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The right hypersonic defence stocks could supercharge your portfolio

Dec 29, 2021

Good morning!

Markets are up on Powell re-nomination.

Here’s my playbook.

1 – It’s Powell … thank goodness!

Normally, my goal is to be right but in this case I’ve never been gladder to have been wrong; last week I thought Brainard may actually get the nod. Thank goodness that didn’t happen because it means the markets can go on about their business! Watch my take on what this means for your money with the fabulous Stuart Varney earlier this morning.

2 – $$ will go to the best companies & here’s where to find ‘em

There’s a narrative being formed that supply chain problems are becoming less critical, but I don’t think that’s quite right.

What’s really happening is that innovation is speeding up and getting ahead of ‘em. The world’s money will go to the very best companies and many of those – at least for the moment – are right here in the United States. (Read)

3 – History says Thanksgiving rally??!!

Many investors can’t believe what they’re seeing – a rally - but that’s exactly what history since 1950 suggests is on tap. My research shows that the S&P 500 generally has a good finish to November. My friend and colleague Sam Stovall, Chief Investment Strategist at CFRA, further points out that there’s a 2/3rd likelihood the markets are up a day prior to Thanksgiving and a 57% likelihood the day after with a 71% likelihood on Monday. (Read)

We will see!

4 – Your money v. China’s hypersonic missiles

That didn’t take long. China surprised the world by successfully testing a globe-circling hypersonic missile and I quickly termed it as this generation's Sputnik moment last October. I named Lockheed Martin as the one US company capable of mounting a response in the November issue of One Bar Ahead™ and suggested investors get in because there would be a response. This past weekend, there was. (Read)

Don’t make the mistake of thinking this is a flash in the pan. Hypersonic missile defence is THE playbook for the next ten years.

5 – Ken Griffin’s stick that in your pipe and smoke it moment

Billionaire Ken Griffin singlehandedly bought the U.S. Constitution for $43.2 million at auction and outbid crypto fiends who had pooled $49.6 million with the hopes that they’d be doing the same thing via a DAO. Reports suggest that more than 17,000 folks apparently ponied up an average of $202 each before getting aced out. No word on whether or not the money – now nearly $50 million sitting in blockchain – will be returned!! (Read)