Buy the Omicron Dip! (But Choose Wisely)
Markets went haywire this week (and last) in response to a double whammy: Omicron’s appearance on...
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Big Picture. Big Profits.
The Perfect Recipe for a Volatile Market
Now, anyone who enjoys toiling in the kitchen has their favorite foods. For me, just about any Cajun dish will do. And in the world of Cajun cooking, you quickly learn that the “holy trinity” of onion, bell pepper and celery are the foundation for many recipes. In the same way, you need that trinity — that backbone — for a solid foundation that underpins your investment outlook. You’re in luck. You might not get to taste any of my Cajun dishes soon, but I can give you that investment foundation…
A Stock-Picking Mutation to Beat the Omicron Threat
This is a company that has never made a profit. In fact, it’s never made any money at all. On top of that, analysts expect its per-share losses to double by the end of 2022. Assuming Adagio manages to generate some revenues next year — the market consensus is a minuscule $151 million — it’s already trading at almost 20 times those sales. Why? Because COVID is here to stay … and the search for a response is moving into new areas … quickly.
To Win at Investing, Accept That There Is NO Normal
At times of extreme uncertainty, external factors drive the prices of individual stocks. Some are “a bit” predictable, like the actions of the Federal Reserve. Others are true “Black Swans” — completely unpredictable events such as Omicron. In “normal” times, on the other hand, we’re supposed to be able to predict the movement of stock prices using standard models. But what if there are no normal times? A fascinating article by a famous investment analyst convinces me that this is exactly the case.
1 Less Thing to Worry About This Black Friday
Inflation has been on everyone’s mind this year. But don’t worry about it today: “Black Friday” is about resting, recovering … and pursuing all those sales that come up … if that’s your preference. But I don’t think you should worry all that much about inflation after today either. My views on inflation don’t come from cable network talking heads or political websites.
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