RJ Hamster
bravotroyohio
Bravo Troy Ohio is where the news is always Good and it is always about Troy, Ohio.
— Read on bravotroyohio.com/
RJ Hamster
RJ Hamster
RJ Hamster
Kalshi Wins Margin Trading Approval
Your Daily Market Alert
LATEST NEWS
Kalshi’s Margin Trading Approval Opens New Chapter for Prediction Markets
Kalshi’s recent approval to offer margin trading represents a pivotal moment for prediction markets. The platform can now let users trade with borrowed money, a feature that’s standard on…
LATEST NEWS
Treasury Auctions Collapse as Geopolitical Risk Rewrites the Safe-Haven Playbook
Something extraordinary happened in recent Treasury auctions that should make every investor pause. U. S. government bonds have served as the financial system’s bedrock for…
SPONSORED
Digital Gunpowder: The Race for Rare Earth Sovereignty
In 2024, 97% of the drones on the front lines relied on Chinese-processed magnets. REalloys is the first North American company to bridge the gap between resource and readiness.
Learn about the opportunity here.
LATEST NEWS
The Hidden Pattern That Separates Real Business Transformation from Hype
Phil Gilbert spent years inside IBM watching transformation efforts succeed and fail. He saw companies pour millions into change initiatives that went nowhere, and he witnessed others…
SPONSORED
Rare Earth Magnet Market Could Reach $60B by 2030
Learn about the opportunity here.
LATEST NEWS
Novavax Shares Tumble as Geopolitical Turmoil Rattles Vaccine Sector
Novavax shares dropped 4. 1% in afternoon trading, caught in a broader market downdraft triggered by escalating U. S. -Iran tensions and looming policy deadlines from the Trump…
SPONSORED
Drones, Robotics, and Defense Industries All Need These Materials
Heavy magnets power modern tech, but a significant portion of supply currently comes from China. This rare earth firm is developing a mine-to-magnet facility targeted for 2027 production.
Learn about the opportunity here.
SPONSORED
A Rockefeller Moment Is Unfolding in Rare Earths
China Export Uncertainty Highlights Need for Domestic Rare Earth Supply
How China Created Its Own Rare Earth Rival
(IR Disclaimer)Advertising Disclosure: This email contains paid advertisements. This email is from our associates at Investment News Daily.
Legal Entity Information: Investing Ideas Daily is owned and operated by Darwin Investor Network, a DBA of The Darwin Agency, Inc.
Disclaimer: Nothing in this email should be considered personalized financial advice. Always conduct your own due diligence when investing. We urge you to read our full disclaimer by clicking on the terms of use link below.
Unsubscribe: You are receiving this email as part of your complimentary subscription to the Investing Ideas Daily E-Letter. If you would like to unsubscribe, you can do so by clicking on the unsubscribe link below.Darwin Investor Network
2319 N Andrews Avenue, Fort Lauderdale, FL 33311
support@investingideasdaily.com | 1-800-496-9838Investing Ideas Daily | Privacy Policy | Terms of Use
Unsubscribe | View Online
RJ Hamster
Weekly Roundup – March 29, 2026
AN OXFORD CLUB PUBLICATION
Loyal reader since August 2025
SPONSORED
Man Who Called Nvidia at $1.10: THIS NEW STOCK is the Next Trillion Dollar Company
Biggest Tech Firms in the World are Loading Up! And Apple Just Signed a Deal Through 2040. Get the Whole Story Here.
– ON THE AIR –
ELON MUSK IS ABOUT TO MAKE TESLA SKEPTICS LOOK LIKE COMPLETE IDIOTS… AGAIN
Remember when “experts” said Tesla would never work? That electric cars were a joke? That Elon was just a “crazy dreamer”?
Those same morons are now saying robotaxis are “decades away.”
WRONG. Tesla’s robotaxi fleet launches THIS YEAR. The $34 trillion revolution starts NOW.
Marc Lichtenfeld reveals his thoughts on which companies will ride Elon’s coattails to massive profits.
Don’t be the fool who bets against Musk AGAIN
– WEALTHY RETIREMENT WEEK IN REVIEW –
Here’s what we covered last week in Wealthy Retirement. If you missed anything, be sure to get caught up below!
Dividends vs. Buybacks: Which Are Better for Investors?
Are your investments treating you like Mr. or Ms. Right… or Mr. or Ms. Right Now?
