Month: December 2022

Final Call for 2023’s Best Trade

Think you’re “too late” to the bull market in oil? Think again! Naysayers will point out that crude oil futures fell from $118 a barrel in March to as low as $70 a few weeks ago. That’s a 40% drop. And the Johnny-come-latelys will say it’s a sign that oil lost its tailwind. But I know better… Oil is…

The Value Investor’s Only Good Buy in 2023

Value investing is hard to define. Not that the meaning of “value” is elusive. It’s not. More because defining what’s actually valuable in the market is difficult. This might surprise anyone who thinks they’re a value investor because they buy stocks with a low price-to-earnings (P/E) ratio. That’s a popular — but inadequate — way to look for value. The problem with…

Expert Insights for the Final Week of 2022

At long last, 2022 will soon come to a close. It’s almost hard to believe how much happened in these 247 trading days … and hopefully, not much more will happen in the final four ahead this week. The start of the first bear market since the Great Financial Crisis… Both the highest inflation, and the sharpest increase in interest rates, in 40 years… A cascade of…

Big Oil’s Dirty Little Secret

Man, it’s been a wild couple of years for oil… Remember back in 2020, during the peak of the coronavirus? A barrel of oil actually traded below $0. It makes sense. With everyone hunkering down at home, no one was driving, and the entire world had an oversupply of oil. Sellers were put in the awkward position of paying to take oil off their hands! Nearly…

“Clean” Energy: The Dirty Truth

I went all-in on renewable energy a couple years back. And not as an investor.This past October I traded in my second gas-powered Volvo for another Tesla.I installed an electric charger in my carport. I felt I was doing my part to save the planet.Still, hooking up my Tesla at home each day got me…

Momentum, Growth, Value: The Case for Oil in 2023

I worked with a psychologist once who taught me the concept of “my future self.” She had me close my eyes and envision how I might feel 10 years in the future based on a decision I made that day. Ideally, my “future self” looks back and thinks, “Wow, I did myself a huge favor…

Stocks to Buy in 2023: Less Than 5% Will Win

Last week was another typical 2022 bear market week. Major stock market indexes were down. Almost all stocks within those indexes were down. So was almost every sector. But there was one lone winner that outshined everything else… That was the energy sector, and it’s a pattern we’ve seen again and again. Energy stocks are…

Industrial Manufacturing Tech Will Create 1.5 Million U.S. Jobs

A huge shift is happening in the U.S. economy. (Trust me, it’s good news.) The current stressors and uncertainties in the market are concerning: I know it’s hard to consider investing your money in this kind of climate. But now more than ever, it’s important to make smart investments that will give you security for…

Banyan Edge Podcast #2: Fed Gameplan for 2023

Episode #2 of the Banyan Edge Podcast has arrived! Today’s discussion is critical viewing as we close out 2022 and venture into the uncharted territory of 2023… Our topic: the Federal Reserve. Today we’re discussing the latest move in its battle against inflation … its guidance for the economy in 2023 … and what it…

The Biggest Opportunities From Last Week’s Carnage

The Biggest Opportunities From Last Week’s Carnage

What a week! It started with the optimism that maybe — just maybe! — inflation was moderating and that the Fed might have a little breathing room to back off of its aggressive rate hikes. And indeed, the Fed raised by “only” 0.5% this past week, as opposed to the 0.75% that has been the…