may 21, 2018
The S&P 500 seems to have stalled out, with the market just trading up and down in a range since February. The market hasn’t seemed to recognize the many strong quarterly reports from companies far and wide showing rising revenues and profits. But concerns that this might be as good as it gets are weighing on investors. This isn’t a reason to give up, but rather to focus on the specific parts of the market that are continuing to push onward and upward.
This starts with oil. Petroleum is prime right now. Demand is high, and supplies are constrained in some parts of the world. This means that the producers are in the driver’s seat. I’ll show you how and why oil should continue to perform and why producers are just starting to catch up with the beginnings of a further rally. And I have a prime pick that will give us a diversified way to profit even if the S&P 500 stays stuck. Then I'll show you a workaround to invest in private companies using an investment holding company that provides direct investment in high-cash-generating private companies and a dividend that's multiples of the average for the sluggish S&P 500.
Later, I'll show you how our focus on the positive market forces I’ve been identifying is panning out for our Toll Takers, our REITs our financials (including our newest banking buy). I’ll also answer some of your questions and provide updates to all our portfolios.