Editor’s Note: As Chief Investment Strategist of Total Wealth, Shah 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.
Jan 18, 2022
Remember when the Fed claimed last year’s inflation was “transitory” and was “only temporary”? How J. Powell must feel now that every other news article is about how it has only gotten worse… But I hope you aren’t bored of …
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM), Asia’s most valuable firm and globally the largest contract chipmaker, has made an absurd announcement in its fourth-quarter report.
The company said it expects to increase capital spending to between $40 billion and $44 billion this year. That’s up 33.3% to 46.66% from the $30 billion it spent last year.
That’s a lot of money… But TSM wouldn’t spend unless it saw huge demand for its chips now and in the future.
Lithium, lithium, lithium…
It’s all about lithium right now as demand for electric vehicles soars – and as battery prices climb alongside. Existing supply chains can’t keep up, causing prices to increase five-fold. Last January a ship cost $8,000 a tonne. Now it’s $41,000.
Bad for the car companies. Bad for EV customers.
Years ago, being a hedge fund manager was something worth bragging about – I would know.
Starting in 1983 on the floor of the Chicago Board of Exchange, I ran multiple successful hedge funds, helping clients (and myself) make beaucoup bucks in the stock market. At times, I was outright braggadocios about my successes, like many other hedge fund managers. Some even beat out the yearly gains of the stock market year after year…
But that was ages ago, and hedge funds aren’t bragging anymore.
It’s retail – small traders and investors – that ought to be celebrating success, and I’ve got a new play so you can be celebrating the very same profits.
Over the weekend, I gave you a close look at what to expect out of 2022’s top five money-movers:
- Biden’s regulation army…
- A crypto-crash…
- China’s impending “Lehman-moment” …
- And the perseverance of the retail trader.
Jan 10, 2022
Click here to download the PDF version These days, you could easily spend $60-$70 just to fill up your car. Inflation continues to threaten the global market as rates rise, and the quantitative easing imposed by the Fed has put …
Jan 10, 2022
Tsk tsk… Last week, it was discovered that Google has been using another company’s patented inventions to build its phones, laptops, and some speakers without permission.
Besides a slap on the wrist and a need to compromise with the smaller company, Google will probably take the scandal in stride – but the California-based wireless speaker company that’s won this court battle against the infamous tech giant is going to see new heights.
Now I understand that this might be a controversial statement, but it’s true nonetheless. Crypto is on its way to ruin and investors unprepared for its downfall could lose everything.
Just like yesterday’s report, this special edition of Total Wealth is designed to prepare you for 2022 and secure 12 more months of profit.
We’re only a week into January, and it’s already been one hell of a year.
These days, you could easily spend $60-$70 just to fill up your car. Inflation continues to threaten the global market as rates rise, and the quantitative easing imposed by the Fed has put no one at ease. The rivalry between China and Taiwan is heating up, with some fearing armed conflict. And then there’s Omicron, which is running rampant around the world.
Happy New Year, indeed.
A dose of hope would do us all some good, so I’m here to provide it with some good news: 2022 is going to be a golden year of opportunity for us, and I’m going to tell you how.
Starting today, you’ll receive my special two-part New Year’s Edition of Total Wealth. I’m taking a look at what 2022 holds for us and our wallets, and let me be the first to tell you that rising inflation, rising debt in China, and rising confidence in the Retail trader will all play directly into our hands.
It’s rare to find a company that manages to check all the wrong boxes.
SoFi Technologies Inc (Nasdaq: SOFI) is sloppy for a company working in the fintech space. Total revenue is a scant $8.7 million and net income across the board is millions in the negative. It is hands down a sell. Get it off your portfolio as fast as you can, unless…
Unless you want to grab a quick profit with this stock and three others using a new technique I teach in today’s Buy, Sell, or Hold.
We are dependent on the cloud for everything. Energy, shipping, farming, entertainment… Any industry you can imagine is in some way reliant on web-enabled tech to function. And crooks know it.
Heck, they’ve known it for years. Cyberattacks that once took place once a year are now happening daily. By some counts, we’re averaging one cyberattack every 39 seconds, crimpling industries, economies, or sometimes countries.
Luckily, the latest member of the Nasdaq 100 is stepping up to the plate to ward off these attackers – and it’s a stellar investment.
Jan 03, 2022
To start the New Year off, I’m focusing on two technology companies that have been on everyone’s radar for a while now.
First up is a biotech company that shook 2021 with a breakthrough Alzheimer’s drug.
And the next is one chipmaker still feeling the pinch from a global shortage. Shares are trading at a premium right now, and it’s a great time to jump in.
Either of these two trades has a chance of doubling your money, so let’s get started.
If you’ve turned on your television lately, you’ve seen the headlines and maybe read some of the analysts’ reports spreading doom and gloom. The rapid spread of omicron and stories about slowdowns, shutdowns, and lockdowns have all but dominated the headlines. You’ve been told to expect higher inflation, rising interest rates, falling company earnings, and peak valuations across the stock market.
At this point, some investors are running for the hills and putting all of their money into gold bullion.
Fortunately for us, we know something that the financial media doesn’t know.
While some may be running from the markets, they’re about to be crushed by some 71 million new investors who aren’t afraid of anything. These investors are going to plow so much money into the market that they’re actually going to propel the S&P 500 300% higher, maybe more, in the next seven years or sooner.
The media and analysts don’t see what’s happening below. They’re trying to stoke fear where there is none. They don’t see what we see. And they don’t know what we know.
Demographics move markets. I’ve been beating that drum for years. And this next round of generational investors is the largest we’ve seen in decades.
New investors, some 71 million of them, are coming into the market. And they’re collectively far more important than any earnings, profit margins, or net income measures.
“They” are the millennials. And there are 71 million of them ranging from 27 years old to 44 years old now. They are starting to enter the equity universe.
And believe me, nothing moves stocks and markets higher like more buyers than sellers.
This isn’t some fringe belief either. It’s been corroborated by the finest researchers on Wall Street.
Just ask researchers John Geanakoplos of Yale University, Michael Magill of the University of Southern California, and Martine Quinzii of the University of California, Davis. Their report, Demography and the Long-Run Predictability of the Stock Market, supports what we know. They found that population booms around the 30s to 50s correspond to stock market booms.
More investors entering the stock market means a better chance for a bull market.
You probably didn’t know it, but we’re entering one of those “bull market periods” now, right on top of the raging bull market we’ve been enjoying since 2009.
The rationale is simple: stocks are now the principal vehicle for retirement-headed people who start thinking about investing in their future when they’re in their 30s and 40s. That’s where Millenials are right now.
Now might be the perfect time to jump back in on a couple of stocks that were long forgotten because of COVID-19.
And on the other hand, other stocks out there have the potential of continuing their dominance on the market.
Today I’m going to reveal two stocks that will do just that.
Dec 27, 2021
As we head into the end of the year, it’s good to look back on the things that happened this year. But what’s even better is looking ahead to 2022 and deciding which companies will outshine the rest. Today, I …