Emerging markets are probably the biggest consumer opportunity in capitalism the next decade – at least according to McKinsey. I agree it’s near the top of the list and we need to find the right spots right now on this bear market. Join us as we travel around the world.
A quick look at why investing when others are fearful is a pretty good idea. With input from Barack Obama and Warren Buffett. Plus my own history of the financial crisis.
The market is becoming more oversold on longer time frames. Sometime later this year the bear market will be over. It’s time to start deploying cash over the rest of the year in a step-by-step approach. Selling cash-secured puts can be a huge winner for income now and growth later.
Here is my midyear review available to all subscribers. It covers my thoughts on how accurate our forecast was, the strength of our cash position and what to do with it soon. Holdings included for my aggregate managed accounts.
Summary People still view the stock market as one large correlated market rather than a market of stocks. While different […]
The 4th Industrial Revolution and Decarbonization are the future of investing. These are the places where big money is moving. You can buy what the big money is selling, or join them on the next big things. It’s your call.
The “sustainable smart everything world” is coming and it is accelerating with the spike in energy prices. 4IR tech is impacting every industry. These are the winning companies.
We were smart enough to raise cash levels before this bear market began. As it plays out, we need a plan for crushing the next bull market. Here’s my plan for getting reinvested, starting with ETFs.
Growth underlies everything, even the next 5 years worth of dividends. Avoid the Zombies that will be beaten to death as the Great Divergence occurs. Understand the biggest secular trends and how they impact your portfolio.
Our June ETF asset allocations and limit prices for increasing holdings. Top down asset allocation built from the bottom up. Use for your whole portfolio or core holdings to build stock positions around.
We have 6 options that expire this Friday. It looks like 4 will just expire with profits to the bottom line. One other you have a choice on and another needs to be rolled. Here’s what to do. Ask about other holdings in the comments.
Small caps are more volatile than large caps and that offers some huge opportunities in general. But, the cosmic destruction in small caps and many SPACs are giving us the opportunity to invest in I think dozens of potential 10-baggers right now. Dig deep. Now.
Summary A lot of monthly RSI charts, including SPY, are overbought.Focus on being a good asset allocator and you’ll be […]
The Russell 2000 Reconstitution is here. We have 3 stocks on the planet that should benefit from that. Here’s 3 imminent winners.
I’ve been an investor in Exact Sciences for about 15 years now. In 2020, I said trade it to the upside. In 2021, I said sell it and wait to see how things develop. Now I have my eye on it again. Learn why.