1. 'GroupM projects US ad spending will grow in 2020, driven by $10B of political ad spending'
2. '100% of TTD’s revenue is from advertising, which is linked to economic strength. The economy is typically robust in a year when a President can be re-elected'
3. 'eMarketer projects US digital ad revenue of $150B in 2020, with FB, GOOGL and AMZN representing about $105B'