In This Digest: There’s a funny thing about pendulums… Quick physics experiment for you… trust me, it’s going somewhere. Imagine you have a pendulum. If you hold it up some distance from neutral and let go, it’ll follow an arc down past the neutral point and rise to the other side, about opposite where you dropped it. It’ll then return to you at the same speed. And no matter where you drop the weight along the arc or how long
Read nowNow that the stock market crash from earlier this month has vanished, it’s time to get back to business. Hopefully you heeded our data-driven advice and bought stocks during the volatility scare. While that note was bullish from a broad-based perspective, today I want to drill down on one of my favorite stocks this year that just announced an incredible earnings report, retail giant Walmart (WMT). (Disclosure, I own shares of WMT.) The storied discount retailer offered a glimpse into the
Read nowAs investors, uncertainty is our constant companion. Nobody can predict the future. So, no matter how confident we may be, we can never be certain of the outcome for any investment. We can only optimistically assume that, when the time comes to cash out, we’ll get back more money than we put in… or at least break even. And while we wait, we all have that little voice in the back of our head pop up and say, “I hope I didn’t
Read nowThere are a lot of places you can park your money. But only a few are worthy. With thousands of stocks available at the press of a button, it’s easy to miss some of the biggest opportunities. Especially when many of the best investments come from the little-known, unsexy companies quietly beating the market. This is where being armed with a data-driven approach shines… With comprehensive tools, we can single out those boringly effective companies whose performance dwarfs the broad
Read nowIn This Digest: We’re likely in the weirdest recession in U.S. history… I won’t get any accolades for saying it, and I’m not looking for them. My only hope is that, from reading this letter, your wealth-building journey is as smooth as possible. But I believe we’re already in a recession in the U.S. This is no ordinary recession, mind you. In retrospect, it’ll prove to be an altogether mild one. But it’s also the first one, to our mind,
Read nowInvestors who stick with the “Magnificent 7” for their AI plays are looking in the wrong place. That’s the word from Eric Fry – global macro expert, serial 1,000% stock picker, and early tech trendspotter. It’s not hard to understand why the top brass of the stock market was the biggest winner of the AI mania. It was the “picks and shovels” period – when semiconductors were the only provable play… and any software play outside of the biggest tech
Read nowNote from Ashley Cassell, Managing Editor, TradeSmith Daily: We’ve just published one of the most thought-provoking TradeSmith Daily interviews that Michael Salvatore has ever held with one of our experts (and there’s plenty of competition there). So, I’d like to continue the conversation today by bringing you the article below. Our interviewee, Eric Fry of InvestorPlace, has the smartest take I’ve seen on AI – its next level, artificial general intelligence (AGI) – and, specifically, how to approach it in your portfolio.
Read nowRate-cut rumors get louder at Jackson Hole…Why “Mission Accomplished” may be premature… It’s time for a sector check-in…The one asset set to stay above water next month…The Big Money’s favorite stocks last week…In case you missed it: the Road to AGI will boost “invisible” AI plays…
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