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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The now-legendary George Soros made his mark on history by “breaking” the Bank of England and walking away with a cool $1.5 billion dollars as a hard-nosed hedge fund trader back in September 1992.
He did it by shorting the sterling pound in a move that ultimately cost the U.K. treasury more than £3.4 billion and threw global markets into complete chaos. But that’s nothing compared to the situation this time around and the opportunity we have on our hands.
This time, the Bank of England is about to break itself.
Here’s how to position your money to take advantage of the situation.
Friday’s jobs report was terrible, to put it simply. But there’s a statistic that’s far more ominous than the meager 38,000 jobs created nationwide for the month of May – and the “part-timeification” of America’s economy could pick up speed as a result.
Jun 02, 2016
May 18, 2016
Markets have been surprisingly ho-hum for the “black swan event” in politics that represents Donald Trump’s rise – but not for much longer. Here’s Keith on why markets could take a turn almost no one’s predicting.
Earlier this year, I told you about a small, relatively unheard of media company poised for profits-no matter what kind of agenda our next president brings to the White House. So far, it’s beaten the S&P by a little more than 2 to 1, and returned 28% to date versus only 12% from the S&P 500 over the same time frame.
If you’re on board, that’s fabulous. Chances are, you’re grinning ear to ear for having made your move. If not, you’ll want to act quickly.
You see, all the political discord, the name-calling, and the finger-pointing that’s taken over our airwaves at the moment actually improves this company’s potential.
May 09, 2016
As the presumptive GOP nominee, it’s time for Donald Trump to tackle the sophisticated issues. As Trump takes his seat at the ‘big boy table,’ what does his tax agenda mean for your money?
Michael Burry has time for just one investment these days.
The doctor-turned-fund manager, best known for his depiction in the Oscar-nominated movie “The Big Short,” was already a legend in investing circles for his tenure at Scion Capital, where he beat the market by 96 to 1 from 2000-2008 and oversaw record returns of more than 480%.
In the January box-office smash hit, Burry’s character claims that shorting the housing market was an investment play based on “a certainty.”
Fast forward to today.
One of Wall Street’s cardinal sins is a “set it and forget it” mentality. What I mean by that is there’s often a flurry of interest in specific stocks and then….nothing.
That’s too bad because the devil, as they say, is always in the details.
As we have discussed many times here at Total Wealth, you’ve got to check in on what you own periodically to ensure a given stock, bond, or ETF: a) still meets your objectives and risk tolerance, and b) that the reasons you bought it are still valid.
I call this the “ultimate trailing stop” simply because you want to make sure you’re on track not just when you buy something, but every day you own it.
No doubt you’re following America’s Presidential Election closely – even if you’d rather not.
As investors, we have no choice but to monitor one of the most consequential races in American history. Entire sectors hang in the balance: defense, health, technology, housing, manufacturing… you name it.
The next President of the United States will dramatically shape the stock market.
My job is to make sure you’re among the winners, and that your portfolio thrives no matter what agenda our next president brings to the White House.
And, trust me, there will be an agenda.
That’s your opportunity.
The small-cap company I’ve found could return 420% or more by the time the election ballots are counted.
When I began Total Wealth Research, I highlighted six “Unstoppable Trends” – each of which is backed by trillions of dollars – and promised that we’d check in on them from time to time in the pursuit of profits.
Today, I want to keep that promise.
Not only are all the “Unstoppable Trends” fully intact, many are actually getting even stronger. So are the companies we’re tapped into, especially when they’re in sectors being written off by the mainstream investment community.
For instance, I brought Williams Companies Inc. (NYSE:WMB) to your attention on January 7, 2015, as a way of playing the beleaguered energy sector. It’s returned 15.35% since then, or more than triple that of the S&P 500 over the same time frame.
Then there’s Kratos Defense & Security Solutions Inc. (NasdaqGS:KTOS),a small niche defense contractor positioned for huge gains by playing outside the mainstream defense contracting procurement ballpark. It’s returned more than 16% since I called your attention to a re-entry point on January 9.
