ORIONS Money Stocks

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Major shifts in the economy

Take a look at the following in the context of how high the stock market has risen since March 2009:

-- The government will become a bigger part of the American economy.

-- Americans will have less privacy and fewer rights.

-- The poor, the lower-middle class and the rich will do better as government programs will help them. The upper-middle class, such as professionals, will get squeezed with higher taxes.

-- A segment of the population will start saving more.

-- More people will work from home.

-- Corporations will not want to own or rent as much office real estate as before.

-- Online education will become more popular.

-- Colleges and universities will come under financial pressure.

-- The shift to cloud computing will accelerate.

-- Telemedicine will become popular.

-- More people will buy groceries online.

-- There will be a golden age of biotechnology.

-- Supply chains will shift closer to home.

-- Consumers will hoard.

-- Corporations will hold more inventory.

-- Active stock and ETF pickers will shine.

-- Investors will struggle with the potential of massive deflation first and eventual massive inflation.

-- Many brick-and-mortar retailers will be in trouble and so will the shopping malls.

Stocks that will benefit

The biggest gains will come from stocks that most people have never heard of. At The Arora Report, we are on the hunt for such stocks. There will also be narrow ETFs that may significantly benefit. Examples of ETFs that may benefit are biotech ETF (XBI) and (IBB) as well as semiconductor ETF (SMH).

Among popular stocks, semiconductor stocks such as Applied Materials (AMAT), Intel (INTC), Micron Technology (MU) and AMD (AMD) will benefit. Among large-cap tech stocks, Amazon (AMZN) and Microsoft (MSFT) will be big winners.

Shopping-mall REITs and stocks such as Simon Property Group (SPG), Federal Realty Investment Trust (FRT) and Kimco Realty (KIM) may get hurt.

Bear markets are characterized by sharp rallies. If a cure for the coronavirus is found soon, the rally will continue. In the absence of a cure, the probability is high that the rally will fail. Investors should use an objective framework for buying and selling. Please see "Stock market investors are asking 'should I buy or sell?' Here's how to decide (http://www.marketwatch.com/story/investors-are-asking-should-i-buy-or-sell-heres-how-to-decide-2020-03-09).";

Answers to your questions

Answers to some of your questions are in my previous writings. You can access them here (http://www.marketwatch.com/search).

Disclosure: Subscribers to The Arora Report (http://thearorareport.com/) may have positions in the securities mentioned in this article or may take positions at any time. Nigam Arora (http://www.marketwatch.com/author/nigam-arora) is an investor, engineer and nuclear physicist by background who has founded two Inc. 500 fastest-growing companies. He is the founder of The Arora Report, which publishes four newsletters. Nigam can be reached at [e-mail] (mailto:[e-mail]).

-Nigam Arora; 415-439-6400; [e-mail]