Plains All American: A Solid Energy Value Play
Energy markets have been anything but calm… but Plains has been holding steady.
Restaurant Brands: A Reliable Dividend Payer in a Crazy Market
It’s been difficult to find winning stocks over the past month… but this one fits the bill.
The “Tremendous Problem” With the Government’s Stock Investments
The administration’s actions go against everything American-style capitalism stands for.
Pre-IPO Investing: Where the Real Fortunes Are Made
For years, pre-IPO opportunities were exclusive to ultra-wealthy insiders. Now, the landscape is shifting.
– THE LATEST FROM LIBERTY THROUGH WEALTH –
Our sister e-letter, Liberty Through Wealth, aims to empower you to confidently take charge of your journey to financial liberty. Keep reading below for insights from Chief Investment Strategist Alexander Green and others:
How Smart Investors React to $100 Oil
Oil just blew past $100 for only the fourth time in 44 years – here’s what history shows smart investors do with their stocks when crude spikes.
Enjoy Every Sandwich
How a dying CEO discovered the joy of slowing down, living in the present and truly appreciating the people and moments that make life worth living.
– FRIENDS OF THE CLUB –
Here at The Oxford Club, we cherish the opportunity to network with other individuals and organizations that share our values. Here’s what some of our trusted colleagues from around the financial world have been sharing with their readers lately:
Most Investors Run the Same Portfolio in Every Market. That Is a Mistake.
There is a time to push for excessive returns and a time to protect what you have.
SaaS Crash Alert: Why Catching This Falling Knife Could Get Ugly
These companies were early beneficiaries of the AI trade, positioning themselves as the interface layer for automation and productivity gains. Investors bought that story aggressively, pushing valuations to levels that required near-perfect execution.
BUILD AND PROTECT YOUR WEALTH
Discover the Top Passive Income Opportunity for 2025…
Don’t Miss: Trader Reveals New Strategy That Targets BIG Potential Profits With 1 Ticker Every Week.
New IPO Signs MAJOR Deal with Apple Until 2040. Will It Be the Next Trillion Dollar Company?FacebookLinkedIn
You are receiving this email because you subscribed to Wealthy Retirement.
Wealthy Retirement is published by The Oxford Club.
Questions? Check out our FAQs. Trying to reach us? Contact us here.
Please do not reply to this email as it goes to an unmonitored inbox.
Privacy Policy | Whitelist Wealthy Retirement | Unsubscribe
© 2026 The Oxford Club, LLC All Rights Reserved
The Oxford Club | 105 West Monument Street | Baltimore, MD 21201
North America: 866.237.0436 | International: +1.443.353.4540
Oxfordclub.com
Nothing published by The Oxford Club should be considered personalized investment advice. Although our employees may answer your general customer service questions, they are not licensed under securities laws to address your particular investment situation. No communication by our employees to you should be deemed personalized investment advice. We allow the editors of our publications to recommend securities that they own themselves. However, our policy prohibits editors from exiting a personal trade while the recommendation to subscribers is open. In no circumstance may an editor sell a security before subscribers have a fair opportunity to exit. The length of time an editor must wait after subscribers have been advised to exit a play depends on the type of publication. All other employees and agents must wait 24 hours after publication before trading on a recommendation.
Any investments recommended by The Oxford Club should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company.
Protected by copyright laws of the United States and international treaties. The information found on this website may only be used pursuant to the membership or subscription agreement and any reproduction, copying or redistribution (electronic or otherwise, including on the world wide web), in whole or in part, is strictly prohibited without the express written permission of The Oxford Club, LLC, 105 West Monument Street, Baltimore, MD 21201.
REF: 000142349377
RJ Hamster
less than two weeks to prepare?
Dear Reader,
As I see it…
You have less than two weeks to prepare for the biggest “millionaire maker” event of the next decade.
My name is Dr. Mark Skousen.
And I met Elon Musk face-to-face at a private gathering of Wall Street elites.
Based on our interaction — combined with months of my own research — I’m now convinced of one thing:
Elon will announce the highly coveted SpaceX IPO on April 20th.
That date is coming fast…
Now… think back for a moment to Tesla’s IPO… when early investors who got in and held on turned $50,000 into $1.5 million over the next 10 years.
The SpaceX IPO is expected to be bigger.
