U.S. Versus The World
U.S. equity funds have experienced more inflows of capital than any prior year on record – and four times as much as is going into non-U.S. equities. The divergence is creating a big buying opportunity.
The Big Secret On Wall Street
The Chicken-Wing King
This quick-serve restaurant has figured out how to beat rising food prices, using a savvy mix of business strategies that have kept its revenue and earnings growing at over 20% per year. It has delivered some of the best returns in the stock market for a decade.
Sell Alert: NVDA, TSM, and VRT Stop Losses Triggered
Three companies in our Parallel Processing Revolution basket have hit their stop losses – Taiwan Semiconductor Manufacturing (NYSE: TSM), Nvidia (Nasdaq: NVDA), and Vertiv Holdings (NYSE: VRT). We recommended these stocks in The Big Secret on Wall Street on September 18 with a 10% trailing stop loss and a maximum risk rating level of 5,
Run For Your Money
In this second short recommendation in as many weeks, we show how Bank of America is going to go spectacularly bust, and when it does, it’s going to take down a lot of other banks with it.
Sell Alert: ARM Stop Loss Triggered
Dear Readers, Shares of semiconductor chip designer ARM Holdings (Nasdaq: ARM) have dropped below the level of our 10% trailing stop loss. We recommended ARM shares on September 18 at $138, and are following our stop loss recommendation to sell at $134. We will use today’s closing price as the official exit price in our
Casino Capitalism Crashes Planes
This week, we’re adding our first short to The Big Secret portfolio – that is, a stock we think will decline. This American manufacturer and defense icon has been destroyed by horrific management and regulatory failures… and we think there’s a real chance that shareholders will be wiped out.
What Wall Street Doesn’t Know About a Trump Presidency
Regardless of what changes an incoming Trump administration might implement, we believe it’s only a matter of time before greed shifts to fear, and prices fall by 50% or more. Those who raise cash now will be in a position to buy world-class businesses at bargain-basement prices.
The Tax You Didn’t Know You Paid
The bottom line is that all government spending will ultimately be paid for either through direct taxation, or more likely, through this “secret tax” we write about today. But, of course, it will be ordinary people who foot the bill either way.