Zebra Technologies: US Technology Group Swallows Image Processing Specialist Matrox Imaging for $875 Million

[] What does the acquisition of Matrox Imaging mean for Zebra Technologies stock? Also, Oil prices are on the move this week, the dollar is getting stronger, and prices are dropping… but we have the supply and demand imbalance that is quite important to discuss. [View in browser]( . What does the acquisition of Matrox Imaging mean for Zebra Technologies stock? Also, Oil prices are on the move this week, the dollar is getting stronger, and prices are dropping… but we have the supply and demand imbalance that is quite important to discuss. [View in browser]( . . [] [Havens Investment Letter] [] [Havens Investment Letter] [] [] [] 2-Decade Trading Veteran: I want as many people as possible to know about this Legendary trader Rob Booker is on to something. Why are newsletters so popular... when you have to wait a month to receive stock picks? He’s found the solution that the big-wigs will never tell you. [See this and never wait for a monthly stock pick again.]( [] --------------------------------------------------------------- [] 2-Decade Trading Veteran: I want as many people as possible to know about this Legendary trader Rob Booker is on to something. Why are newsletters so popular... when you have to wait a month to receive stock picks? He’s found the solution that the big-wigs will never tell you. [See this and never wait for a monthly stock pick again.]( [] --------------------------------------------------------------- [] [] The Goalposts Shift [Garrett Pic]Dear Investor, Hold on. Did you read what Jerome Powell said this morning… Wait. What? Seriously. Am I hallucinating? Did this really come out of his mouth TODAY? “As the magnitude and persistence of the increase in inflation became increasingly clear over the second half of last year, and as the job market recovery accelerated beyond expectations, the [Fed’s Federal Open Market Committee] pivoted to progressively less accommodative monetary policy,” Powell said. “I believe these policy actions and those to come will help bring inflation down near 2% over the next three years.” Not one year. Not two years. Three years. That’s 2025… That’s a midterm election and a Presidential election away. Wasn’t all this inflation supposed to be “transitory?” After a decade of failure to bring inflation UP to the Fed’s target of 2%, the threat is that we’re going to see this wealth-destroying element entrench itself into the economy. AThis isn’t moving the goalposts… this is melting down the goal posts and turning them into steel - with the hope that you might be able to sell an inflation-proof asset at a higher price.nd Powell’s comments have sent expectations for rate hikes into overdrive. The 10-year bond has pushed above 2.3% in a hurry. The markets largely expect that the central bank will increase its benchmark rate by 50 basis points in May and another 50 basis points in June. Go out a year from now, and a 3% rate level is starting to appear in the range of probabilities in the CME FedWatch tool. [Target Rate Probabilities] Although the probability sits under two percent right now, I wouldn’t be surprised to see that likelihood surge in the months ahead, proving the more hawkish members of the Fed like James Bullard correct. Powell has been slow to address inflation, and the central bank is behind the curve. My next concern is that growth expectations start to trickle toward flat or even negative levels for the beginning of next year - a sign of stagflation. The only natural move after is to allow a recession to play out. People need answers, not surprises or cans being kicked down the road. So again, I remind you that regional and community banks will remain your friend in this environment. So too will insurance companies, which have benefited from inflation. Why? They’re raising their rates to address the rising prices of assets, which cycles into their balance sheet and profits. Playing Commodities I get a lot of questions each day around commodities, given the impact of inflation. As I’ve said, there remains a significant supply and demand imbalance in the global oil markets. Oil already hit my HIGH TARGET price of $130, largely due to the Russia/Ukraine conflict. But it was the lack of capital in the energy markets that fueled my bullish outlook. As JPMorgan noted in 2019, companies lack the necessary capital to expand drilling around the globe. This capital challenge is a severe issue that will likely accelerate through 2025. JPMorgan has said about a $500 billion gap between the amount of capital available and the amount required to fund necessary production and exploration activities through 2025. A massive supply and demand imbalance exists. But remember - a stronger dollar will be a bearish factor on oil prices. It might not be significant, but we witnessed a short-term drop in crude prices following the statements made by Fed Chair Jerome Powell. Here’s what happens. When the Fed raises interest rates, it increases the payoff of U.S.