Markets & Economy

Market crashes cause fear in many, but others see opportunity. Conditions can quickly change, and that’s why it’s so important to garner as much knowledge as possible from experts who have proven themselves over numerous market cycles. You’ll gain an in-depth understanding of market forces, insights into the risks and opportunities most investors miss, and learn how to position your portfolio accordingly.

Articles on Markets & Economy

Constellation Energy Corp. (CEG) is an Artificial Intelligence (AI) infrastructure power play and the largest owner of nuclear power plants in the US. Based on forward earnings expectations, the stock is priced well below high-profile AI stocks, providing an attractive risk/reward profile and thus a more conservative play on AI trends, suggests Carl Delfeld, editor of Cabot Explorer.
GE Vernova Inc. (GEV) is my top growth pick because it’s capitalizing on the massive, unavoidable investment cycle in electrification and grid modernization – a trend that has accelerated dramatically due to the demands of the Artificial Intelligence (AI) data center boom, notes John Gardner, founder and principal of Blackhawk Wealth Advisors’ Market Insights.
Enterprise Products Partners LP (EPD) is my top income pick, representing the ideal combination of a premium yield and unparalleled distribution safety within the essential North American energy midstream sector, writes John Gardner, founder and principal of Blackhawk Wealth Advisors’ Market Insights.
Japan’s government debt crisis is certainly pushing bond yields higher. We don't expect that it will cause a Lehman-like global financial crisis. Nevertheless, Japan's Bond Vigilantes are sending a clear message to governments worldwide about the need for fiscal discipline, observes Ed Yardeni, editor of Yardeni QuickTakes.
Stocks and bonds are selling off sharply, while precious metals are on fire. The US dollar is sharply lower, while crude oil is up modestly.
I’m always on the lookout for “Sleeper Sectors” – groups of stocks that may not be getting talked about much, but that might have a surprise catalyst brewing. Today, let’s look at homebuilders!
Japanese stocks surged to record highs this week, while the yen weakened and bond yields rose on reports that Prime Minister Sanae Takaichi may call snap elections soon. The WisdomTree Japan Hedged Equity Fund (DXJ) and iShares MSCI Japan ETF (EWJ) are two ETFs to consider, notes Neena Mishra, director of ETF research at Zacks Investment Research.
At $24.60 recently, USA Compression Partners LP (USAC) had an indicated annualized yield of 8.5%. We consider USAC a Buy up to $30. This Master Limited Partnership (MLP) is suitable for medium- to high-risk taxable portfolios, suggests Martin Fridson, editor of Forbes/Fridson Income Securities Investor.

Experts on Markets & Economy

Virtual Learning

PRC Equity Fund is a Regulation A Fund qualified by the SEC to issue securities to accredited and non-accredited investors. PRC Equity Fund provides upfront capital to acquire and develop student housing near public universities. Working in tandem with its primary customer, Project PRC, it has access to virtually limitless capital through the tax-exempt bond market. Investors participate passively, earning an annualized 10% and participating in a 70% profit share.

Join Ken Gee, Founder & Managing Member of KRI Partners, in this jam-packed webinar. He will explain the five critical factors that have created the perfect multifamily buying opportunity. Ken is a former commercial lender and CPA, and has been featured on more than 125 financial podcasts. Over the last 28 years, his firm, KRI Partners, has acquired more than 20 properties worth more than $200 million. Their management team has managed more than 16,000 units. Finally, they have raised and deployed more than $60 million from more than 450 investors.

The era of limitless credit and fiat expansion is ending. Around the world, central banks, sovereign funds, and even corporations are quietly re-anchoring their balance sheets to tangible assets—gold, silver, and critical minerals. This “great re-collateralization” marks the early stages of a global monetary reset, where trust in paper promises gives way to tangible, measurable value. 

In this timely presentation, David Morgan reveals the signals behind the shift, why debt and derivatives can no longer sustain the illusion of wealth, and how investors can position before the next system emerges. Learn how to preserve and multiply purchasing power as the world transitions from paper to tangible assets—and from confidence to collateral.  

Tariffs! Sanctions! Trade War with China! Now might seem like a terrible time to invest in shipping stocks, but this is exactly why savvy investors are seeking out selective picks from the team of experts at Value Investor's Edge ("VIE"). VIE's exclusive long-only model portfolios have produced a 38% annualized return (over 22x cumulatively!) over the past 10 years since the research shop was established in mid-2015. Join this session to learn from J Mintzmyer, the founder of VIE, who has a PhD from Harvard University, specifically focused on sanctions and trade flow impacts. He will share the latest macro insights, provide a review of key sectors, and discuss a top research pick that has more than 50% upside potential over the next 3-6 months. Don't miss this opportunity to learn from a global expert and profit from contrarian investment picks while the rest of the herd is busy chasing crowded ideas in popular segments! 

Join Michael Kramer as he explains how a combination of draining liquidity and low realized volatility sets up a potential end-of-year rollercoaster. 

Join Shawn Muneio of Bequest Asset Management for a powerful session: Stress-Free Investing in Volatile Times. Learn how investors are earning 8–12% predictable monthly returns through real estate and energy infrastructure—without relying on stock market performance.

In both cases, we’re going to really take a hard look at the deficit, issuance, bond market health, as shown by auctions and liquidity, and what the risks are to equity and credit markets as the Treasury begins to raise coupon auctions. 

Join Kathy Fettke, cofounder of RealWealth.com, for an update on the real estate market. Find out which markets are poised for massive growth, and which areas are still declining. Compare assets classes - residential, storage, industrial, hotel - and which are performing best. Also get insight on what to look for and what to avoid when investing in a fund (or someone else's deal) versus doing it on your own. Kathy Fettke is co-founder of RealWealth.com, where she's helped over 88,000 clients build wealth through real estate since 2003. She is host of the RealWealth Show and author of Retire Rich with Rentals.   

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