エピソード

  • De-Dollarization: Risks of the Weaponized Dollar
    2025/12/20

    Is the dollar's global dominance ending? We break down the real risks of de-dollarization and how geopolitical sanctions could punish your US-heavy portfolio.

    Today's Stocks & Topics: Trane Technologies plc (TT), NIKE, Inc. “Water Scarcity: The $3.4 Trillion Infrastructure Gap “, (NKE), KPP Newsletter, Farmland Partners Inc. (FPI), Consumer Price Index (CPI) Report, Monetizing Debt, Equinor ASA (EQNR), Rambus Inc. (RMBS), Private Funds.



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    41 分
  • Water Scarcity: The $3.4 Trillion Infrastructure Gap
    2025/12/19

    We will reveal how to profit from the necessary modernization of America's aging water systems and fight the structural problem of scarcity.

    Today's Stocks & Topics: The Magnum Ice Cream Company N.V. (MICC), Market Wrap, Thematic ETFs, “Water Scarcity: The $3.4 Trillion Infrastructure Gap”, Coupang, Inc. (CPNG), The Stock Market and 401k, Financial Risks in 2026, BHP Group Limited (BHP), Bloom Energy Corporation (BE).



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    46 分
  • CRE Distress: Where Are the Opportunities?
    2025/12/18

    Commercial real estate is hitting rock bottom. We will explain how to buy discounted distressed debt without owning a single office building.

    Today's Stocks & Topics: CF Industries Holdings, Inc. (CF), Market Wrap, Safe Route to Invest, Carrier Global Corporation (CARR), “CRE Distress: Where Are the Opportunities?”, IPOs, Waymo or Tesla, Axcelis Technologies, Inc. (ACLS), The Trade Desk, Inc. (TTD), Small Caps, Motorola Solutions, Inc. (MSI), Cash Holdings in Portfolios.



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    45 分
  • The Nation's Unsustainable Fiscal Path
    2025/12/17

    The national debt crisis is no longer a political problem—it’s an investment bomb that will drive up your interest rates and throttle private sector growth.

    Today's Stocks & Topics: Centrus Energy Corp. (LEU), Market Wrap, Jones Soda Co. (JSDA), Occidental Petroleum Corporation (OXY), Stocks on Sale, “The Nation's Unsustainable Fiscal Path”, State Street Industrial Select Sector SPDR ETF (XLI), China's Energy Supply, Teck Resources Limited (TECK), Prediction Markets.



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    46 分
  • Global Divergence: Europe Stalls, US Chugs Along
    2025/12/16

    Recent data shows the UK economy shrinking and German industrial production stalling, while US PMI data remains robust. This divergence suggests the US remains the "cleanest dirty shirt" in the global economy.

    Today's Stocks & Topics: First Trust Water ETF (FIW), Market Wrap, Residential Real Estate in the Bay Area, “Global Divergence: Europe Stalls, US Chugs Along”, Contango Ore, Inc. (CTGO), Dolly Varden Silver Corporation (DVS), Options & Capital Gains, Transport Stocks, NFLX and WBD Merge, Costco Wholesale Corporation (COST), Eli Lilly and Company (LLY), Bank Stocks.



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    46 分
  • Institutional "Window Dressing" Season
    2025/12/13

    As the year closes, mutual funds and hedge funds engage in "window dressing", the practice of buying winners and selling losers to make their quarterly reports look good. This creates artificial price movements in December that retail investors can exploit.

    Today's Stocks & Topics: Vertiv Holdings Co (VRT), Market Wrap, KPP Newsletter, Invesco KBW Bank ETF (KBWB), “Institutional "Window Dressing" Season”, Global X Data Center & Digital Infrastructure ETF (DTCR), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, The Oil Market, Fifth Third Bancorp (FITB), TerraVest Industries Inc. (TVK.TO), Medtronic plc (MDT), Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ), Gold.



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    46 分
  • The "Super Catch-Up": New 2026 401(k) Limits
    2025/12/12

    The IRS has officially announced the 2026 retirement contribution limits with the 401(k) cap rising to $24,500, but the big news is the "Super Catch-Up" provision from the Secure 2.0 Act.

    Today's Stocks & Topics: Nomura Energy Transition ETF (PWER), Market Wrap, “The "Super Catch-Up": New 2026 401(k) Limits”, Warner Bros. Discovery, Inc. (WBD), Vera Therapeutics, Inc. (VERA), How to Short a Stock, Vanguard Mid-Cap Index Fund ETF Shares (VO), Vanguard Small-Cap Value Index Fund ETF Shares (VBR), The Domestic Oil Industry, Svenska Handelsbanken AB (publ) (SVNLY), GE Vernova Inc. (GEV), Investing vs. Gambling.

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    45 分
  • The Discount Retail Signal: Is the Consumer "Trading Down"?
    2025/12/11

    Dollar General (DG) shares have surged 14% after beating earnings, and this contrasts with luxury weakness and signals a shift in consumer behavior.

    Today's Stocks & Topics: Davidson Multi-Cap Equity I (DFMIX), Market Wrap, Medtronic plc (MDT) , “The Discount Retail Signal: Is the Consumer "Trading Down"?”, UFP Industries, Inc. (UFPI), Southern Copper Corporation (SCCO), Freeport-McMoRan Inc. (FCX), Ero Copper Corp. (ERO), Federal Reserve Cuts Interest Rates, E.L.F. Beauty, Inc. (ELF), B2Gold Corp. (BTG), Warner Bros. Discovery, Inc. (WBD).



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    46 分