Special Reports

Special Report: My 10 Picks for how to invest in climate change NOW–3 first 3 picks, LAZR, PLBF and GWH

Here’s how I characterize developments in the global climate crisis in 2023: It was the year when hot air confronted cold cash. And as you might expect cold cash won.

Which gives me the framework for how to invest in the global climate crisis over the next 12 to 24 months. I’m going to use natural gas to develop my investing paradigm. And then I’m going to give you four sectors in which to concentrate your investments. And 10 specific picks for your money. I expect that I’ll be revisiting the topic of how to invest in the global climate crisis again before too long–because I think today’s paradigm will need substantial revision not all that far down the road.

In Part 1 today, I’m going to develop that paradigm. In Part 2 I’m going to tell you why I think nuclear energy, utility scale battery storage, wind and solar are the sectors that deserve your investment cash and attention (and why electric vehicles don’t make the cut now.) In Part 3, I’ll give you the ten stocks and ETFs I’d pick for these four sectors.

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Step #8 in my Special Report: Sell DE, CAT and BHP tomorrow

Step #8 in my Special Report: Sell DE, CAT and BHP tomorrow

Today I posted Step #8 in my Special Report: 8 Steps to Protect Your Portfolio from the Global Debt Bomb. I recommended selling Deere (DE), Caterpillar (CAT), and BHP Group (BHP) out of portfolios ahead of rising yields i the bond market. (In the case of Deere, I said I would keep my position in my long-term portfolio but sell the position in my 12-18 month portfolio.) Here’s what I posted in my Special Report

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Special Report: 10 Contrarian Bargains to Buy Now–My first 3 picks are Luminar, Nidec, and Barrick

Special Report: 10 Contrarian Bargains to Buy Now–My first 3 picks are Luminar, Nidec, and Barrick

a lot of individual stocks are cheap right now, I’d argue. 180 of the 500 stocks in the S&P 500 trade now at the same or lower price that they commanded a year ago. And for many individual stocks the performance is even worse. For example, Luminar Technologies (LAZR), a maker of LIDAR safety and navigation equipment for cars, is down 40% in the last three months. Albemarle, the world’s leading supplier of lithium, is off 27% in the last three months. Nidec (NJDCY), a Japanese maker of small electric motors and electric vehicle drive trains, is down 13% in the last three months. I’d argue that these and the rest of the 10 Contrarian bargain stocks that I’m going to recommend in this Special Report share a number of characteristics that have led to their losses over the last few months or longer.

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Special Report: Your 10 Best Moves for the Rest of 2023, Part 2–10 of 10 Moves (revised on 10/22)

Special Report: Your 10 Best Moves for the Rest of 2023, Part 2–10 of 10 Moves (revised on 10/22)

So what do you do with your portfolio for the rest of 2023? And what’s your best strategy to be prepared for 2024? In Part 1 of this Special Report I laid out the 10 developments that I thought would drive the financial markets for the rest of 223 and into 2024. Today, in Part 2, I’m going to give you the first 2 of 10 moves to take–with as much detail and as many specifics as possible–that you should be making now to position your portfolio for the uncertainties of the last quarter of 2023.

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Special Report: Your 10 Best Moves for the Rest of 2023, Part 2–10 of 10 Moves (revised on 10/22)

Special Report: Your 10 best moves for the rest of 2023–Part 1, 10 trends for the rest of 2023

In this Special Report I’m going to start by sorting out the data that the market’s moves will likely depend on for the rest of 2023. That’s today’s post, Part 1 of this Special Report. Then I’ll try to handicap the likelihood that the data will zig or zag. And give you a sense of how far away from the current consensus the actual result might fall. And then finally, I’ll give you 10 moves for the rest of 2023 that are the most likely, in my opinion, to result in profits and that won’t wind up costing you big if the data winds up throwing investors a curve.

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The crisis in the Florida citrus industry is an example of how we’re still underestimating the effects of the global climate crisis–especially in agriculture (This is my warm up to my Special Report on Investing in a Global Climate Catastrophe)

The crisis in the Florida citrus industry is an example of how we’re still underestimating the effects of the global climate crisis–especially in agriculture (This is my warm up to my Special Report on Investing in a Global Climate Catastrophe)

As cities like Phoenix bake–the city has recorded a record 19 straight days of temperatures above 110 as of July 18–and as 58 million people in the United States are forced to face 3-digit temperatures this week, and as researchers in Europe estimate that the 2023 death toll from extreme heat is likely to surpass the 2022 record to 61,000 (up from 40,000 in 2018 and 2019), you’d think it’s impossible to underestimate the climate disaster now facing us. But it is. The stories about extreme heat (and the deaths from it) and about deaths in flash floods (because hotter air can carry a larger load of water) and in the first recorded tropical storm to hit Los Angeles and about the likelihood that polar bears face extinction focus on what I’d call primary effects of global climate change. But the secondary and tertiary effects of climate change look to be even bigger, more far-reaching, and to have a bigger impact on the daily lives of billions of human beings.The terrifying truth is that our civilization is a lot more vulnerable than we realize because of these secondary effects. The crisis in the Florida citrus industry is a good, if very depressing, example of the power of these secondary (and beyond) effects.

