Archives for November 2022

November 2022 - Money Morning - Only the News You Can Profit From

The Accelerating “Reshoring” Trend Makes This Trucking Stock a Must-Buy

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For decades globalization has dominated the conversation around production of goods.As a rule, the largest corporations in the world outsource production to China, India, and many other countries with cheap labor.But a bipartisan political backlash to the mass exporting of American jobs, and the impacts of the coronavirus pandemic on global supply chains means that traditional narrative is changing quickly .

That is why I’m looking directly at trucking – long haul trucking (LHT), specifically.

The Diesel Crisis Is Getting Worse - Here's What to Do

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Here in the U.S., the nation remains under 25 days' diesel supply.With cold weather and snow pressing across the Northeast, American citizens are forced to cut back on heating oil.They’re turning off their thermostats – wrapping themselves in blankets – and shivering in front of Netflix..

This is what happens next...

The Semiconductor Rally Is Probably Over

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Despite a tough year for semiconductors, the VanEck Semiconductors ETF (NASDAQ: SMH) has rallied 30% over the last month.But that rally could be over given recent announcements and earnings in the industry from Nvidia (Nasdaq: NVDA), Micron (Nasdaq) and Kulicke & Soffa Industries (Nasdaq: KLIC).

Just take a look at what these recent announcements tell us.

This Bear Market Rally Could Prompt a 2001-Style Crash

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If you’ve been in the markets for a while, this will seem reminiscent of 2001, when Alan Greenspan’s Federal Reserve cut interest rates from 6.5% to 2% over the course of one year.At the time, the stock market collapsed.This is what Powell needs to avoid..but possibly won’t..

Alf says we should start to target going short when this happens. Watch for how to play the bear market rally…

How to Play the Semiconductor Market Just Like Buffett

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Semiconductors are essential to basically every industry on the planet and while demand may see some hiccups, the US is putting money towards the industry hand over fist with the CHIPS for America Act.Not only is the US government spending, the largest manufacturers including Intel and TSMC are building new fabrication facilities right here in the United States.

Click here to watch the interview...

Buy This Stock Before America’s Diesel Shortage Becomes a Diesel Crisis

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There’s no mystery behind the energy sector’s strength right now: Diesel supply is at decade lows, with East Coast supplies dwindling to “code red” levels for the first time in years.Gasoline prices, on average, are up 10% nationwide from a year ago, despite the drawdowns from the U.S.Strategic Petroleum Reserve.And, thanks to Vladimir Putin’s continuing aggression in Ukraine, sanctions on Russia are getting even more strict.

Here’s the ticker…

What T. Boone Pickens Taught Me About Investing in Commodities

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I’d first met Boone in part because I had mocked Peak Oil as yet another nonsense Malthusian fantasy.At a 2014 Stansberry Research Conference event in Dallas, T.Boone conceded that he’d been dead wrong about Peak Oil.

The most important lesson T. Boone taught me was that commodity industries – like oil and gas – that require huge capital investments are fraught with risk.

Don’t Be Fooled by “Cooling Inflation” in the CPI

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The moment the Consumer Price Index (CPI) was released by the Commerce Department at 7.7% the market cheered.All indexes opened up big and kept going higher.The NASDAQ Composite finished up over 7%, its best “CPI Day” run ever, and one of its largest one-day moves ever.

Let me tell you why this is not good news...

How to Profit from the Tech Sector’s Accelerating Decline

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Cathie Wood’s ARK Invest was a poster child for success in 2020.Between the March 2020 “COVID Crash” lows and February 2021, its top exchange-traded fund, ARK Innovation ETF (NYSEARCA: ARKK) gained more than 313%.This made ARKK one of the top-performing ETFs, and thrust ARK honcho Cathie Wood into the spotlight as a top stock picker.

So, let’s dig into the data set – it reveals some pretty shocking things about the state of the tech sector in general…