Free eLetters

May 2024

Paging Dr. Copper

May 20, 2024Michael Salvatore

The new shiny metal at the top of your watchlist… And why it should make you super bullish on the global economy… Breaking the inflation beat streak… High-quality, cheap, uptrending stocks are a winning formula… Jason Bodner’s newest Quantum Edge Hotlist… Our editor-in-chief, Luis Hernandez, in conversation with a data dream team… The $13 trillion industry that AI is set to disrupt next… Meet your new favorite industrial metal… Copper has seen a surge in price over the past few

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Phase 2 of the AI Boom Will Revolutionize a $13.1 Trillion Industry

May 19, 2024TradeSmith Research Team

Note from Michael Salvatore, Editor, TradeSmith Daily: It’s a rare thing for a company to reach a $1 trillion valuation. There are only seven such companies in the world today. But my colleague Eric Fry – global macro specialist at our corporate partner InvestorPlace – believes he’s found the next one. It’s a company that’s using AI in a way he thinks will revolutionize a $13.1 trillion industry. If he’s right, it’ll become a new leader in the field like

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Are These Neglected Chinese Stocks a Buy?

May 18, 2024Michael Salvatore

In March 2020, one hedge fund manager took on an obscenely risky position to leverage a unique moment in history. The stock market was just beginning a one-way trip higher in the wake of the Federal Reserve’s generous pandemic response. Trillions in liquidity meant making money over the next year would be almost too easy. But while that hedge fund manager’s tactics worked for a while… they came crashing down a year later… and he took a few stocks with

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Opportunity or Danger? Driverless Trucks Might be Heading to a Road Near You

May 18, 2024Lucas Downey

Does the idea of a car that drives itself excite you or scare you? Probably both. Taking a nap, watching a movie, or getting things done (like analyzing stocks!) while en route to your destination sounds pretty appealing. Not to mention not having to deal with other drivers. But “trusting” a 4,000-pound vehicle to safely stop, start, turn, slow down, speed up, and react the millions of ways a human driver would is frightening.

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How To “Skip” the Worst of Any Bear Market

May 17, 2024Keith Kaplan

In February 2020, as I read about a handful of U.S. coronavirus cases popping up for the first time, I was gearing up for a week of multiple trips and a long time away from home. Then, around 7 p.m. on Thursday, Feb. 27, I got this big, bearish alert from TradeSmith’s proprietary market-tracking algorithms. It basically said, “Run for the hills and sell your stocks.” Every major market triggered a rare “bear market” signal. I had no idea at the time

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Many of These Huge Gainers Are Still Good Buys

May 16, 2024Lucas Downey

I saw an interesting tweet the other day that got me thinking. Sorry, I guess I should say I saw an interesting “post” on X – the platform formerly known as Twitter. Crazy name changes aside, BNN Bloomberg anchor Jon Erlichman posted a list of 19 top stocks and what they would be worth today if anyone invested $10,000 15 years ago. These are some of the whoppers. Returns ranged from nearly 40,000% in Nvidia (NVDA) to a “mere” 1,014% in Starbucks (SBUX). They are all well-known brands and companies. And chances are pretty good you own or have owned one or more through the years…

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Rapid-Fire Analysis of PLTR, SMCI, FLNG, and More

May 16, 2024Michael Salvatore

Today Lucas Downey and I are back with a brand-new video analysis full of the stocks you want to hear about. A couple weeks back we asked you to send in the top stocks on your watchlist to [email protected] (to be clear, that’s an evergreen invite). We promised to put them through their paces… giving you the deep, data-driven view of whether these stocks are ones to buy or avoid. Depending on where you got these tips to begin with, you might

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Power Trends+: An Overheated Sector and Two Impressive Stocks You Won’t Want to Miss

May 14, 2024Lucas Downey

There’s something really interesting happening right now with the market and sector rankings. Sectors that used to be consistently stuck in the middle are now leading the pack – Energy, Industrials, and Financials are currently the top three. But the most surprising for me is Utilities. It rose from being the second weakest sector in my Quantum Edge system for a long time to fourth place in just a few weeks – and over the past three months it’s been the top-performing sector in the S&P 500. Mind blown.

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This Hot Sector Is About to Get Much Cheaper

May 14, 2024TradeSmith Research Team

Lucas Downey, Contributing Editor, TradeSmith Daily If you haven’t heard, utility stocks have been climbing at a breakneck pace lately. Stories have been emerging that this value area of the market is benefiting from AI and the added energy use that’s benefiting power producers. I’m not so sure I’m buying into that narrative… but let’s give credit where credit is due. Grandmas around the country are probably in for a welcome surprise once they check their brokerage statements. Because these “safe”

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This Data Tells Us Stocks May Be Ready to Shoot Higher

May 13, 2024Lucas Downey

When a doctor reads an x-ray, that physician doesn’t really need to know why a bone is broken to know the right way to treat it. It doesn’t really matter if the patient was trying to be Superman on his kids’ backyard trampoline or makes millions of dollars a year getting banged around as a professional athlete. The what – that broken bone – is more important than the why.

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How Our “Ozempic Hedges” Turned Out

May 13, 2024Michael Salvatore

A new interpretation of the corporate debt binge… Short utilities, long energy… The Quantum Score top rankings spread out… The “Ozempic hedge,” revisited… A trading community to help you learn and grow… By Michael Salvatore, Editor, TradeSmith Daily Corporations around the world are selling bonds at the fastest rate in years. Here’s Bloomberg with some key details: More than 40 investment-grade firms in the US have sold $53 billion of bonds this week through Wednesday, the most crowded three-day calendar since

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Your Ticket to a Trader’s “House Edge”

May 12, 2024TradeSmith Research Team

Note from Michael Salvatore, Editor, TradeSmith Daily: Have you ever wondered how Las Vegas casinos make consistent profits from the games they run? As you’ll hear below from veteran trader Jonathan Rose, founder of Masters in Trading, “the house always wins” because these casinos have a quantitative system that gives them an edge few gamblers overcome. As a trader, developing a “house edge” allowed Jonathan to become financially free at the age of 35. In this issue of TradeSmith Daily, Jonathan shares

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