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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Nov 17, 2018
This week I want to talk about what’s going on in the broader financial markets and what you can do about it to safeguard AND grow your money.
Obviously, conditions are dicey.
That doesn’t mean they are beyond hope, though.
Jun 16, 2017
For the last 100 years, investing in America frequently meant doing a little research, and then calling your broker to buy. Armed with a modicum of knowledge and data, yesterday’s investors would often “set it and forget it” when it came to their financial future in a process euphemistically called “buy and hold.”
Problem is, “buy and hold” is a marketing gimmick – not an investment strategy. Buy and manage is the way you want to go in today’s complicated world, especially for the next six months.
Jul 06, 2016
Keith makes an appearance on CNBC World to discuss how investors can find value and secure their money in today’s markets, even when global institutions are warning of financial apocalypse.
I’ve made no bones about my feelings when it comes to quantitative easing, or “QE” for short.
Plainly put, QE violates the very principles of capitalism – namely that there is success and failure- and it’s akin to monetary drunk driving. Rather than letting dead companies die, the Fed has created legions of financial zombies that will ultimately come back to bite everybody in the rear end.
Still, I’m glad to have the Fed’s meddling for one reason and one reason only – because learning to harness QE can be one of the most profitable Total Wealth Tactics of all.
Especially when it comes to finding companies like we did recently in our sister publication, the Money Map Report and right here in Total Wealth.
The first was a relatively unknown biotech firm that popped more than 50% in just eight short weeks while the latter was none other than the Williams Co Inc. (NYSE:WMB), which has returned a slightly lower but still impressive 41.9% since January.
Today I want to share two more companies with you that are poised for exactly the same sort of take-off under very similar circumstances.
You’ve got to act quickly, however. That’s because the window of opportunity will close with a thud when the first whiff of a rate hike hits.
Here’s how to profit from the Fed’s actions.
Greece actually missed its payment last night, exactly as we thought it would. And in doing so, it became the first Eurozone country to ever default on its debt. Some say that the country is in “arrears,” but that’s splitting hairs.
At this point, “everybody” wants quick resolution.
Things are so bad that nearly 14,000 people have contributed to a crowdfunding page started by a 29 year old Londoner, Thom Feeney, on Indiegogo.com. As of yesterday, donations totaled $245,000.
There’s a joke making the rounds on trading floors that Apple is going to buy Greece using some of the $230 billion in cash it’s got socked away… and that the Cupertino giant will have change left over.
If you’re so inclined, you can make a €3 donation and get a postcard from none other than Greek Prime Minister Alexis Tsiprias himself. So far 2,652 people have done so, according to CNBC.
One person even proposed giving away a private Greek island if a wealthy benefactor wanted to pony up the entire €1.6 billion… but subsequently had to withdraw the offer because the Greek government didn’t sanction the deal.
All joshing aside, though, the Greek Crisis isn’t over. Not by a long shot.
And that means you need these three Total Wealth Tactics to ensure your money doesn’t get “Greece-wacked.”
Here’s what you need to know to keep your money safe.
Fitness device phenomenon Fitbit Inc. (NYSE:FIT) IPOed last week and promptly shot up nearly 50% on its first day of trading, causing a media frenzy that excited a lot of investors. Still more were left lamenting the fact that they weren’t along for the ride.
Trust me… you don’t want to be.
The Fitbit IPO highlights everything wrong with Wall Street today. Worse, it’s set up to make you fail while insiders get rich. That’s why rushing out to buy shares is the very last thing you want to do when a stock like this begins trading.
Still, not all IPOs are bad news.
As you might imagine, that’s what we’re going to talk about today. Then, we’re going to cover the Total Wealth tactics that can help you play future IPOs far more profitably.
Here’s what you need to know about today’s IPO culture so you don’t get burned.
Love it or hate it, the Affordable Care Act, aka Obamacare, is one of the biggest single wealth creation opportunities of the next 50 years. But you can’t just pile in like many investors have. That’s a recipe for disaster.
The biggest profits will belong – like they always do – to those who make a “smart entry.”
Fortunately, this isn’t difficult. The entire sector is tailor-made for one of our favorite Total Wealth Tactics – the lowball order.
We’ve talked about this before as a means of maximizing profits when I brought it to your attention ahead of what I (correctly) anticipated would be an oil selloff resulting from the Saudi government’s ill-advised decision to fire the first shot in the oil-pricing war last fall.
At the time I recommended you pick up shares of Halliburton Co. (NYSE: HAL) at a discount. Then, two months later, I suggested you use it again to buy shares of Williams Co. Inc. (NYSE:WMB). It’s already returned more than 16%, while the S&P 500 has seen gains of just 3.06% over the same time frame.
Now I’m seeing the same set up in healthcare. Only this time, it’s our own government that’s going to shake things up and create the profit-maximizing discounts we know lead to huge profit potential.
It could throw 1/6 of the world’s largest economy into chaos.
As an investor, you’ll absolutely want to be ready for what happens next.
My sources tell me that Ebola is probably the most serious threat to humanity since the Bubonic Plague of the Middle Ages. Already it has spread to a dozen countries, including the U.S., and more than 4,000 people are dead. According to Dr. Bruce Aylward of the World Health Organization (WHO), mortality rates are rising and now sit at 70%.
