Now’s the time to buy this, not that

Good morning!

The markets are split in early going which isn’t surprising at the moment. My take with the fabulous Stuart Varney on Fox Business just ahead of the opening bell earlier this morning. (Watch)

Here’s my playbook:

1 – War may be “priced in”

Starting with WWII there have been 29 geopolitical events. On average the markets were higher 90 days later. But here’s the shocker, 66% of the time, the markets were higher after just one month. (Read)

2 – Russia’s gone hypersonic

Russia reportedly used its new Kinzhal hypersonic missile twice over the weekend, marking the first time hypersonic missiles have been used in combat. This is a game changer in theatre. (Read)

Meanwhile, Bath Iron Works, a General Dynamics (GD) subsidiary, is starting work to retrofit three Zumwalt Class destroyers by 2025. Hypersonics will also apparently be added to US Virginia Class attack subs by 2028.

As much as I like General Dynamics, there’s another defense contractor I like even better when it comes to countering the threat. Shares are up 30.98% since November 5th when I recommended it versus a -4.99% loss from the S&P 500 over the same time frame.

You don’t have to be a whiz to understand what that kind of advantage can mean to your portfolio. That’s why I hope you’ll spend a moment to join the One Bar Ahead™ Family and discover why shares in this company and others could be getting ready for another leg higher. (Get access right now)

3 – Boeing can’t catch a break

A Boeing 737-800 apparently crashed into southern Chinese mountains killing all aboard after what is being described as a massive loss of control event. Boeing shares are down 6% in the early going while China Eastern ADRs are down 16%. (Read)

The sad thing is, China actually has a pretty decent airline safety record. It’s Boeing that I am increasingly worried about. China Eastern has reportedly grounded all 737s for the moment.

4 – The one inflation-proof product out there

Inflation has ripped through our lives faster than a strongman of old would rip up phone books. Yet new data shows that the price of mobile phone plans is actually dropping … because of competition. (Read)

Too bad government watchdogs won’t notice.

5 – Powered by Palantir, 1-2 in Bahrain

Many people are surprised to learn that Ferrari hired Palantir in 2017 to provide real-time data analytics and decision making in one of the most challenging environments on earth. Formula 1. (Read)

Evidently, it’s paying off.

Ferrari took 1st and 2nd yesterday at the season opener held in Bahrain. (Watch Race Highlights – fabulous race!!)

Bottom Line

It’s a sad but all too common tale.

People will pay obscene amounts of $$ for everything in today's financial markets, except knowledge.Talk about irony.

Anyway, it’s another week so let’s get out there and MAKE it a great one.

You got this – I promise!

Keith

PS: Speaking of knowledge, I’ll be speaking Wednesday from 10:00 to 10:40 am EST at the Virtual Money Show and I’d love for you to join me. My topic may be of extreme interest if you’re worried about current market conditions: Buy This, Not That!

‍Click here to register for FREE!