Buy Health Care REIT as America Ages (Solid Dividends + Growth)
Earlier this month, my colleague Adam O’Dell recommended a fantastic way to profit off of the bull market in genomics and biotech without having to accept the risk of separating the winners and losers: Buy a real estate investment trust (REIT) that acts as a landlord...
5G REITs To Supercharge Your Retirement Portfolio
The big data explosion is finally here. We’ve gone from no phones, to flip phones, to iPhones that let you buy groceries, make a stock trade, or even watch a movie on Netflix. We are all using our phones more often and consuming more and more data. In fact, mobile...
The Best Inflation Hedge Might Surprise You
Inflation is rapidly becoming a global problem. The latest data from the European Union shows inflation hit 3.0% in August, up from 2.2% in July. Like the Federal Reserve, the European Central Bank’s (ECB) official target is 2%. Also, like the Fed, the ECB is...
Social Security Is Doomed by 2034 — Prep Your Portfolio Now
Here’s a headline that will surprise no one: Social Security is broke! I know, I know. And the sky is blue. I should tell you something you don’t already know. Still, the Social Security Board of Trustees released their latest numbers last week, and it’s worse than...
Money & Markets Watchlist
Buy Health Care REIT as America Ages (Solid Dividends + Growth)
Earlier this month, my colleague Adam O’Dell recommended a fantastic way to profit off of the bull market in genomics and biotech without having to accept the risk of separating the winners and losers: Buy a real estate investment trust (REIT) that acts as a landlord...
5G REITs To Supercharge Your Retirement Portfolio
The big data explosion is finally here. We’ve gone from no phones, to flip phones, to iPhones that let you buy groceries, make a stock trade, or even watch a movie on Netflix. We are all using our phones more often and consuming more and more data. In fact, mobile...
Football Is Back! Buy This Strong Bullish Sporting Goods Stock Now
As a sports reporter, there was one thing I always looked forward to … the start of football season. Nothing could replace the atmosphere of going to a stadium and the excitement of fans tailgating. I always made it a point to walk around the parking lot to take in...
[Contest] Green Zone Ratings Scavenger Hunt!
Happy Labor Day! In this holiday edition of Money & Markets Daily, we’re sharing a fun challenge with you… We talk a lot about Adam O’Dell’s proprietary Green Zone Ratings system. We use it all the time to find great stocks for your portfolio. But maybe you aren’t...
How to Invest in Cryptocurrency (4 Easy Steps)
I recently received an email from Twila, who asked a great question: I just watched Matt’s video on Bitcoin vs. Ethereum. I’m wanting to start investing in cryptocurrency but don’t know where to start. I recently had a recommendation to invest in Dogecoin, but I don’t...
2 Steps to Invest in Autonomous Trucking Tech
There’s no turning back. A new segment of the autonomous trucking market is poised to take everyday delivery services to the next level. Packed with our America 2.0 mega trends, like: The Internet of Things cameras. Radars. Self-driving software. 5G network...
Be a Genomics Landlord With One High-Growth Biotech REIT
You may know that before I dove headfirst into financial markets, I was studying to become a doctor. I was a biology and chemistry major on the pre-med track at Elon University in Burlington, North Carolina. It was just west of what’s known as the “Research Triangle,”...
El Salvador’s Bitcoin Experiment Will Change Crypto Forever
What can a tiny country like El Salvador do for bitcoin and the cryptocurrency market? We’re all wondering that, especially after bitcoin lost $400 billion in market value Tuesday, the first day that the popular cryptocurrency was accepted as legal tender in El...
The Best Inflation Hedge Might Surprise You
Inflation is rapidly becoming a global problem. The latest data from the European Union shows inflation hit 3.0% in August, up from 2.2% in July. Like the Federal Reserve, the European Central Bank’s (ECB) official target is 2%. Also, like the Fed, the ECB is...
SPACs Prove New Ideas Aren’t Always Good Ideas
Wall Street is unusual in many ways. It is a place where new ideas are often rewarded. It’s also a place where the disaster that follows many new ideas is often ignored. For example, collateralized mortgage obligations (CMOs) were a new idea in the mid-2000s. They...
What’s Coming Up on Money & Markets + Lululemon Earnings Preview
Money & Markets Week Ahead for the week of September 6, 2021: Financial markets are closed Monday, but there are still a few things to put on your calendar. We’ll still be busy on Money & Markets. I want to preview some of our upcoming content that you won’t...
Do Taxes Punish Cannabis Companies? (Legalization Update)
In the latest Marijuana Market Update, I cover: A question about buying cannabis stock options. Why taxes could hamper federal legalization of cannabis. Jim emailed me to say: I’m enjoying Matt’s output on the cannabis market, and I’m glad I joined the community as a...
