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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Millions of investors are focused on the past right now.
That’s a huge disadvantage because it’s the future that matters – both in terms of how we live our lives and how we make our money.
Especially when it comes to how they view current headlines.
I don’t blame ’em, though.
They’ve been brainwashed to believe that life moves because of what’s already happened. So they see the financial markets the same way and, not surprisingly, get stuck in a rut.
That’s too bad, especially right now.
Aug 31, 2019
First there was China, then politics, then rates… a trifecta of sorts at best or even a perfect storm depending on your perspective.It looks like the markets are going to take us for a wild ride – but we aren’t worried. As long as you follow this advice, you’ll be looking at potential profits no matter what. Click here to watch.
News broke over the weekend that the Saudi Kingdom had detained 11 princes, 4 ministers, and 34 other senior officials, former ministers, and prominent business owners as part of an anti-corruption campaign. All are apparently being held at Riyadh’s Ritz Carlton Hotel and sleeping on thin mattresses placed on the floor in a ballroom – including billionaire investor Prince Al-Waleed bin Talal, who is well known in the west for investments in such companies as Citigroup Inc. (NYSE:C), Twitter Inc. (NYSE:TWTR), and Apple Inc. (NasdaqGS:AAPL).
The Western media has reported this move as part political shakeup, part coup prevention, and part power play by a young, ambitious Crown Prince Mohammed Bin Salman.
As usual, they’re missing the real story.
It’s ALL about the money.
General Electric Co. (NYSE:GE) stock has fallen 63.53% from a peak of $60.00 on August 28, 2000, to a 52-week low of only $21.88 per share. Not surprisingly, millions of investors are eyeballing it thinking to themselves that it’s ripe for a recovery.
Good luck with that.
The stock will have to appreciate 127.06% just to break even.
Dividend investors are at particular risk because the cash flow is so bad that executives may not be able to cover the $8 billion nut legions of retirees are depending on.
That anyone thinks this is a surprise at this stage of the game given the company’s history simply boggles my mind.
General Electric is a train wreck of a stock and has been since former CEO Jeffrey Immelt took over from “Neutron” Jack Welch in 2001. At the time, he was viewed as a hero capable of running the legacy he inherited to new heights, but now, 16 years later, Immelt may go down as one of the single worst CEOs of all time.
Feb 07, 2017
In theory, Wall Street will reel from further weakened oil prices. But Keith points out there are plenty of winners from low prices – and the rampant lies over what everyone has on hand is a much bigger concern than price fluctuations. Here’s Keith on what to expect from OPEC’s deception, the debate on how to “Trump-proof” your portfolio, and more.
Sep 28, 2016
Oil prices jumped after rumors that OPEC could limit supply to 32.5 million barrels/day – the best performance from oil since early April. Stocks were also boosted as a result, but here’s Keith on why the rally didn’t last.
The reported deal between Russia and Saudi Arabia to boost oil prices is a very, very serious development because it realigns global priorities and leaves Americans out in the cold.
Activist Kenny Bruno thinks he has a plan to destroy Exxon.
In a January 2016 meeting attended by fellow activists and heavyweight trial lawyers like Matt Pawa, who last year extracted a $236 million verdict from the oil giant, the veteran environmental crusader laid out his precisely-crafted mission to starve the $365 billion company of resources, influence, and ultimately, any meaningful hope for profits.
Millions of investors are understandably shaken and left wondering if they should bail under the circumstances. Many already have, judging from the fact that Exxon stock is down 15% from its June 2014 peak of $103.83.
I can’t think of a bigger mistake.
The last time we saw this script it led to returns of at least 273% for savvy investors who followed along.
The opportunity could be even bigger this time around.
Washington’s made a huge stink about our economic recovery and politicians of all stripes want us to believe that their actions are in the name of your financial prosperity.
What a load of you-know-what.
I’m not going to mince words – our government is killing the American Dream and, with it, the retirement hopes of millions of investors.
Thankfully, though, not yours.
Today we’re going to talk about why the U.S. government’s latest boneheaded move actually clears the path for bigger profits, and how you’ll know what to buy both now and in the future when you see them repeat their mistakes.
Fatih Birol thinks energy investing stinks.
Never heard of him? A Turkish economist and Executive Director of the International Energy Agency, he’s the Bill Gross of Energy. And, like Bill Gross was in 2011 when he predicted interest rates were going to surge and completely exited the Treasury market in a move that cost investors hundreds of millions, he’s just as wrong.
To hear Birol tell it, energy investments are going to be a disaster. Speaking in Paris this past July, he observed that there may be as much as $1 trillion of energy investments and $280 billion in natural gas investments that are “uneconomic” if governments around the world successfully limit global warming to 2C.
Evidently he’s never heard about the Unstoppable Trend we call Scarcity & Allocation.
