Wealth Signals

Wealth Signals, our macro-focused insight and trading service, offers commentary
that filters out market “signals” from the “noise” that is the mainstream financial news media. On the basis of these signals, we also issue macro-driven trade ideas to get ahead of the trends and themes that will dictate market direction.

  • Sell to Exit Amazon (Nasdaq: AMZN) and Skyline Champion (NYSE: SKY)
    On June 9, we recommended purchasing the shares of internet infrastructure giant Amazon (Nasdaq: AMZN), based on the growth of its cloud-computing business. And on June 27, we recommended purchasing the shares of homebuilder Skyline Champion (NYSE: SKY), due to the lack of existing home inventory and the rising demand
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  • Stop Alert: Sell ZROZ
    On May 17, we recommended purchasing the shares of the PIMCO 25+ Year Zero Coupon U.S. Treasury Fund (NYSE: ZROZ). At the time, we believed the Federal Reserve was almost finished raising interest rates. But since then, the central bank has increased the federal funds rates again, from 5.25% to 5.50%. Investors now expect that the central bank isn’t finished raising rates – and that’s pressuring the price of ZROZ shares.
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  • Inflation’s About to Rise Again… But Don’t Panic
    Inflation headwinds could increase as we head into the end of the year, weighing on investor sentiment. But the price growth picture could turn the corner in the early part of 2024, improving the outlook for stocks and bonds…
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  • Market Insider Video: How to Take Advantage of the Slowdown in Hiring
    In today’s Wealth Signals video, senior analyst Scott Garliss discusses how recent employment numbers create investment opportunities in today’s stock and bond markets. He’ll show you
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  • Wall Street’s Worried About Rising Yields (But We’re Not)
    We understand why momentum investors are shorting bonds, but we don’t necessarily agree with their take. The Federal Reserve must be overly cautious, telegraphing that interest rates may have further to rise. But we believe the rate hike cycle is close to finished, if not already done. In July 1974,
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  • Dollar General Covered Call Update
    On July 13, we recommended that subscribers sell the Dollar General (DG) August 18, 2023, expiration $170 calls (ticker: DG230818C00170000) at $4 or better, against our long recommendation in the common stock. The share price closed at $162.99 on August 18 (Friday). That’s below the $170 strike price – which means that the call
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  • Market Insider Video: The Fourth-Quarter Stock Market Set-Up
    Historically, the S&P 500 Index has increased 4.1% during that period (dividends not included). In addition, the October-January period returns an average of 4%, which means seasonal weakness in September presents an ideal buying opportunity.
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  • The Only Number Fed Chairman Jerome Powell Cares About
    The end of the rate hike cycle is a huge deal. Since 1980, the S&P 500 and Nasdaq Composite Indexes have averaged huge gains in the following 24 months. Our proprietary inflation index says the Fed doesn’t need to raise rates any more…
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  • Expect More Upside Now That Rate Hikes Are “Over”
    Last Wednesday, Fed Chairman Jerome Powell signaled that the rate hike cycle is close to done. He said the central bank has been able to slow inflation growth without cratering the economy. Money managers see Powell’s speech as an unofficial “no more rate hikes” announcement.
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  • Trade Alert: Buy to Cover Vornado Realty (NYSE: VNO)
    On June 27, we recommended shorting the shares of office property company Vornado Realty Trust (NYSE: VNO). We anticipated that the company’s exposure to the commercial real estate markets in New York, San Francisco, and Chicago would result in a decline in the share price.
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  • Market Insider Video: How to Play The ECB’s Next Rate Move
    In today’s video, Scott Garliss talks about the diverging economic dynamics in the U.S. and Europe, and how to profit. He’ll show you…
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  • How to Profit from The Continued Dollar Decline
    The inflation outlook for Europe, England, and Japan is much worse than in the U.S. That means all those other central banks need to follow the Federal Reserve’s example and raise interest rates much more aggressively. So, we’re highlighting a way to capitalize on the coming dollar weakness.
