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This stock could 2X your money in 36 months

Apr 04, 2022

Good morning!

The markets are mixed in early going which feels about right as traders search for direction. The markets are coming to terms with the war in Ukraine and trying to figure out what to do about the Fed.Here’s my playbook.

1 – Musk + Twitter = Man with a plan

CEO Elon Musk took a 9.2% position in Twitter and speculation is rife about what’s up. Here’s my take with the fabulous Stuart Varney this morning ahead of the opening bell. (Watch)

Won’t buy Twitter but makes me want to buy more Tesla!

2 – The best contrarian moves now

The markets are a funny thing … the fear leading up to an event – boom, bust, recession, war – is almost always worse than the actual event itself. (Read)

Pessimists have a hard time making money which is why, counter-intuitively you want to go on the offensive if possible. Especially with utilities and tech (like the company I recommended last Friday in the latest issue of One Bar Ahead™).


3 – Schultz just took a shot at corporate America (and I love it)

Howard Shultz is back for a 3rd time as CEO and has put the kibosh on a recently announced share buyback plan announced just weeks ago. (Read)

Buying shares makes all kinds of sense. Shultz believes that investing in locations and employees is how to really create value. That and – dare I say it – busting a few unionization efforts.

I love the guy because he places people first. And I love what he’s done because it’s a long-overdue shot at corporate America too!A return to all-time highs may not be unreasonable, it just seems that way.

Schultz doesn’t mess around which is why I think 2X could be entirely likely 36 months short months from now.

4 – One slice of killer pizza got me thinking

My bride cooks a killer pizza and, unbeknownst to me and the boys, used a tasty sausage substitute last night. Which got me thinking.

Love it or hate it, the alternative meat market is likely to grow at 10-20% CAGR for the next decade. Perhaps faster if “real” meat gets even more expensive like I think it will.

People can focus on short-term investment trends all they want but synthetic food is going to play a far more valuable (and profitable) role in our future than people are prepared to accept. (Read)

We’ve been following this trend in One Bar Ahead™ for some time but have held back because the timing just wasn’t right. Time for a revisit – and an update so please keep an eye on your email if you’re part of the Family!

5 – Ford and GM hit the brakes

Ford Mustang and Chevy Camaro production has been suspended. Cadillac CT4 and CT5 sedans are also apparently zilched out too.

Ford says semiconductor chips are the main issue but GM has kept quiet. (Read)

Bottom Line

If people spent half as much time on actionable decisions as they did on debating who's "right" they'd be a lot better off!


Let’s MAKE it a great week!



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