Archives
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.
Most Recent
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Jul 22, 2020
Tesla’s Bubble Could Pop at Any Moment
Tesla’s up to $1,597, and people are calling it a bubble. It’s overvalued, way overpriced… and still going up. Here’s why.
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Jul 20, 2020
This Week’s Going to Be Interesting
Despite the Nasdaq Composite ending last week down 1.1%, the other major benchmarks ended the week higher. The trend for all of them, including the Nasdaq Composite, is still, up.
But there were minor cracks in the yellow-brick road last week.
A big crack developed on Monday when the Nasdaq 100 (NDX), an important index of the biggest 100 (non-financial) stocks listed on the Nasdaq, rose 2% in the morning, breaking through to new all-time highs, then collapsed spectacularly, ending the day down more than 2%.
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Jul 17, 2020
Big Banks: Buy, Sell or Hold?
The country’s biggest too-big-to-fail banks have all reported second quarter earnings and the results were chock full of good news and bad news, depending on the bank and its banking model.
What the banks’ earnings, profits and losses tell us about the economy, about their health, and about the outlook for their stocks gives investors a window into the economy and how to play the banks.
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Jul 15, 2020
The Stock Market’s Poised for Another Leg Up, and If You’re Not on Board, You’ll Be Left Behind
The stock market’s risen like a bat out of hell since bottoming out on March 23, 2020.
Remarkably, the institutional benchmark S&P 500 is up 43% after being hit by the coronavirus pandemic.
And while there’s still no vaccine for Covid-19, as the country sees dangerous spikes across 32 states, with mayors and governors again calling for businesses to shut down, as the additional $600 per week unemployed workers were getting runs out, the stock market looks clearly poised to go higher.
Here’s where we’re at, what hurdles are left to jump over, and why we’re headed higher.
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Jul 15, 2020
Two Positives and We’re Off to the Races
Moderna’s come forward with a promising COVID vaccine and strong bank earnings, and we’re looking at rally’s across the board. US market futures are up, and globally, markets have reacted positively, a clear signal for investors to dive in. Click here to watch
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Jul 15, 2020
The Market’s Wild Ride
Yesterday we saw the Dow rally 500-something points, then fall and flatten out. The Nasdaq swung over 100 points, ending down. The answer to these stocks wild ride lies in earnings. Click here to watch
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Jul 14, 2020
Tesla: The Bellwether of Bad News?
It peaked at 9:45 and fell off a cliff – and the rest of the markets followed. Is it a bellwether, or simply an overvalued stock with shorts to cover? Shah Gilani weighs in.
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Jul 13, 20208
Earnings Will Now Set the Market’s Tone
With markets working themselves higher last week, higher since the March lows, higher forever for the Nasdaq Composite, you could say the good news is behind us and what’s up next will be weightier.
When I say good news, I’m not talking about the bad news all around the country showing dramatic and frightening coronavirus spikes, I’m talking about most of the economic indicators coming out ahead of analysts’ expectations over the past four weeks. Not all of them mind you, but most of them.
Why? Because analysts knocked down every number, every expectation, every hope they had.
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Jul 10, 20205
It’s Not Too Late to Buy FAANG Stocks and Microsoft – Here’s Why
Is it too late to buy the FAANG stocks, Facebook, Apple, Amazon, Netflix, Google, and Microsoft?
In a word, “no.”
But with their valuations peaking, concentration in them at all-time highs, and pushback from advertisers, regulators, and politicians mounting, an increasing cadre of skeptics and analysts think their run’s about over.
Let’s examine the bull case and bear case for these mega-cap tech darlings and why it’s not too late to buy them.
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Jul 08, 20204
“Malled” to Death: Long Live the Shopping Mall
Everyone knows shopping has changed forever. Online shopping is in, bricks-and-mortar stores are out.
Maybe not forever, but with cities, counties, and states prone to stay-at-home orders, no thanks to the coronavirus pandemic, shopping in physical stores is less appealing than ever.
Shopping malls, with their higher density, which get closed quicker than standalone stores and take longer to open, have been hit even harder by the pandemic and changing consumer habits.
For malls, suffering systemically, it’s the end of an era and the end of the line for many of them.
However, that doesn’t mean that there isn’t opportunity in their downfall…
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Jul 06, 20201
Virus Spikes vs. Helicopter Money: Guess Who the Market’s Betting On?
Last week, equity markets roared back to life in a shortened trading week. The Dow Jones climbed 3.2% on the week, the S&P 500 climbed 4%, and the Nasdaq Composite climbed 4.6%.
That healthy rise came on the heels of the previous week’s losses, which came on the heels of the previous week’s gains, which came on the heels of the previous week’s losses. Which collectively amounted to a lot of sideways, go-nowhere action for the Dow, the S&P, and the Russell 2000.
But not so for the Nasdaq Composite, which just keeps defying gravity.
The back and forth in equity markets has been about risk-on versus risk-off, which has been about Covid-on versus Covid-off, which forces the fight between stimulus-on versus stimulus-off.
Of course, the Nasdaq Honey Badger don’t care; it keeps eating capital inflows and getting fatter.
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Jul 02, 2020
Five Financial Freedom Fighting, Dividend-Paying Stocks to Retire On
To celebrate your financial freedom this Fourthwsq of July I’ve got five dividend paying stocks you can retire on.
You’ll know they’re great recommendations if you read my last two Total Wealth articles.
In the first article of this three-part series I showed you how to look through a few simple, easily found metrics to determine if a company’s dividend is safe, and by how much.
But you won’t have to do any calculations today, I’ll give you the safety-stretch numbers.
In the second article in this series I told you how trillions of dollars of buybacks are going to be converted to dividends in the future. Because the public’s outraged at companies manipulating their stock prices higher to compensate executives while workers’ wages stagnate. Because politicians are going on the warpath over the same issues and how the last tax cut juiced up buybacks by another trillion dollars. And because dividend payments are good for shareholders and the economy.
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Jul 01, 20204
Good Dividend Paying Stocks Are Poised to Takeoff
Investors looking for good dividend yielding stocks don’t typically expect much price appreciation.
That’s going to change, probably sooner than anyone expects.
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Jun 30, 2020
The Selloff Wasn’t Bad, So Are We Looking at a Bounce Today?
We’ve had some selldowns these past few Fridays, on pretty strong volume… but we’re coming back strong on Mondays. Investors don’t want to hold over the weekend, but they want to be in the markets, and we could be facing another leg higher.
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Jun 29, 20202
What the Fed Didn’t Say It Said
In case you missed it, last week the Fed fired a warning shot across the bow of investors who’ve won the bet, so far, the stock market would enjoy a V-shaped recovery and the economy would follow suit.
No, the Fed didn’t upset the applecart on Wednesday. The market tested itself on Wednesday when fear of rapidly rising virus spikes in Arizona, Texas and Florida triggered profit-taking.
The Fed didn’t upset the market on Thursday either. It actually helped stocks rally on the heels of Wednesday’s selloff when it announced all its children, the banks it shepherds, all passed their stress tests.
Banks rallied nicely on Thursday as investors cheered the good news.
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