Fundamental Trends

Ignore the financial media, pumpers, dumpers and hack bloggers. Make more money and take less risk with the Fundamental Trends.

People tell me that I’m a straight shooter who makes investing easy to understand and do. My goal is to help hard working people like you, make money while you’re sleeping too.

Here’s what I know: Most investment letters are from people who have almost no experience and are trying to make their money writing rather than investing. I’ve made people millions.

I grew up in a working industrial neighborhood, got educated in economics and have managed money for hundreds of families while standing the test of time as humbling as that can be.

I understand why Warren Buffett says to build a margin of safety into every investment and have used that to invest in some of the best stocks of the past 3 decades.

If you want investment ideas based on risk management, growth and undervalued opportunities, then join us today to have a great long-term investment experience.

Ignore the financial media & echo chamber bust outs.

People tell me that I'm a straight shooter who makes investing easy to understand and do. Here's what I know:

Most investment letters are from people who have almost no experience and are trying to make their money writing rather than investing.

My education is in economics and I have managed money for hundreds of families while standing the test of time as humbling as that can be.

I understand why Warren Buffett says to build a margin of safety into every investment and have used that to invest in some of the best stocks of the past 3 decades.

If you want investment ideas based on risk management and undervalued opportunity, then join us today to get started.

Most Recent Ideas

options
Retirement Income Options

Option Selling Weekly 12/22/2020

Options selling is great for people with six and seven figure IRA balances or non-qualified accounts looking to generate additional income. Broadly speaking, professionals generally …

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Macro Monday Mask
Investing 2020s Blog

Macro Thoughts & Year-End Q&A Webinar Announcement

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 …

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options
Investing 2020s Blog

Don’t You Dare Trade Options Until You Read This

“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 …

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MoneyPrinterGoBrrr
Investing 2020s Blog

Signs Of Weakness & A Fed Wildcard

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.

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Stocks Of The Week
Sustainable Growth Trends

Stocks Of The Week: 4 New “Very Short List” Additions

In the short Thanksgiving week, I thought I’d take some time to remind you to read the Investment Philosophy. Pay special attention to this piece: 

” The only way to make single stock risk acceptable is if you are investing in companies that can significantly beat the stock market averages and be leaders in their sectors, industries or countries.” 

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Milwaukee
Investing 2020s Blog

REITs In Your Asset Allocation

REITs are favorites among dividend investors. But, there is a fallacy that real estate as an asset class outperforms stocks in general. That is not true.

Over the past 5 years, inclusive of dividends, these are the returns for the Invesco QQQ ETF (QQQ) representing the Nasdaq 100, the SPDR S&P 500 ETF (SPY) and the Vanguard Real Estate ETF (VNQ):

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options
Retirement Income Options

Option Selling Weekly 11/17/2020

Summary There are very few oversold or undervalued stocks to sell cash-secured puts on.There are many overbought and overvalued stocks to sell covered calls on.Duration …

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Global Trends ETF

Global Trends ETF Update

Global Trends ETF update. Opportunities in gold, tech, emerging markets, as well as, hedges in oil. Members Only with Global Trends ETF subscription or higher.

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stocksweek
Sustainable Growth Trends

Stocks Of The Week 11/16/2020

Our Stocks of the Week for potential buying now or soon. Emphasis on tech, gold and resource stocks this week. Members Only.

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Apple
Sustainable Growth Trends

Quick Thoughts On Apple & 5G

Apple is one of the best companies in the world, but its stock is expensive against next year’s analyst earnings. A pullback is likely. 5G is causing a massive new buying cycle of smartphones though. What’s next for Apple? I think we know. (Members Only. Become a member to read this piece of analysis. Use code RARE50 to get RARE half price forever).

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Dividends Pay
Investing 2020s Blog

2 Dividend Stocks For An Overvalued Market

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. …

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Trade Alerts
Global Trends ETF

Trade Alerts – Mainly Gold Related

The “narrative” might have changed with announcement that vaccine from Pfizer (PFE) is pretty good, but really this is just a short squeeze. The reality …

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