Where is the Economy Today and Where the #%^* Is It Going?

Where is the Economy Today and Where the

#%^* Is It Going?

Where Are We?Where Are We?

Where Are We?Where Are We?

Where Are We?Where Are We?

Where Are We?Where Are We?

Where Are We?Where Are We?

Where Are We?Where Are We?

Where Are We?Where Are We?

Where Are We?Where Are We?

Earnings ExpectationsEarnings Expectations

Earnings ExpectationsEarnings Expectations

10-Year Treasury Rates10-Year Treasury Rates

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Low Rates Fuel BuybacksLow Rates Fuel Buybacks

14

Low Rates Fuel BuybacksLow Rates Fuel Buybacks

15

Outside the U.S.Outside the U.S.

Outside the U.S.Outside the U.S.

Outside the U.S.Outside the U.S.

Outside the U.S.Outside the U.S.

Outside the U.S.Outside the U.S.

Global ViewGlobal View

HmmmmmmmHmmmmmmm

HmmmmmmmHmmmmmmm

What’s Ahead?What’s Ahead?

What’s Ahead?What’s Ahead?

VelocityVelocityVelocityVelocityVectorVectorVectorVector

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Why Am I Here?Why Am I Here?

‣ Editor of Growth & Dividend Report, PowerTrader and PowerOptions Trader

‣ Portfolio Manager, Thematic Growth Portfolio

‣ Assistant Professor, NJCU Business School

‣ Contributor at Forbes.com, Real Money Pro and FoxBusiness.com

‣ Weekly guest at TheStreet TV

‣ Frequent on-air guest

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Why Am I Here?Why Am I Here?

How’d we doHow’d we do

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‣ Growth & Dividend Report, PowerTrader and PowerOptions Trader

‣ ~100 double digit winners

‣ 70 triple digit winners

‣ Since May 2012

‣ PowerOptions Trader: 36%; 42 day holding

How?How?• Portfolio manager of the Thematic Growth Portfolio at Fabian

Wealth Management – a thematically driven long only managed portfolio

• Senior Vice President, Equity Research at Friedman Billings Ramsey‣ Honorable mentions in Institutional Investor annual research analyst

rankings ‣ Five-star analyst by Zacks Investment Services ‣ Four-star analyst ranked by Star Mine

• Analyst at Donaldson Lufkin Jenrette and Salomon Brothers

• Quoted extensively in The Wall Street Journal, Investor’s Business Daily, The Street, USA Today and other publications; Appeared on Fox Business, CNBC, CNBC Europe, CNNfn, Bloomberg TV

• MBA Finance – Fordham UniversityBS Mathematics; BA Economics – Fairfield University

How?How?

A PowerTrend is a market shift that shapes and impacts consumer behavior, forcing companies to make fundamental changes to their businesses to succeed

A PowerTrend is a market shift that shapes and impacts consumer behavior, forcing companies to make fundamental changes to their businesses to succeed

What is a PowerTrend?What is a PowerTrend?• Economics

Where are we in the economic cycle;?

What is the vector?

Expansion, contraction or stagnation?

Input prices, commodities, inflation

• Demographics

Population dynamics

Jobs and incomes

• Psychographics of consumers and enterprises

Conserving or splurging?

Spending and hiring or cutting and slashing?

What is a PowerTrend?What is a PowerTrend?• Politics and regulatory mandates

Policy, spending and debt

Compliance – emissions, environment, Medicare

• Cyclical vs. Structural shift

Mobile, the Cloud, Social Media, etc.

PCs to smartphones and tablets

Broadband’s implications/opportunities

• Industry evolution and disruptive technologies

Touch, voice, new materials, new processes, etc.

• U.S. and non-U.S.

Global repercussions

Many FactorsMany Factors

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•Numerous Ecosystem Influencers

Leading Leading Edge Edge

ComponentsComponents

Regulatory Regulatory and and

Standards Standards BodiesBodies

Enterprise & Enterprise & Government Government

SpendingSpending

Global Global VendorsVendors

Raw Material Raw Material and and

Commodity Commodity PricesPrices

Real Real Disposable Disposable

IncomeIncome

Human Human Behavior Behavior

SoftwareSoftware & UI& UI

Data, Data and More DataData, Data and More DataTons of Information for

Context & PerspectiveNews releases, SEC Filings,

Annual ReportsNewspapers, magazinesStudies, white papers and pollsGovernment statistics – U.S.

and otherThird party dataGartner, OECD, World Bank,

UN, and othersManagement

InformationInformation

How Do You… How Do You…

Think DifferentThink Different

Wall Street

Industry

Peer Group

Company

Recommendation

PowerTrend

Catalyst

Affected Companies

Risk vs. Reward

Action

How’d we doHow’d we do

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‣ Growth & Dividend Report, PowerTrader and PowerOptions Trader

‣ ~100 double digit winners

‣ 70 triple digit winners

‣ Since May 2012

‣ PowerOptions Trader: 36%; 42 day holding

39

Where are we now?Where are we now?

What’s Ahead?What’s Ahead?

• Manufacturing

• Housing

• Consumer

• Inflation and Costs

• Non-U.S.

When Will the Fed Raise Rates?When Will the Fed Raise Rates?

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Still Many Tailwinds and Pain PointsStill Many Tailwinds and Pain Points

PowerTrendsPowerTrends

PicksPicks

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‣ Qualcomm (QCOM)

‣ Qualcomm (QCOM)

‣ American Railcar (ARII)

‣ Utilities SPDR (XLU)

‣ March $47 XLU calls

Chris Versace • www.ChrisVersace.com

Q&AQ&A

Ask now or…

Chris@ChrisVersace.com

@_ChrisVersace

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