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.
I’ve got a hot one for you today: a reopening trade.
Leisure and travel companies have been taking an incredible beating as news of Omicron circulates. But I’ve gone on the record to say that the COVID-killing pill could turn the industry around.
And the company I’m recommending today won’t just benefit from the likes of Pfizer or Merck. It has its own prospects and a crowd of Redditors behind it – and we all know what that means for the short term…
Dec 06, 2021
The meta-verse isn’t even close to being fully realized, but it’s already dishing up profits for companies that provide critical infrastructure to make its virtual world a reality.
Meta Platforms (FB) has already invested more than $16 billion in building and operating 18 Facebook cloud campuses in the US. It expects to invest as much as $34 billion as it retools its data centers and networks for the demands of a globally-distributed virtual world.
The FB numbers are big, that’s for sure, but they’re only part of the global data center demand story. Companies all around the world are moving operations into the cloud. As a result, global data center infrastructure spending will climb to $200 billion in 2021.
That’s a solid tailwind for companies that support data center buildouts.
Even with all that investment, the metaverse won’t ever be widely adopted if global networks aren’t fast enough to keep the user experience exciting. Today, even the most popular communal gaming experiences are limited by how many users can join and play at any given time, in part, because of network limitations.
That means the metaverse will need significantly faster global networks to meet its potential.
Which is exactly what I’m watching this week.
Dec 03, 2021
“It’s the supply chain, stupid.”
- My open note to U.S. Fed Chair Jay Powell.
I never bought into the whole “inflation-is-transitory” call by the U.S. Federal Reserve.
I knew that assessment was wrong – dead wrong, in fact. I knew that inflation is actually “structural” (i.e. “sticky”) and here to stay. And I said so … openly – during appearances on Fox Business News and here at Total Wealth Research in my talks with you.
The Jay Powell-headed Fed clearly doesn’t get it.
That’s creating risks to the U.S. economy – huge risks.
But it also creates major trading-and-investing opportunities for us – windfall-magnitude opportunities, in fact.
To reap that windfall, you need to understand both types of inflation – and see the difference.
Big pharma has cooked up yet another fantastic biotech company for us investors.
Not only does this company pay an incredible dividend – it has a 30% profit margin. That’s unheard of for a company of this size in this industry.
So, let’s get in today.
When it comes to the new COVID-19 variant… the only thing we know about it is that we don’t know anything at all.
But when it comes to the stock market, I know plenty.
After Friday’s nasty sell-off and Monday’s rebound, I started searching the markets for the best stock picks to ride out the next pandemic wave – and today I’m sharing my findings with you.
In this week’s exclusive video, we’re taking to the high seas with a long-term shipping play.
I hope you had a restful holiday break because we need to hit the ground running today. The US Department of Defense is making deals with a young vehicle electrification company that could send its stock to the moon.
It’s currently less than six dollars a share – which with a bargain you won’t find in any Cyber Monday sale – so let’s get to it.
Nov 26, 2021
What if I told you the cryptocurrency craze – inflated by U.S. investors, traders, speculators, and especially by world punters – is just one immense bubble that’s going to burst?
Would you believe me?
What if I convinced you this bubble is real – and that it’s going to pop? Would you then believe me if I told you that this implosion in cryptocurrencies will cause the stock market to crash, too?
Well, let me convince you of the former so I can make you see the risks of the latter.
From where I sit in New York City, the nights are getting colder and colder. I know I’m not the only one who’s cranking up their thermostat – and that got me thinking…
As winter draws ever nearer, oil and gas prices will soar. And I have just the right play for you.
Nov 22, 2021
It’s time I roll out some of my favorite consumer spending plays.
Because, if you haven’t noticed, the surge of inflation in the US last month hasn’t slowed consumer spending. US households are still flush with the $2.5 trillion in savings amassed during the pandemic. Mix that with pent-up consumer demand, and you create the perfect storm.
Sales are 21% higher than before COVID, as Americans spend more on anything and everything, from electronics to furniture to building materials.
Ever wondered how credit card companies make money?
They have many revenue streams, but there is one that retailers have been rallying against for years: payment fees. For every purchase you make with a credit card, the card company takes a cut to the tune of 0.5% of your total purchase.
Which doesn’t sound like a lot, but when you add up the thousands of dollars spent every day on credit cards, that 0.5% cuts deep into retailer earnings – and Amazon Inc (Nasdaq: AMZN) decided it won’t stand for it any longer.
In today’s video, I’m telling you what this means for you, and I’ll give you four new plays to go with it.
Moderna Inc. (Nasdaq: MRNA) and BioNTech SE (Nasdaq: BNTX) were two of the big stars of the COVID-19 Pandemic.
But those two biotechs – and other players like Merck & Co. (NYSE: MRK) – are scrambling to find that “Next Big Thing” to stay relevant, or get hot again, in the post-peak-pandemic world.
But I’m here to deliver some very bad news: None of these three are going to pull this off.
Nov 16, 2021
For many pot stocks, it has been a rough year.
Prices have been sliding further and further south as interest waned and legalization efforts stalled out, but now the movement has fresh gust of wind in its sails.
There is Republican backed bill on the floor of Congress right now looking legalize marijuana in all 50 states. This fantastic news has already caused a pop in the pot stock market, one that I suspect will continue well after this law passes.
Nov 15, 2021
Big news made it to my desk at the end of last week. Republican congresswoman Nancy Mace is spearheading a new marijuana legalization bill.
A Republican-backed legalization effort would be incredible for cannabis stocks across the board, so I’ve been monitoring the markets since last Thursday’s announcements for profitable targets.
The bill reportedly seeks to treat cannabis similarly to alcohol: legalize and impose relatively low excise taxes and marijuana sales. This would put wind in the sails of almost all pot stocks, but Tilray Inc (TLRY) and Aurora Cannabis Inc(ACB) are the two that have caught my eye.
In the two days it has been on the markets, this new car company’s stock has grown well over $100 a share.
The company itself? Well, it’s been given a market cap of $121 billion. That is almost double the value of vehicle manufacture veteran Ford Motors, and Ford’s been on the markets since 1984.
Right out the gate, this company has climbed higher in two days than Ford could in 37 years, but I don’t want you to jump in on this trend blindly.
Nov 11, 2021
The Metaverse is here.
Grounded in the Greek word meta, meaning after or beyond, this burgeoning synthetic universe, once cyberpunk fantasy, cannot be denied. It just doesn’t look anything like Neal Stephenson described in his seminal work Snow Crash just yet.
But one day… It just might.