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.
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.
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.
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.
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 […]
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.
3 REITs from our very own Dividend Sleuth. Companies that can pump out income and grow too. Lower risk, strong total return. Members of Dividend Collector, Retirement Income Options and RARE.
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.
12 dividend stocks that are must owns on a correction. Each one has something that the market is missing. One is simply among the 10 best companies in the world and comes with government backing. 6 of the 12 are REITs across 4 industries in the REIT space. Sign-up for Dividend Collector or higher 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.
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.
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.
Summary Coronavirus vaccines have given the markets hope and propulsion in recent months and now we have our first major Covid-19 mutation. Congress came together on a minimalistic support bill, but it won’t be enough for 8 million Americans newly in poverty or the 34 million that were already in […]
“You never have played poker before, you say,” says the gambler. “Well, the best way to learn is to jump right in and give it a try,” he encourages. “Sit right down here at the table, you’re smart, you’ll figure it out.” Person who never played poker before sits down […]
Macro Monday brings a concise look at the most important economic items impacting the stock market. This week we discuss the inflation, deflation, Covid-19 vaccines and a Federal Reserve wildcard. Members and Free Library Card holders have full access.
Summary The stock market is in a 3rd standard deviation of being overvalued. Low interest rates are a justification for some of the historic overvaluation. Federal Reserve produced excess liquidity is not infinite, but it is sufficient to fuel the rally for now – any pullback in excess liquidity would […]
In the early morning Wednesday, President Trump invoked Supreme Court challenges. The stock market immediately tanked. The contested election scenario suddenly jumped back up.
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.