There is blood in the streets for SPACs. It’s time to find bargains and asymmetric upside in the SPAC carnage. I have identified 7 SPACs post deal that are now poised to triples or more. I think we might get a 10-bagger or two or three from this group.
WeWork is trying to turnaround by cutting expenses and adding enterprise business. How are they doing? Truth be told, pretty good. But, is it good enough. Find out if WeWork is worth your money.
What we’re thinking about the potential of AST SpaceMobile. Where it can go right and where it might need help. Find out if we think this could be another 10-bagger for us.
In the past few months I have shown various valuation metrics, including the Buffett Indicator. All are near or at all-time highs. Valuation metrics are the core of fundamental analysis. Today, there are sweet narratives about why low interest rates can keep valuations high a very long time, there were also very sweet narratives about why the dot-com boom wouldn’t bust and the real estate boom wouldn’t crash.
It’s a golden world and getting goldier by the week. It’s time to sell most Bitcoin and head back into gold stocks. Plus, after calling the ARKK correction, I focus on where to buy it back, which is quite a bit lower from here if I’m right about Tesla needing a fat correction. More ETF Trends and pivots.
Each week I put out a list of options that retirees and near retirees can sell. Covered calls and cash-scored puts. The past month we wrote a lot of covered calls. Now we’re seeing more cash-secured put opportunities on a correction. Over 30 ideas this week.
We cover a dozen stocks, including 3 dividend plays in uptrends, 3 growth stocks hitting pivots and the company that’s going to hand Tesla its tailpipe h in the next few years. New format, easier to use, great ideas.
It’s a golden world and getting goldier by the week. It’s time to sell most Bitcoin and head back into gold stocks. Plus, after calling the ARKK correction, I focus on where to buy it back, which is quite a bit lower from here if I’m right about Tesla needing a fat correction. More ETF Trends and pivots.
Summary Long-term deflation is being driven by aging demographics, massive debt and disinflationary technology.I penned the term “slow growth forever” almost a decade ago on MarketWatch as a description of how the “baby boomer bust” would manifest and drag out.During the past decade, only central bank monetary stimulus and government […]
Summary Use the market weakness to sell some puts on stocks you would like to accumulate.There is still time to trim and sell some covered calls on stocks that have appreciated for you, but are now weakening.I am selling some covered calls on stocks that have fallen in price and […]
This week we review 5 stocks. Two that aren’t quite ready, but we should watch carefully and three that I am buying this week. Going into the portfolio is a medical diagnostics stock that is an M&A target, a mental health stock that helps keep people on track and an international solar play that has had a rough time at home despite huge growth rates. I see triples in all their futures.
Each week we introduce 3-5 ETFs within a trend or about to pivot that we are interested in. These ETF ideas are central to any smart asset allocator looking for an edge. This week we focused on communications, gold and clean energy. See what we’re thinking.