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.
Category: Unstoppable Trends
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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.
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.
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!
Apr 05, 2017
Fox Business Network host Stuart Varney put it to Keith directly this morning when he asked about where markets are heading, “in 20 seconds or less.” With trillions of dollars still sitting on the sidelines, small businesses looking optimistically to the future, and valuations based on real growth, Keith quickly shows that the markets’ path of least resistance is up.
Apr 04, 2017
As you might imagine, I work with a lot of numbers in my capacity as Chief Investment Strategist, so I’m pretty jaded when it comes to using statistics to make a point. But, every once in a while I come across something that stops me in my tracks.
Like the following data from Bankrate on the state of the American Dream:
…6 in 10 Americans do not have enough savings to cover an unplanned $500 expenditure
…and of the 41% who do, a whopping 20% would put it on a credit card. Still another 20% would have to cut spending to pay it, and fully 11% would ask family and friends for help.
If you’re tempted to dismiss this information, do so at your own risk.
More than 3 billion people are going to join the global “conversation” we’re having about money within the next decade and that means huge profits will be made by those who have an approach that works.
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.
Every company reaches a “make or break” moment – meaning the precise instant in time when it will become a hero or a zero.
I’ve spent the past few days hunkered down in my office poring over reams of information, and there’s no doubt in my mind that’s where we are with Ekso Bionics Holdings Ltd. (NasdaqCM:EKSO).
The conclusion I’ve reached may surprise you.
The Fed is signaling intentions to raise rates not once but a few times in 2017. But Keith points out there’s not much Fed Chair Yellen can do besides jawbone this issue. It’s clear the Fed lost control a long time ago, and traders are calling her bluff.
The markets can remain illogical longer than you can remain solvent, as the old expression goes. But from an investing standpoint, the stall in recent market action is a very good sign that buyers are optimistic, and people aren’t running for the hills.
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.