Blog – 4 Column

Market FLIP happening NOW

Right now, there are two BIG shifts happening.  The narrative from inflation to recession. Demand for America 2.0 stocks. But the markets haven’t priced this in yet.  The good news?  This earnings season demand will shift from America 1.0 companies — with HUGE amounts of debt, lower profits, and high cash obligations — to innovative…

If You Want to Be a Successful Trader, Learn “O.P.E.”

We’ve all heard the old saying “experience is the best teacher.” I know I heard it a lot growing up. My mom believed that any chore was an “experience” — meaning I heard the phrase every time I was asked to set the table or do the dishes. I may have grumbled then, but as…

All Red? No Problem… We’re Rolling With Mr. Market’s Punches
All Red? No Problem… We’re Rolling With Mr. Market’s Punches

After last week’s short-lived market euphoria, the major indexes are back to being red all over. But as Alpha Investor founder Charles Mizrahi says… For investors who can keep their cool, these periods are “like manna from heaven.” That’s why Charles has been sharing everything you need to know about staying calm and invested during…

Like It or Not, It’s Time to Face the Facts

I want to start today’s piece with a sincere apology to Cathie Wood and her investors. Last week, I highlighted the poor performance of her flagship fund ARKK. This offended some Wood fans. They weren’t happy that I suggested she’s lost investors nearly all their money. One unsettled subscriber went so far as to demand…

1 Sector to Cause Fed to Pivot on Interest Rates

There’s no denying it: I’m a data guy.  Looking at numbers, I see vivid pictures of what’s happening in the economy and market. But there’s one sector that requires a little more insight than just the numbers. I know. It was hard for me too.  But when you combine the actual data with a little…

There’s No Free Lunch — Especially on Wall Street

Back in the day, bars used to serve free lunches. However, there was a catch… The food was loaded with salt. Customers who ate the salty free lunch needed to buy beers to quench their thirst. The customers ended up spending a lot more for the beers than the lunch cost the owner. So, the…

My Top 5 Bear Market Targets

We are smack dab in the middle of a bear market. I’ve been saying it for months now. In our Options Arena three weeks ago, I was the lone bear calling for a 10% decline in the S&P 500. And sure enough, it’s fallen as far as 12.4% since then. Now, many investors are in denial….

1 “Digital Twin” Stock Price Target: $298!

“Twenty-five Splat Points!” I did it. Dripping with sweat and in need of a new water bottle, I hopped off the Water Rower (love this machine so much I purchased one to use at home) and admired my achievement posted in orange on the big TV monitor. “Splat Points” are how the future of fitness…

Hanging on for the Market’s Roller-Coaster Ride
Hanging on for the Market’s Roller-Coaster Ride

The market is finally on pace to break its three-week losing streak. But will it be the start of a longer rebound or is it just more short-lived euphoria? No one has a crystal ball to know the answer. But the Real Talk is that it doesn’t matter… Because as Alpha Investor founder Charles Mizrahi…

How Wall Street Really Works (2022 Edition)
How Wall Street Really Works (2022 Edition)

I can still remember sitting in that hot and stuffy classroom at the start of the college semester, listening to my finance professor talk about the intricacies of various stock market theories to describe how stock prices should move. There are plenty of models that attempt to assign a value to stocks, like the discounted…

How Marshmallows Can Impact Your Net Worth

“You can have this treat now, or have two when I get back to the room.” The children offered this choice were, on average, around 4 years old. Seated at a table right in front of them was a marshmallow on a plate. They could eat the marshmallow now … or wait. If they could…

Upgrading the “Invest Like Buffett” Plan

Many individual investors model their trading strategy off Warren Buffett. The “Invest like Buffett” plan goes like this… (Somehow) find stocks like Buffett Buy and hold those stocks for 50 years Become a billionaire This plan is not for me. For one, I’m not patient enough to hold something for 50 years. But more importantly,…