China’s just taken another step toward world domination

Good morning!

Both the Dow and S&P 500 close at new records and the futures are up yet again??!!

Makes perfect sense to me.

Here’s my playbook.

1 – The iPhone Changed Everything

People have argued with me for years on this. Shares are expensive they’ve said. Everybody owns it.

Yeah … that’s kinda the point.

Apple is bigger and will get a whole lot bigger. To quote the legendary late Steve Jobs, “the iPhone changed everything.”

There are two kinds of people in the world … people who own Apple products and people who want to own Apple products. Every product line the company sells is making money hand over fist. (Read)

2 – Priced a (new) used car lately?

I often talk about the Law of Unintended Consequences as being something savvy investors and traders should incorporate into their analysis.

This caught my attention earlier today.

Forget new car prices which have gone from absurd to obscene... used car prices are now so high that buyers are simply getting priced outta the market. (Read)

So why are car makers like Tesla, Ford and others on the move?

Because they sell on credit and the financial system is awash with money. Find the biggest financiers and you’ll find the profits.

3 – China has launched an app for its own digital currency, the digital Yuan.

Make no mistake about it, the dragon is coming to dinner and the Fed is on the menu!

Beijing wants to weaponize cryptocurrencies including specifically, Bitcoin. The greatest threat to the dollar isn’t debt, trade or even rates. It’s a globally accepted cryptocurrency that originates beyond our borders and which is adopted here. (Read)

I made my case in the April 2021 issue of One Bar Ahead™ and have updated my thinking in the 2022 Annual Forecast which comes out later this week along with two new recommendations that will catch a lot of folks by surprise. (Get your copy)

4 – Chopped cow is still better, but not for long

Cultured meat – you know, lab grown burgers – cost $330 a patty in 2013. Last year it was $17 a pound. It may be $2.50 a pound next year as companies push through the technical and scientific barriers. (Read)

No word on how to herd test tubes yet but certainly plenty of profit potential which is why savvy investors would be wise to start towards the pasture! Pun absolutely intended.

5 – A new generation of group ownership

LinksDAO wants to become the first DAO (Decentralized Autonomous Organization) to purchase a golf course. In plain English, this means they’re an NFT-based community of folks who are pooling their money to buy and run a golf course. Every member receives specific voting rights into which course is bought, how it’s run, etc.

Even cooler … every NFT purchaser can sell their rights to the golf course, making a traditionally illiquid asset pretty liquid for shareholders.

Regulators, of course, can’t keep up. They’re still trapped in the last century legally speaking. DAOs are currently prohibited from owning real estate or corporations but, dimes to dollars, that’s not going to stop ‘em. The DAO’s that is.
(Read)

Bottom Line

Earnings season is just around the corner and those companies that put up good numbers will rock. Those that don’t will get obliterated with very few exceptions.

Now's the time to ask ... do YOU own enough of the best or will you be stuck with the rest?

You got this – I promise!

Now let’s get out there and MAKE it a great day.


Keith