Category: Investment News

Editor’s Note from Charles Sizemore: If you’re new to The Banyan Edge, you may not know that Adam O’Dell managed institutional money before he got into helping everyday Americans in the independent publishing space. The hedge fund he founded, in a nutshell, went long high-quality assets and short low-quality ones. Matt Clark, Editor of Stock Power Daily, sat down for an interview with Adam to discuss his career before becoming an independent publisher. They’re talking about a subsect of “blacklisted” opportunities that are exclusive to individual investors. You’ll learn about these stocks in today’s interview… But make sure to stick[…]

We launched The Banyan Edge newsletter five months ago, in December 2022. With a new year comes new possibilities. And already, 2023 has been an adventure! But we want to hear from you! What do you like about our newsletter? And what do you think we can do better? Please take a moment and fill out this short survey to let us know! Just click below to get started:   Javascript is disabled Javascript is disabled on your browser. Please enable it in order to use this form. Loading We Want to Hear From YOU! 1. Where do you read/watch[…]

When it comes to investing, “size” matters. Listen, I get that buying mega-cap stocks like Apple, Microsoft, Visa, Berkshire Hathaway and so on seems like a low-risk, conservative way to make money in the stock market. But you have to understand how much this limits your wealth runway. Let’s take Apple Inc. (Nasdaq: AAPL) as an example. Apple is a $2.6 trillion-dollar company. It is the biggest stock you can buy. If you’re going to double your money on AAPL at this point, it requires a scenario somewhere in the vicinity of monopolizing the global tech hardware market. Even with[…]

Espionage is back in the news… Recent leaks about the war in Ukraine are a cause for concern. They cast doubt on Ukraine’s abilities to sustain its efforts. There are also indications that the U.S. is spying on Russia, and even on allies like South Korea. Revelations that the U.S. spies on its allies are always met with shock. Skeptics seem to forget we spend billions on the ability to listen to phone calls around the world. It would be wasteful if we didn’t use that technology. Likewise, there is shock that our intelligence services know a lot about what’s[…]

Andrew Jackson said: “One man with courage makes a majority.” Throughout my life, I’ve seen the impact that one person can have. Especially when it comes to leading a company. Wall Street believes the CEOs are like lightbulbs … interchangeable. That’s not the way I saw it. In fact, many investors can’t even name the CEO of their largest holdings! That always struck me as being a bit crazy. How could one NOT research the person that is running the business, setting the strategy, allocating the capital? Especially when that person can have the biggest impact on your stock returns.[…]

2023 is the year of artificial intelligence tech. This technology is a major market disruptor. On March 22, Elon Musk wrote an open letter to AI companies — asking them to hit pause on all projects that weren’t GPT-4. It just has so many use cases that we haven’t fully explored yet. AI tech is reaching virtually every industry, from software development and automation, to engineering, marketing, administrative support, health care, video gaming and so many more. So let’s talk about it: The good and the bad of AI. (And find out how you can get my #1 recommended stock[…]

Ian King has been warning us for the past year about the Federal Reserve’s plan for a digital dollar (aka: “Project Hamilton”). Central bank digital currencies (CBDCs) stand to make the Fed’s job easier when it comes to issuing tax refunds and facilitating transactions. But a digital dollar would also give the government more control over your finances. It would be able to monitor all transactions in the central banking system. It could fund (or defund) your account at any time. And it could theoretically break the “zero lower bound,” creating negative interest rates. On today’s episode of The Banyan[…]

Small individual investors, like you and me, don’t have many advantages over large institutions. But as counterintuitive as it might sound, our small size is a huge one. Institutional investors have deep pockets. They can fund research teams with dozens of Ph.D.s. They can fund lobbyist groups that work to bend regulations toward their favor. They can co-locate their technology with the exchanges’ … ensuring their orders get filled faster and at better prices than ours do. The list goes on … and makes for a compelling counter-argument. But my friend and colleague Mike Carr made a great point recently,[…]

Black-necked swans, as I first defined here, are ominous-looking market events. That’s a key distinction. They look bad. But they turn out not to be. They might even turn out to be good. Last week, I noted there might be more black-necked swans than black swans right now. One example is inflation. It’s slowing, and I expect that trend to continue. And the reason why is simply down to how inflation is calculated. Housing costs account for more than a third of the inflation equation. The formula also uses old data to report housing costs. Prices stopped rising rapidly months[…]

They did it on Sunday afternoon while Americans were still enjoying their weekend… Saudi Arabia, along with OPEC and other members such as Russia, announced they’d be cutting oil production by 1.7 million barrels starting next month. This is in addition to the reduction of 2 million barrels a day OPEC agreed to in October of last year. And despite the fact that global oil supply is already projected to fall short of demand in 2023. The Saudis said they cut production to support the “stability of the oil market.” And the way I see it, they have a point.[…]