Stansberry Research

"We don't find out about finance & investing until we're already in trouble, then we go looking to learn, & you have so much ground to cover," says BPD veteran Evan Anderson. This isn't just a Baltimore or even a low-income story. It's an American story ➡️ https://sbry.media/3XQCp7T

Mortgage rates have been falling for months, a positive trend for potential homebuyers. But according to history, it's also a great sign for stocks. We could see a 16% rally over the year to come ➡ https://sbry.media/4gOimzv

The macroeconomic conditions still say this is a good time to be in the market. And despite the fears in the media, so does the history of rate cuts ➡ https://sbry.media/3TJFSDR

Announcement🚨 Two of the world's greatest financial storytellers will meet in Las Vegas this October. Here's how to watch live ➡️ https://lnkd.in/eMQU2rhG

"Pursuing a strategy w/ discipline & sticking to it for the long term is hard, whether you're a day trader or a long-term value investor. It's an unnatural act, like jumping out of a fully functioning aircraft (even w/ a parachute)," says Dan Ferris ➡️ https://sbry.media/3XMmZ4q

"On October 1, a significant monkey wrench may be thrown into the entire U.S. economy. The International Longshoremen's Association ("ILA"), North America's largest maritime workers' union, is preparing to go on strike if a new contract can't be reached with the U.S. Maritime Alliance, which represents container carriers and port associations on the East Coast and Gulf Coast of the U.S. According to the National Association of Manufacturers, the contract up for renewal covers all ports from New Jersey to Texas, which accounts for "more than 68% of all containerized exports and more than 56% of containerized imports" in the U.S. "representing an average daily trade value of more than $2.1 billion." Additionally, according to the U.S. Department of Agriculture ("USDA"), last year was the third in the past five in which the U.S. imported more food than it exported, part of a trend that the USDA attributed to a "strong U.S. dollar and consumer preferences for year-round produce selections." Supply-chain breakdowns are fuel for inflation. And that's actually at the root of the labor negotiations at the ports themselves, as workers feel paychecks for the same work they've been doing haven't kept up with the costs of the same expenses. It's an awful cycle," states Corey McLaughlin.

The problem with inversion of the yield curve as an indicator is that it doesn't tell us when a recession will strike. The yield curve inverted back in 2022. But we haven't seen a recession yet. A twist on this metric is to look at the yield curve's un-inversion ➡️ https://sbry.media/47Jn5P9

Today on Investor Hour, Chris Pavese discusses Broyhill Asset Management's ideal portfolio allocation, stating, "We generally run with 10 to 20 names - using a scientific process called the Sleep at Night Factor." Watch Interview ➡️ https://lnkd.in/eAuFbCkA

"Before I listen to the inevitable bull case spun by Adobe (ADBE) management and/or Wall Street "analysts," my first step is to look at a company's financials – starting with two decades of revenues and profits," says Whitney Tilson ➡️ https://sbry.media/4ehjgD6

Today on Investor Hour, CIO of Broyhill Asset Management Chris Pavese explains what closed-end funds are, gives a macro outlook of the Fed's rate cuts, and discusses the importance of having a margin of safety. Watch Interview ➡️ https://lnkd.in/eAuFbCkA