Archive
What to Watch for This Week as Bonds Face a Repricing Rollercoaster
I’ve been talking for a while now about how the bond market influences the stock market, and we’re likely going to get an object lesson in that this week. With Treasury yields having climbed north of 5% before settling back down just under that today, we’re seeing some serious pain for bonds, given that those […]
Stock of the Week: A Resourceful Business With a Huge 35% CROCI
This backdoor AI play is in the heart of Silicon Valley… and it’s perfectly positioned to benefit from the boom in AI.
This Black Swan Circling for Banks Could Lead to a “Lehman Moment” – Here’s What to Do
No one’s saying that rising rates will lead to a “Lehman Moment” the way falling home prices sunk subprime bets, obliterated Lehman Brothers, and days later, imploded global banks and economies. But I’m not no one. The argument against rapidly rising rates today being anything like the needle that pierced the subprime bubble has it […]
Preparing for the Worst-Case Scenario
A Defense Intelligence Agency veteran warns Joel that things are going off the rails… and describes how to prepare.
Three Picks for Portfolio Protection
Right now… defense stocks offer the best of both worlds: growth and protection. Here are three to look at today.
The Commodities Sector Is on the Move – Here’s How to Play It
With rising tensions in the Middle East creating a tailwind for oil prices, I’ve gotten a lot of requests this week asking what to do about oil, and by extension, commodities in general. So, here’s the thing: pretty much no one invests in commodities for their appreciation potential long-term. That’s because they’re so cyclical—some are […]
A Bald-Faced Lie About the Economy
It’s no wonder you can’t trust the mainstream press… when dopes like Paul Krugman are posting bald-faced lies…
The Shocking Reason Our Money Is Worth So Much Less Today
This rich story shows how we got here… and the monumental task of fixing the problem.
It’s a Trader’s Market This Week as Potential Headwinds Loom – Here’s What to Watch
Markets are steady going into this week, with major indices posting slight gains throughout the morning, but there are a lot of things to watch out for that could create volatile swings. Overall, we still need to be very careful out here and stay nimble, prioritizing short-term trades over committing to long-term positions. If you […]
Stock of the Week: The Solution for a Shaky Market
This $17 billion engineering solutions company is undervalued… has low volatility… and has historically done well in October and November. It’s the solution to today’s shaky market.