While Warren Buffet’s favorite stock market indicator suggests that investors are in for some serious losses, “the market continues upwards with a short-sighted agenda and a complacent attitude,” argues the author of today’s article. More specifically, he argues that the health of the U.S. economy and stock prices are diverging – and that convergence will come in the form of stock prices falling. What does he outline as a good strategy to take advantage of the current complacency and risk taking in the market? CLICK HERE.
With 2018 proving to be a good year for oil – and the prospect of oil prices breaching the $80 mark by the end of the year – the author of today’s article highlights two closed-end funds to consider due to their exposure to the energy sector. Specifically, both of these funds are currently available at a significant discount to their net asset values and pay sizable dividends. For the two funds in question – and why what isn’t happening with oil right now makes it a good bet – CLICK HERE.
While many do not view miners favorably as investments, the author of today’s article notes that “there is a segment within the mining sector, particularly the gold sector that many investors miss…” That segment? Royalty and streaming. The author proceeds to highlight how the three largest royalty and streaming companies in mining – the “Three Gold Kings” – beat every S&P 500 company, the big investment banks, and the FAANGs – and how depressed gold prices are golden for these companies. CLICK HERE.
There’s a problem going on in the markets, warns the author of today’s article. That problem? “Investors are feeling too comfortable and expect the market to trend higher, even though the bottom’s slowly falling out from underneath.” What does he point to as posing the greatest risk today to global corporate earnings – and why does he believe that there’s currently an 80% chance of a global earnings recession by this time next year (a percentage that he expects to only increase from here)? CLICK HERE.
One part of an active first half of 2018 for the cannabis industry was cannabis companies going public. However, as today’s article notes, “Analysts have diverse interpretations of the go-public trend in the marijuana industry. Some see it as a quick cash grab; others perceive it as a sign of consolidation in the industry; and other observers believe it’s a natural result of the maturation of the space.” Why did the heads of some of the largest cannabis companies that IPOed this year decide to do so now – and what’s next for their companies? CLICK HERE.
Do you know your net worth? The author of today’s article points out that “Many people know the number on their last paycheck, but not their net worth”, and he notes that “That’s a shame, because net worth is the single most important personal finance metric.” In fact, tracking your net worth (and understanding that it’s more important than income) is the first of nine “hacks” the author outlines to help you save more money. For some tools to help you track your net worth – and for the other eight hacks – CLICK HERE.
While the precious metals sector has been characterized by weakness in recent weeks, one particular gold explorer has been in a strong uptrend – and in today’s article the author outlines why this uptrend is likely to continue. For the gold explorer in question and the two important reasons the author believes its ascent will continue – including why it may soon be “swimming with the tide rather than against it”, CLICK HERE.
With strong economic growth and corporate earnings on the one hand and rising economic risks (especially trade tensions) on the other, uncertainty appears to be the name of the game for the balance of 2018. Against this backdrop, today’s article outlines five investing ideas for the remainder of 2018 – ideas that seek to add greater resiliency to portfolios. For these five investment ideas – including the role ESG investments can play – CLICK HERE.
If you could only pick one stock to give to somebody as a gift that you couldn’t touch for the next 25 years, what would that be? This is the question that the author of today’s article was asked – and in today’s article he identifies his pick (as well as several additional candidates) and his rationale for his selections, noting “This exercise requires you to bet on things that won’t change, as opposed to betting on things that will make the future look different than the past.” For more, CLICK HERE.
At the outset of 2018, Goldman Sachs declared it was the best time “in decades” for investors to gain exposure to commodities – and commodities have indeed proven to be one of the best performing asset classes of the year, with gains being largely driven by oil. However, after a rough June for commodities, what’s the outlook going forward? Today’s article examines whether oil is likely to continue to rally, what Goldman Sachs is forecasting for commodities now – and what may be one of the most attractive opportunities in the space. CLICK HERE.