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.
Unless you lived and worked back in the 1970s – or, like me, were at least old enough to see and process what was going on around you – you’re probably only marginally aware of an economic malady known as “stagflation.”
It’s an odd manifestation – a living contradiction – and a pretty miserable one, at that.
The term “stagflation” is an amalgamation of “stagnation” and “inflation” – and describes an environment where prices are zooming in the face of zero growth.
But before this time period I’m referring to, stagflation was little more than an academic theory that wasn’t believed possible in any real-world scenarios.
Just think about it: Inflation usually shows up in a sizzling economy, where vast numbers of consumers have scads of cash to throw around – and where the inventory of items on store shelves are dwarfed by the number of people seeking to buy them. But stagflation manifests itself as a nightmarish one-two punch: Soaring price levels when consumers can least afford them, thanks to stuck-in-neutral job growth, treading-water corporate profits – and no catalysts in sight that might jumpstart economic growth.
I was a teenager in the 1970s – and had yet to launch my investing career – when the First Edition of Stagflation showed up in the real world. Even so, I read about it, saw it on TV, and was frankly sick of it and miserable because of it. It impacted me, and my family, and my friends’ families, and most of America.
I want to show you how this nightmarish scenario got started – and for good reason: Many so-called “experts” believe the seeds of stagflation have been sown again here in the American economy. They see a reprise of that miserable, stagflationary decade we had to live through half a century ago. And they say its unstoppable.
I’m here today to tell you the real story. With facts, not fear.
And I’m even going to share the single-best stock I see.
Investors jumping on the AfterPay and Affirm hype-trains are making a big mistake. It will be years before either of these Wall Street darlings is profitable, even with their partnerships with Target, Walmart, and other retailers.
The retail landscape, moving into the holiday season, is setting up to be grimmer than ever…
Everything from electronics to shoelaces (yes, shoelaces) are hard to come by because of supply bottlenecks in China and California, and factory closures around the globe. Now, anyone and everyone touching the industries that are wholly reliant on global supply chains have been knocked down – and retail is feeling it more than others.
Over the last month, we’ve seen…
- NIKE Inc. (NKE) drop 11%
- Bed Bath and Beyond Inc. (BBBY) drop 40%
- And Helen of Troy Limited (HELE) drop 5%
But that’s the very reason why I am watching these companies. They’re trading at a steep discount compared to what they will be in the coming months…
The could be a take that makes you mad, but it has to be said: Tesla is done and if you have stakes in their stock, it’s time to sell.
Sure, it’s had a great run… But there are newer, better electric vehicle companies with cheaper stocks, including one the EPA rated with a range 100 miles further than top-of-the-line Teslas
It’s a steal at $25 and it won’t stay cheap for long – they’re delivering vehicles starting TODAY.
Sep 28, 2021
This inflation higher than J. Powell expected, the Fed’s tapering soon coming to an ending, and hiking interest rates on the horizon, Wall Street investors are placing bets on the markets – but they’re putting their money in all the wrong places.
The simply way to play this is to short treasuries. That’s what they’re doing. But the profits, too, will be “simple.”
Sep 27, 2021
Our first stop on today’s watchlist belongs in a league of investing that I predict will churn out 500,000 new millionaires by the end of the year.
I’m talking about initial public offerings, or IPOs. If you aren’t familiar, that’s when a company finally goes public, putting shares on the market for investors like us. It’s a great opportunity to get in at the bottom of a burgeoning company and ride all the way to the top as they grow.
Which is why I’m watching this company like a hawk. Toast Inc. (NYSE:TOST) operates a tech platform that streamlines all front and back of house work utilized by at least 40,000 restaurants in the U.S. and more abroad.
Now, I want to make this plain: I hate this Swiss bank.
Its financials are abysmal, which is difficult to do for a bank.
The DOW and S&P 500 are down – dragging many stocks down with it – but that’s no reason for you to be concerned.
Sep 20, 2021
There is a national issue at hand today that is staring you in the face every time you enter a grocery store: food prices are rising, and they won’t stop any time soon.
I’ve addressed this a few times before, including a piece I wrote back in August that I still stand by today (you can read that here) that explores some of the reasons why food inflation is hitting us so hard.
In the time since, food prices have hit new highs due to inflation. Over the past two years, food costs rose 16%, which is particularly noticeable in the meat and dairy aisle of your local grocery store. Beef, chicken, pork, fish, and eggs are all up in price.
This is a major trend – one that I’m watching closely so I can pinpoint the best investments and strategies that you can use to counteract the attack on your wallet every time you buy food.
This week, I’ve got a three-part action plan that, if my predictions are correct, could be the best plays on the market right now.
The success of one company over another isn’t an issue of legality. This should be common sense, but the courts had to rule on it just this week – and it’s had some interesting effects on the market.
Sep 14, 2021
China is acting out, giving Wall Street analysts and big-time investors a scare – and I love it. Everyone is pulling out of the two companies I’m recommending to you today, marking them at a 50% off discount.
Sep 13, 2021
The age of the cubicle has come to an end, for better or for worse.
Over the past few weeks, multiple business giants, including a favorite of mine Microsoft Corp. (MSFT), have declared that working from home is the new normal. Hundreds of thousands of employees, if they are able, are now indefinitely working from the comfort (or noisy discomfort) of their own homes.
That’s great for the companies, sure. Bit of a money saver, since they don’t have to keep the lights on back at corporate.
This work-from-home tech stock is bruised and beaten. Share values keep sinking and now, more than ever, is a fantastic time to buy in.
Sep 09, 2021
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Sep 08, 2021
Click here to download the PDF version The first time I met Fox Business star Stuart Varney was around 2010 – when I appeared on his show as an invited guest in New York City. During an off-camera chat, Varney …