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Recurring revenues up +65%

Mar 10, 2022

Good morning!

One day does not a rally make.

Markets are down on failed peace talks, an outcome that is undoubtedly part of the playbook Russia and China jointly crafted ahead of time.

Record inflation doesn’t help. It’s at a 40-year high with no end in sight. I think it’s all but a foregone conclusion that the Fed has already caused the next three crisis including a recession later this year.

Still, there IS plenty of opportunity out there if you know where to look and why.

Here’s my playbook.

1 – Putin will NOT go quietly into the night

World markets are acting like Putin will go quietly into the night and Ukraine will suddenly be “over.” No, unfortunately, it won’t.

If I’ve said it once, I’ll say it again … Putin will not give up easily. Whether he’s miscalculated, is misinformed, or simply misguided doesn’t matter.

Putin will pursue victory at all costs, and he doesn’t give a rip about legions of erudite commentary in the Western press. Sadly, I would not put it past him to break out chemical weapons or even nukes.

Please understand that I am not trying to ruin your day; I must think of these things in my capacity as an investment strategist or I wouldn’t be doing my job.

Continue to buy slowly. The temptation to chase each rally will be significant but do not fall for it:

Keep hedges on; and,
Big names only (that you’ll want to own in five years)

2 - Amazon: and for our next hat trick

I can only imagine the boardroom conversation. “Our stonk is down since July 2021. Nobody loves us anymore and the regulators are coming. We need a distraction like Zuck. How ‘bout a 20-1 split and a $10 billion buyback – that’d do it.”

I’m making this up of course but nothing changes.

Because, you know … math.

Every share post-split at yesterday’s close would still be $139.28 and the value of the company exactly the same. The only point of a split is to make shares more accessible for retail investors and those pesky dark pools that are constantly fleecing ‘em.

But, but, but … “shares were expensive” say the critics. It “needed to happen” cry others.

You wanna tell ‘em that fractional shares have been available for years or should I??!!

Amazon stock is probably okay but there are bigger fish to fry IMHO. (Read)

3 – Recurring revenues +65%; I hope you own this stock

I talk constantly about the importance of aligning your money with the world’s biggest trends as a means of doing two things: a) increasing profit potential and b) reducing risk.

CrowdStrike nailed earnings and shares are up big. If you recall, it is one of three stocks I specifically identified during an appearance Monday morning on Fox Business with the fabulous Stuart Varney (Watch).

OBAers … no doubt you’re grinning ear to ear!

4 – Dino juice fill up still cheaper than EVs

The average American family may spend $2,000+ or more this year on gasoline than last. And headlines are raging about $5-$7 a gallon.

Here’s a dirty little secret.

It’s still less expensive to fill your car with dino juice. (Read)

Don’t get me wrong - the world is going the electric way, but prices are still too high for most consumers. I mean, come on … $80,000 for an EV or a cool new EV truck rig at $100,000 or more!!??

That’s great for the banks considering that 85-90%+ of new cars are financed and Americans owe more than $1 trillion in auto loans. It pretty much stinks for people who prefer to buy when they can afford it.

Here’s my solution with the fabulous Scott “the Cow Guy” Shellady earlier this week. (Watch)

5 – Crypto scams are not the only degens out there

Seven of America’s largest banks created Zelle in 2017 because Venmo scared the ATMs out of ‘em.

Scammers love it because payments are instant and, according to banks, initiated by customers which – ta da – makes the banks not liable for romance scams, me-to-me scams, online sales a la Craigslist etc. (Read)

Cash never looked so good!