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  • NEW FEATURE: Exclusive Wealth Signals Trade Video…
    Announcing a weekly market insider video by world-class macro analyst, Scott Garliss! In today’s video, Scott discusses the profit potential and underlying dynamics in the new home market: What’s Next: Since we first identified this ETF as a way to invest in homebuilding, it’s rallied over 21% on a total-return basis (dividends
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  • Trade Alert – Let’s Boost Our Income with Dollar General (DG)
    Federal Reserve policymakers have signaled they could raise interest rates when they meet on July 25-26. Short sellers are wagering more rate hikes will hurt retailers like Dollar General. So, we want to use an income-generating strategy to lower our cost base and increase our return potential.
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  • Selling In May Is A Huge Mistake
    Every spring I hear the talking heads in the financial media utter the same phrase… Sell in May and go away! What they’re referring to is an old adage telling investors to sell their stocks ahead of the summer and reinvest in the fall. And it’s some of the worst advice ever.
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  • Falling Inflation Should Fuel More Upside in Stocks
    Our proprietary indicators tell us inflation should fall even more in the months ahead. And fading cost growth means the Federal Reserve will soon be able to stop raising interest rates.
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  • A Fresh Dose of Cash Is About to Hit the Stock Market
    CNBC is hyping impending economic doom. All the negativity has caused everyday investors to seek the safety of money-market funds, pushing those assets to a new record. When all that cash starts chasing stock market returns, the S&P 500 is going to see an even bigger rally.
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  • Why Spooked European Investors Will Pile Into U.S. Stocks
    Business sentiment in Germany has worsened considerably. Inflation is weighing on demand. Weakness in the manufacturing sector is now spilling over to the services sector. The erosion in German economic confidence points to bigger problems for Europe.
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  • A Big Opportunity in an Overlooked Discount Retailer
    Money managers are seeing technology stocks shoot higher on bets that Artificial Intelligence (AI) is going to change the landscape for every business. They must find the money to invest through the sale of other assets, creating a value opportunity in the discount retail sector.
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  • How Not to Lose Everything
    Put your emotions in check before you start investing. That way, you’ll hang onto more of your hard-earned money – and have plenty to invest in growing your wealth through future opportunities.
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  • Prepare for A Bond-Market Rally
    Speculators are betting heavily against the price of 10-year U.S. Treasuries. It’s the second-largest short position since the CFTC began keeping records in 1992. History tells us this type of extreme positioning means bond prices are headed higher…
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  • This Internet Infrastructure Giant Is Flashing A “Buy” Signal
    Last year’s sell-off in technology stocks crushed the shares of internet-infrastructure giant Amazon. But a recent momentum shift in the share price signals big gains may lie ahead.
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  • Here’s Why Inflation Will Keep on Slowing
    Our leading indicator of inflation growth tells us the Consumer Price Index is headed even lower when the May data is released. That should support the outlook for stocks…
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  • The One Industry with a Hidden “Rate Hike Upside”
    The large amount of refinancing and purchase activity that took place during the COVID boom means existing homeowners are unlikely to add supply to the market. Interest rate hikes slowed down one part of the housing market, but they’re creating a tailwind for another…
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  • Our New “Rate Cut” Signal Is A Positive for Tech Stocks
    The real federal funds rate (interest rates minus CPI) recently turned positive. It should expand more by year’s end. That has historically preceded big rallies in technology stocks.
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  • Don’t Believe the Fearmongering: Stocks Are Headed Higher
    Speculator short positioning in stocks has reached an extreme. They’re all piled into the same negative bets. Before long, those same investors will rush for the exit, creating a scramble to buy back stock.
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  • The Buy Signal No One Sees Coming
    If the Federal Reserve is ending rate hikes, that means we’re reaching peak interest rates. And if you’re a bond investor, that’s a huge deal… because, if the coupon payment on sovereign debt isn’t going higher, soon you won’t be able to lock in today’s high yield.
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