Puxin Ltd


This Tech Stock Will Double Again on a New Catalyst

I just won a $10.5 billion bet.

Here's why. I first began telling my readers about a certain great company back in May 2013.

At the time, it seemed like no one on Wall Street liked this firm.

The reason: While it was a pioneer in desktop publishing, many analysts still thought of the firm as rooted in that seemingly archaic sector.

But I pounded the table and said the Silicon Valley leader's then-young move into cloud computing would richly reward investors.

That's why I was so glad to see that on May 21, nearly five years later, this company said it intends to buy back up to $8 billion of its own stock through 2021. And that's on top of the current $2.5 billion plan that ends later this year.

That's the $10.5 billion bet I won.

But really, it's you folks who are the true winners here.

If you took my recommendation back in May 2013, congratulations – you're up nearly 390%.

But this company isn't done.

Far from it.

In fact, another new catalyst for the stock just got put in place.

And that trigger sets this company up to double again in as little as 30 months...


There's No Telling How Much This New Bond Market Cycle Will Hand Us (but It's a Lot)

The bond market is about to enter a phase we haven't seen in over 70 years…

A rising interest rate cycle.

A trend that has only been accentuated by the U.S. Federal Reserve's aggressive plans to accelerate interest rate hikes and ongoing concerns over an impending major stock market correction.

And while it is too early to jump on the "death of the bond bull market" sentiment swirling around Wall Street, the current direction of interest rates could be worrisome for U.S. oil producers.

You see, any way you look at it, a wide swath of U.S. oil and natural gas producers are going to take rising rates on the chin. Bankruptcies, mergers and acquisitions, and asset sales one step ahead of the sheriff will be increasing.

That doesn't mean there's no profit to be made here… On the contrary, in fact.

Those are all opportunities.

But it does mean we may have to tread carefully...


This New Oil Crisis Could Set the Middle East on Fire

After over 40 years in the energy business, more than two decades of that with a parallel career in intelligence, I regularly witness the impact of global developments on the energy markets.

So it's hardly surprising that I often address geopolitical events here in Money Morning and Oil & Energy Investor.

Currently, situations in Latin America (Venezuela), Asia (the South China Sea crisis), and Africa (ongoing civil conflict in Libya and Nigeria) show how widespread the geopolitical impact is on energy prices and availability.

Each one either is, or could easily, spike oil price volatility.

But the instability in a different region remains the biggest single factor in how the two sectors interact: the Middle East.

There, two significant events unfolded over the past week. Each is certain to have an impact on how crude oil trades in the near term.

The curious decertification of JCPOA (the Joint Comprehensive Plan of Action, more popularly known as the "Iranian nuclear accord") by President Trump was followed in short order by the ominous hostilities between Iraq and Kurdistan over the status of the city and region of Kirkuk.

Both impact the northern Persian Gulf, already a region with a short fuse.

The toppling of Raqqa, the self-styled ISIS capital, may be underway in Syria, but the ongoing cross-border disagreements have already spread elsewhere.

And they could set the whole region on fire...

Gold and Precious Metals

This "Triple Play" Is Key to Profiting from Energy's Tense "New Normal"

Last Thursday, I filled my Oil & Energy Investor readers in on the best energy investing strategy to use in a world wracked by rising tensions on the Korean Peninsula, the Persian Gulf, and of course, Venezuela.

Now, energy is still making people fortunes. That hasn't changed, and it's not likely to in the future, either.

But in an increasingly anxious world, investors will see bigger, more consistent profits when they find a way to bridge two critical sectors: defense and energy.

In fact, in my monthly, paid Energy Advantage and weekly Energy Inner Circle investment research services, I'm adding significantly more "weight" in the stocks that do this very bridging.

Normally, I'd keep these plays close to the vest; after all, it's only fair. We've already enjoyed double-digit gains in these companies, and the upside potential is still enormous.

More importantly, the geopolitical situation is changing so quickly, and the impacts are so profound, that I want to make sure everyone is holding these three stocks at a minimum.

So here they are...


Beware - New Fiduciary Rule in Effect Today

It's June 9, and that means the Department of Labor's new fiduciary rule is now in effect.

The goal of the legislation is to improve the quality of advice you receive as an investor when it comes to your retirement, but I believe the opposite will happen.

The fiduciary rule is, in fact, a huge risk to your retirement.

Here's why, and more importantly, how you can protect your money (and profit) despite the government's ham-fisted approach.

Continue reading...


An Old Rival Is a Dangerous New Player in the South China Sea Energy Crisis

For years, I have worked with the U.S. Department of State, providing advice to developing countries on oil and natural gas issues. Our work together goes back some 46 years.

It began during the Vietnam War, when I was recruited into a division of the State Department's Bureau of Intelligence and Research (INR), initially involving insertion into the Southeast Asian theater of operations as a field counterintelligence officer.

A great deal of the work I did, and the losses I and others suffered, remain classified to this very day, but suffice it to say that deployment earned me the first of my three Presidential Intelligence Awards – and launched more than two decades of active service in the intelligence community.

However, much of my more recent work has involved matters related to the geopolitics of energy, certainly one of the most complicated and potentially explosive issues our world faces today.

As a result, I have traveled to a number of countries over the years to work with officials on establishing energy policies and practices.

It's one of the reasons I had to return to Vietnam after so much time, to close some of the loops of my past - and to help ensure energy's future swings in America's direction...

Investing Ideas

The New Government Sachs: The Latest Power Grab of the Big Bank Bigwigs

Unfortunately for America, the track record of government officials coming out of Goldman Sachs to run the Treasury Department and the National Economic Council – two favorite haunts of the bank's former bigwigs – mirrors the unsavory track record of the bank itself.

It's not that Goldman Sachs people don't know how to make money or run the most powerful bank or country in the world… it's the matter of how they do it that should frighten you.

There's a slippery track record of Goldman alums who snaked their way around when they held government positions – that's how the phrase Government Sachs was born.

It's in your best interest to understand this history that looks doomed to repeat itself.

Here's what the alums of Government Sachs greed mongers have done to advance their fortunes on the backs of Americans… and how the new class can do it again.