Shah Gilani's Archive
Shah Gilani
Wall Street superstar and former hedge fund manager Shah Gilani is the Chief Investment Strategist of Manward Press and at the helm of the Manward Money Report newsletter and the Launch Investor and Alpha Money Flow trading services. He’s a sought-after market commentator and has appeared on CNBC, Fox Business and Bloomberg TV. He’s also been quoted in The Wall Street Journal, The New York Times and The Washington Post, and he’s had columns published in Forbes.
In 1982, he launched his first hedge fund from his seat on the floor of the Chicago Board Options Exchange. He worked in the pit as a market maker when options on the S&P 100 Index first began trading… and was part of a handful of traders who laid the technical groundwork for what would eventually become the CBOE Volatility Index (VIX). He also ran the futures and options division at the largest retail bank in Britain. Shah gained notoriety for calling the implosion of U.S. financial markets (all the way back in February 2008) AND the mega bull run that followed.
Now at the helm of Manward, Shah is focused tightly on one goal: To do his part to make subscribers wealthier, happier and more free.
A New President, A New Congress, and New Stocks to Buy
As of 12 noon today, the United States of America has a new president and a new vice president. The country also has a new Congress.
That means it’s time to buy some new stocks.
Right now is a good time to take the long view of what a Biden presidency and Democrat-led Congress will change about America. And by change, I mean how much money will the new government spend, and on what?
If you want to make money in the market, you must follow the money…
The Big Spending Race is About to Begin… Here’s Where You Want to Be
The up and down sounds you’re hearing out of equity markets reminds me of what it sounds like when racecar drivers, positioned on the starting grid, rev their engines before the checkered flag is waved to start the race.
Investors know there’s a big spending race about to start with the Biden administration poised to unleash a torrent of cash on households, unemployment support, health initiatives, states and cities, and eventually on infrastructure and a Green New Deal. As such, they’re positioning themselves.
How to Profit in a Democrat-Led Economy
In hindsight, the market’s extraordinary rally on the heels of Donald Trump’s election was mostly unexpected, until investors realized they had to get on board or miss the bus. And they did – get on board, that is. And they kept coming and markets kept rising.
This time around, investors are expecting markets to climb on the heels of a Democrat-led Congress and Executive Branch. And markets are already rising.
The question a lot of analysts and investors are asking themselves is, will a Democrat-led economy crush the push markets got under a Republican presidency?
My bet is they will.
I’m Still Bullish As Ever… Here’s Why
What a week it was – and I mean for markets.
The Dow Jones Industrial Average, the S&P 500, and the Nasdaq Composite notched new record highs on Friday, and the Russell 2000 made its mark the day before.
Last week’s message wasn’t so much “so what,” as it was “spend, spend, spend” because that’s what markets were focused on.
The Democrat-controlled Senate, House, and Executive branch are expected to unleash a tsunami of spending that investors expect will include helicopter money dropped into Americans’ bank accounts, a lot of which will end up being moved into their brokerage accounts, spending on infrastructure, the environment, the economy… You name it, and there will be money thrown at it.
That’s what drove markets higher last week. And there’s no reason they can’t keep on rising.
My Thoughts on This Week – And How We’re Positioned Going Forward
The political beat isn’t my thing, but democracy and making money are right up my alley.
That said, I’d be remiss if I didn’t address what happened at and in the U.S. Capitol on Wednesday.
I’m sticking to the middle of the road here and focusing more on what will happen now that the Senate is in the hands of the Democrats, the Presidential inauguration is right around the corner, and we’re on the brink of what we hope to be a prosperous new year.
Google and Facebook Are Under Attack: Buy, Sell, or Hold?
Two of America’s technology giants are under attack. The U.S. Department of Justice, the Federal Trade Commission, and dozens of U.S. states are suing Google and building cases against Facebook, alleging anticompetitive behavior by the firms individually and by working together.
Of course, the mega-cap tech giants are fighting back.
Google, which is being hammered hard over its virtual advertising monopoly, retorted in a blog, “To suggest that the ad tech sector is lacking competition is simply not true, to the contrary, the industry is famously crowded. There are thousands of companies, large and small, working together and in competition with each other to power digital advertising across the web, each with different specialties and technologies.”
Regulators aren’t buying it.
With so much heat coming from above and below, the biggest tech companies in America, in the world, are facing almost impossible-to-defend-against attacks on their unseen and allegedly unseemly business practices, with some possibly landing on the chopping block.
Long before any final hammers come down, investors want to know what to do with their stocks, specifically Google and Facebook.
Welcome to 2021: Here’s What to Watch for During the First Week
Your Capital Wave Forecast for this week is “bullish.” For this month, for the first quarter of 2021, and for the year, it’s bullish.
That doesn’t mean we’re not on “bubble watch,” because we are.
The forecast is bullish because equity markets can continue to rise as bubbles self-deflate, get pierced, or burst spectacularly.
That’s where we’re at. That’s how strong momentum is coming out of 2020 and going into 2021. The same momentum-drivers will likely persist throughout the first quarter and probably the first half of the year.
Tech Under Attack: Why This Time Might Be Different
Big technology companies are under attack, again. After fighting off frontal assaults for years, giants like Google, Facebook, Amazon, Microsoft, and Apple are about to be hit from all sides.
The European Union is nearing completion of aggressive legislation to curb big tech’s ever-widening reach and range while the U.S. Department of Justice, the Federal Trade Commission, and dozens of states plow ahead with investigations of their own.
Here’s what’s at stake for the titans of tech…
Investors Want “More, More, More” As We Head Into the New Year… Here’s What That Means for Your Money
If you’re old enough to have lived through the “disco era,” you know the song “More, More, More” by Greg Diamond and performed by Andrea True. That mega-hit was released in February 1976 and became one of the most popular and played songs in discos around the world.
And, yeah, I was there.
It’s also what investors and markets are singing and dancing to right now, particularly the lyrics: “More, more, more / How do you like it, how do you like it?”
And as former Citigroup Inc. (NYSE:C) CEO Chuck Prince told the Financial Times in July 2007, long after the disco era passed and right before the financial crisis, “As long as the music is playing, you’ve got to get up and dance.”
If you aren’t getting it, if you haven’t gotten the beat yet, just listen; it’s hard-driving and hypnotic. It’s about more, more, more.
SoftBank Is Launching a SPAC: Should You Buy It?
Since it’s the holiday season and gift-giving is the order of the day, SoftBank Group Corp. (OTC:SFTBY) is smiling on itself. It’s gifting itself with a SPAC, which, as sure as the earth’s still turning, won’t be its last.
Should you buy into this SoftBank SPAC when it IPOs? Should you buy into any SoftBank SPAC, ever?
Here’s what you don’t know about SoftBank and just a little about what you don’t know about SPACS…