Category: Investment News

Deglobalization is here, and it’s proving to be THE disruptive event of the decade… Potentially even the 21st century. American companies are taking big steps to bring their operations back from overseas, with mentions of the terms “onshoring, reshoring or nearshoring” up over 1,000% in company earnings releases from 2019 levels. The backdrop of all this, of course, is the rising tensions with China. The pandemic — not to mention the tariffs of the late 2010s, remember those? — have done plenty to rattle that relationship, and we’re seeing the consequences today. All times of disruption carry great investment potential.[…]

If you’ve followed me for a long time, you know I’m all about finding well-rounded companies based on my six-factor stock rating model.In essence, I look for a convergence of multiple, market-beating investment factors.Each factor alone can put a tailwind at the back of a stock’s share price. But when four, five or all six of the factors come together on the same stock … they can create a truly powerful force.This system is where I’ve found success for me and my readers over the years. I focus on convergences of fundamental factors — growth, size, momentum and so on.But my colleague[…]

A year after Russia invaded Ukraine, China has offered up a plan for peace. At least, that’s what China calls it. The plan has almost no chance of resolving the conflict. But it does effectively lay out China’s path to invading Taiwan … and potentially igniting World War III. A few things to consider before you think I’m playing armchair general. I’m a veteran lieutenant colonel of the U.S. Air Force. I’ve worked in the Pentagon. I’ve coded missile paths for the U.S. nuclear arsenal. And I did all this during the Cold War. War is not something I take[…]

When I found out how the battery for my Tesla was made … I nearly fell off my chair. I’d been told electric vehicles (EVs) like mine were “zero emissions” vehicles … and they were great for the environment. But after some research, I realized I was hoodwinked. Clean energy isn’t as clean as I thought. The Real Cost of Tesla’s EV Batteries Since the EV was powered by electricity, I wanted to see what it took to make the battery that was powering my Tesla. To make a battery for an EV, you need to dig up 500,000 pounds[…]

It’s a rare thing in the financial world where the proverbial stars align and create an unmissable, sea-change investment opportunity.It’s even rarer for an investor to position themselves for that opportunity long before it hits the mainstream. Most are lucky to do it just once the course of their life.But Ian King has an uncanny knack for finding them… spotting three in just the last 20 years.First with shale oil. Then again with green energy. A third time with biotech.And today, Ian is confident he’s found his fourth big play.It’s all thanks to a singular, highly rare alignment of government policy… innovation… and[…]

Everywhere you look in the headlines these days, you see the same name over and over… China. It’s easy to place blame. Maybe it’s China’s fault for sending spy balloons over the U.S. Or President Biden’s fault for shooting them down too late (or too soon or at all, etc.). Or China’s choice to potentially sell weapons to Russia… Or to threaten to invade Taiwan… I’ve never liked playing the blame game, personally. Because the fact is, certain things are out of our control. But that doesn’t mean we have to sit idly by, twiddling our thumbs as the rest[…]

Imagine you know that some product — a widget — will one day be the most popular thing in the world by a massive margin.You’re confident almost everyone will use this widget, to do virtually everything, at nearly every waking hour of the day.Just one issue. You don’t know exactly when this will happen.Still, you don’t want to risk missing out. So you invest in the companies making the widget before anyone else is really talking about it.Eventually, people start to learn about the widget. They also believe it will take over the world. They invest.Prices rise and that attracts[…]

I have a game for you this week… Let’s pretend you’re shopping for a new house. On a sunny Saturday your realtor shows you three that were just listed. They’re identical, inside and out… except for the color. One is white, one is grey and one is beige. Your realtor tells you the white house is asking $500,000, the grey house is asking $600,000, and the beige house wants $700,000. Which house would you prefer to buy? It’s not a trick question. It’s how I plan to teach my 2-year-old son about value investing as soon as he’s able to[…]

On a warm August morning in 2013, I took a meeting that changed my life. The topic of discussion? How bitcoin would change the world. As I ate breakfast alongside venture capitalists and hedge fund traders, our featured guest Barry Silbert took the floor. I learned that day that Barry and I share more than a love of bitcoin. We both started at Salomon Brothers in the late ‘90s. I was in bond trading and he was on the other side of the firm in asset management. After Salomon, Barry went on to start Second Market, a popular trading exchange[…]

I’m a father of five beautiful children and a grandfather of three lovely grandkids. Like you, we all want to leave this planet a lot healthier and cleaner for them. So, we are all on the same side of the table on green energy. Heck, I don’t know anyone that is pro-pollution. But here’s the problem: fossil fuels — oil, gas, and coal — aren’t going anywhere. In fact, 97% of all global transportation is still powered by oil. President Biden’s blunder of going all in on Green Energy is a huge mistake. And that’s because for all the technology,[…]