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.
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.
To protect the proprietary nature of our investment ideas, YouTube videos will now come with a small monthly fee of $2.99 to prevent free rider front running. This will apply to specific ETF, stock and option trades, not Macro or interviews. Learn more.
Summary Pre-deal SPACs trading near IPO prices offer a unique opportunity to invest with limited downside, but unlimited upside.I apply 3 main criteria for finding SPACs with big upside potential.Use this list to buy a wide spread of SPACs or use the SPAC & New Issue ETF to play the […]
Quick thoughts on a developing market correction and a possible 2015-16 scenario playing out. Choppy markets. Bifurcation. 1-2 years of indexes in a tight range. Free Library Card required.
A brief introduction to four sustainable energy utilities. These companies may offer the fastest growth and dividend growth for retirement investors. A way to be on the right side of secular trends and collect income along the way. Dividend Collector or higher membership.
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.
Summary Cathie Wood’s Ark Innovation ETf has been one of the most successful funds over the past 5 years.We first suggested this fund to members back in late 2018.ARKK’s rally since the depths of the Covid Crash through January was breathtakingly amazing.In the past month however, the now popular ETF […]
If you want a full game plan for what to buy on a correction, here it is. ETFs, stocks, SPACs everything we are focusing on if we get a September like correction or worse. Become a member today if you aren’t. This long form post will make all your money back for years worth of membership.
A quick look at the macroeconomy, the Presidential Cycle, Joe Biden’s strategy, making money in SPACs as zombies die, oil is still doomed and tech is still king. Great summary read for members.
The Petrodollar and dollar obituaries have been written for two decades now. And every time wrong. Both the dollar and Petrodollar will survive, one long-term, the other long enough. Get a free library card to read this important economic piece.
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.
The stock market was down 2.5% on Wednesday and the breathy talking heads tried to put a narrative to it. It’s all garbage. There are only 3 macro things that matter and the rest is finding tomorrow’s value. 80% of investors are just emotional chasers, both up and down. Panic buy and panic sell. You can be better.