The Rat Poison Portfolio
Warren Buffett is selling his bank stocks. To me, this suggests rocky times ahead for the financial system. So what can you do to protect yourself now? You need to add some ‘rat poison’ to your portfolio. Read on for more…
It’s Alive! The Age of AI is Here
It’s Alive! The Age of AI is Here
Like it or not, we’re entering the age of AI. It’s a virtual arms race as every company and country in the world tries to gain an edge on what could be the most disruptive technology in humanity’s existence. But how do you invest in it? Read on for more…
The Money Game
The Money Game
The banking crisis isn’t over yet. Attention is turning to a wave of commercial loans due for refinancing in 2023. This could be a critical moment. Not just for the economy and markets, but for the very concept of money itself. But get this…one economist saw this coming two decades ago. And he even predicted the solution. Read on for more…
What Are Insiders Buying?
What Are Insiders Buying?
The fallout from the banking crisis is likely to continue this week. But in a weird way, some investors in technology are starting to see this as a positive. And they’re not the only ones. As people fret about the future, directors in one sector of the Australian market are busy buying stock in their own companies too. Read on for more details…
Money’s a ‘Fugazi’, Buy Hard Assets
Money’s a ‘Fugazi’, Buy Hard Assets
The banking system is a mess and central banks are responding in the only way they know. They’re backstopping the entire system with new reserves and guarantees in the hope this will bring back confidence. Unfortunately, it might do the opposite. And in a world awash with ‘worthless’ money, one other asset class starts to look super attractive. More details below…
The Fed Is about to Go Broke
The Fed Is about to Go Broke
The RBA is already insolvent and the Federal Reserve is only months away from being the same. But does any of this matter? And if so, what can you do about it? That’s what today’s piece is about…
You Have 12 Months (Max) before This Hated Asset Soars
You Have 12 Months (Max) before This Hated Asset Soars
In today’s Money Morning, there’s an asset the mainstream finance press hates more than any other right now. In fact, there were three ‘hit pieces’ about it over this past weekend. And yet, behind the scenes, the data has never been more bullish. The next 12 months could be your last chance to get in.
We’re Setting up for a Big Contrarian Opportunity
We’re Setting up for a Big Contrarian Opportunity
A red-hot inflation figure from late last week means a weak start for our markets today. ‘Higher for longer’ is starting to be priced in. But that means opportunities are on the cards for those willing to ‘cheat’.
The Truth about Nuclear Power
The Truth about Nuclear Power
In today’s Money Morning, who to believe? There’s no doubt it’s hard to know which sources to trust these days. There are just so many vested interests ready to sow seeds of misinformation to further their own ends. But the reality of energy policy is one area where we need to let the facts do the talking. And on that front, some things might surprise you.
The Secret Life of Banks
The Secret Life of Banks
I’m going to peel back the lid on banks and show you why they’re so stingy with your savings. Their greedy motivations won’t surprise you, but the mechanics might. I’ll also show you an important health indicator to watch if you’re a bank investor, as well as some impending regulatory changes that spell opportunity…
