Election Confusion, A Shock Overreaction to Inflation Numbers, and some more quarterly updates... including a new stock I'm watching, and two that I bought more of today.
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Friday File: Elections, Inflation Shock… What to do?
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
Are we in a reset and a tough year... or the end of an era and a tough decade? Checking in on American Tower, Brookfield Asset Management, and others...
9 Comments Read MoreFriday File: Buying a “God”
Friday File: Selling Royalties, Buying Value and Asset Management
Friday File: Inflation Protection
I’m actually a ghost today, writing to you from the past, since I’m on vacation for a few days… but I do want you to have something to read, so this week I updated my look at my favorite way to get safe inflation protection. Sexy, right? Stop swooning, it’s OK, I won’t keep you […]
19 Comments Read MoreDe-tease: Stansberry’s “5-Stock Inflation Protection Portfolio”
Friday File: Shuffling Pot Financiers
A sell and buy in the marijuana REIT space, plus some thoughts on inflation and more...
15 Comments Read MoreFriday File: Riding the Overreaction Machine
One sell and one buy this week, plus updates of "buy below" prices for half a dozen Real Money Portfolio companies
25 Comments Read MoreFriday File: Inflation, Panic, and some Buys in a Bad Week
Updates on PAR, TTD, GSHD, and more... plus a new Lock Box entry, some more hedging, and some add-on buys
41 Comments Read MoreFriday File: Starbucks Pops, Insurance Drops, Buying after Stops
While we wait to see what Berkshire Hathaway’s quarter looked like, how’s the rest of the portfolio holding up? Holy Cow, Starbucks (SBUX)! Haven’t seen that stock take this big of a pop after earnings in a long time, and sentiment seems to have changed so quickly to a “this is a safe capital return […]
21 Comments Read More“Dividend Diluvia” and the “Fed Savings Account” Secret
“Dodge the Government’s Secret 65% Retirement Tax” Taipan
"... this is a completely hidden – and yet legal – drain on your retirement savings, mandated by the U.S. Government. And the worst part is that for the last five years, without fail, this “tax” has increased. In fact, at the current rate, over the next five years, you could be in line to shell out as much as 65% of your total retirement portfolio!" So what is Taipan talking about with this one?
22 Comments Read More“Bonds finally ready to crack” Safe Money Report
A reader recently sent me a note about a teaser recommendation from Martin Weiss and the Money and Markets folks regarding bets against long term bonds. This wasn’t really a complicated teaser, so this will just be a short note …
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Bitcoin has probably surged this year in part because of the "halving", plus the new ETFs, so it's an open question how ...
Yeah, I wish I was able to afford that kind of thing and still have money to invest. I'm just trying to make wise moves ...
Please adjust your charts for inflation. I can't do that myself, but I'm pretty sure it can be done. I just checked th...
Yep, I'll certainly cover that this week. Didn't help that they posted very disappointing earnings and guidance on a da...
I own MUSA. They are probably the best low cost/high volume gas station operator in the U.S. So like the Walmart of gas ...
Here's the link to Chris Weber's new 1,000%+ opportunity. Talks a lot about inflation coming back and impact on the U.S...
It certainly has gotten extreme, I do wonder how much this will self-regulate when interest rates are "normal" for a whi...
Travis: thanks for the update on the Stibnite gold mining project and laying out all the challenges that lay ahead of PP...
Travis, I was looking at the Intel chart. It's worse than the CSCO chart. On the surface, it tracked very similar (inclu...
It sounds like you've gained a lot of experience with insurance stocks and a lot of knowledge. I don't have much exper...
If we don't have a wild further acceleration in inflation and interest rates in the next few years, I agree, pretty appe...
My 2 cents (or maybe a nickel after inflation) I don't personally like the Oxford club after all their pumping of Foxx C...
On The Debt it may be not just a full delay or 'default' but emerging capital controls that may be a trigger. The US is...
Whitney Tilson's "$4 Inflation Stock," if that's what you mean, is now his "$2 Inflation Stock", still Ginkgo Bioworks (...
Think u.s. national debt servicing charges now at 800 billion dollars, about 12% of their tax take. Bloomberg guest says...
True, that's a risk. People may shift in behavior from time to time, but it's not at all linear -- and it seems to me ...
