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Showing posts from November, 2024

The Coming Melt Up…and Melt Down

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Luke Lango's take on market upside and risk     November 13, 2024 Why Luke sees 30% gains … when will the bust come? … low- versus high-conviction stocks … Louis Navellier is taking a short-term trading approach Enjoy the boom…but prepare for the bust. That’s the quick and dirty roadmap from our technology expert Luke Lango: We expect that stocks will boom in 2025 and likely into 2026 on the back of economic euphoria. Then, something goes awry – maybe reinflation or too much lending; maybe the labor market cracks, or there’s too much AI investment and not enough payback – and the boom turns into a bust… As such, we think the investment game plan for Trump 2.0 over the next 12 to 24 months is simple: Get fully bullish right now and stay that way for as long as the market keeps trending higher.  But be prepared to cash out and play defense as soo

Smart Money: What the Data Center Industry Need to Survive – and How to Get In On it

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Let's examine data center water consumption in the context of global trends…     November 13, 2024

October's Inflation Report Reveals Both Risks and Opportunities

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The underlying trends in this most recent CPI report are quite encouraging     November 13, 2024 October's Inflation Report Reveals Both Risks and Opportunities This morning, the market’s preferred inflation report – October’s all-important Consumer Price Index (CPI) data – was released. And it confirmed that while this market rally has room to run, investors should be mindful of potential reinflation risks shutting this Wall Street party down.  Now, bullishly, there were no upside surprises in this most recent report. In fact, across the board, October inflation metrics came in-line with expectations. Year-over-year, CPI rose 2.6%, while core inflation climbed 3.3%. And month-over-month, CPI rose 0.2%, while core inflation increased 0.3%. All came in as expected. And at a time when reinflation worries have

Must Read: Why the Stock Market Could Double After Trump’s Inauguration

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His win has major implications…     November 12, 2024 Why the Stock Market Could Double After Trump's Inauguration Editor’s Note: As we've discussed recently, a Trump presidency has sweeping implications for the economy as well as the stock market. I also think it will trigger the next AI Boom... and investors would be wise to position themselves now. Because if there's one thing we know about innovation, it happens at a breakneck pace. So, today, I want to share a special essay from InvestorPlace CEO Brian Hunt, where he'll review the implications of a Trump presidency and what it means for investors. Specifically, he'll share three factors that should drive stocks higher. Check it out below. Thank goodness. It's finally over. The most divisive presidential election