What You Missed This Week
Morning.
The article of the week is here. - The video is at the bottom.
You can listen on Spotify here.
Yesterday Powell made his comments (and if you watch the video I made this week) I talked about the idea of reading between the lines. It’s interesting to me that people still think that when a CEO talks on an earnings call or when Powell speaks at a presser that they’re telling you the truth.
They can’t. So, you have to read between the lines.
Earlier this year into Q3 I wrote this article here.
I said a few things:
Tech names would stabilize and money moves out of them - they have.
REITS are in play into Fall and a few more
Most of that is playing out already and I positioned client portfolio for a lot of this.
Yet, this week I still found people saying: “Will the Fed cut, what does Jerome mean” - it’s fascinating.
As poker players say - “When you don’t know where you are in the hand it’s already too late” - I feel like that’s most investors, some financial advisors alike if I am being blunt.
The Fed is cornered. They are going to cut. Inflation will rebound.
Home builder stocks are running now, I own positions in a few.
That won’t last - the consumer is tapped and my view is you will see that in the home builder data earnings coming up in fall.
None of this is new if you know what to look for in cycles and IF you pay attention to the data - the reality is this: most don’t. They punt around.
So, even with a Fed Cut in September what does that translate too? That’s a question most should have been asking 3-4 months ago.
If you subscribed to the report (and paid attention to it - some sub and still don’t do that) I talked about my views on this.
I don’t say anything to take a victory lap but really out of frustration to see people drop the ball on this.
Look, I don’t beat around the bush - I’m here to make my clients money and readers of the report a lot of money but I can’t push the buttons for you — I do push the buttons for our clients at the firm so I can control that.
If you’re not reading the weekly articles I would - a few months ago I pitched you guys WPM 0.00%↑ free and the stock +20% since then. That’s 20% and a lot of money.
I also pitched a lot of you in the AST Alerts Portfolio ideas that have made A LOT OF MONEY the last 8 weeks.
Point is, money is being made, just have to really pay attention.
That’s it for me, the report is out tomorrow - I have some new adds and new notes to be updated in there.
Dan
P.S. - If you are a reader of this site that has a $100K min portfolio and meets the other requirements DeltaOne is open for applications.
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