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.
Filter by Date:
“…but Trump hates China??!!”
That was my friend Jack, who couldn’t fathom that last week’s historic meeting between Chinese President Xi Jinping and United States President Donald J. Trump didn’t end in a diplomatic donnybrook.
Like many investors who expected the gloves to come off, he’s wondering what gives and what this means for his money.
I’ve got a few answers and I think you’re going to be very excited by what I have to say about where to position your money next, especially if you “missed” Amazon.
Our team meets weekly to discuss the merits of various investment recommendations as well as the Unstoppable Trends we’re following, but things got a little testier than normal when it came to Amazon and the “retail ice age” it’s causing.
Barron’s doesn’t seem to think it’s a big deal and even went so far as to declare that grocery stores and big box home improvement stores are immune to Amazon’s charge in last weekend’s edition.
I wanted to bang my head on the desk!
There is no such thing as an “Amazon-Proof” retailer and any investor who makes the mistake of thinking there is may as well take his or her money to Vegas where at least they’ll have fun losing it.
Apr 07, 2017
As Keith explains on CNBC World’s Wall Street Wrap, the average investor could double their exposure to technology stocks and still not have enough. The defense sector is another where Keith expects to see enormous inflows, and investors would be wise to position accordingly. Watch the full clip for everything you need to know.
I’ve seen Wall Street use darn near every little conceivable technological trick in the book to gain a statistical edge over every day investors over the past 35 years.
One of the craziest was a high-frequency trading shop that actually wanted to drill through mountains so they could shave off milliseconds transporting information along a fiber-optic cable between exchanges in Chicago and New Jersey.
So, when BlackRock, a global investment management company with $5.1 trillion under management announced earlier this week that it was replacing human managers with stock-picking machines, only one thought raced through my brain…
…here we go again!
Mar 20, 2017
Recent market action is like a country dance song – two steps forward, one step back. Here’s Keith on what traders want in this “show me” market, what health insurers face from the end of Obamacare, why Tesla’s biggest value isn’t related to cars at all, and more.
The markets are once again flirting with all-time highs and that’s got many investors wondering if a 1999-style crash is in the works… especially when it comes to the tech-laden Nasdaq. They can’t help but shake the seemingly obvious parallels.
In reality, today’s markets are a far cry from what we saw back then and that means you’ve got to play them differently if you want to profit.
Mar 08, 2017
Monday and Tuesday saw very slight dips in the market, but no major selloff. But Keith points out what often gets lost in the reporting on Capitol Hill dysfunction – markets like gridlock. Here’s his take on why their path of least resistance is up, the one retailer he’s recommending during this “retail ice age,” and more.
Mar 02, 2017
Feb 27, 2017
The Dow’s just hit 11 back-to-back all-time highs – but Keith says the rally still has room to run as trillions of dollars wait on the sidelines. Here’s his take on the run, Snap’s looming IPO, Goldman Sachs’ bearish note on Tesla, and more.
Markets may be trading at roughly 17x earnings, but the best investments these days are forward-looking. Here are two companies that can push a button and add a billion dollars to their top line.
Billionaire investor Peter Thiel recently declared in a New York Times interview that, “the age of Apple is over,” and, in doing so, caught millions of investors by surprise.
Present company excluded.
You and I have been talking about Apple’s decline for months now, and those of you who are also Money Map Report members will recall that, in July, we moved the company to a “hold” for exactly the same reason.
Now let’s talk about what’s next.
It usually takes a couple quarters for new policies to jump-start corporations – and your money as an investor, since money has to make its way from the top line to the bottom line. But make no mistake: Trump’s pro-business reforms will bring major economic growth.
Jan 17, 2017
Most investors think companies naturally fear the power of a President. Here’s Keith on why Trump’s Twitter targets don’t really fear him so much as they do something much worse.
Jan 09, 2017
Trump’s ruthless Twitter handle has devastated certain stocks – just look at Macy’s Inc. (NYSE:M). But it’s not the negative attention itself that’s so dangerous. Keith sees a very specific risk for certain companies that are seen as unpatriotic as they drag their feet in bringing jobs back to America.
Millions of investors are focused on conventional automakers when it comes to self-driving cars. Yet, as Keith points out, the real winners are thousands of miles away for one simple reason. With billions up for grabs, you’ll definitely want to hear what he has to say.