Thanks Travis, listening to a few podcasts this week that mentioned Domino's it seems that one thing that spooked the m...
Dan Ferris has run a value-focused newsletter for Stansberry for close to 20 years. He has been more prominent there in...
I signed up to Shah Galani's Hyperdrive Portfolio as I thought the market was about to drop from inflation and economic ...
Less than an hour from the close on 2/1/23 All US Indexes are Up, lead by the Nasdaq. Powell said “Goods Inflation h...
Good points, thanks. The slow reaction time of both interest rates and inflation is frustrating and unpredictable, and ...
I never sold my tower stocks. Only the weak hands bailed. (jk!)The dramatic drop in inflation seems too fast for it ...
OK. Caveat emptor, I've ingested s great deal of whisky, good times. Bank of Canada just boosted interest rate to 4.5% ...
Still, Leeb's 1997 book, "The Agile Investor", was dead on the money right about predicting several major financial mark...
An analytical tour de force on Brookfield! I own BIP. I was planning on going the same route on Roku. Took the tax lo...
By looking at the total return chart for just the last 5 years, MO has some catching up to do in order to qualify as an ...
Zatlin claims that this investment is hated by Wall Street but has been quietly returning 17% a year for 97 years… all...
I think the whole world is wondering that... at some point it becomes too much and breaks something, which is when infla...
Travis: Valuation assessments of equity multiples depend on intermediate term, forward, projections of interest rates, i...
No particular reason, I haven't looked at the regionals -- the only banks I've looked at recently are some small ones wh...
One area of the market I havent seen you dive into yet that is often seen as a beneficiary of inflation rates are bankin...
Very good coverage of tech. Battery storage of this nature could take the U.S off fossil fuels, but no one in the bankin...
I think we're going to follow the Weinar path. Back then, as it is now, the CB was caught between a rock and a hard plac...
I don't think it makes sense to think of the "% change in the rate", since fed fund rates can essentially be 0 and effec...
Just fyi too all, still not buying anything. My gut tells me my cash, even with inflation, will be worth more than 95% o...
I trust MF more than alot of snake oil salesman who are just hyping stocks. TTD might be ok. Wanted to buy it before b...
Thanks for the I bonds reminder. Signed up for an account today and contributed $10K today to max out 2022. Feels good t...
So cell tower stocks are undiscovered? Come on man! These companies are great and the valuations prove they are fully ...
Interesting, the investor sentiment indexed have come off their lows but I guess that's not the same slice of the econom...
Could be. We'll see how that impacts the market in the year to come -- very often, the stock market gets optimistic abo...
I certainly am not a paid CFP Pundit. But I exited most of my NVDA back @ $213s. The NY and Jackson Hole pundits nee...
Hi Doc. Have you done any research on the use of fasting to combat inflation? There are multiple presentations on this s...
He held that a particular pattern has appeared rarely but before each major market crash. It turned out to be formed by ...
Inflation and recession fears are really bad for them, in short.They scared investors by taking on more credit risk ...
This article is still coming up in my feed (as of June 22, 2022) and inflation still going up as predicted? Are we dismi...
Googled it, looks like it's from a Business Insider article from January 2022, republished in April 2022. Unfortunately...
“Haven’t checked today” is probably the best advice for any investment — I guess they have to pitch the urgency ...
I guess it would be uncharitable of me to mention that PYPL has been a disaster as an inflation protection or any other ...
Sneaking TPL in there as one of the picks, too, eh? Dastardly move. Thanks for the feedback.Interestingly enough, ...
NVDA at $165 does look like a good entry price and it may get there soon after the release of the May CPI numbers later ...
There is no right or wrong here, there are different perspectives, and people buying for different reasons. If the mark...
I own DNA from when it became a SPAC. I bought it because first off, it was the same sponsors of Draft Kings SPAC. So I ...
The government does that, that’s what Series I Savings Bonds and TIPS provide.Most equities funds should beat in...
Why couldn't someone start a fund that could guarantee it could keep up with inflation? It occurs to me once in a whil...
The USA is far from bankrupt, the federal government borrows money only in a currency which they can create, and as ass...
I hear this argument often, but I don't see a real connection. The gold seizure was to make inflation possible -- neces...
For the inflation part of the rate (which is all of it now, the fixed rate is currently zero), your rate is set for six ...
