Free Library Card

Welcome to the Fundamental Trends blog. The content below is open to the public with a Free Library Card. 

Register for a Free Library Card if you do not already have one.

This section includes:

  • Weekly Macro Report
  • Quarterly Outlook
  • Blog Posts 
  • Guest Post
  • Weekend Update

Click here to get your Free Library Card now.

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.

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

Trimming The VSL Of Oil, Commies, Laggards & Zombies

Keeping our focus focused, I have been digging into our Very Short List – our focus stocks – and pruning a large tree or old ideas, bad ideas and mostly ideas where the thesis changed due to Coronavirus running up debt and running down growth for certain companies. Read this important piece on how we are getting rid of commies, oil, laggards and zombies. Sustainable Growth of higher membership required.

Free Library Card

Weekend Trending

Today we expanded our discussion a bit to include different ideas of liquidity and market impact. Discussed several stocks, how I think of them, what the market is missing and why I’m buying. Briefly discussed the coming acceleration in the changes in the energy system. We will discuss SPACs and what to look for as an investor on Monday’s stock call. We will discuss the energy transition and investment opportunities with a new working paper next Friday. Free Library Card for access.