Much bigger…
Industry experts are calling it a “seismic event” — a $1.5 trillion valuation that could surpass the combined market caps of the six largest U.S. defense contractors.
Once that announcement hits… the window slams shut.
But right now — before April 20th — there’s still a way to grab a pre-IPO stake in SpaceX.
I’ve found a backdoor.
And I’m sharing the ticker for free.
Click here to see how to get positioned before April 20th.
Yours for peace, prosperity, and liberty, AEIOU,
Dr. Mark Skousen
Macroeconomic Strategist, The Oxford Club
P.S. Studies suggest 95% of IPO profits are made BEFORE a company goes public. The SpaceX IPO could happen less than two weeks from today. Click here now to discover how to position your money before it’s too late.
Bonus Article from MarketBeat
Energy Stocks Surge on Oil Spike: Buy, Hold, or Take Profits?
Reported by Chris Markoch. Posted: 3/25/2026.
Key Points
- Energy stocks are rising amid geopolitical tensions, with volatility in oil prices creating both risks and opportunities for investors.
- Chevron, Valero, and Enbridge highlight different ways to gain exposure across upstream, midstream, and downstream segments.
- Dividend yields and pricing power make energy stocks attractive, even as investors weigh whether to take profits or remain invested.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
Since hostilities with Iran began on Feb. 28, energy stocks have been among the few dependable winners for bullish investors—until a social-media post by President Trump briefly pushed oil and oil stocks lower. It was a reminder that when markets are on a knife’s edge, even small items can trigger big moves.
It’s worth noting that Chevron Corp. (NYSE: CVX)CEO Mike Wirth says markets are underpricing the supply shocks from Iran’s closure of the Strait of Hormuz. Wirth argued the market was trading on “scant information” and “perception.” While investors are being flooded with data, the accuracy of that information is often in question.
Alpha School replaces teachers with AI across 35 cities (Ad)
A humanoid robot called Figure 03 escorted First Lady Melania Trump at a White House tech summit attended by CEOs and representatives from 45 countries. Alpha School, a private institution replacing teachers with AI, is now expanding to 35 cities with Department of Education support – and its students are scoring in the top 0.1% nationally.
Jamie Dimon, Larry Fink, and Senator Mark Warner are all warning about mass job displacement. One historian is predicting a permanent underclass as automation accelerates. History shows these shifts also create rare wealth-building opportunities for investors who act early.See the investment blueprint for navigating the AI displacement now
That isn’t merely an oil executive “talking his book.” Wirth runs a major that has operated in Venezuela for decades and knows firsthand what a disrupted market looks like and how long it can take to return to “normal.”
Even if oil avoids a worst-case outcome—such as the $200-per-barrel scenario floated by Citigroup (NYSE: C)—consumers will likely face higher pump prices for a while. If you’ve been on the sidelines during this rally, there are still ways to participate across different areas of the industry.
Big Oil Strength: Chevron Leads the Charge in a Tight Supply Market
Starting with Big Oil, Chevron is the first name to consider. CVX is up nearly 33% in 2026 and has broken out of a range it had been in since 2022.
The recent surge followed U.S. military activity in Venezuela, where Chevron is the only Western oil company currently allowed to operate.
It’s reasonable to ask whether CVX could snap back if tensions in the Strait of Hormuz ease. The stock trades about 11% above its consensus price target, though analysts have been lifting that target—most aggressively at Piper Sandler, which raised its price target to $242 from $179.
Over the past three years, CVX has delivered roughly a 50% total return. That may not thrill pure growth investors, but it underlines Chevron’s standing as a Dividend Aristocrat. For investors seeking both growth and income, CVX remains attractive: even after the rally it yields about 3.5%, or roughly $7.12 per share annually at current prices.
Refining Advantage: Valero Thrives on Volatility and Margin Expansion
If Chevron represents the upstream side of the trade, Valero Energy (NYSE: VLO) offers a different profile: a pure-play refiner that can profit even when crude prices swing. That makes Valero a distinct proposition in the current environment.
While many energy stocks move with crude prices, refiners like Valero benefit from the spread between crude input costs and refined product prices—known as the crack spread. Supply disruptions that rattle producers can actually widen refine margins.
Valero is the world’s largest independent petroleum refiner, operating 15 refineries across the U.S., Canada and the U.K. That scale provides a competitive moat and operational flexibility to adjust sourcing if disruptions force changes to crude supply routes.
