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The strong eat when the weak retreat

May 26, 2022

Good morning!

The markets are trying to make a comeback.

That’s fabulous but it could easily be a trap for the unsuspecting.

Here’s my playbook.

Dorsey’s walking and Agrawal isn’t talking

Contrary to what the headlines may have you thinking, Dorsey’s departure was already pre-ordained last November and due to expire when his term ended at the end of the 2022 stockholder meeting.

The fact is that CEO Agrawal refused to provide an update on Musk’s $44 billion acquisition speaks volumes. (Read)

Agrawal cited regulatory and “other reasons” for his silence but that’s rich.

Musk has Twitter over a barrel.

What’s next: If Musk presses Twitter over bots and it comes to light that a sizable number of accounts are actually fake as he alleges, the entire social media sector crumbles instantly.

What you can do about it: I sent an alert to Trade with Keith readers yesterday detailing how to buy one of the leading players in this space at half off. Go shopping at a discount!

The strong eat when the weak retreat

If you’ve heard me say it once, you’ve heard me say it 1,000 times.

Broadcom will pay $61 billion for VMware in a move that gives the former – a chipmaker - access to very valuable cloud services from the latter. The deal will triple Broadcom’s software-related revenue to approximately 45% of total sales. And, importantly, give Broadcom instant street cred as a software contender.


Should you buy it: Could be worth a flyer.

Fake food will be here faster than you think

Synthetic biology – aka “fake” food - is a trend we’re following in One Bar Ahead™, my premium investing journal.

If you’re not familiar with the term, it’s the use of natural organisms to give them new abilities or context. Examples include naturally replicating rubber for tires, green chemicals from bio waste, and food from glop.

Fake food is closer than you think, but for reasons you might not expect.

Like the $145 a fish wild Coho salmon my wife spotted at Costco yesterday.

Inflation won’t just kill consumers, it’s going to wipe out entire industries – like fishing - and incentivize new ones – like laboratory farming.

Why we care: Fake food will ultimately cost less, have more nutritional value and taste as good or better than the real thing. That’s just the world we live in. Or will.

My favorite stock in this area is up nearly 10% YTD versus the S&P 500 which has lost -17.05%.

Besides, dividends taste better!

Know what the stock is?

There’s one way to find out and that’s to join the family of savvy investors worldwide who are already on board. You can do that here.

NVDA … puleeeease!

Shares are down after so-called “light” guidance.

Gimme a break!

The headline should read “analysts got it wrong again.”

The company beat both top and bottom-line estimates and is growing double digits YoY.

Why you should care: It’s a gift. Data center revenue = $3.75 billion. Gaming revenue = $3.5 billion. Both better than expected. GPUs act as the brains for computers, robots, cars, autonomous vehicles and more.

Proof positive we’re already in a recession

People talk about the Fed’s inflation “print” and all sorts of other economic voodoo in an attempt to make themselves sound intelligent.

It’s all smoke and mirrors.

Ask a stripper.

According to Indy100.com, strip clubs are suddenly empty. (Read)

Or a mail carrier.

The number of packages going to home businesses has dropped off.

Or Dollar General.

Sales and earnings are up dramatically. The company just raised guidance.

Watch the world around you! The Fed missed this crisis in formation so the notion of looking to J.Pow for a “fix” is ludicrous.

Bottom line: The KISS principle – Keep it simple stupid – is very popular.

It misses the point.

The real power in life and in the markets comes from keeping it stupid simple.

Cut the clutter.

You’ll be amazed at what the markets have to tell you.

As always, let’s MAKE it a great day!


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