Today we’re going to talk about what Birol – like a lot of investors at the moment – is missing and what it means for your money. Then, I’m going to give you my take on one of the best energy companies you can buy… at any price.
With more than $1 trillion on the line and up for grabs, it’s potentially very profitable information you won’t want to miss.
Here’s what you need to know before everybody else wakes up.
CNBC’s Kate Kelly asked me last January if I was worried about smaller players in the energy sector “just plain going out of business.”
I replied that not only was I not afraid of the weaker players being swept away, I was counting on it.
As you might imagine, that raised more than a few eyebrows, considering oil had fallen by 51% from last summer’s highs to only $52/barrel at the time, and investors couldn’t hit the sell button fast enough.
But I had studied my history carefully and knew something everybody else didn’t – the strong always survive.
That sounds cliché, but I’m bringing this up for a reason because this tiny nugget of information – this perspective, really – has helped turn ordinary people into millionaires for years. And it will again.
I want you to be among them.
Here’s what everybody else is missing.
When I began Total Wealth Research, I highlighted six “Unstoppable Trends” – each of which is backed by trillions of dollars – and promised that we’d check in on them from time to time in the pursuit of profits.
Today, I want to keep that promise.
Not only are all the “Unstoppable Trends” fully intact, many are actually getting even stronger. So are the companies we’re tapped into, especially when they’re in sectors being written off by the mainstream investment community.
For instance, I brought Williams Companies Inc. (NYSE:WMB) to your attention on January 7, 2015, as a way of playing the beleaguered energy sector. It’s returned 15.35% since then, or more than triple that of the S&P 500 over the same time frame.
Then there’s Kratos Defense & Security Solutions Inc. (NasdaqGS:KTOS),a small niche defense contractor positioned for huge gains by playing outside the mainstream defense contracting procurement ballpark. It’s returned more than 16% since I called your attention to a re-entry point on January 9.
Kyocera Corp. (NYSE:KYO), the Japanese tech giant I called out on New Year’s Eve as a means of playing the uneven stimulus that’s powering Japanese markets, is up 10.87%.
Thing is, I’m not telling you this to brag. What I want you to understand is that stocks backed by “Unstoppable Trends” have the potential to dramatically outperform the markets.
And that’s why you need to keep every single one of our trends at the top of your mind… so that you can tap into the potential created by trillions of dollars on the move.
Here’s what you need to know about each of our “Unstoppable Trends” today – starting with the biggest opportunity on the planet right now.
Holiday markets tend to slow up a bit, and this week is proving to be no exception, so I thought we’d change things up a bit by diving into the mailbag and tackling a few of the fabulous questions you’ve asked recently.
Of course, as is our way around here, I’ll follow each answer with some actionable investment advice you can put to work right now as well as specific recommendations for your consideration.
Let’s get rolling with three questions related to our “Unstoppable Global Trends” that are very much in the news right now… Energy, Technology, and Warfare.
Q: Will oil ever come back and is now the time to buy the big oil refiners? ~ Hank T.
A: Yes, global demand will ensure that. The only question is when, and that depends entirely on how much longer the Saudis want to play games. Worldwide demand is growing tremendously, and energy itself is going to see some $48 trillion worth of spending by 2035, according to the IEA and other estimates. (I think that figure is low, by the way, for reasons I’ll cover in an upcoming column.)
But I don’t believe that the big oil refiners are the way to go.
The smarter play would be going for the integrated midstream producers, explorers, and pipelines like Apache Corp. (NYSE:APE) or Northern Oil & Gas Inc. (NYSEMKT:NOG). The former has a really clean balance sheet and will likely to be a big beneficiary of the consolidation that’s now under way because of cheap oil, while the latter has hedged contracts at $90/barrel even though oil has now dropped to $55/barrel.
If you are really up for an adventure and potentially some dynamite returns consider the Open Joint Stock Company Gazprom (OTC:OGZPY). It’s the world’s largest natural gas extractor, has a lock on Europe, and is trading at perhaps the world’s smallest multiple of 1.73. Any shift going from terrible to less bad with regard to Putin is going to send this stock soaring.
Now – an update on our War, Terrorism & Ugliness stock…
Welcome to Total Wealth and thanks for being part of the family. I’m thrilled you’re a part of this.
Today I’d like to focus on the central reason we’re spending time together – spotting and investing in unstoppable, global, trillion-dollar trends.
For all the complicated stuff going on around us right now… ISIS, Ebola, the Hong Kong riots, central banking madness… the world is actually a pretty simple place when it comes to your money. And we’re going to navigate that together.
I say that because, if you look through history, it becomes very clear that humanity has always been and will always be driven by the six key trends on this list.
Of course, there are offshoots and micro-trends (like the Human Augmentation trend I covered in my report out yesterday). There are even counter-trends.
But I believe every dollar you’ll make in the next 10 years comes back to one of these six things…