When it comes to the world of investing right now, there’s no shortage of issues for economists to sweat.
There’s also no shortage of opportunities Weiss Ratings editors are writing about and recommending.
Of the many adjectives to describe this environment, the word “dynamic” comes to mind.
Shifting forces moving the market is in part why we launched the new weekly service, Wealth & Wisdom, hosted by veteran professional trader, TV commentator and Weiss Ratings Analyst Kenny Polcari.
Every Tuesday, Kenny will highlight the hottest trends and trades within the Weiss Ratings universe, interviewing founder, Dr. Martin D. Weiss, and other senior members of the team.
Kenny says his goal is to help investors “cut through all the noise that can affect investment decisions” and to make sense of this evolving investing climate.
When I last interviewed Kenny back in December, inflation was at 6.8% and he predicted that rising prices would lead to further turbulence.
He was right on the money, so to speak.
Inflation is now at 8.6%, and when that higher-than-expected spike in the Consumer Price Index was announced, the stock market took a beating.
Here’s something else to think about: Inflation isn’t just at a 40-year high. It’s accelerating. From April to May, it jumped at an annual rate of 11.7%.
And the latest inflation number doesn’t yet include June’s surge in average gasoline prices, when it soared past $5 per gallon for the first time in history.
To tackle inflation, the Federal Reserve recently hiked interest rates by 75 basis points, or three quarters of a percentage — the biggest increase since 1994 — and later this month, the central bank may do it again.
Kenny says to expect more volatility in the months ahead, especially if inflation hasn’t yet peaked:
In the end, with inflation at 8.6% and Fed funds at 1.75%, there’s a huge disconnect between where real rates should be versus inflation.
Quite honestly, I think they should’ve done 100 basis points back in March and another 100 basis points in June, but they missed that.
As someone who has lived through similar times, I’d rather see the pain come quickly, get it over with, let the market crush and then start to repair itself.
I think the Fed is going to have to force us into a recession. The question is how deep is it going to be and how long is it going to last?
I don’t think “soft” and “landing” should be in the same sentence anymore because I don’t think the landing is going to be soft at all.
I think it’s going to be bumpy at best, and at worst, a crash landing where the wheels are going to come off the plane.
A professional trader since 1981, Kenny worked on the floor of the New York Stock Exchange, ran a division of a major Wall Street bank and built the U.S. equities business at one of the world’s largest broker dealers.
These days, you can catch Kenny delivering stock market analysis on cable news channels and social media platforms in his trademark energetic style.
So far, in his informative Wealth & Wisdom series, he’s interviewed:
• Technology Analyst Tony Sagami, editor of Disruptors & Dominators, which spotlights companies that disrupt established industries and those already dominant.
• Income and Dividend Analyst Mike Larson, editor of Safe Money Report, who favors stocks based on market-beating yields and generous dividends.
• And Weiss Crypto Ratings’ DeFi and Crypto Educator Chris Coney, the host of Crypto Focus, which provides clear and easy-to-follow content revealing how the crypto markets work.
In today’s special six-minute video segment, you’ll hear from the experts featured.
You’ll learn about stocks Kenny is holding long term and feels confident about.
He says although uncertainty reigns supreme right now, he views this period of pullbacks as a major buying opportunity for high-quality stocks:
I always like to use the Bloomingdale’s analogy.
Bloomingdales has fine clothing, and when it puts its clothes on sale for 30% or 40%, people rush into the store thinking, “How can I leave that on the rack?! It’s down 30%! I have to buy it!”
Use that same mentality for stocks that are on sale!
They’re on sale for no other reason than they’ve come under pressure because people who are nervous need to raise money, so they say, “Where can I raise money the fastest?”
And they’ll hit the sell button on Apple (AAPL). They’ll hit the sell button on AT&T (T). They’ll hit the button on Amazon.com (AMZN).
And when those stocks retreat up to 20%, for me that’s a huge flag that says, “Hey, come and buy me, I’m on sale!”
In this insightful video, Kenny discusses:
- A handful of stocks he bought this year.
- An exchange-traded fund that gives exposure to a skyrocketing sector.
- Two energy companies he likes, calling them “firms in transition.”
- The vital investment tool he uses and recommends.
- How his new weekly service will help guide investors to gains.
And more!
The information in this short segment couldn’t be timelier. Just go to the video box above to watch it now.
Happy investing!
Jessica Borg
Financial News Anchor
Weiss Ratings
Watch Jessica’s Recent Videos
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Patience Could Lead to Life-Changing Profits
The interesting thing about environments filled with fear and uncertainty is that investors can often find plenty of new profit opportunities. In this segment, Jessica interviews new Associate Editor Nilus Mattive about where explosive opportunities exist. Nilus — who bought his first stock in the 6th grade — has decades of trading experience in traditional finance and explains his foray into the wild world of crypto markets.
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Big Tech Is Gearing Up to Break Out
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