VLO has climbed more than 45% in 2026 and trades roughly 20% above its consensus price target. Analysts have been raising forecasts, and while the stock looks somewhat extended, Valero also pays a dividend near 2% (about $4.80 per share annually), making it a blend of cyclical upside and income for patient investors.
Midstream Stability: Enbridge Offers Income and Volume-Driven Growth
Another way to play the energy rally is through midstream companies—pipeline operators that act like toll booths for oil and natural gas. They earn fees to move product regardless of commodity prices, so their performance depends on volumes rather than spot prices. With throughput near record levels in early 2026, volume is a key advantage right now.
That’s why Enbridge Inc. (NYSE: ENB) deserves consideration. The Canada-based company operates over 18,000 miles of pipeline and handles roughly 30% of North American crude production, while transporting about 20% of the natural gas consumed in the U.S.
Over the past three years, ENB has returned about 80% total, reflecting the steady performance typical of midstream firms. The consensus price target of $65 implies nearly 20% upside from current levels, and that potential is complemented by a reliable dividend that currently yields around 5.1% (about $2.78 per share annually).
Sunday’s Exclusive Article
5 April Buys With Double-Digit Year-End Targets
Written by Thomas Hughes. Article Published: 3/27/2026.
Key Points
- Tech stocks are well-positioned to rebound, offering value in early 2026.
- Their improving forecasts are contrary to market headwinds, pointing to continued strength this year.
- Catalysts are likely as the Q1 and full-year 2026 reporting season progresses.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
Stock price action in 2026 faces headwinds but remains on track for S&P 500 stocks and others to move higher by year-end. While challenges persist, bullish fundamentals—strength in labor markets, consumer demand and business spending—remain intact. Most business spending is focused on tech, especially data centers and AI, but it extends to other industries as well. The stocks below share several traits: exposure to tech, improving outlooks and the potential to reach high double-digit gains by year-end.
NVIDIA: Too Cheap to Ignore
There are many reasons to buy NVIDIA (NASDAQ: NVDA) stock in April, but the one summing it all up is the deep-value opportunity. Value is visible in the price-to-earnings multiple and analyst trends, which together suggest high-double-digit upside is the minimum to expect. Trading near 21x projected fiscal 2027 earnings, the stock is roughly 50% below where blue-chip tech typically trade, despite robust long-term trends and a strong forward outlook. Long-term forecasts that have so far been conservative imply NVDA would trade at just 6x the 2035 forecast, implying 400%–600% upside over the next five to ten years.
A personal warning from Martin Weiss (Please read) (Ad)
The Fed is counting on ordinary Americans never reading a 93-page document. Martin Weiss has read every page, and what he found is urgent.
He has identified 4 specific steps designed to protect your wealth before most investors realize what is coming.
Time is the one thing you cannot get back. Act now while the window is still open.Get Your 4 Fed-Proof Steps
Key catalysts include the upcoming earnings release, which could affirm current trends and accelerate them. Competition exists, but NVIDIA’s first-mover advantage is substantial, and the company has the capital to capitalize on it. Investors should expect announcements around acquisitions and investments in the coming months. For now, 53 analysts rate the stock a Buy, with a 96% buy-side bias and a consensus forecast for roughly 50% upside.
Advanced Micro Devices: Expensive Today, Super Cheap Versus Tomorrow
Advanced Micro Devices (NASDAQ: AMD) trades at a premium to current-year earnings, but those figures don’t capture the company’s trajectory. AMD is at a critical pivot—on the cusp of launching rack-scale solutions for hyperscale AI datacenters that could unleash torrential demand. Its MI450 solutions deliver superior performance for certain tasks, including inference, and offer a lower total cost of ownership, making them an attractive option when available. Analysts forecast revenue and earnings acceleration, but still well below likely potential. Based on demand trends, AMD’s revenue growth could reach triple digits within the first few quarters after the MI450 launch.
Analyst trends are only slightly less bullish for AMD than for NVIDIA. The consensus of the 40 tracked by MarketBeat is a Moderate Buy. Coverage is increasing, sentiment is firming, and the buy-side bias is 75%. The consensus price target implies roughly 30% upside; the high-end range, where the trend is leading, suggests about double that.
