Month: July 2022

These Kinds of Business Survive During Bear Markets

Nobody wants to get caught in the sea during a hurricane. But if it had to happen, I’d want to be on the Queen Mary and not in a rowboat. And a lot of story stocks have been in a rowboat with one oar… Take Carvana, for example. It was going to disrupt the used-car…

Your 411 on Investing With Ian King

Ian King and I are back with a brand-new video series for you. It’s called Market Insight Mondays! Every Monday, we’ll team up to discuss macro trends, crypto events and any economic activity you need to know about it. For our very first episode, I decided it was time to get answers on what so…

The Fed’s $8,000/Year “Mortgage Tax”

The Fed’s $8,000/Year “Mortgage Tax”

In recent articles, I’ve talked about how raising interest rates leads to lower inflation. Inflation is caused by a mismatch between supply and demand. The Federal Reserve can’t increase the supply of goods and services. So, to control prices it must engineer “demand destruction.” That’s as nasty as it sounds. I’ve already explained how the…

Can Commodities Make a Comeback?

Commodities evidently didn’t get the memo this year. While nearly every other sector tanked, commodity indexes showed strong returns in the first half of 2022. The Bloomberg Commodity Index (BCOM) gained 33% from January to June. But in the last month, commodities finally showed up to the bear market party. They’ve fallen hard, with BCOM…

“Boring” Stocks Knock the Lights Out

It was a brutal week in June… The Nasdaq was already in a bear market, down more than 20%. The Federal Reserve hiked rates earlier in the week, and the market fell further. By the end of the week, the major indexes fell another 5%. Investors were no longer talking about the returns on their…

This Trading Paradigm Beats “Buy and Hold” By a Landslide

Paradigms explain how we view the world. Buy-and-holders operate under a “next big thing” paradigm. They think they can spot future market leaders. In the 1980s, they bet on Commodore, a personal computer maker. But it was PCs that changed the world, not Commodore. In the 1990s, they bet on cell phone maker Motorola. By…

On Sale! The “Buy Now” Sign for Stocks Couldn’t Be Clearer…

On Sale! The “Buy Now” Sign for Stocks Couldn’t Be Clearer…

Without looking it up, how do you think the markets have done this past month? Inflation is soaring, and interest rates are headed higher. We’re all feeling the pinch. So, of course, stocks have gone lower… Right? But over the last 30 days, the major indexes are actually up. Looking at the headlines on market…

The #1 Trading Opportunity Right Now

The #1 Trading Opportunity Right Now

I have something special for you today. I just spoke with Mike Carr, who has designed an incredible strategy, that trades one of my favorite assets. It outperforms the No. 1 asset of the last decade by 5X, while also slashing risk. It also has the unique ability to exploit the sort of volatility we’ve…

This Makes Me Sick to My Stomach!

You got three minutes? Because that’s all it’s going to take. I’ll give it to you straight, with no BS. Wall Street spends billions of dollars in advertising on why you need them.  But they’re not there to help. They’re there to part you from your money.  And that gets me sick to my stomach….

This Bubble Burst Is the Chance of a Lifetime

People never change. For thousands of years, people have overreacted. And thousands of years from now, people will still overreact. This manifests in different ways… Riots and wars. Viral “Karen” videos on YouTube. And, in financial markets, bubbles. See, bubbles are a mass overreaction. It takes thousands, even millions of buyers to push prices too…