Things Are Going to Change. Here’s What We Should Do

In the aftermath of the coronavirus, we face the strong possibility of a deflationary depression. We cannot allow that to happen. Q4 2019 hedge fund letters, conferences and more stevepb / Pixabay This is going to mean significant amounts of government debt, and much of it will have to be monetized by the...

Yes, You Can Build A Portfolio That Gains From Disorder

As you have probably noticed, stocks are a wee bit more volatile these days. We’ve reached levels of volatility similar to what we experienced during the financial crisis, and before that, the Great Depression. It’s pretty intense. Q4 2019 hedge fund letters, conferences and more rawpixel / Pixabay I can tell you one thing:...

We Are Facing a Depression, Not a Recession

We are already seeing large increases in request for unemployment insurance. It is going to explode. Let’s look at this data from Homebase. Q4 2019 hedge fund letters, conferences and more A stunning 39% drop in the number of hourly employees going to work in the U.S. just in the 10...

The Right Thing

I think it highly likely our government will do some crazy things in the next few months in response to the coronavirus. However, there are some fiscal policies that actually make sense. I’ll give you three specific ideas. Q4 2019 hedge fund letters, conferences and more skeeze / Pixabay First, President Trump should...

How COVID-19 Leads to 2008-Style Bank Crisis

The COVID-19 virus is pushing an economy that was already approaching a cliff. Will it go over the edge? Q4 2019 hedge fund letters, conferences and more iXimus / Pixabay Probably. And the Federal Reserve lifeline is wearing thin. I have to admit, I didn’t foresee this. Six weeks ago, I said 2020 would probably...

The 3 Cs of Trading Markets in Turmoil

Whenever CNBC breaks out its “Markets in Turmoil“ chyron, markets tend to rally. Q4 2019 hedge fund letters, conferences and more StockSnap / Pixabay Not this time! This is my 21st year in the capital markets. I have seen some crazy stuff. Actually, 99% of the stuff I have seen is boring stuff,...

This Stock Is Like Tesla, Minus The Risk?

Tesla (TSLA) is the hottest stock on earth right now. The electric car disruptor has shot up 220% since September, leaving every other S&P 500 company in the dust. Take a look: Over the past two weeks, dozens of folks have asked me: “Is now the time to buy Tesla’s stock?”...

The Secret Trait Of Stocks That Soar 1,000%+

Microsoft (MSFT) has been on a tear over the past year. Shares of the software pioneer have jumped 70% since last February—triple the S&P 500’s gain, as you can see: Q4 2019 hedge fund letters, conferences and more Keep in mind, Microsoft is the furthest thing from a volatile penny stock....

Walmart Has Made a Genius Move to Beat Amazon

I ordered Powerbeats earbuds from Amazon the other day. As a Prime member, I got them to my doorstep in Stowe, Vermont the next day for free. Q4 2019 hedge fund letters, conferences and more When I unpacked the box, one of the accessories was missing. I called Amazon’s customer service...

If History Repeats, Video Game Stocks Could Soar 690%+

A new super cycle is revving up. And if history repeats, this super cycle will hand out profits of 8X to 18X, starting now. Q4 2019 hedge fund letters, conferences and more If you’ve studied investing, you’ve likely come across the idea of “cyclical” assets. Cyclical assets go through boom and bust...

Where the World Is Going

We all want to know the future. Unfortunately, the future isn’t talking. It’s just coming, like it or not. Q3 2019 hedge fund letters, conferences and more We can, however, make educated forecasts. I think John Mauldin is broadly correct: the future is bright, but we’ll go through darkness first. In fact,...

Why Netflix’s Inevitable End Got Delayed

For a day, Midtown Manhattan turned into Disneyland. Food trucks handed out donuts shaped like Homer Simpson. Musicians played tunes from Star Wars. Massive LED screens streamed Disney classics. Q3 2019 hedge fund letters, conferences and more mohamed_hassan / Pixabay It was November 12, the day Disney celebrated the launch of its long-awaited streaming...

Trump’s China Agreement Is a Fake Deal

We have a trade deal! Should we pop the champagne corks? Q4 2019 hedge fund letters, conferences and more skeeze / Pixabay If so, we better hurry. The Trump administration wants to slam 100% tariffs on French champagne—retaliation for France’s new digital services tax. This trade war has more than one battlefield. But China is...

Americans Are Not “Free to Choose” Anymore

When you write for a wide audience, no matter what you say, or how carefully you say it, some people will misunderstand. Sometimes it’s amusing. Reading through my feedback (and I do read all of it), I get called both heartless capitalist and bleeding-heart socialist in reaction to the...

Uber May Do the Impossible in 2020

 Of all the stocks I covered this year, I was hardest on Uber (UBER). I caught some flak for writing “buying Uber stock is the dumbest thing you can do with your money in 2019.” Q3 2019 hedge fund letters, conferences and more Although my call ruffled feathers, I stand by it. Since Uber IPO’d in May, the...

3 Ways to Play the Healthcare Surge

2019 was a good year for stocks. Q3 2019 hedge fund letters, conferences and more US stocks have rocketed 28% this year. This is the second largest annual gain since 1999. And the tenth straight year stocks have climbed higher. This has a lot of investors worried that stocks could tank soon. But...

Don’t Fall for This Deadly Dividend Trap

When’s the last time you bought Kraft Mac & Cheese? Q3 2019 hedge fund letters, conferences and more I imagine it’s been a while. Thirty years ago, every cupboard in America had a box. But consumer trends have shifted. People don’t want hyper-processed foods like Kraft Mac & Cheese anymore. Warren Buffett, one...

Don’t Buy into This Dividend Trap

When’s the last time you bought Kraft Mac & Cheese? Q3 2019 hedge fund letters, conferences and more I imagine it’s been a while. Thirty years ago, every cupboard in America had a box. But consumer trends have shifted. People don’t want hyper-processed foods like Kraft Mac & Cheese anymore. Warren Buffett, one...

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