-denominated assets like bonds. Investors - relying on the safety of U.S. financial assets, confidence in the dollar, and the full faith of our credit system - will use the 10-year bond as a risk-free rate. When that bond increases, it becomes more attractive, and investors turn away from certain, riskier assets. Of course, it’s not THAT simple, but that’s a good top-level view - and it becomes bullish for the U.S. denominated assets. Now, a stronger dollar does rely on basic supply and demand. More demand for dollars does increase the value - as does the massive use cases for that greenback. One of the most important is that about 80% to 90% of global oil flows are traded in U.S. dollars, according to a friend of mine who trades oil professionally in Switzerland (Thanks, Neal). Following the collapse of the Bretton Woods agreement, the Nixon administration was able to ensure that the U.S. dollar became the primary instrument of trade in the global crude market. That creates MASSIVE demand for dollars since they must trade this asset. In addition, more than 90% of global crude is referenced to the dollar. So, even though some traders might not settle their trades in dollars (they might use Euros), they will still reference the exchange rate of dollars to euros to determine the final settlement price. As the Fed raises rates - look for the dollar to improve its position AGAINST other currencies like the Euro, the Loonie, and the Swiss Franc. But keep in mind that the long-term fundamentals for oil (and the lack of capital to boost production) will press crude higher until we see a dramatic shift in how producers respond to the most important incentive of all: Price. The dollar is king. Talk more soon, [Garrett Sig] Garrett {NAME} Chief Analyst, American Markets [] --------------------------------------------------------------- [] [] The Goalposts Shift [Garrett Pic]Dear Investor, Hold on. Did you read what Jerome Powell said this morning… Wait. What? Seriously. Am I hallucinating? Did this really come out of his mouth TODAY? “As the magnitude and persistence of the increase in inflation became increasingly clear over the second half of last year, and as the job market recovery accelerated beyond expectations, the [Fed’s Federal Open Market Committee] pivoted to progressively less accommodative monetary policy,” Powell said. “I believe these policy actions and those to come will help bring inflation down near 2% over the next three years.” Not one year. Not two years. Three years. That’s 2025… That’s a midterm election and a Presidential election away. Wasn’t all this inflation supposed to be “transitory?” After a decade of failure to bring inflation UP to the Fed’s target of 2%, the threat is that we’re going to see this wealth-destroying element entrench itself into the economy. AThis isn’t moving the goalposts… this is melting down the goal posts and turning them into steel - with the hope that you might be able to sell an inflation-proof asset at a higher price.nd Powell’s comments have sent expectations for rate hikes into overdrive. The 10-year bond has pushed above 2.3% in a hurry. The markets largely expect that the central bank will increase its benchmark rate by 50 basis points in May and another 50 basis points in June. Go out a year from now, and a 3% rate level is starting to appear in the range of probabilities in the CME FedWatch tool. [Target Rate Probabilities] Although the probability sits under two percent right now, I wouldn’t be surprised to see that likelihood surge in the months ahead, proving the more hawkish members of the Fed like James Bullard correct. Powell has been slow to address inflation, and the central bank is behind the curve. My next concern is that growth expectations start to trickle toward flat or even negative levels for the beginning of next year - a sign of stagflation. The only natural move after is to allow a recession to play out. People need answers, not surprises or cans being kicked down the road. So again, I remind you that regional and community banks will remain your friend in this environment. So too will insurance companies, which have benefited from inflation. Why? They’re raising their rates to address the rising prices of assets, which cycles into their balance sheet and profits. Playing Commodities I get a lot of questions each day around commodities, given the impact of inflation. As I’ve said, there remains a significant supply and demand imbalance in the global oil markets. Oil already hit my HIGH TARGET price of $130, largely due to the Russia/Ukraine conflict. But it was the lack of capital in the energy markets that fueled my bullish outlook. As JPMorgan noted in 2019, companies lack the necessary capital to expand drilling around the globe. This capital challenge is a severe issue that will likely accelerate through 2025. JPMorgan has said about a $500 billion gap between the amount of capital available and the amount required to fund necessary production and exploration activities through 2025. A massive supply and demand imbalance exists. But remember - a stronger dollar will be a bearish factor on oil prices. It might not be significant, but we witnessed a short-term drop in crude prices following the statements made by Fed Chair Jerome Powell. Here’s what happens. When the Fed raises interest rates, it increases the payoff of U.S.