Nebious Group: Building Capacity as Fast as Possible
Nebious Group (NASDAQ: NBIS) faces headwinds, including a swelling debt load, but a growing backlog driven by deals with Meta and Microsoft helps offset them. The most likely scenario is that this data center business, which has close ties to NVIDIA, continues to execute and convert that backlog. Currently, the backlog is nearly $50 billion, with revenue recognition expected to accelerate significantly in the subsequent fiscal year as new projects come online.
Only 13 analysts cover NBIS, but the underlying trends look robust. Coverage is up more than 100% on a trailing 12-month (TTM) basis, and sentiment is firming with 11 Buy ratings. The stock is up nearly 200% TTM; the consensus price target implies more than 30% upside, and recent targets are clustering at the high end—about another 20% higher.
Amprius Technologies: Winners Keep on Winning
Amprius Technologies (NYSE: AMPX) is a textbook bull-market story driven by an emergent technology, validation through contract wins, ramping capacity, rising demand and improving results and guidance. The most likely outcome is that this story continues to advance boldly, with expanding revenue, margins and profitability.
Technicals reinforce the thesis: the Q4 2025 earnings release triggered a four-week buying event that pushed the stock to multi-year highs. The subsequent consolidation looks like a continuation pattern, suggesting even higher prices are likely.
BigBear AI: Sell-Off Exhausted, Rebound in the Works
BigBear AI (NYSE: BBAI) isn’t out of the woods yet, but its fiscal 2025 report showed the company’s aggressive repositioning has ended. The dilutive capital raising has stopped, the balance sheet is healthier, new acquisitions position the company for growth, and business trends are improving. The likely outcome is that momentum accelerates in upcoming releases, triggering short covering and a full reversal in the stock’s price action.
With about 27% short interest, the stock is ripe for a squeeze. Analyst coverage remains limited but implies more than 50% upside; institutional activitywas more pronounced in Q1 2026, with institutions actively accumulating shares.
This email is a paid sponsorship sent on behalf of The Oxford Club, a third-party advertiser of MarketBeat. Why did I get this message?.
This ad is sent on behalf of The Oxford Club. 105 W Monument St, Baltimore, Maryland 21201. If you would like to optout from receiving offers from The Oxford Club please click here
If you have questions or concerns about your account, please email MarketBeat’s South Dakota based support team at contact@marketbeat.com.
If you would no longer like to receive promotional emails from MarketBeat advertisers, you can unsubscribe or manage your mailing preferences here.
© 2006-2026 MarketBeat Media, LLC.
345 N Reid Place #620, Sioux Falls, South Dakota 57103-7078. United States..
Today’s Bonus Content: Ticker Revealed: Pre-IPO Access to “Next Elon Musk” Company(From Banyan Hill Publishing)
RJ Hamster
Three Stocks to Buy as Investors Flee This $3…
Three Stocks to Buy as Investors Flee This $3 Trillion “Shadow” Market
Tom Yeung here with your Sunday Digest.
Could a spark light private credit markets on fire?
According to former Goldman Sachs CEO Lloyd Blankfein, the answer is clear:
Absolutely.
In a Bloomberg Television interview this week, the Wall Street veteran warned that the recent panic around private credit funds could be a signal of more trouble ahead.
“You accumulate tinder on the floor of the forest and eventually a spark will come,” Blankfein said. “We haven’t had a crisis for a long time, that itself is a reason for concern, because… you haven’t had to sell in distress things that accumulate on your balance sheet that might not be marked correctly.”
In other words, a lot of trouble could be hiding within Business Development Companies (BDCs) – the funds that invest in illiquid private firms and sell shares to the public. Their investments are not “marked to market,” so losses can hide in plain sight. It’s the same accounting magic that allowed banks to obscure losses leading up to the 2008 global financial crisis.
It’s hard to overstate how popular these private-market funds are, or how much trouble they might cause. The top 40 publicly traded BDCs were valued at almost $80 billion last year, and this “shadow banking” system is worth as much as $3 trillion once you include private-market deals and other financing vehicles.
Few other places offer the double-digit dividends that retirees and risk-averse investors seek out.
Even fewer allow the “Four Horsemen” of dangerous investing – complexity, concentration, leverage, and illiquidity – to roam so openly.