I agree I'd like to see a fixed portion of the bond, but everything is relative. The fixed rate of EE bonds has rarely ...
They’re certainly trying to talk the market down with more hawkish comments, and are likely to become more assertive w...
I like AFCG but wonder what will happen to it if Congress ever makes it ok for other financial institutions to finance c...
I have been letting my cash balance build of late, but with the way old “rules” about interest rates and government ...
Appreciate the information your article provided on the valuation of warrants. Have to read the fine print, not like a s...
Inflation Hedges? - Here is Two from James Grant no less... INFL & PFIX...
Interesting and insightful response, Travis. I suppose the only response I can make is if you trace back the supply chai...
That seems to be part of it, though combined with a move to value stocks and perhaps a market crash and rising inflation...
They’re a distributor, they pretty much just pass wholesale price increases through to buyers — they shouldn’t win...
vintee786, growth stocks might go lower (but might not) because of the Taylor rule. The simple version of the rule is th...
This year has been crazy. I think one thing that wasn't mentioned in your year-end surmise is the labor issue. I don't...
Have you always focused on commodities, or are you shifted to those area because you’re expecting recent inflation to ...
Wage inflation ? South Florida teacher here. .5%. Raise accepted by our union....
This company pays the National Inflation Association to push its stock. Paying to pump the stock is of concern for me....
Hello Travis....are you not worried about what appears to be the the tail end of 2nd phase of a major correction with 3...
Not really, it’s all relative — stock prices were lower, earnings were lower.Stocks are still the best bulwark a...
There is no one place to go that can tell you whether inflation will be a problem in six months, or when the market migh...
re: DDD, yep saw that with regards to ARK.. I think it's a buying opp.As for Lantronix. I never bought in but am goin...
They’re not as simple as savings bonds, since they price in the inflation rate pretty quickly and are heavily traded b...
So if Bitcoin is a crypto currency why isn't anyone using it to pay for things? If someone offered you 10 Bitcoins for $...
No idea where the "top" might be, though in many cases the valuations are at least much more reasonable than they were i...
And I also found it interesting that Pershing Square, in their latest shareholder update, is putting on a meaningful hed...
Travis: IMHO the NFT sports collectible market is primarily driven by fan emotion, a proxy for social interaction, celeb...
I like having anywhere from 5-10% of my assets in precious metals, either through equities (mostly royalty and streaming...
about BTG, I read a blog on John Paulson's move to gold as a "crisis hedge" if inflation continues. Gold-related stocks ...
FDR needed money, and couldn’t print it out of thin air because the dollar was backed by gold.That’s no longer t...
Given the opacity of the market, and the fact that the main users of the commodity are a few very large corporations who...
Thanks for the response. I've enjoyed reading your contributions to this thread. Your insight on the fear/greed index is...
Luke Lango and Cathie Wood are the two people who have so far correctly analyzed the current situation vis a vis inflati...
In hindsight, I fear we will be thinking "what were we smoking before the crash" , it will all be available at PE6/1 as...
Beats me. I'd plan to have a portfolio that is at least somewhat insulated against the possibility of inflation snowbal...
Welcome back Travis, Too many SPACS , Is investing for inflation better than tech stocks for the next few quarters ?...
I’ll ignore them, too, for the most part. Can’t really do anything but be a little bit prepared, in my case with s...
Travis, what are your thoughts on the inflation numbers that came out this week? It looks like the equity markets ignor...
Those are all out of buying range for me, AMT is the only one I own from that bunch, but I’d be loathe to sell a consi...
My thoughts on those haven’t changed. Galaxy will be levered to Bitcoin prices, which is obviously terrible today... ...
The bubble of short supply and huge demand may be over but it looks like new housing and remodels are still growing, so ...
Yea, I hate buying dips . . . to see them dip more, but some look at it as averaging down. I read an opinion that peopl...
Thanks for another very informative article, Travis. Regarding your rational for protection, 1 thing was unclear to me. ...
Your inflation 'talk' is just what I needed to read.Also ..."garret"..?? Well, at least we know you are not commandeer...
Agreed. I’ve been buying too, although the emotions of this is gut-wrenching.I also have been trying not to look, ...
Yesterday was a 90% down day. Meaning 90% of the volume traded was to the downside. I personally love those days, Not th...