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.
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…
Will the Grinch Steal Investor Optimism?
Just when everything was looking like so many presents around the Menorah and under so many Christmas trees, the Grinch appears.
Has he stolen investor optimism, or is this just a smirky reminder that not everything’s right with the world?
Value Stocks, Rotation Trades, and How to Capitalize on It All
If you want to know why I’m so bullish, all you have to do is look at the Russell 2000: It’s on fire.
The “rotation” trade has done A LOT for the Russell 2000 a lot for equities across the board.
The Music Hasn’t Stopped Yet, But Keep an Ear Out
“As long as the music is playing, you’ve got to get up and dance.”
That’s your Capital Wave Forecast. It’s short and sweet and reminiscent of another time when markets were rocking, and investors were raking in the dough.
You might even say, “It’s like déjà vu all over again,” as famously said by Yogi Berra.
Here’s what I mean, and what to listen closely for as we close in on the end of the year…
This Bull Market is Spawning a Mad IPO Rush… Just Like 1999?
Yes, I’m still very bullish. And, yes, maybe my eyes are getting a little glassed over. After all, I’m calling for another 10%-15% rise in benchmarks in 2021 – maybe more.
But that doesn’t mean I’m blind to what’s going on.
In case you haven’t noticed, there are a lot of newly minted SPAC IPO pickup artists cruising the financial highways and byways looking to hook up with private operating companies, merge them into their magic SPACs, and exit the highway, where some will break down, if not blow up, on some dead end.
Even traditional IPOs are coming out fast and furiously, with Airbnb and DoorDash debuting this week.
Everyone in IPO Land is partying like it’s 1999. Is this “déjà vu all over again,” or is this time different?