Saturday, December 9, 2023
In today’s Hidden Profits Report, I take a look at what’s going on in the economy, where the hidden pockets of value are located, and discuss a couple of hidden gems off the market’s radar screen. I have uncovered some special situations in the oil patch that have the potential for outsized giants no matter […]
Last week, we received word that Charlie Munger had died. Now, Charlie was about a month away from his hundredth birthday, so I couldn’t describe his passing as a surprise. It was, however, a cause for reflection. Everyone pays attention to what Munger’s business partner, Warren Buffett, does and says when it comes to business […]
It’s Christmas come early. Not really, but with Thanksgiving behind us, I wanted to start the Holiday season off with a bang. As everyone is making precise predictions about what stocks are going to do in 2024, I am using math to answer one simple question. Is this a good time to buy stocks? The […]
The era of zero and negative interest rates globally is drawing to a close, creating a major investment opportunity—including for dividend investors. More on that in a moment. The last bastion of negative interest rates is Japan, where the Bank of Japan (BOJ) first introduced negative interest rates to the world in January 2016; however, […]
I have already published my predictions for 2023, and I stand by them as the most accurate and as-close-to-guaranteed outcomes as you will ever see. My annual predictions have been so accurate over the years that I am stunned that I have not won some sort of award by now. I have submitted my four […]
The era of zero and negative interest rates globally is drawing to a close, creating a major investment opportunity—including for dividend investors. More on that in a moment. The last bastion of negative interest rates is Japan, where the Bank of Japan (BOJ) first introduced negative interest rates to the world in January 2016; however, […]
Part of America’s new, muscular industrial policy—with about $2 trillion in federal spending over 10 years—is restoring our country’s infrastructure and reshoring its manufacturing. This endeavor requires a gargantuan number of rocks. Suppliers of cement (made from limestone), and granular aggregates (sand, gravel, and crushed stone) are set to be among the biggest beneficiaries of […]
We are just two days away from Thanksgiving. The cooking has started around here. The turkey went into the brine last night, and the prep work for the stuffing is underway. There will only be one issue of Hidden Profits report this week, because I expect you will have better things to do than read […]
Recession in 2024? Wall Street traders are saying “fuggedaboutit.” An economic downturn is the furthest thing from the minds of market participants, as they are bullish on risky “junk” debt—chosen as the top contrarian trade, according to a majority of participants in a recent Bloomberg Markets Live Pulse survey. Despite heavy outflows in 2023, and […]
Longshots. Have you ever had one off big for you? Years ago, I had a friend who took some time off to travel around the country on his motorcycle. After a few months, he left Denver and was riding the backroads headed back East. He wanted to explore the West Coast, but he was low […]
