Special Report: It’s a Market Melt Up!!! Ten stocks to buy; when to sell; and strategies for long term portfolios–today the first 4 picks

Special Report: It’s a Market Melt Up!!! Ten stocks to buy; when to sell; and strategies for long term portfolios–today the first 4 picks

Tolstoy was wrong when he wrote at the beginning of Anna Karenina that “All happy stock markets are alike; each unhappy market is unhappy in its own way.” (That’s what it says in the original Russian, I swear.) Truth is that all happy stock markets are different.
There are the long rallies from valuation bottoms that come after a disaster like the Global Financial Crisis and the Great Recession. There are the sharp quick explosive moves higher that come after the passing of a panic with less damage than expected like that after the Pandemic meltdown in the spring of 2020. And, among all the other happy markets, there are the market melt ups that come after a long bull market has already driven valuations to nose-bleed levels. Sometimes that melt up turns out to be the final blow out stage that comes before a big correction–but not always. And sometimes the melt up just drives stocks to a high where they stagnate while fundamentals catch up with prices. I believe we’re in the midst of a market melt up now. In this Special Report I’m going to outline the ways in which this “happy” market is different; give you advice on how to adapt this rally to your portfolio goals; and finally give you 10 picks for profiting from this melt-up.

Special Report: 5 Picks and 5 Hedges for a Falling Market–another (new as of August 17) installment on hedging

Special Report: 5 Picks and 5 Hedges for a Falling Market–another (new as of August 17) installment on hedging

After Wednesday’s news from the Federal Reserve, we all know that an interest rate increase is coming–even if we don’t know when. Could be 2022. Could be 2023. And even if we don’t know how many increases we’re looking for in that time period. Could be one. Could be two. The need to revise your portfolio to take that change in monetary policy is obvious. But figuring out how and when isn’t by any means straightforward. What gives? And how should be navigate a period that is almost certainly going to end with a reversal of the lower for longer interest rates that have dominated asset prices for decades? Today, for the last installment in my Special Report: “5 Picks and 5 Hedges for a Falling Market” I’m going to take one last run at how to hedge this market and how to position your portfolio for the developing trends. (I don’t have much hope that this will be the last time I’m visiting this topic, of course.)

When will it be time to hedge this market?

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