-denominated assets like bonds. Investors - relying on the safety of U.S. financial assets, confidence in the dollar, and the full faith of our credit system - will use the 10-year bond as a risk-free rate. When that bond increases, it becomes more attractive, and investors turn away from certain, riskier assets. Of course, it’s not THAT simple, but that’s a good top-level view - and it becomes bullish for the U.S. denominated assets. Now, a stronger dollar does rely on basic supply and demand. More demand for dollars does increase the value - as does the massive use cases for that greenback. One of the most important is that about 80% to 90% of global oil flows are traded in U.S. dollars, according to a friend of mine who trades oil professionally in Switzerland (Thanks, Neal). Following the collapse of the Bretton Woods agreement, the Nixon administration was able to ensure that the U.S. dollar became the primary instrument of trade in the global crude market. That creates MASSIVE demand for dollars since they must trade this asset. In addition, more than 90% of global crude is referenced to the dollar. So, even though some traders might not settle their trades in dollars (they might use Euros), they will still reference the exchange rate of dollars to euros to determine the final settlement price. As the Fed raises rates - look for the dollar to improve its position AGAINST other currencies like the Euro, the Loonie, and the Swiss Franc. But keep in mind that the long-term fundamentals for oil (and the lack of capital to boost production) will press crude higher until we see a dramatic shift in how producers respond to the most important incentive of all: Price. The dollar is king. Talk more soon, [Garrett Sig] Garrett {NAME} Chief Analyst, American Markets --------------------------------------------------------------- [] Reclusive California Tech Wiz Reveals... the Perfect AAPL Trade [San Francisco bay]( [See the reveal of this remarkable system]( --------------------------------------------------------------- [] [] Reclusive California Tech Wiz Reveals... the Perfect AAPL Trade [San Francisco bay]( [See the reveal of this remarkable system]( --------------------------------------------------------------- [] [] [] Zebra Technologies Swallow Matrox Imaging [Bauer Pic]Dear Investor, The buzzwords “automation” and “artificial intelligence” are on everyone's lips. Artificial intelligence (AI for short) can significantly improve data acquisition and processing in particular. One player in this field is the U.S. company Zebra Technologies ([ZBRA]( which is now strengthening itself with a major acquisition. For $875 million, the US company for data capture and identification solutions wants to swallow the image processing specialist Matrox Imaging. Zebra Technologies: The Specialist for Data Acquisition and Processing Even though the company may be rather unknown in this country, Zebra Technologies is by no means a startup anymore. The company was founded in 1969 and now employs over 8,200 people. The Illinois-based company specializes in the manufacture of barcode printing and reading technologies. The company is also a provider of enterprise asset intelligence and makes applications to control machines and work processes. Examples of these products and work processes include data collection systems such as printers, barcode scanners, as well as real-time location systems and radio frequency monitoring modules. Data Availability Drives Automation Zebra Technologies is benefiting from the automation wave that is rolling through numerous industries. The proliferation of IT and Internet-based automation in retail, logistics and manufacturing means that more and more data needs to be collected and analyzed. This is where Zebra's products come into play. Their mobile computers and RFID (radio wave identification) devices capture lots of data in real time, which helps companies monitor their robots and increase productivity. So much so that even players in the National Football League (NFL) are equipped with RFID tags to monitor their performance in real time. Strong Growth in Recent Years With its positioning, the company has been able to achieve remarkable growth rates in recent years. Since 2014, sales have climbed from $1.67 billion to $5.62 billion in 2021, with profits improving from $32 million to $837 million at the same time. [ZBRA] Acquisition Should Improve Product Range But now for the acquisition: for $875 million, Zebra Technologies plans to acquire Canadian company Matrox Imaging. Matrox develops components and systems for industrial image processing. The background to the acquisition is obvious: with the deal, Zebra wants to significantly expand its range of products in the fast-growing field of automation and image processing technology. Matrox Imaging's product range includes platform-independent software, as well as smart cameras and 3D sensors. The software is used to capture and analyze data to facilitate decision-making through to the deployment of physical automation solutions to accelerate the production and movement of goods and materials. The solution is primarily used in factory automation, electronics and pharmaceutical packaging, and semiconductor inspection. Matrox's most recent annual revenue was $100 million. Zebra Technologies Continues Shopping Spree The acquisition also expands Zebra's presence in the automation market. With the purchase, Zebra Technologies is also continuing its strategy to grow through acquisitions. Last year, Zebra Technologies launched its portfolio of stationary industrial scanners and vision systems, acquiring Adaptive Vision (purchase amount undisclosed) and Fetch Robotics for $290 million. Best regards, [Bauer Sig] Dr. Gregor Bauer Chief Analyst, European Markets [] --------------------------------------------------------------- [] [] Zebra Technologies Swallow Matrox Imaging [Bauer Pic]Dear Investor, The buzzwords “automation” and “artificial intelligence” are on everyone's lips. Artificial intelligence (AI for short) can significantly improve data acquisition and processing in particular. One player in this field is the U.S. company Zebra Technologies ([ZBRA]( which is now strengthening itself with a major acquisition. For $875 million, the US company for data capture and identification solutions wants to swallow the image processing specialist Matrox Imaging. Zebra Technologies: The Specialist for Data Acquisition and Processing Even though the company may be rather unknown in this country, Zebra Technologies is by no means a startup anymore. The company was founded in 1969 and now employs over 8,200 people. The Illinois-based company specializes in the manufacture of barcode printing and reading technologies. The company is also a provider of enterprise asset intelligence and makes applications to control machines and work processes. Examples of these products and work processes include data collection systems such as printers, barcode scanners, as well as real-time location systems and radio frequency monitoring modules. Data Availability Drives Automation Zebra Technologies is benefiting from the automation wave that is rolling through numerous industries. The proliferation of IT and Internet-based automation in retail, logistics and manufacturing means that more and more data needs to be collected and analyzed. This is where Zebra's products come into play. Their mobile computers and RFID (radio wave identification) devices capture lots of data in real time, which helps companies monitor their robots and increase productivity. So much so that even players in the National Football League (NFL) are equipped with RFID tags to monitor their performance in real time. Strong Growth in Recent Years With its positioning, the company has been able to achieve remarkable growth rates in recent years. Since 2014, sales have climbed from $1.67 billion to $5.62 billion in 2021, with profits improving from $32 million to $837 million at the same time. [ZBRA] Acquisition Should Improve Product Range But now for the acquisition: for $875 million, Zebra Technologies plans to acquire Canadian company Matrox Imaging. Matrox develops components and systems for industrial image processing. The background to the acquisition is obvious: with the deal, Zebra wants to significantly expand its range of products in the fast-growing field of automation and image processing technology. Matrox Imaging's product range includes platform-independent software, as well as smart cameras and 3D sensors. The software is used to capture and analyze data to facilitate decision-making through to the deployment of physical automation solutions to accelerate the production and movement of goods and materials. The solution is primarily used in factory automation, electronics and pharmaceutical packaging, and semiconductor inspection. Matrox's most recent annual revenue was $100 million. Zebra Technologies Continues Shopping Spree The acquisition also expands Zebra's presence in the automation market. With the purchase, Zebra Technologies is also continuing its strategy to grow through acquisitions. Last year, Zebra Technologies launched its portfolio of stationary industrial scanners and vision systems, acquiring Adaptive Vision (purchase amount undisclosed) and Fetch Robotics for $290 million. Best regards, [Bauer Sig] Dr. Gregor Bauer Chief Analyst, European Markets --------------------------------------------------------------- [] [] “STOP WASTING TIME SEARCHING FOR DAILY TRADES…” Let a notorious 20-year trading veteran do it for you! Every morning for the last few months, this pro trader has been quietly sending out a list of his favorite high-potential stock picks to a small, select group of successful traders… And [open enrollment is still available to the public.]( A rare opportunity for everyday traders just like you! Every day, before the market even opens, you could be receiving this legendary trader’s personal “hot sheet” of top stock picks for the day. Stocks that have the highest probabilities of moving 5% to 10% in just a couple of hours each trading day. Giving you, starting as soon as tomorrow, a shot at making $490 (or more) every single day the market is open. All by simply trading off the same watch list of this seasoned professional trader. But you have to move fast… we don’t know how long this opportunity for the general public to join will last. [>>CLICK HERE NOW TO SIGN UP]( --------------------------------------------------------------- [] [] [] “STOP WASTING TIME SEARCHING FOR DAILY TRADES…” Let a notorious 20-year trading veteran do it for you! Every morning for the last few months, this pro trader has been quietly sending out a list of his favorite high-potential stock picks to a small, select group of successful traders… And [open enrollment is still available to the public.]( A rare opportunity for everyday traders just like you! Every day, before the market even opens, you could be receiving this legendary trader’s personal “hot sheet” of top stock picks for the day. Stocks that have the highest probabilities of moving 5% to 10% in just a couple of hours each trading day. Giving you, starting as soon as tomorrow, a shot at making $490 (or more) every single day the market is open. All by simply trading off the same watch list of this seasoned professional trader. But you have to move fast… we don’t know how long this opportunity for the general public to join will last. [>>CLICK HERE NOW TO SIGN UP]( --------------------------------------------------------------- [] [] Article Recap - [The Goalposts Shift](#i572731) - [Zebra Technologies Swallow Matrox Imaging](#i572028) - [“STOP WASTING TIME SEARCHING FOR DAILY