Bitcoin vs. Ethereum: The Right Crypto for You
In the cryptocurrency space, investors are trying to answer the question: Bitcoin or Ethereum? Despite their volatility, cryptocurrencies are garnering a lot of attention for a variety of reasons — inflation being one of them. And money is pouring back into these...
2 Market Insights: Zoom Earnings + Consumer Confidence
Money & Markets Week Ahead for the week of August 30, 2021: I preview Zoom earnings as workers slowly make their way back into offices. I also look at how the initial public offering (IPO) market has fared so far in 2021. And I look ahead to an important economic...
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Good Headlines Hide Bad Employment News
Economists and traders were happy to see the latest news from the Institute of Supply Management (ISM). On the first business day of every month, ISM publishes a report that offers a glimpse of economic activity in the prior month. The latest Manufacturing ISM Report...
Low Inventory Is a Good Sign for the Economy
While many pieces of economic data indicate the economy is slowing, some data points to strength. Among those is the inventory-to-sales ratio for retailers. This ratio shows the level of inventory in stores relative to sales. In theory, the lower the ratio is, the...
China’s Labor Crisis Is a Long-Term Worry
In the U.S., there are more job openings than job seekers. The latest data from the Labor Department showed there were more than 10 million job openings and only 8.7 million unemployed. This creates problems for businesses who can’t meet customer demand. It’s also led...
Industrial Production Might Be as Good as It Gets
Economic indicators suggest that the vigorous economic recovery is nearing an end. In the next few months, we should see the economy return to where it was in 2019. One piece of evidence that the recovery has stalled is the CNN Business Back-to-Normal Index. This...
The Experts Are Wrong: There Is No Housing Bubble
This week, David Rosenberg, chief economist and strategist at Toronto-based Rosenberg Research, issued a warning on home prices. He wrote: "The ‘Black Swan’ is the inevitable collapse in U.S. home prices — they are in the stratosphere benchmarked against all the...
Data Shows Senator Warren Is Wrong About Fed Chair Powell
During the financial crisis in 2008, a Harvard law professor pushed for regulations to protect consumers she believed were suffering because financial firms took advantage of them. Now a U.S. Senator from Massachusetts, Elizabeth Warren, notes in her biography that:...
Retail Sales Show Consumers Partying Like It’s 2019
Consumer behavior is returning to normal. We are seeing this in data that implies the economy will be returning to sluggish growth in the next few quarters. Retail sales are the latest economic report indicating that consumers are back to normal. After months of rapid...
Social Security Is Doomed by 2034 — Prep Your Portfolio Now
Here’s a headline that will surprise no one: Social Security is broke! I know, I know. And the sky is blue. I should tell you something you don’t already know. Still, the Social Security Board of Trustees released their latest numbers last week, and it’s worse than...
Why You Should Drink at Home: Financial Lessons From COVID Times
If there is one nice thing about a world-ending pandemic, it‘s that I saved a ton of money in entertainment expenses. I’m (mostly) joking because I managed to bleed far too much cash on far too many frivolous things. Any money I managed to save in entertainment...
Retirement Roundup: Your No. 1 Saving Goal and More
I’ve got the golden years on my mind for this edition of Investing With Charles. Maybe it’s the gray of a South American winter in my current surroundings of Lima, Peru, that has me daydreaming about my work-free retirement, sipping a stiff drink on a sunny beach. Who...
HSA: Secret “Spillover” Strategy to Turbocharge Your Savings
Health savings accounts (HSAs) aren’t just for doctor visits. They can be a powerful savings tool and a massive retirement turbocharger. If you’re on track to max out your 401(k) this year, congratulations! You’re building your next egg while sticking it to the...
This Isn’t Another Housing Market Bubble … Advice for Buyers
A quick glance at the price of homes might make you think it’s 2008 all over again. But this housing market is a different animal. Real estate is one of the best investments you will ever hold. And with the right approach, you can still come out ahead in an inflated...
Build Your Best Tax Shelter: Traditional vs. Roth 401(k)
I’ve got retirement on my mind for this edition of Investing With Charles. Today, I want to help you figure out which account is the best fit for you: a traditional 401(k) or a Roth 401(k). Right now, I’m enjoying the quiet Pacific breeze on my family’s ranch in...
Do This Before You Dump Money Into College Savings Plans
My daughter's first birthday is fast approaching, but I'm already thinking way ahead. It's been a whirlwind of a year, and in my limited quiet time I like to hunker down and make sure we are on track when it comes the future for her and her two brothers. The planner...
