Short-Term Cash Yield Bubble
Jackson Hole central banking symposium is happening this week.
What should we expect?
Just three weeks ago, Jerome Powell explained the case for a soft landing and laid out the thesis that the jobs market isn’t slowing, but coming into balance.
Markets didn’t appreciate that and dove like a whale into the abyss.
Japan, the growth scare, weak jobs report and low inflation, all got the markets convinced that Powell was dead wrong, but he’s not.
I was sure he wasn’t wrong and did anything in my power to let you know I was buying the dip, heavily.
Here are a few of the companies in the portfolio, trading for all-time highs:
Please compare to the Nasdaq 100 QQQ, which is up 17%, year-to-date.
Arch Capital (ACGL) – up 34%, YTD!
Axon Enterprises (AXON) – up 48%, YTD!
Cintas (CTAS) – up 29%, YTD!
Fair Issac (FICO) – up 52%, YTD!
Guidewire Software (GWRE) – up 38%, YTD!
Nu Holdings (NU) – up 72%, YTD!
Palantir (PLTR) – up 92%, YTD!!!
The Trade Desk (TTD) – up 43%, YTD!
Vertiv Holdings (VRT) – up 74%, YTD!!!
Seriously, what other newsletter in the entire world, what HEDGE FUND in this entire planet, can even claim it comes close to our portfolio?
93% Of Investors Generate Annual Returns, Which Barely Beat Inflation.
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I don’t know if it’s the fear that a walking skeleton sits in the oval office or the even bigger nightmare that Kamala Harris will be sworn in, but Americans don’t want to participate in this incredible bull market… they want 5% returns on their money-market accounts or short-term bonds, and refuse to own equities.
It is the greatest tragedy there is… a country, blessed with everything, yet its citizens don’t believe in it and leave the lion share of the pie to guys like me, who are eternal optimists.
They rather consume doom porn by the people that told them for 24 years or more that the United States is collapsing, or coming apart, or getting outpaced or whatever myth they come up with.
Though I believe that in the past 35 years, American have voted for some of the most incompetent people to office, the worse of which is Barack Obama, who is, along with Woodrow Wilson, the most despised and defective of all presidents, the republic is still thriving.
Courtesy: Zerohedge.com, Bloomberg
Homebuyers are afraid of their own shadows right now.
You can’t get them to buy a house, if their life depended on it…
When the confidence of the average first-time buyer is this low, a massive construction boom normally follows.
How can you justify putting a downpayment on a home, if this is what your survey says about buying stocks?
Courtesy: Zerohedge.com/theMarketEar, CNN
There is no room for fear, when you’re a champion.
Gold climbed on Friday over $2,500/ounce again, spitting at Kamala’s face, not succumbing to the nonsensical policies she proposes to put into action.
Americans, listen to the podcast between Elon and Trump and do the right thing – join Team America.
Best Regards,
Lior Gantz
President, WealthResearchGroup.com
Governments Have Amassed ungodly Debt Piles and Have Promised Retirees Unreasonable Amounts of Entitlements, Not In Line with Income Tax Collections. The House of Cards Is Set To Be Worse than 2008! Rising Interest Rates Can Topple The Fiat Monetary Structure, Leaving Investors with Less Than Half of Their Equity Intact!
Protect Yourself Now, By Building A Fully-Hedged Financial Fortress!
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