Free eLetters

June 2024

This Superstar AI Behemoth Is Still a Hot Buy

June 18, 2024TradeSmith Research Team

The term “AI” gets thrown around a lot these days. It’s easy to see why. The finance world is absolutely in love with its promises of automation and instant workflow enhancements. Without question, this transformational technology will continue to change the world. And as I see it, it’s a winner-take-all moment. Just a handful of companies are truly profiting from this monumental point in history. If there’s a small number of winners… that means there’s going to be ton of

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3 Top-Ranked Stocks for the Summer Travel Season

June 17, 2024Lucas Downey

I’m always looking for trends to identify great stocks. And one just smacked me right in the face. I’m on vacation with my family traveling in Spain and Portugal. So far, I’ve been to four cities. The streets are packed, the restaurants are full, the hotels are booked, and the flights are oversold. The optic test tells me the travel and leisure market is vibrant right now. That makes sense. School is out, summer is here, and people are ready to take that vacation time. According to a Bank of America survey, 70% of respondents are planning to travel this summer. They also plan to travel for longer and spend more compared to previous years.

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This Seasonal Pick Didn’t Disappoint

June 17, 2024Michael Salvatore

We hope you bought last week’s top seasonal pick… Here’s four new picks for this week… Apple makes its new high after WWDC… Jason Bodner’s Quantum Edge Hotlist is stacked with familiar faces and high-quality stocks… The right way to trade earnings… Solar energy stocks, after being one of the hottest picks in 2020 and 2021, have been dead money ever since. Just look at this brutal chart of the Invesco Solar ETF (TAN): From the bubbly 2021 highs, solar

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Fighting Fire With a Toy Water Gun

June 16, 2024Michael Salvatore

Note from Michael Salvatore, Editor, TradeSmith Daily: If you take our government leaders at the word, all is well and dandy with the U.S. economy. But when you look deeper, you start to see troubling trends coming together. The ongoing crisis in commercial real estate, rising tensions with China, and the crumbling of the American Dream are just a few. Charles Sizemore has made a point to reject the establishment narrative, uncovering the truth of the economy you’d never hear

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The Only Stable Factor in the Age of Chaos

June 15, 2024Michael Salvatore

We’re living in a critical time in financial history. It’s a time when an errant social media post can create and erase billions in wealth in a matter of seconds. When deep and worsening budget deficits threaten to unravel the world’s reserve currency. When an accelerating trend towards deglobalization could upend the global world order. It’s increasingly unpredictable to live and invest in times like this. That’s why Charles Sizemore, founder and chief investment analyst at The Freeport Society, set out to

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How To Pick Money-Making Stocks: Part 2

June 15, 2024Lucas Downey

It continued for several weeks, as I watched the stock price soar each time this client bought more shares – ultimately leading to a 70% increase. Those weeks transformed my view of investing. From my unique vantage point heading up a trading desk, I saw firsthand how this type of buying moved stocks. And it put me on a mission – one that culminated in the quantitative analytics system I developed and still use today. On Monday, we went over the first step in picking money-making stocks: analyzing the most important fundamentals. Today, I’ll give you an inside look at the next steps to building your wealth by finding superior companies to invest in.

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How to Save Yourself from Social Security’s Failure

June 14, 2024Keith Kaplan

Social security is failing. And no, that’s not an exaggeration meant to scare you. The Social Security Board of Trustees itself recently celebrated that it now expects to run through its cash reserves by 2035 — its centennial — rather than the earlier projection of… 2034. That doesn’t mean Social Security will go away entirely. It just means that — again, according to the government — payouts will go down to 83% of where they are now. If that happened

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Big-Time Splits Are Usually Big-Time Opportunities

June 13, 2024Lucas Downey

Stock splits have been around for a long time, but June brings a couple of whoppers – including one of the biggest in history. The data is clear that stock splits can be big opportunities for investors. Coca-Cola (KO), one of Warren Buffett’s main holdings, has split 11 times in the last 105 years. If someone bought one share of KO in 1919 when it debuted and willed that investment to future generations, that single share would now amount to 9,216 shares. That $40 investment would be worth more than $580,000.

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Don’t Jump Off the Tech Train Yet

June 13, 2024Michael Salvatore

Higher and higher the tech stocks go… AI-fueled companies like Nvidia (NVDA) have been surging this year, taking large-cap benchmarks to places few expected we’d see so quickly. As I write, the S&P 500 just captured a new high point of 5,360. But at TradeSmith, we saw reason to believe that the bull market was far from over when stocks were previously making new highs in January, for example. Then as a follow-on piece, we showed how brand-new highs for the market were

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Power Trends+: These Stocks Could Follow Nvidia’s Lead

June 12, 2024Lucas Downey

tock splitting is all the rage right now... and that’s good for investors. We have a couple of big-time splits here in June, which I’ll talk about and analyze for you tomorrow. Nvidia (NVDA) is the first as shares began trading following a 10-for-1 split Monday morning, dropping the price per share from $1,208.88 to $120.88. That’s much more affordable. But in today’s Power Trends+, my fellow TradeSmith analyst and business partner Luke Downey shows you an interesting study on why these splits are quite bullish.

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These Summer Winners Should Keep on Winning

June 12, 2024Michael Salvatore

How we think through data… One big commodities winner over the summer… And one big loser… No rate cuts today, and maybe not until November… But the seasonal trend in Treasury yields is down anyway… One income expert’s gameplan for trading the Age of Chaos… Our superpower at TradeSmith is our ability to put data into context. So many market commentators simply put unusual data points out into the ether, leaving followers grasping for an actionable takeaway. We, on the other hand,

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A Discount Is Coming for Walmart Investors

June 11, 2024TradeSmith Research Team

Sometimes, stocks are an easy bet. Think back to the fearful, chaotic moments we saw during the pandemic crash of March 2020. Or the summer 2022 bear market, when equities were barely hanging on under the threat of inflation and higher interest rates. Momentous periods like these offer a great risk-reward setup. Typically, during these windows of opportunity, stocks are well off their highs and the crowd is uninterested in playing the stock market. That’s the ideal time to tap

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