The opaque structures have now begun to crack. Last September, automotive supply company First Brands filed for Chapter 11 bankruptcy, triggering a selloff in the BDCs that owned shares. One fund with roughly $22.5 million locked up in First Brands saw its stock price plummet 30%.
The trouble has only snowballed. In November, Blue Owl Capital Corp. (OBDC) called off a merger because too many investors were pulling their money out. By late March, at least four major private-market funds had limited how much investors could withdraw – a move that tends to trigger exactly the panic it’s meant to prevent.
After all, every BDC investor knows that these funds can run into trouble even if they’re solvent. When enough panicked investors sell shares, all at once, the resulting decline in stock prices generally prohibits BDCs from raising fresh capital. That can indirectly cause a wider fire-sale if the fund then fails to meet asset-coverage ratios required by the Securities and Exchange Commission.
So, how afraid should we be of a spark that lights the private capital markets on fire?
The Next Credit Crisis
InvestorPlace Senior Analyst Louis Navellier believes we should be very, very concerned. There’s a lot more that can still go wrong in private credit, and he believes that a $3 trillion crisis in this “shadow banking” business is nearing a breaking point.
He identifies June 30, 2026, as the most likely date we’ll see a reckoning, and he explains why in his latest presentation here.
There are three key reasons you should pay close attention… and not only because Louis also predicted the collapses of Enron, Lehman and Silicon Valley Bank.
First, BDCs and other private credit funds have had years of ultralow interest rates and rising asset prices to gorge themselves on questionable deals.
Bought a company for too much?
Don’t worry, someone else will buy it from you for even more next year.
Have a $100 million loan that’s coming due?
Go ahead and refinance it. The Fed’s rate is near zero.
In fact, the First Brands blow-up was a poster child of a bad deal hiding in plain sight. Few funds questioned the aggressive debt-financed growth of the automotive supply firm. And no one bothered asking how a CEO with a history of alleged misrepresentation (and getting sued by former business partners) was able to borrow more than $10 billion to finance his empire.
And if a high-profile company like First Brands got away with it for so long… how many more “cockroaches” could be hiding among lesser-known firms?
Secondly, BDC ownership is overwhelmingly made up of dividend-seeking retail investors. This cohort has a history of panic selling during times of crisis, and global investment firm Cambridge Associates notes that the group was happy to unload BDCs well below net asset value in 2020.
As Louis outlines in his latest presentation, this is something that could well happen again. Fear is contagious, and BDC redemptions could go from “bumping up against limits” to an all-out dash for the exits.
Finally, the agentic AI-instigated bloodbath in the software industry could soon spill into BDC valuations. As Louis explains, software firms are some of the largest borrowers in private credit markets, and all are now facing existential threats from AI automation.
Shares of blue-chip software companies like Salesforce Inc. (CRM) have already plummeted 36% from their peaks, and Louis believes these losses will become apparent by his June 30 deadline.
So, what can investors do? Well, earlier, I mentioned that BDC owners are overwhelmingly retail investors.
I’m not talking about the meme-stock crowd. Most social media users under 40 would never have heard of Ares, Hercules, or Prospect Capital.
Instead, BDC owners are typically older individuals seeking consistent dividend income. They’re the ones looking at Ares Capital Corp. (ARCC) – the world’s largest BDC – and snapping up shares to enjoy a 10.5% dividend yield. Smaller firms like Oxford Square Capital Corp (OXSQ) and Great Elm Capital Corp (GECC) offer yields of 20% or more. (GECC was the $16.5 million investor in First Brands that lost 30%.)
That’s important, because investors rotating out of BDCs will not be reinvesting their cash into low-quality moonshots or speculative growth firms.
Instead, they will be seeking alternative sources of dividend income.
And so, we should expect high-yielding quality stocks to outperform as this rotation gets underway. There could be a lot of cash flowing out of private markets, and investors will be parking it in these types of investments.
Louis talks about this in greater detail in his latest presentation, which you can see here. And in the meantime, I’d like to illustrate his thinking with three companies that fit this bill.
Recommended Link
Wall Street’s Killer Flaw is Your #1 Opportunity
Big institutions MUST own the Magnificent 7 tech stocks even when it’s a bad idea. But you have much better options right now. Get Eric’s free trade ideas for “upgrading” your portfolio from AI Victims to AI Survivor Stocks right here.
