Editor’s Note: As Chief Investment Strategist of Total Wealth, Keith believes in making his track record of recommendations easily accessible to all readers within seconds – and that’s why he’s compiled an Archives page. Here you’ll find links to every Total Wealth article Keith has published since Total Wealth’s creation on October 2, 2014, posted in reverse chronological order.
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Mar 27, 2019
Things that’ll be “different this time” usually aren’t, especially when it comes to hot stoves, hot steering wheels, and hot bond markets. Touch ’em and you’ll get burned, or so goes the thinking.
Every once in a while, though, the situation plays out.
Take the inverted yield curve that caused last Friday’s vicious selloff and made countless headlines around the world when it happen for the first time since 2007.
Contrary to what Wall Street and legions of economists want you to believe, it may NOT be the harbinger of doom that it’s been for the past 50 years.
Investors are getting ready to throw billions of dollars at a company that’s not worth the cost of the paper its stock certificates will be printed on. Worse, this same company has just 4,000 employees and has lost $911 million…during the past 12 months alone.
I’m talking about Lyft, of course.
The ride-hailing service is billed as a lucrative side-hustle where anyone can make fast cash giving people a lift around town. You can use your own car, set your own schedule, and work whenever you want. Chances are you’ve either called Lyft or ridden in one of “their” cars. Perhaps you’ve even started your own side-hustle as a Lyft driver.
The hype surrounding its expected initial public offering, possibly on March 28th – just three days from now – is staggering. Many investors, of course, can’t wait to jump in.
Mar 16, 2019
This week I’d like to address something that most investors never think about… how to trade a stock when the unthinkable happens.
The Boeing Co. (NYSE:BA) is a great example.
It’s a key defense contractor and a “must-have” stock, tied into several key Unstoppable Trends, including Technology, War, Terrorism & Ugliness, and Demographics.
The company’s under extreme pressure at the moment, and existing shareholders have taken a $26.6 billion buzzcut they didn’t sign up for.
For most investors, a situation like this is unthinkable.
One day, they buy a company based on super results, super products, or just super potential. Then… WHAM… the stock gets pounded.
Boeing opened, for example, a full 51.29 points lower Monday, following the crash of Ethiopian Airlines 737 Max 8 the day before – the second such crash in less than six months for a 737 Max 8 aircraft. Then, it dropped further, ultimately breaching $370 a share by Wednesday.
Thing is, this isn’t an isolated incident.
Here’s why and what you can do about it.
The Boeing Co. (NYSE:BA)’s stock has gotten a $26.6 billion buzzcut since Sunday’s 737 Max 8 crash, and more than a dozen countries have now ordered the jets taken out of service. What’s more, in a stunning about-face, President Trump has ordered all 737 Max 8 and 737 Max 9 grounded.
Millions of investors are wondering what to do next and you’re not alone if you’re one of ’em.
Mar 08, 2019
I’m traveling so I wanted to come to you visually, instead of in writing. I can get what I want to say quicker, and you can get to whatever you’re doing that much faster.
I used to joke that if the Fed wanted to make a move, they better call Beijing, because they buy a lot of our debt, and given how indebted our country is, that’s a critical call to make.
But you know what, lately, there’s a new wrinkle to this joke: if Hollywood wants to make a movie, they better call Beijing.
Chinese stocks have been absolutely clobbered over the past year by nervous investors who fear the worst from Chinese trade talks.
I can’t think of a worse – or potentially more expensive – mistake.
A deal is imminent.
That means you want to plan for the best and, not to mention, all the profit potential you can handle.
The stocks I want to tell you about today have excellent fundamentals, terrific growth, and preferred status with China’s ruling elite. They are “global challengers” in the truest sense of the word.
Feb 27, 2019
Remember when analysts were falling all over themselves to bash Apple Inc. (NasdaqGS:AAPL) a few months ago?
Now, imagine one of Wall Street’s biggest and most powerful firms lying to you the ENTIRE TIME it was doing so – while simultaneously (and very quietly) hatching plans to invest $200+ million…
… in partnership with the very company it was publicly trashing???!!!
Boy, you’re going to love this.
Feb 20, 2019
Most Americans are preconditioned to hate China… which means their money is at risk when a deal happens.
It will happen.
Western media is exceptionally good at telling you who said what, but very rarely do they go beyond that – which means they miss the subtleties.
Not surprisingly, that’s usually where the real story is.
Feb 15, 2019
Opinions on Tesla Inc. (NasdaqGS:TSLA) are like bellybuttons in that everybody has one.
Proponents think the company’s stock will go to the moon. Detractors think it’ll crumble like a stale cookie.
I don’t know and, frankly, don’t care.
But ask who’s going to make a pile of money?
You’ve probably heard the news.
…Stocks rally with shutdown-averting deal in reach ~ Bloomberg
…Dow jumps on tentative deal to avoid government shutdown ~ CNBC
…Stocks Surge on US-China Trade Talks, tentative budget deal ~ Fox Business
It doesn’t say “For Now” at the end.
We’ve been here before so many times that the premise is almost laughable. Today’s politicians are interested in only one thing … getting re-elected.
Today I’d like to revisit a topic we’ve talked about extensively in the past.
It’s a situation so severe that it will impact every investor when it hits.
Whether you have a pension plan or not doesn’t matter.
There is a very good chance that you and your money will get taken for a ride within the next five years if you don’t heed my warning.
Obviously, I don’t want to see that happen which is, of course, why I’ve got three very specific investment recommendations for you in a moment.
Trump’s legislative schedule has been put on pause, the market’s post-election rally has paused with it, and investors should practice cautious optimism while the President works to get his agenda back on track. As Keith says on Varney & Co., “This is a ‘show and tell’ market – I need to be shown now.”
Apr 10, 2017
Markets have come up sharply since the election on the hope that it would not be “business as usual” in Washington, but as Keith points out on Varney & Co., delays in tax reform look an awful lot like it. How does Keith see the markets responding, and what does it all mean for your money? Watch his full commentary here.
The Fed is signaling intentions to raise rates not once but a few times in 2017. But Keith points out there’s not much Fed Chair Yellen can do besides jawbone this issue. It’s clear the Fed lost control a long time ago, and traders are calling her bluff.