SPC Premium: Introducing the Monday Morning Kickoff
Your start to each investing week ...
Over the last two weeks, we’ve put “max effort” in making sure that you — our SPC Premium members — new what to expect in the near-term aftermath of one of the most-spotlighted elections in recent history.
Chief Stock Picker Bill Patalon gave you six tips to stay on the winning investing path. We strategically upgraded one of our Farm Team stocks into our Model Portfolio. And we reached into our network of specialists to give you updates on silver, coal, Bitcoin (BTC) and more.
We remain focused on the long haul because that’s where real wealth is created. That focus makes time your ally, helps you navigate the surges and stumbles that are inevitable with stocks, and lets you overcome the mistakes that every investor makes from time to time.
But staying on that path can be tricky … especially when uncertainty can erode your resolve, shake your confidence, and try its hardest to bump you off that path.
And the cold reality is that “we are headed into a stretch of intense uncertainty — for the U.S. economy … for global geopolitics … and for the stock market,” Bill said in our Nov. 11 issue.
Some examples of that uncertainty include:
Economic Outlook: In the latest Conference Board Measure of CEO Confidence™, a notable 34% of CEOs reported that conditions in their industries have deteriorated over the past six months. This is a slight increase from the 31% who felt similarly during the third quarter.
Global Geopolitics: The geopolitical landscape remains turbulent. The conflict between Russia and Ukraine rages on, hostilities persist in the Middle East, and tensions between the U.S. and China are likely to escalate with a new administration in the White House.
Stock Market Concerns: One very real worry is that the Federal Reserve cut rates prematurely, potentially reigniting inflation. Rising prices could escalate corporate costs and squeeze profits.
And that’s just a few examples of the intense uncertainty.
The news isn’t all bad, however. Bill will tell you that he’s super fond of old maxims since those old-fashioned bits of wisdom tend to hold true. And one of his favorites is “forewarned is forearmed.” The stock market is all about “what comes next.” And Bill says that if you “sorta/kinda know what’s coming, bad news isn’t so scary.”
That’s why, for that “what comes next” context, we’ll be be starting each week with a feature we’re calling a “Monday Morning Kickoff.”
Whether its an investment lesson or strategy …
An update to a storyline …
Or a briefing on one of the companies we’re following in SPC Premium …
We’ll be here to help kick off your investing week with the right focus.
We’ll help you make sense of the latest headlines and avoid the emotion-triggered, “reactionary” takes that can transform you from Wealth Builder to Wealth Killer.
And we’ll offer any “tweaks” that might be needed.
For this inaugural “Monday Morning Kickoff,” we’ll take a quick look at our Model Portfolio. And as a side note, to make everything easier to navigate, we’ve added new sections to the site so that you can find everything in the Model Portfolio here, everything in the Special-Situation Portfolio here, and everything on the Farm Team here.