Fundamental Trends Blog

Welcome to the Fundamental Trends blog. Here I cover macro themes with my Macro Dashes, you can access some of our previously embargoed investment research and I do a little house cleaning.

The content below is open to the public for free. It is my true hope that it helps you in some way. 

Fundamental Trends Blog

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.

Fundamental Trends Blog

A Game Plan For A Correction

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.

Fundamental Trends Blog

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.

Fundamental Trends Blog

Sell Alert: Taking Profits On Invesco

We bought Invesco around $15 and around $10. We are taking 30-100% profits today on overbought conditions and less appreciation potential. Invesco is a good company, but we do not see it having a high likelihood of a double or triple from here, which is what we look for over 2-5 year cycles. Dividend collectors may elect to keep a small stake given the large dividend.

Fundamental Trends Blog

2021 Fearless Futile Forecasts

My forecasts for 2021 and beyond for stocks, the dollar, bitcoin and more. Plus, exactly why to use our barbell investing strategy for the 2020s. Free access with your library card. Sign up today if you do not have one. Macro Monday, special reports, Monthly FTO (Fundamental Trends Outlook) and access to archives. Get your Free Library Card Today.

Fundamental Trends Blog

Risk Off Signals Flashing Brighter

The warning signs in the stock market are half yellow and half red. The only thing going for stocks is excess liquidity. That might be enough to prevent a big crash, but I don’t believe the Fed will allow a bigger bubble. This article open to all full members and Free Library Card holders. If you don’t have a free library card, sign up today.