Over the last several years, the U.S. jobs market has gradually transitioned from red hot to lukewarm. But in the last several months, the labor market has gone from lukewarm to ice cold. In this issue, we look at five companies that we feel will be resilient to any economic downturn that might result from this.
When used correctly, selling puts is an incredibly powerful strategy that gives everyday investors the chance to generate income, reinvest in other opportunities, or to purchase equities at below-market prices. But if used indiscriminately, this strategy can easily wipe out a portfolio. Today, we discuss how to do it the right way.
We look at how the portfolio of six stocks we expected to benefit from the second Trump administration has performed following the U.S. president’s first 100 days in office.
We look at how the portfolio of six stocks we expected to benefit from the second Trump administration has performed following the U.S. president’s first 100 days in office.
In the bond market, the key to success is avoiding default. In the stock market, the key to success is even easier: it’s to only sell puts on stocks that you’re genuinely happy to own and at a strike price that reflects an excellent value.
During inflationary environments, the best businesses to own are those that can grow their earnings without escalating capital investments… In other words, businesses with high capital efficiency. We share three from The Big Secret portfolio that offer the most resilience against the current economic environment.
The company we’re recommending in this issue is a diversified conglomerate with investments in insurance, energy, and hospitality. The founders were modestly successful as hotel operators, but they turned out to be world-class capital allocators and business buyers, turning a $100,000+ loan into billions of dollars.
We’ve noticed a growing consensus in the financial media that the Big Tech giants are currently trading at cheap valuations following the recent market correction. Given this backdrop, let’s look at how “cheap” these hyperscaler stocks really are… and you might be surprised.
Despite the risks and volatility in the U.S. stock market, there are many bargains emerging – if you know where to look. In this issue, we’re providing updates for six stocks in the portfolio that each trade at highly attractive valuations – and are being overlooked by Wall Street.
Mutual fund cash levels have historically been one of the best contrarian indicators of where the market is headed… one that’s still well worth tracking today. And right now, asset managers are holding their lowest levels of cash in history – meaning they think the market is headed higher.