Cyber Food

Hey Influence Traders:

I’m back in the saddle after a trip to the Greek Islands.

I returned to flight issues, water leaks, and a once-in-a-decade storm. But hey, it’s good to be home.

Here’s a fun factoid: apparently some foreign countries now require you to have an International Driving Permit in addition to your driver’s license when you rent cars abroad.

Here’s another fun fact: the tickets are HUGE when you get pulled over without one.

Politics

The Biden administration got a big, fat black eye over its handling of the Afghanistan debacle. 

It was done poorly.

Look for the White House to try and push this under the rug and distract from it by putting a full frontal assault on domestic priorities. 

Biden knows that he has a looming domestic fight over the $3.5 trillion spending bill, and the bipartisan $1.2 trillion infrastructure package.

He’s also going to push hard on being the white knight to address the response to Hurricane Ida.

Between pandemic supply chain problems and ongoing cyber issues, we are seeing trading opportunities.

Cyber

I was speaking with some friends in the intelligence community regarding our exit from Afghanistan. 

Obviously, they are not pleased. 

One interesting thing they brought up was that, in addition to the billions of dollars of equipment left behind that has made headlines, we left an incredible amount of data behind on American citizens. 

With China moving in quickly, the Chinese Communist Party will invariably get its hands on that data. 

They tell me that because of the theory of “six degrees of separation,” breaching one person’s data leads to a breach of a factor of 100x.

Domestically, the Securities and Exchange Commission recently fined three brokerages over email hacks that hit thousands of clients.

We’ve talked a lot about the need for beefed up cyber security and have made some interesting trades around Palantir (Ticker: PLTR), but I’m now keeping my eye on a few others.

FireEye, Inc. (Ticker: FEYE), an American company that focuses on cyber attack detection and prevention, is going into the starting line-up. In addition, for a broad play in the cyber security space, I like the Global X Cybersecurity ETF (Ticker: BUG), which has 31 different cyber names in it.

Food

The past year has seen a plethora of supply chain problems. 

Today, the pandemic-fueled lack of workers is exacerbating food supply chain issues.

That is going to push food prices higher, which are already suffering from overheated commodities and freight costs. 

That caused our Kroger (Ticker: KR) trades, which had been flat, to see a bounce and for Andrew Giovinazzi to make some #PowerMoves in our Capitol Gains program (which is open to new subscribers for the next 48 hours!).

Cutting through the noise for you.

Frank

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