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2nd Half Stock Market Outlook Brief

The stock market is getting choppy as the taper approaches and valuations soar. The rolling corrections we talked about in January are playing out. We should expect a more correlated correction sometime this year. Today we talk about relative performance and use Tesla and gold miners as examples. We also remind to trim losers first. Access with a free library card.

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Investment Quick Thoughts: LUMN, SMID Caps, IWM, QQQJ

We have been accumulating Lumen for nearly 2 years while collecting dividends and lowering our cost basis. It is about to act on the M&A I have said they would from day 1. This could unleash a ton of value, including a double or potential triple in the stock price the next few years. I also cover why and where to find small and midcaps that will replace zombies in the S&P 500 someday. Available to Sustainable Growth or higher membership.

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De-Risk Your Portfolio NOW

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.

Free Library Card Member Content RARE Investing Retirement Income Options Sustainable Growth

Retirement Income Options 4/20/21

This week we focus on a top clean energy ETF, 3 healthcare stocks, an emerging oligopoly player in rare earth metals, two beaten up media companies, a space shot and a real estate play. Each stock is generating income via put selling and could be a double or triple in just a few years. Become a member to see what we are accumulating.