{"id":41757,"date":"2013-09-06T05:35:10","date_gmt":"2013-09-06T09:35:10","guid":{"rendered":"http:\/\/countingpips.com\/forex-news\/?p=41757"},"modified":"2013-09-06T05:35:10","modified_gmt":"2013-09-06T09:35:10","slug":"friday-charts-rise-of-the-droids-and-the-downside-to-globalization","status":"publish","type":"post","link":"https:\/\/www.investmacro.com\/forex-news\/2013\/09\/06\/friday-charts-rise-of-the-droids-and-the-downside-to-globalization\/","title":{"rendered":"Friday Charts: Rise of the Droids and the Downside to Globalization"},"content":{"rendered":"

By WallStreetDaily.com<\/u><\/a> <\/p>\n

Before I begin today, allow me to remind you that membership to our prestigious Presidents Club closes Sunday<\/span><\/b><\/a>. Membership includes lifetime access to every high-end research service Wall Street Daily<\/i> publishes, including mine!<\/p>\n

Check your inbox for an email with the subject line \u201cNo-Risk Preview Ends Sunday\u201d for all the details. Or just click here<\/span><\/b><\/a>.<\/p>\n

*\u00a0 *\u00a0 *\u00a0 *\u00a0 *
\nBy now, I shouldn\u2019t even have to preface what\u2019s in store today. But, just in case there are a few newbies in the bunch, I will\u2026<\/p>\n

Each Friday, we usher in a few timely graphics to help impart financial and economic wisdom.<\/p>\n

This week, I\u2019m serving up an update on the Mobile Revolution.<\/p>\n

Then it\u2019s on to the sad, sad<\/i> state of (un)employment.<\/p>\n

Finally, I\u2019m issuing a stern warning to look before you leap into an S&P 500 Index fund. You might not be buying what you think.<\/p>\n

Pictorial enlightenment awaits. So let\u2019s get to it\u2026<\/p>\n

Attack of the Droids<\/b><\/p>\n

As it turns out, our departing Fed Chairman is a prince of sorts. That is, the prince of wireless, as Bernanke\u2019s tenure just happened to coincide with one of the biggest booms in history.<\/p>\n

Not even his bad policy-making could stop this train.<\/p>\n

Google<\/b> (GOOG<\/a>) just announced an impressive milestone: Android activations hit the one-billion mark.<\/p>\n

Are there any lingering doubts that we live in an increasingly and overwhelmingly mobile world? If so, this chart should put them to bed.<\/p>\n

\"\"<\/p>\n

Over the past two years, mobile internet data has almost tripled as a percentage of total internet traffic. Yet we\u2019re nowhere near the peak.<\/p>\n

How can I be so sure? Because smartphone penetration sits at a modest 21%. So we\u2019ve still got billions upon billions of people left to onboard.<\/p>\n

Bottom line: Smartphones radically (and permanently) changed the way we communicate and access the internet. It remains the biggest tech transformation. Ever.<\/p>\n

But we\u2019re still in the early innings of growth. So we\u2019d be stupid not to own a few mobile companies in our portfolios. (Just saying.)<\/p>\n

It\u2019s All About Employment<\/b><\/p>\n

Is Fed Chairman Bernanke truly gauging the employment market for a good time to begin his highly anticipated taper? If so, this chart all but guarantees that he\u2019ll wait.<\/p>\n

\"\"<\/p>\n

The labor participation rate (the percentage of Americans who have a job or are looking for one) stands at a 34-year low. A whopping 90 million Americans are no longer in the labor force.<\/p>\n

Bottom line: The downtick in the widely reported unemployment rate is a total sham. The real <\/i>unemployment situation keeps getting worse. No way the Fed could possibly justify a September taper.<\/p>\n

Caveat Emptor<\/b><\/p>\n

Want easy exposure to U.S. stocks? All you have to do is buy a low-cost ETF that tracks the S&P 500 Index – like the SPDR S&P 500 <\/b>(SPY<\/a>) – right? <\/b><\/p>\n

Wrong!<\/p>\n

New research from Howard Silverblatt, Senior Index Analyst at Standard & Poor\u2019s, reveals the true impact of globalization.<\/p>\n

\"\"<\/p>\n

An increasing percentage of total sales for S&P 500 companies comes from overseas. Almost half, in fact.<\/p>\n

If we parse the data by sector, the technology sector is the most exposed to foreign markets. A whopping 58.32% of sales came from overseas in 2012, according to Silverblatt\u2019s tally.<\/p>\n

Bottom line: When you buy large-cap American companies, you\u2019re getting much more global exposure than you probably bargained for.<\/p>\n

The solution? If you want the purest exposure to the U.S. economy, stick with U.S. small caps. Why? Because Howard Silverblatt told me so. Duh!<\/p>\n

In a recent conversation, he shared that U.S. small caps carry the least<\/i> exposure to foreign sales. And now we have four compelling reasons to be bullish on small caps<\/a>.<\/p>\n

That\u2019s it for this week. Before you go, though, let us know what you think of this weekly column – or any of our recent work at Wall Street Daily<\/em> – by sending us an email here<\/a>.<\/p>\n

Ahead of the tape,<\/p>\n

Louis Basenese<\/p>\n

The post Friday Charts: Rise of the Droids and the Downside to Globalization<\/a> appeared first on Wall Street Daily<\/a>.<\/p>\n

Article By WallStreetDaily.com<\/u><\/a><\/p>\n

Original Article: Friday Charts: Rise of the Droids and the Downside to Globalization<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

By WallStreetDaily.com Before I begin today, allow me to remind you that membership to our prestigious Presidents Club closes Sunday. Membership includes lifetime access to every high-end research service Wall Street Daily publishes, including mine! Check your inbox for an email with the subject line \u201cNo-Risk Preview Ends Sunday\u201d for all the details. Or just … <\/p>\n

Continue reading “Friday Charts: Rise of the Droids and the Downside to Globalization”<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-41757","post","type-post","status-publish","format-standard","hentry"],"_links":{"self":[{"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/posts\/41757","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/comments?post=41757"}],"version-history":[{"count":0,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/posts\/41757\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/media?parent=41757"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/categories?post=41757"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/tags?post=41757"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}