This outbreak is more grim proof that Trend No. 6 – War, Terrorism, and Ugliness – is indeed a growth industry.
That’s the next trend we’ll be discussing, though it’s easily my least favorite both personally and professionally. But it’s very, very important. So please stay tuned for that in the weeks ahead.
In the meantime, Ebola has the potential to be a serious market event before it’s brought under control. So we need to talk about it logically – no hype, no conspiracies, and no nonsense. I mention those things because they’re all emotional inputs that can cloud your thinking and have a seriously negative impact on your money.
Here are the tactics you need on hand for the Ebola market event.
The markets fell hard yesterday, in the biggest one-day drop so far this year.
Traders kept their fingers on the sell button pretty much all day. The Dow tumbled 335 points, the much broader S&P 500 got shellacked 41 points, and the tech-laden Nasdaq lost 90 points.
Yet this is NOT a “run for the hills” moment.
Instead, it’s a fantastic short-term trading opportunity.
Reversals usually are. They result in a fundamental change in the pricing assumptions that otherwise propel prices higher. Most of the time they’re the result of changes in some fundamental catalyst like interest rates, Fed notes, or, in this case, the IMF’s report that global growth will only hit 3.3% this year.
So what do you do?
There are a lot of ways you can profit when the markets change direction. In fact, the menu of choices makes ordering designer coffee seem positively simple. There are shorts, leveraged inverse funds, spreads, derivatives, and futures contracts with all kinds of exotic names (though most are simply ways to separate you from your money).
If you want simple protection you can “set and forget” as an investor, consider buying a fund like the Rydex Inverse S&P 500 Strategy Inv (RYURX). It’s an inverse fund that tracks the S&P 500 and rises 1% for every 1% the index falls. Studies suggest that having 2%-5% in a choice like it can not only dampen overall portfolio volatility, but hedge the income stream and principal value of your investments at the same time.
It’s so effective that I advocate keeping a permanent allocation to inverse funds for just these kinds of market conditions. That way you’re never caught by surprise.
But if your goal is quick profits, get ready to make this trade instead…
Most investors operate in “set it and forget it” mode. They buy a stock and then just let it ride.
That’s a mistake.
Either the markets will change over time, in which case you’ve got to re-evaluate your objectives, or – as is frequently the case with small, innovative companies – the company itself changes, in which case you’ve got to adapt your tactics to stay ahead and on the path to profits.
I bring this up because the latter is where we are today with Ekso Bionics Holdings Inc. (OTC:EKSO), the little company we’re targeting as part of the Human Augmentation trend.
On Thursday, October 2, Ekso announced that it was selected by Boston Dynamics, which is a part of Google Inc. (NasdaqGS:GOOG), to continue developing defense-related technologies for the DARPA Warrior Web Task A project. This is great because it’s an extension of a previous collaboration – and important validation that Ekso is on the right track.
Given the stock’s strong response last week (and today) and the potential for more media excitement around the extended contract with Google and other projects just like it that are undoubtedly on the drawing board, I think you’re going to want to adapt your tactics to stay ahead of other investors on the path to profits.
Here’s what to do…
I love pessimists.
They help the rest of us make gobs of money, especially when it comes to a company like Apple Inc. (NasdaqGS:AAPL).
Shares are up 56% this year alone and on their way to another double.
Just not for reasons you might think.
I had lunch with a friend of mine a while back in Venice – Italy – not Beach.
On track to make “partner” at one of the big global investing powerhouses, he said he’s looking forward to making $3 million to $5 million a year. At which point, he’d be successful.
“What would you do then?” I asked.
He thought for a moment then answered, “Take a long trip to Italy.”
Hmmmm, I thought to myself as I took in another slug of café.
That’s what I was doing.
There’s no way to eliminate risk 100% when it comes to investing.
I can’t do it. You can’t do it. (And if anyone tries to tell you otherwise, take your money and run.)
There’s just no such thing.
Yet, unbeknownst to most investors, there is a way to make any investment risk “free” under the right circumstances using one of my favorite Total Wealth Tactics: the “Free Trade.”
Not only does this remove risk from your portfolio, but it means you can potentially build profits faster, more consistently, and more securely than you might think.
Doing so is a critically important concept given current market conditions and a bull market that, as of yesterday is 3,117 days old and has run more than 324.12%+ off March 9, 2009 lows according to Yahoo!Finance using adjusted prices that reflect dividends and reinvestment.
We’re long overdue for a correction… a correction, I might add, that YOU don’t have to fear if you understand what we’re going to talk about today.
This is your moment of truth.
You can read today’s column and bin it, or you can rethink what you know about what it takes to achieve the kind of life-altering profits that make the financial future of your dreams possible.
Sep 20, 2019
I unknowingly struck a chord with last week’s Weekender when I addressed the surprisingly simple reason money makes people uncomfortable… that it’s not working as hard as you think it is.
“You nailed it,” said Bryan.
“Simple, understandable, and perspective I needed to hear,” remarked Janice.
So, let’s go back to the proverbial well this week with a look at three surprising reasons why investors really fail. Then, we’ll talk about using a few of my favorite Total Wealth Tactics to ensure you don’t repeat their mistakes.
And potentially make a mint, too.