”

To start, look at the hiring trends of three companies:

First, there’s L3Harris (NYSE: LHX):

Next, there’s Lockheed Martin (NYSE: LMT):

Finally, there’s General Dynamics (NYSE: GD):

All three companies have accelerated their hiring…

And all three are in the same booming sector…

A Strong Defense

I’m referring to the Defense sector.

Why is this sector so promising?

To start, the U.S. has already committed thirty billion dollars to the war in Ukraine. And supplies of American military equipment are running low — meaning we’ll need to spend billions to replenish our inventory.

Elsewhere, NATO and Germany announced huge increases in defense spending. That will pump even more money into defense companies.

And keep an eye on the Pentagon, which has yet to announce new defense contracts. Once it does, that’ll mean even more billions flooding into this sector.

Bottom line: you need to be invested in the defense sector. The growth potential here is too enticing to pass up. Meanwhile…

This Round’s a Little Different

Now let’s play another round of “Spot the Sector.”

But this time, let’s look at companies where hiring is heading south.

Let’s start with Armstrong World Industries (NYSE: AWI):

Next, there’s Lennox (NYSE: LII):

And finally, we have Masco (NYSE: MAS):

What do these companies have in common, other than a drop in hiring?

Home (Not So) Sweet Home

They’re part of the Home Furnishings sector.

You need to avoid investing in this sector.

With mortgage rates sky-high, home building is slowing to a crawl. In fact, the number of new homes being built fell ten percent last month, and it’s down fourteen percent since last year.

The home furnishings sector is bleeding — and odds are, there’s more pain ahead.

The Data Speaks Volumes

Hiring data reveals the truth.

It can tell you which companies and sectors to invest in, and which ones to avoid.

Today, I showed you two sectors headed in opposite directions.

For my “Pro” subscribers, I’ve got a big, big idea today…

It leverages my data to get positioned for big profits.

We’re in it to win it. Zatlin out.



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