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Special Report: Finding the Next Nvidia–my 10 Picks. Part 1, the Parameters for My Search, and Pick #1 Luminar

Special Report: Finding the Next Nvidia–my 10 Picks. Part 1, the Parameters for My Search, and Pick #1 Luminar

Certainly, we can all understand the attraction. Back on May 14, 2013, shares of Nvidia (NVDA) closed at a split-adjusted $3.60 a share. On May 1, they closed at $289.53. That’s a gain of 7943% in 10 years. Can we find the next Nvidia? 20/20 foresight would help, of course. But we can learn something about how to find the next Nvidia by examining the history of the current Nvidia. In Parr 1 of this Special Report I established some of the parameters that will guide my search for the next Nvidia. It’s necessary groundwork, I believe. I’ll start the task of building my list of 10 picks for finding the next Nvidia in Part 2.

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Special Report: My 5 Favorite Shorts for This Market–Shorts #1,  #2 , #3 and #4 (so 1 more to come.)

Special Report: My 5 Favorite Shorts for This Market–Shorts #1, #2 , #3 and #4 (so 1 more to come.)

I’m expecting modestly positive economic news in the next few days. Which will, in my opinion, create a low-risk opportunity to make big gains by going short this market in order to profit as stock prices fall. I’m looking to put the first of those shorts in place right now. With the rest to go into place in the days after the Federal Reserve meets on Wednesday, May 3. In this Special Report, I’ll explain this perhaps initially counter-intuitive call on short-term market direction and give you the details on five of my favorite shorts for profiting in this market. With the first short pick today

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Special Report: My 5 Favorite Shorts for This Market–Shorts #1,  #2 , #3 and #4 (so 1 more to come.)

Special Report: 10 Picks for the Coming Recession

10 Picks for the Coming Recession. This one is especially difficult. Not only do I face the usual crystal-ball problem that comes up whenever you try to pick an investment for the future–what’s the macro and micro world going to look like in 6 months or a year from now–but I’ve got two big Recession-specific challenges. First, is there actually going to be a Recession in 2023? All the signs, in my opinion, point toward a recession in the second and third quarters, but it’s by no means guaranteed that we’ll have the two quarters of negative GDP growth that’s required by the minimal definition of a recession. And what’s the point, you might well ask, of making picks for a coming recession that never arrives? And, second, how bad will this recession be?

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Special Report: My 5 Favorite Shorts for This Market–Shorts #1,  #2 , #3 and #4 (so 1 more to come.)

Special Report: 5 steps for 5 months–your first three moves for NOW

This is going to take me a while to get all five steps posted. The market situation is very complicated right now and the appropriate solutions are very specific. I’m going to start with the short-term moves you need to be making NOW and then gradually extend my recommendations to cover the entire next five months. I’ve now posted Steps #1, #2, and #3

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Special Report: 7 AI Stocks to Own Now–with a couple of speculative picks to come on Thursday

Special Report: 7 AI Stocks to Own Now–with a couple of speculative picks to come on Thursday

You can understand the gold rush: One AI stock is up 105% (and 78% in the last month) in 2023 as of the February 17 close.

But are shares of that company, the software artificial company C3A (AI), the stock you want to own, or is this stock simply a beneficiary of hot money jumping on anything that sounds like artificial intelligence? As one market observer put it on Seeking Alpha recently, “The ticker is more valuable than the company.” This doesn’t mean that the current revolution in artificial intelligence isn’t real. And here I give you my 7 picks for investing in the latest AI revolution

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Special Report: How to Save Your Retirement Portfolio Even If You’re Over 50

Special Report: How to Save Your Retirement Portfolio Even If You’re Over 50

It’s been a tough market–and a tough decade looms– but taking smart risks using this strategy can save your retirement portfolio even if you’re over 50. You can do it if you take some risk. Some smart risk. Emphasis on the “smart.” The goal is to find a way to get some extra upside return while keeping your potential downside losses to a minimum. And here are my 10 picks for starting a Save Your Retirement Portfolio.

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