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.
Category: Unstoppable Trends
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Aug 14, 2019
It's panic stations for many investors this morning now that the yield curve has inverted - meaning short-term rates are higher than long term rates. The problem is that much of what you're hearing is flat-out wrong and, potentially very dangerous for your money. Here's the thing. The relationship between short-term interest rates has changed over time and, for that matter, continues to
Aug 09, 2019
Monday's hair-raising 760-point Dow caught a lot of investors by surprise. I got asked, "Why is this happening??!!" more than once, via email, text, and in person. Surprisingly, there's a very simple explanation. Five actually. They're just not what you think. Here's what most investors are missing. First, believe it or not, headlines have nothing to do with the decline. Rather,
Jul 24, 2019
Earnings reports are starting to roll in, and Keith Fitz-Gerald's ready. On Varney & Co. Monday morning, Keith went into details:
"I think [tech earnings are] going to be very, very strong, much stronger than many people expect. Now, arguably, the bar is pretty low to begin with, but that doesn't change the fact that these companies are doing very innovative things, changing the world we live in. And I think that is worth a lot of money to savvy investors."
Earnings are all about two things: outlook and expectations. He's repeatedly called out doom and gloomers, counseling that earnings will - yet again - be stronger than expected, giving the companies that come out on top a favorable boost.
Keith then had a chance to talk about a few other things, which ranged from China to Disney to Equifax.
On China, Keith started off by talking about the rising dissention in China, and, more importantly, what it means for Chinese negotiations. Is it part of the trade negotiations? Keith weighs in.
From there, the discussion turned to The Walt Disney Co. (NYSE:DIS), and how their streaming service is stacking up to Netflix, Hulu, and even Amazon Prime. Disney has an edge over the competition, and Keith is revealing why libraries and content will come out on top compared to services that are simply providers.
This edge puts Disney in the running as an Unstoppable Trend - Technology - and it's a Buy at $141.04. Alternatively, Keith says you can wait until the next correction and jump in then.
Next, the conversation turned to Equifax Inc. (NYSE:EFX), which may have to pay as much as $700 million in fines due to a data breach - and Keith thinks they're getting off easy.
"I think there should have been criminal charges; they have involuntarily made all of us customers and, and they are reaping the benefits from that," he explained on air. "I think to allow them to settle is a mistake. There should have been depositions, they should have thrown a harsh light on how the business works into the spotlight."
The Equifax settlement stinks because it highlights one of the unseen risks of technology, where consumers ARE the product, whether they like it or not.
Of course, Technology is still one of the Unstoppable Trends, and that's why the sector is ripe with must-have companies - Equifax aside. Look at Visa Inc. (NYSE:V), Amazon.com Inc. (NasdaqGS:AMZN), and Google's Alphabet Inc. (NasdaqGS:GOOGL) - these are all companies that are revolutionizing the world.
Before signing off, Keith made sure to touch on Chevrolet. The company is releasing their new Corvette C8, and Keith called it "Harley Davidson Inc. (NYSE:HOG) on four wheels," which is far from a compliment.
The reality is that the Corvette is an iconic brand, and one that caters to a specific market of people. Corvette buyers are dying out and people aren't flocking from Porsche, Ferrari, and Jaguars to buy the newest 'Vette. The company can't adapt, and it's hurting their bottom line.
Keith's advice? Don't buy automakers - buy the technology that's driving them. He's talking about the companies that are developing the newest AI software, digital sensors, and the like - just follow the Unstoppable Trends.
If you don't know where to start, Keith's got you covered. He recommends the companies backed by the six Unstoppable Trends in his sister research service, Money Map Report, which you can sign up for today - and start receiving weekly alerts, monthly reports with two recommendations per month. Click here for more details.
Until next time, The Total Wealth Research Team
Jul 19, 2019
Millions of investors make a very fundamental mistake in the pursuit of bigger returns. They chase "hot stocks" when getting ahead of them is almost always a far better and far more profitable way to go. I know that sounds obvious... but hear me out. If you're of a certain vintage like I am, chances are good that you grew up with the notion that waiting for pullbacks would give you an
Jul 12, 2019
People ask me frequently how I can confidently and accurately predict the markets, especially when they're at new highs and fears of a correction run rampant. And, my answer is always the same. I don't predict anything. I simply know something most investors don't. And, today I'm going to let you in on the secret. Millions of investors have been taught that you can't predict the
Jun 26, 2019
Good morning from Eastern Washington where I'm on the road doing a little research into the latest scientific advances in agriculture, watering technology, and even fertilizer. I'll have more on those things in the weeks ahead, but more immediately, I thought we'd dive into the mailbag. As always, the questions you're asking are spot on. Q - What's next with China? Is there really going
Jun 19, 2019
Serial entrepreneur Gary Vaynerchuk told CNBC recently that he's seen people go from having nothing to making $100,000 using something he calls, "retail arbitrage flipping." My eyebrows shot up. Not only because Gary Vee - that's how he's known the inspirational wealth building crowd - is right, but because of the specific choice of words he used. Retail...Arbitrage...Flipping. The
Jun 12, 2019
Defense. It's a key part of the Total Wealth Strategy and a fundamental element in one of the Six Unstoppable Trends we follow: War, Terrorism and Ugliness. A growth trend, really. Sadly, most investors are missing out, but not for reasons you might think. Today, I want to talk about that for a moment and give you a head start that could be one of the most profitable trades you make
Jun 05, 2019
You have to have a thick skin in this business when you stand on your convictions. And, no surprise, I live by that principle. What you see is what you get with me, especially when it comes to sticking with new trends that can make you a ton of money when they happen. Over the years, I've made some whoppers... ... The rise of the Japanese yen, beating legendary trader George Soros to
May 24, 2019
Millions of investors are complaining about the overwhelmingly negative impact that trade war tantrums are having on their portfolios. Yet, very few do anything about it. Not that they don't want to, mind you. They can't. The digital world we live in makes it nearly impossible to distinguish truly important and potentially very valuable information from trivia data. So, they wind up
Most Americans have never thought twice about intellectual property. But they should. The US Patent & Trade Office estimates that the intellectual property associated with 81 industries added $6.6 trillion to global GDP in 2014, the last year there's data. That same year, IP-intensive industries accounted for a staggering 38% of U.S. GDP, a figure that may approach 50% today thanks to the
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
Mar 25, 2019
Editor's Note: We heard you loud and clear - you loved Kuni's last article so he's back with a special look at how to play Lyft's IPO and possibly make a mint in the process. 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
Dear Reader, Too bad it's not Thanksgiving because Facebook Inc.'s (NasdaqGS:FB) stock is getting roasted faster than a 10-pound turkey. Team Zuckerberg got hammered yet again, when Facebook's stock fell another 3.03% during Monday's trading session to close at $159.99, following news that 11 senior managers have handed in their walking papers. All told, Facebook is down 6.53% and $11.17
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