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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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 speed at which technology is advancing.
Our nation depends on it.
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.
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 from the high it put in only a month ago. That’s a $11.47 billion buzz cut in terms of capitalization.
Some 23.75% and $49.01 per share in the past 12 months alone.
I believe things could get far worse.
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 23, 2019
Bull or bear?
I’m asked frequently about which way the market is headed next.
Frankly, I could make the case for either in a New York Minute.
But, here’s the thing.
Bull or bear really doesn’t matter… being profitable does.
You can make money no matter which way the markets are moving, as long as they’re moving.
The key, as always and of course, is making sure your money is lined up with the biggest, best, and most powerful undercurrents… the stuff you see on “page 12,” not “page 1” – meaning in the headlines.
That’s not always easy to do…
… unless you know what to look for.
I admit to being a huge Elon Musk fan.
Not only do I think he’s is one of the single most creative executives in history, but Musk shows remarkably prescient insight and determination at a time when the world needs his kind of thinking.
It’s his online antics that I have trouble with.
I wouldn’t care if he wanted to destroy his own company, but Musk risks cratering the hopes and dreams of millions of retirees… people who cannot afford to get burned.
My job is to make sure you’re not among ’em.
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.
Mar 21, 2018
Dropbox will “price” its Initial Public Offering – IPO for short – on Thursday and begin trading Friday if all goes according to plan. Reports are that the offering is “oversubscribed” – a Wall Street-speak term meaning that they’re hard to get – and that there’s a lot of “demand” for shares.
So why is it you shouldn’t touch ’em with a ten-foot pole?
Because Dropbox is going to be another company in a long line of “oversubscribed,” in “demand” public offerings that isn’t worth the paper its stock certificates are printed on.
Online shopping sales reached record highs this year. The biggest retailers, Walmart, Target and Kohl’s, also broke records, but they are STILL not what I call, ‘Amazon-proof.’ There IS one company that may be able to compete. Click to watch…