TRADES...”](#156389) --------------------------------------------------------------- [] Article Recap - [The Goalposts Shift](#i572731) - [Zebra Technologies Swallow Matrox Imaging](#i572028) - [“STOP WASTING TIME SEARCHING FOR DAILY TRADES...”](#156389) --------------------------------------------------------------- [] © 2022 Godesburg Financial Publishing, Inc. DISCLAIMER: COMMUNICATIONS FROM GODESBURG FINANCIAL PUBLISHING (GFP) ARE FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY – NOT INVESTMENT ADVICE: GFP and all the services it offers are for educational and informational purposes only and should NOT be understood to be securities-related offers or solicitations. None of GFP’s communications should be considered or used as personalized investment advice. GFP recommends that you speak with a licensed professional before making any investment decision. RESULTS PRESENTED ARE NOT NECCESSARILY TYPICAL OR VERIFIED: GFP communications may include information regarding the historical trading performance of gurus in their services (all verified by a third party), as well as testimonials of non-employees depicting profitable investments and trades that are believed to be true based on the representations of the persons providing the testimonial of their own free will. Please be aware that the claims regarding investing or trading results of non-employees are not tracked by GFP nor can they be verified. As always, past performance is not necessarily indicative of future results. Therefore, results presented in this email should NOT be considered TYPICAL. Actual results can and will vary based on everything from experience, ability, risk mitigation practices, and market volatility... to the amount of money exposed in the investment or trade. Investing and trading are speculative and carry serious risk. You may lose some, all - or possibly more - than your original investment or trade. GODESBURG FINANCIAL PUBLISHING IS NOT AN INVESTMENT ADVISOR OR REGISTERED BROKER: GFP, including its owners and employees, are NOT registered as securities broker-dealers, brokers, or any sort of registered investment advisors with the U.S. Securities and Exchange Commission, any state securities regulatory authorities, or any self-regulatory organizations. GODESBURG FINANCIAL PUBLISHING EMPLOYEES MAY HOLD SECURITIES DISCUSSED: If a writer holds any securities in a communication, it will be disclosed along with the information on the potential investment or trade. HIR, its owners or employees, have not been - or ever will be - paid by the issuer of a security mentioned in our services or communications. GFP, its owners and employees are paid entirely or in part from commissions based on sales of their services to subscribers. For more information, please visit [our disclaimer page here.]( Sent to: {EMAIL} [Unsubscribe]( Godesburg Financial Publishing Inc., 251 Little Falls Drive, Wilmington, DE 19808, United States [] © 2022 Godesburg Financial Publishing, Inc. DISCLAIMER: COMMUNICATIONS FROM GODESBURG FINANCIAL PUBLISHING (GFP) ARE FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY – NOT INVESTMENT ADVICE: GFP and all the services it offers are for educational and informational purposes only and should NOT be understood to be securities-related offers or solicitations. None of GFP’s communications should be considered or used as personalized investment advice. GFP recommends that you speak with a licensed professional before making any investment decision. RESULTS PRESENTED ARE NOT NECCESSARILY TYPICAL OR VERIFIED: GFP communications may include information regarding the historical trading performance of gurus in their services (all verified by a third party), as well as testimonials of non-employees depicting profitable investments and trades that are believed to be true based on the representations of the persons providing the testimonial of their own free will. Please be aware that the claims regarding investing or trading results of non-employees are not tracked by GFP nor can they be verified. As always, past performance is not necessarily indicative of future results. Therefore, results presented in this email should NOT be considered TYPICAL. Actual results can and will vary based on everything from experience, ability, risk mitigation practices, and market volatility... to the amount of money exposed in the investment or trade. Investing and trading are speculative and carry serious risk. You may lose some, all - or possibly more - than your original investment or trade. GODESBURG FINANCIAL PUBLISHING IS NOT AN INVESTMENT ADVISOR OR REGISTERED BROKER: GFP, including its owners and employees, are NOT registered as securities broker-dealers, brokers, or any sort of registered investment advisors with the U.S. Securities and Exchange Commission, any state securities regulatory authorities, or any self-regulatory organizations. GODESBURG FINANCIAL PUBLISHING EMPLOYEES MAY HOLD SECURITIES DISCUSSED: If a writer holds any securities in a communication, it will be disclosed along with the information on the potential investment or trade. HIR, its owners or employees, have not been - or ever will be - paid by the issuer of a security mentioned in our services or communications. GFP, its owners and employees are paid entirely or in part from commissions based on sales of their services to subscribers. For more information, please visit [our disclaimer page here.]( Sent to: {EMAIL} [Unsubscribe]( Godesburg Financial Publishing Inc., 251 Little Falls Drive, Wilmington, DE 19808, United States