STORM Cast
The sharp rebound in stock prices last month has created an interesting phenomenon: we're seeing similar price setups in a lot of individual stocks. Here’s why that’s not necessarily a bad thing. The...
View ArticleBubble Finance Trader Portfolio Update
The global debt supercycle has crested. That’s very bad news for profits. As the credit bubble deflates, so will profits. For now, here is our portfolio update… The post Bubble Finance Trader Portfolio...
View ArticleOI INSIDER: It’s a Gold, Gold, Gold, Gold World!
Last week, I attended the New Orleans Investment Conference, the granddaddy of all hard asset get-togethers… Topics ranged from macro issues like Federal Reserve interest rate policy to specific...
View ArticleWhy I’m Angry at Our Private Equity Management Team
Zach is not happy. Why? Part of the reason why he recommended buying shares of KKR & Co. (KKR) was because they had promised to distribute the majority of profits to their shareholders. But now KKR...
View ArticleHow to Double Your Money with Social Media
Sometimes, I feel bad about kicking a stock when it’s down. This is not one of those times… The post How to Double Your Money with Social Media appeared first on Agora Financial.
View ArticleTake 85% Profits on Our Malaysia Puts; Plus, an IMPACT Portfolio Update
Markets are riding up and down on a seesaw. When you’re investing during currency wars, there are no one-directional bets; you cannot “set it and forget it.” Now is the time to take profits on our...
View Article“Investments Don’t Get Any Simpler Than This”
Did you hear about the water rights Saudi Arabia bought in Arizona? Plus: Your chance at a unique investment play on the world’s most water-stressed nation The post “Investments Don’t Get Any Simpler...
View ArticleMore Biotech Losers… And One Winner
If your portfolio’s a little under the weather these days, this biotech could be the cure… The post More Biotech Losers… And One Winner appeared first on Agora Financial.
View ArticleYour Questions Answered…
Do you have questions about our service? Zach answers some of the most common and important questions from readers like you. Plus, our weekly portfolio review. The post Your Questions Answered…...
View ArticleWhen Time Is Of the Essence
5.3 million Americans losing an average $52,290 a year, and one tiny company that could put a stop to it. Plus: Why the Fed still can’t afford to raise rates despite today’s job numbers The post When...
View Article“Warren Buffett Hates Gold. Why Do You Like It?”
An OI subscriber sent me an email this week. Short and crisp, the note stated, “Warren Buffett hates gold. Why do you like it?” Simple. It’s monetary insurance. The post “Warren Buffett Hates Gold. Why...
View ArticleUpdates: A Great Week for Our Portfolio
In case you missed it, this past week has been an excellent one for our portfolio. I'm happy to report that since Monday, six of our stocks have shown us double-digit rallies following their earnings...
View ArticleMailbag: Readers Want to Know…
No preliminaries; let’s dive right in and cover some reader mail. The post Mailbag: Readers Want to Know… appeared first on Agora Financial.
View ArticleMayer’s 100x Club — Ice Creeps on (Again!): Plus, Earnings Updates
The Ice scenario is playing out all over again. First, some evidence. And then, we’ll see what it means for our quest for 100-baggers. The post Mayer’s 100x Club — Ice Creeps on (Again!): Plus,...
View ArticleMarket Preview
Dear Trader, November trading is starting off with a stammer and a wheeze. But after the huge upside stocks showed us in October, maybe that’s not so unexpected. The big S&P 500 did manage to end...
View ArticleHow to Survive a “Split Personality” Stock Market
Once again, the stock market has gone Jekyll and Hyde on investors. Even the biggest, most visible stocks on the market are dealing with split personalities…. The post How to Survive a “Split...
View ArticleWar Drums Sounding Off… World Recession On Its Way… India Confiscating Gold…...
Here are the five articles I recommend you read this week. You’ll see why the war drums are beating in the South China Sea… World recession is on its way… The people of India may never see their gold...
View ArticleSELL Alert: Our Timber Play Just Got a Buy Offer – Up 15%…
News broke today that forestry giant Weyerhaeuser has offered to buy our timber play for about $8.4 billion. We’ve owned this company in the OI portfolio for a little over one year. My view is to SELL...
View ArticleEnduring Gold’s Nuclear Winter
I would like to share with you how big-brained and highly paid mammals drove gold stocks into the ground even though gold itself has not done badly. The yellow metal has doubled in the last 10 years....
View ArticleEarnings Updates
More earnings reports continue to roll in. The post Earnings Updates appeared first on Agora Financial.
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