☕️ What to buy and why today

Howdy! 👋 

If you’re feeling like the world’s gone off the rails, you’re not alone. However, trust me when I say you’ve got the power.  

• The power to choose your mindset 
• The power to shift your focus 
• The power to rise when the world feels like it’s falling or failing 

Moreover, there are three things that always win… in life and, yes, in the markets. (Watch) 

Here’s what nobody tells you. 

You attract the energy you give off, so I say invest in optimism and attract profits.  

Good vibes and positivity are contagious. 

Here’s my playbook.

1 – 3 What to buy and why today 

I sat down with the fabulous Stuart Varney ahead of the opening bell and he asked me straight away which 3 companies I’m buying today. He also asked me why the markets haven’t sold off hard after this weekend’s attacks and the answer – risk arbitrage - might surprise you. (Watch) 

Btw, if you’d like to know how I made that decision and arrived at those three names, you may find One Bar Ahead® helpful… along with the “other” names already in the mix. (Learn more) 

If you’ve already got the confidence that you’re on the right track and that you own the right companies, great. But if you’re tired of fighting for table scraps and wondering, I’m here. 

4 – Buy HIMS? 

Wall Street darling HIMS is getting clobbered this morning after a report from its former partner, Novo Nordisk, that the company is concerned about what it calls “illegal compounding” and “deceptive marketing.” (Read) 

Shares are down 32.58% and showing no signs of life whatsoever as I type. 

Normally, I wouldn’t even remotely be interested, but this kind of gob-smacking drop is often a sign that the weak money has been carried out feet first. 

I could make the case for two high probability options strategies – selling cash secured puts or simply buying a few calls – and would treat both of ‘em as lottery tickets. 

Hmmm. 🤔 

5 – This reeks 

Several major U.S. health insurers—including CVS Health, UnitedHealthcare, Cigna, Humana, and Blue Cross Blue Shield—are planning to make it easier and faster for doctors to get treatment approved for their patients. (Read) 

What's changing? 

• Fewer services will require prior authorization starting next year. (This means doctors won’t need insurer approval for as many procedures before providing care, which I don’t believe for a nanosecond but that’s just me.) 

• By 2027, insurers will also standardize electronic systems for submitting authorization requests, making the process more efficient across the board. 

It’s being billed as removing a bureaucratic barrier that delays patient care and frustrates providers. These changes—they say—are meant to speed up access to treatment and reduce administrative headaches. 

I was born in the middle of the night, just not last night. 

There is no more molly-coddled, self-interested industry on the planet and if they’re acting together it’s because they know the powers that be are sniffing around… so they’re creating the illusion of being proactive. 

You and I both know that’s likely complete balderdash. 

Personally, I think what should be happening is a no-holds-barred, very aggressive, complete with discovery inquiry into a) the broader role of insurance companies in preventing care and b) the systematic denial of care in the name of profits. 

I won’t touch any of these stocks with a 10-foot pole… unless I have prior approval, of course. 

Yeesh. 🤦‍ 

Bottom Line 

If you’re tempted to jump in and out of the markets because you’re worried about headlines – and I get that you might be given what’s going on in the world – I want you to read this. 

Aloud. 

The markets are great at making you uncomfortable in the short term if you’re in ‘em, and the best in the world at making you uncomfortable longer-term if you’re not. 

As always, let’s MAKE it a great day and start the week strong! 

Keith 😀