Archive Category: Infinite Momentum Alert Archive

Today, we’ll do what longtime readers know we do every four weeks here in Infinite Momentum Alert… We’ll review the performance of our portfolios over the prior four weeks. This analysis covers the period from January 9 through last Friday, February 6.

I might sound like your grandfather when I say this, but it stands to reason that buying something for less than what it’s worth is a good way to make money! That’s the gist of value investing… and it works. Even today, in a FOMO market where the only “risk” most investors seem to appreciate is the risk of missing out on the action. In case you missed it amidst all the AI hype, a subtle shift recently happened in the stock market. Value stocks… quietly and without fanfare… started to outperform growth stocks about three months ago. The iShares S&P 500 Value ETF (IVE) is up about 4% since the beginning of November.

Welcome to this week’s Deep Dive! Before you read on below… an important note: My close colleague says that literally in a matter of hours… tomorrow on January 24th to be specific… he believes the Pentagon will reward multi-billion-dollar contracts to a handful of little-known Silicon Valley AI companies.

Last Wednesday, I held a first-ever livestream “workshop” of sorts … I walked attendees through what we accomplished in Infinite Momentum Alert in 2025 – a return that was 300% (!) what “the market” provided for buy-and-hold investors.

Happy New Year, and let me be the first to welcome you to the first trading day of 2026. We trounced the market last year, approximately tripling the return of vaunted Mag 7, and I’m looking forward to another profitable year. Given that it’s a holiday-shortened week and that trading volumes are really low this time of year, there’s not a lot of news to share on our portfolio positions. But it’s worth noting that just before Christmas, Nasdaq did its annual reconstitution of the Nasdaq 100 Index – the index that we use as our “fishing pond” of potential trades in the Tech Titans portfolio. All of these are now fair game for us when we update the portfolio later this month.