Thursday, April 3, 2025
Is the bottom for stocks in? That’s the question I will address in this week’s first edition of the Hidden Profits Report. The Fed has a lot to say about both the current level of stock prices, and no matter how much you may hate the Fed or wish we did not have a fiat […]
It is well-known that investing into fixed income instruments has been a losers’ game ever since the Federal Reserve began raising interest rates. 2022 was the worst-ever year on record for U.S. bond investors, according to an analysis by Edward McQuarrie, a professor emeritus at Santa Clara University who studies historical investment returns. And the […]
In today’s Hidden Profits Report, I take a quick hulk at where the markets are trading and current valuations. In spite of the recent period of volatility, large-cap stocks are clearly overvalued. Small-cap stocks are trading at discounted valuations with an average PE ratio of just 8. Small-cap deep-value stocks are trading at ridiculously low […]
The world’s major industrial companies are approaching a tipping point that is beginning to transform the fortunes of the major players. One example is the digitalization drive that is transforming the fortunes of industrial automation giants such as Honeywell International (HON), making them more profitable and less vulnerable to market cycles, according to ratings agency […]
What goes up, must come downSpinning wheel got to go round. David Clayton-Thomas of Blood, Sweat & Tears did not have much of a reputation as a stock picker, but in his oft-covered song, “Spinning Wheel,” he gives us a clue of an area most investors are ignoring right now. Corporate spin-offs are back in […]
A good hunting ground for double-digit yields is the world of closed end funds (CEFs), as my colleague Tim Melvin often points out. For those of you who are unfamiliar, CEFs are a type of fund that issues a fixed number of shares through a single initial public offering (IPO) to raise capital for its […]
The world is changing rapidly. Some of it will be for the better. Some of it, not so much. All the changes will prevent the opportunity for massive profits. The trick is to pay the right price for your ticket to ride the changing trends. The trick is not to buy in during Euphoria. Buying […]
The answer to the question “what is America’s top-selling beer?” may surprise some. But it shouldn’t… it’s the Mexican beer, Modelo Especial, which is owned by the same company that owns Corona, Pacifico, and other Mexican beers. Modelo Especial’s U.S. success is the culmination of the decades-long rise of the beer industry in Mexico, which […]
Markets have taken a turn in recent weeks. The short to intermediate term is down for the S&P 500 and the Nasdaq 100. Meanwhile, the short, medium, and long-term trends have all turned negative for the Russell 2000 in the past month. Microcap cap stocks have been in a downtrend since earlier this year and […]
My newsletter investment recommendations focus on dividend or interest-paying securities. I prefer alternative asset categories for investments that don’t generate cash income. I recently started investing in casks of whiskey to earn returns from the natural value gains as whiskey ages. Let me show you why this is such an interesting way to invest… When […]
