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Nobody gets rich panic selling but loads of people get rich buying panic

Sep 28, 2022

Good morning!

It would appear that the markets are not yet ready to give up the idea of yesterday’s bounce, but I have my doubts.

Here’s my playbook.

Hedge now or forever hold your peace.

Making news. Wharton Professor Dr. Jeremy Siegel said Tuesday that the Fed 1) risks sending the US into a “deep recession” and 2) that Powell owes the US an apology. (Read)

Better late than never. I’ve been telling you the same thing for over a year now … on Varney, Maria Bartiromo, on CNBC, on Yahoo! Finance, on RFDTV and more.

Better still. I have repeatedly encouraged investors and traders to “hedge” and get their money to safety. My favourite hedges – SH, PSQ, and DOG are up 14.41%, 23.17% and 13.45% respectively year to date. The S&P 500 is down -17.91% over the same period.

Nice to have some “green on the screen.” I’ve also emphatically suggested investors to move into low-beta, high dividend stocks as a way of protecting their money AND capturing growth. Fortunately, most are performing exactly as intended even though they’re under pressure like dang near everything else.

Upgrade to paid

Fish or cut bait!

Ian’s coming soon to a grocer near you

What many fail to realize about Florida is that the state has multiple phosphate mining and manufacturing sites on the western side. Mosaic, which is HQ’d in Tampa, accounts for 50% of North American granular phosphate fertilizer and 12% of global supply. (Read)

Ordinarily, I’d suggest grocers but this time around I think buying Mosaic itself may be a good idea if the stock drops back into the $30 range based on storm-related fears and negative growth that appears to be already cooked into the books, pun intended. A few well-placed LowBall orders could work nicely, too.

Apple: My take

What’s in the news. Shares of Apple and key suppliers are taking it on the chin this morning following reports that the tech giant is scrapping plans to boost iPhone production because demand has fallen. (Read)

What everybody is missing. Apple hasn’t made a mistake. The news tells me that the company has an excellent pulse on the economy and is making a prudent move.

Buy this stock for the next decade

Most investors continue to focus on the exotics but fail to realize that it’ll be the most basic choices that protect their portfolios. Like Chewy. It’s off 60% from 52-week highs but operates with a 26% gross margin and is perfectly positioned for online purchasing trends.

There’s another stock I like even more. And I’ll be sharing that next week when I publish the October Issue of One Bar Ahead®, my premium research journal.

Some folks tell me it’s the best research you can buy

Tech suppliers just got more critical!

Goldman Sachs, Morgan Stanley, Barclays and UBS - just agreed to a $1.1B fine for using “pervasive off-channel communications” like Telegram and WhatsApp on personal cell phones, personal email and other means. (Read)

What’ll happen next. I’ll bet you dimes to dollars that the settlement unleashes a sustained multi-billion-dollar effort to build homegrown digital communications.

Possible beneficiaries include all the usual digital security players: Crowdstrike, Palo Alto, Cisco, ZScaler and more.

Bottom Line

Nobody gets rich panic selling but loads of people get rich buying panic.

Let that sink in.

Now let’s get out there and MAKE it a great day!


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