Talk about a market that’s priced for perfection… The S&P 500 trades at 28 times reported earnings. That puts it between the 90th and 95th percentile of most expensive markets in history, depending on what timeframe you choose. So is now the time for buy-and-hold investing? Let’s talk through this…
On Monday, we were at war. By Tuesday, it was “TIME FOR PEACE.” And now, investors hold their breath, awaiting the next news flash. At any moment, the artillery shells could begin landing. And bonds are an obvious target of opportunity. They appear to have entered a long-term primary downtrend. If the patterns of history repeat themselves, we could be looking at higher interest rates for the rest of our lives.
There’s clearly no love lost between President Trump and Fed chair Jerome Powell. Trump doesn’t have the authority to fire Powell. So, Mr. Transitory Inflation will still be running the Fed for another 11 months, until his term ends. But Trump announced this week that he had already narrowed down Powell’s replacement to a handful of candidates… and that an announcement might be coming soon. As investors, we need to pay attention.
When you fight technology, you lose. Sure, you might win a few rounds. But it will always end in a knockout… with you on the mat. So, if you’re trying to trade without AI these days, you’re effectively fighting a losing battle. Because your competition on the other side of the trade is already using it. Here’s how to fix that.
Far too many traders made the WRONG bet on the direction of oil when war broke out in the Middle East earlier this month. Here’s what they did wrong…
If you know how to use AI, it makes you infinitely more productive. And this is true of investing, too. As colleague Keith Kaplan will be lifting the lid on tomorrow in a special broadcast, he and his team at TradeSmith have created a breakthrough new tool that can make you a better trader.
As we’ll look at today, the real risk isn’t of America getting bogged down in a messy war in Iran. It’s what the reaction to the war says about the lynchpin asset of the global financial system… and something we’re all exposed to as investors.
One of the most surprising things about the Trump regime is how few deals the great deal maker actually does. No deal with the frozen North of Greenland or Canada, or in the tropics of the Panama Canal. But who thought anything else would happen?
Change is coming quickly. Cryptocurrencies are actually becoming useful. They’re starting to have legitimate real-world uses beyond naked speculation and ridiculous internet memes. As I wrote earlier this week in Freeport Navigator, Amazon and Walmart are looking to launch stablecoins, dollar-backed cryptos designed to be spent.
The GENIUS Act creates the legal framework to make this doable.
As computers grow more powerful and accessible, more investors are choosing to augment their instincts by tapping into cutting-edge tech. They’re using algorithmic portfolio management, predictive analytics, and advanced screeners among other tech tools. But none of them come close to the new AI-powered trading tool the TradeSmith team has developed. You can use it to pinpoint a stock’s “profit window” – the ideal timeframe to trade a stock on any given day. Here’s how it works…
