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.
Tesla stock hit another new record high Monday… up a staggering 1,200% since the company went public in 2010.
Still, the bears can’t give up – not the least of whom is legendary hedge fund manager, David Einhorn, who roars that the stuck is in a bubble and on the verge of crashing.
I can’t blame him. I’d be bearish, too, if I were the “Mayor of Shortsville” and talking my own book… and if I thought Tesla was a car company.
CNBC polled a group of the nation’s top money managers, investment strategists, and professional economists to gauge their opinions on the Fed, markets, and overall stock outlooks. But, as Keith points out, there’s one factor missing from the conversation – and it could turn out to be the single biggest risk for the average investor right now. He also gives his take on the auto industry, banks, and the larger lending environment.
May 01, 2017
Apple reports earnings tomorrow, when it’s rumored that the company will also reveal a stockpile of cash topping $250 billion dollars. As Keith explains on Varney & Co., the extra cash gives Apple almost unlimited flexibility to execute a lucrative three-pronged plan. Keith also gives his take on Tesla’s all-time high, Netflix’s security issues, and what’s really driving markets upward.
Jonathan Taplin authored an op-ed in the The New York Times April 22nd Sunday Review making the case that it could be time for the government to break up “break up Google” or “regulate them like public utilities.”
I couldn’t disagree more vehemently.
Yesterday’s antitrust laws can’t regulate today’s technology but they sure as heck can certainly destroy its profit potential. And, unfortunately, yours, too.
The markets are charging higher as I write and, not surprisingly, that’s got many investors wondering if the “fabulous five” tech stocks – Facebook, Amazon, Apple, Microsoft, and Alphabet – that we talk about frequently are too expensive to buy.
At least not if you understand what I want to share with you today…
Strong profits combined with the hope for tax reform continue to push markets higher this week, but as Keith warns on Fox Business Network’s Varney & Co., there could be a profit-taking event in the next day or so. Here’s Keith’s commentary, along with everything you need to know about Trump’s border tax, the retail “ice age,” the “fabulous five” tech firms and – of course – what it all means for your money.
Markets surged this morning after French elections and a likely centrist victory that will avoid, as host Stuart Varney puts it, “financial chaos.” The Fab Five Tech stocks are up as well with both Microsoft and Facebook experiencing all-time highs yet again. Here’s Keith’s take, along with commentary on Tesla, corporate tax reform, and the odds of a government shutdown.
Peter Lynch achieved rock star status in the 1980s when he ran the Fidelity Magellan Fund. So much so that an estimated 1 in 100 Americans invested at the time based on a very simple premise driving his work, “invest in what you know.”
It’s a common-sense mantra that still resonates with millions of folks today who think they’re going to get ahead of Wall Street by doing nothing more sophisticated than buying an “iconic brand” they’ve encountered in their lives.
Problem is… being iconic isn’t good enough in today’s markets.
One of the world’s most problematic nations is on its deathbed.
Just don’t tell Kim Jung Un that. The brash young North Korean leader apparently thinks things are great and has no problem rattling sabers around the world to prove his point.
Complicating matters, there seems to be an ongoing narrative in the mainstream financial media that “nobody’d better talk about the possibility of thermonuclear war” lest it become a self-fulfilling prophecy.
I’m hard pressed to think of anything more dangerous for your money which is why I want to talk about what you need to do right now… before the shooting starts.
Apr 19, 2017
As Keith explains on Fox Business Network’s Varney & Co., corporate tax reform is not only “music to the stock market’s ears,” but it’s doable, will win favor across both political parties, and create jobs.
Apr 17, 2017
Earnings season kicks off, and with the bar set as low as it is, Keith points out that any positive results will show logical upside. But the bottom line is: if we don’t see a 10% rise, the market is in trouble. Here’s what you need to know.
I received an important question last week from Margaret who, at 81-years young, has a problem most members of the Total Wealth Family would love to have.
No, scratch that… a problem I am going to do my very best to make sure you have.
“…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.
Trump’s legislative schedule has been put on pause, the market’s post-election rally has paused with it, and investors should practice cautious optimism while the President works to get his agenda back on track. As Keith says on Varney & Co., “This is a ‘show and tell’ market – I need to be shown now.”
Apr 10, 2017
Markets have come up sharply since the election on the hope that it would not be “business as usual” in Washington, but as Keith points out on Varney & Co., delays in tax reform look an awful lot like it. How does Keith see the markets responding, and what does it all mean for your money? Watch his full commentary here.
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