Kyocera Corp. (NYSE:KYO), the Japanese tech giant I called out on New Year’s Eve as a means of playing the uneven stimulus that’s powering Japanese markets, is up 10.87%.
Thing is, I’m not telling you this to brag. What I want you to understand is that stocks backed by “Unstoppable Trends” have the potential to dramatically outperform the markets.
And that’s why you need to keep every single one of our trends at the top of your mind… so that you can tap into the potential created by trillions of dollars on the move.
Here’s what you need to know about each of our “Unstoppable Trends” today – starting with the biggest opportunity on the planet right now.
Just over two months ago I unceremoniously kicked McDonald’s Corp. (NYSE:MCD) off my “buy” list noting that for the first time in more than 10 years that the company was no longer tapped into any of our globally “unstoppable trends.” Now, with the stock down another 7% since then, the Board has just kicked CEO Don Thompson off the menu, too.
Is this move enough to put Mickey D’s back on my list?
That’s a great question. It’s not for nothing that the stock is practically investment royalty. It’s established, it’s widely held, and it returned $6.4 billion to shareholders last year.
It’s also a logical question because a change in senior management can be a powerful catalyst for higher returns. ABB, for example, took off on a 1.359% run in the five years after Jurgen Dormann took over for former CEO Joergen Centerman. Similarly, Yahoo! Inc. has returned more than 190% since former Google exec Marissa Mayer took the reins and launched a series of bold acquisitions in the summer of 2012.
McDonald’s stock jumped 5% the day Thompson hit the pavement after a 25-year career and less than two years as CEO, so investors are naturally giving the stock a second look. They’re all wondering – “Is this the day McDonald’s turns things around?”
Many investors expect “Super” Mario Draghi’s recently announced €1.2 trillion stimulus program to produce big market gains just like the Fed’s QE did here in the United States.
What they’re missing is that not all companies are going to benefit. In fact, the vast majority won’t.
How do you know if the one you want to buy is one of ’em?
…because it’s tied into one or more of the six unstoppable trends we’re following.
That’s what we’re going to talk about today.
The really great thing about following our “Unstoppable Global Trends” is that there are many ways to invest in each of them. The possibilities are endless, as is the profit potential.
Take Demographics, for example.
We’ve talked a lot about what’s happening in Japan right now and the conditions there that make it the perfect “Anti-Trend” investment. Between the crushing debt, the aging population, the lack of a workable immigration policy, and decades of abysmal fiscal policy working against it, the country is in trouble – thus my recommendation to short the currency via ProShares UltraShort Yen (NYSEArca:YCS).
It’s returned more than 116% since the Japanese yen was at 76 to the dollar when I initially recommended it to paid subscribers. And it’s returned another 5% since November 26 when I brought it to your attention. Now it’s set for another leg up.
But it’s far from the only way to play Japan at the moment.
This has been one of my favorite stocks for over 10 years.
I’ve called it a rock-solid investment, a powerful income play, and a global challenger that would be able to outmaneuver the competition to react to changing consumer preferences around the world. I’ve recommended it as a “BUY” twice to my Money Map Report readers, who had the chance to see great returns of at least 42.90%.
Just last year, I named it as one of just a handful of companies that could survive a U.S. sovereign debt crisis.
Even amid a 3.7% decline in August same-store sales, I remained bullish.
But even I can’t get past what just happened.
Here’s why one of America’s most iconic stocks just got kicked off my “BUY” list…
Welcome to Total Wealth and thanks for being part of the family. I’m thrilled you’re a part of this.
Today I’d like to focus on the central reason we’re spending time together – spotting and investing in unstoppable, global, trillion-dollar trends.
For all the complicated stuff going on around us right now… ISIS, Ebola, the Hong Kong riots, central banking madness… the world is actually a pretty simple place when it comes to your money. And we’re going to navigate that together.
I say that because, if you look through history, it becomes very clear that humanity has always been and will always be driven by the six key trends on this list.
Of course, there are offshoots and micro-trends (like the Human Augmentation trend I covered in my report out yesterday). There are even counter-trends.
But I believe every dollar you’ll make in the next 10 years comes back to one of these six things…