Profiting from America’s Shale Exports
Much of America’s natural gas has historically been “trapped” in the Permian Basin. Older interstate pipelines ran to the wrong places, and so gas was flared, trucked, and even sold to buyers at negative prices. Texas’ Waha Hub prices have often drifted below zero as a result.
That’s where Energy Transfer LP (ET)comes in.
The company operates one of the largest pipeline networks in America and runs several indirect routes from the Waha Hub in West Texas to the Texas Gulf Coast, where gas is compressed and exported as liquefied natural gas (LNG). Energy Transfer plans to open a more direct Waha-to-Gulf route later this year. ET is also a major player in natural gas liquids (ethane, propane, etc), where it holds a 20% global share of exports. And it’s seen demand surge due to insatiable AI demand and LNG shortages from war in the Middle East.
Best of all, Energy Transfer is a low-leverage, income-earning play that offers a 6.9% dividend yield and plenty of room for growth. Its upcoming Waha-to-Gulf pipeline offers a near-term catalyst, and several more pipelines are planned to come online by 2029.
Analysts expect free cash flows to surge 28% this year, 31% in 2027 and 8% in 2028. Shares trade at just 6.5X forward cash flows, making it my favorite midstream company right now.
A Blue Chip on Sale
Investors exiting BDCs will also be seeking out more traditional dividend plays. And Kimberly-Clark Corp. (KMB)sits at the perfect intersection of having 1) high dividends, 2) consistent profits, and 3) a defensible business.
Kimberly is a household goods company that owns six key brands: Huggies, Scott, Kleenex, Cottonelle, Depend, and Kotex. Each generates over $1 billion in annual sales, and profit margins are high.
The Dallas area-based company generated 44% returns on capital invested last year, second in its class only to Proctor and Gamble Co. (PG). KMB also plans to acquire Kenvue Inc. (KVUE), Johnson & Johnson’s (JNJ) former consumer health division. That will add brands like Tylenol, Neutrogena, and Band-Aid to Kimberly’s portfolio.
This acquisition has clearly spooked investors. KMB’s shares have plummeted 18% since announcing the acquisition last November, because everyone knows Kimberly’s profit margins will decline in the short term. Kenvue’s lineup is not nearly as profitable as Kimberly’s existing portfolio.
Yet, markets are also forgetting that Kimberly has a long history of building strong brands in commodity-like markets. Despite some stumbles abroad, the firm has managed to convince the world that it’s worthwhile to pay a premium for branded tissue paper.
In addition, the recent selloff now prices KMB’s stock at a 5.3% dividend yield – well above its long-term average of 3.6%. (Lower stock prices mean higher dividend yields.) Shares trade at their most attractive levels since 2012.
So, even though Kimberly lags the industry leader, its high dividend and reasonably defensible business should be enough to tempt conservative investors its way.
The Conservative REIT
As I’ve said before, Realty Income Corp. (O) is the REIT to buy and hold forever.
It is the only Dividend Aristocrat that offers monthly dividends, and it maintains an ultra-conservative profile by favoring “triple-net” leases where the tenants pay for utilities, taxes, and other costs. Realty’s shares have advanced 15% since I wrote about them in mid-2024, compared to a 26% collapse in the BDC index (including dividends), as measured by the VanEck BDC Income ETF (BIZD).
The downside of this conservatism is slower growth. Management will often sacrifice higher rental income to secure better clients, making Realty Income the opposite of hypergrowth data center plays like Digital Realty Trust Inc. (DLR) or CoreWeave Inc. (CRWV).
However, “slower” doesn’t mean “zero.” The company has grown its Adjusted Funds From Operations (AFFO) per share by 4.6% annually over the past decade – outpacing most of its triple-net rivals. Analysts expect another 4.1% growth this year, and its 5.3% dividend yield is especially attractive.
For conservative investors, Realty offers a way to help savings grind higher over time.
Buying Quality
Energy Transfer, Kimberly-Clark, and Realty Income all have this in common:
They are high-earning companies that clearly explain how their dividends are made.
The companies will face no surprise revaluations… no sudden withdrawal limits… no financial blowups that threaten BDCs. Instead, they will be pumping gas, selling Kleenex, and renting retail space while sitting on their strong balance sheets.
Meanwhile, BDCs are looking increasingly at risk. Bloomberg reports that around $5 billion of capital is now trapped in the private credit industry – stuck behind redemption limits. More asset managers are expected to impose curbs in the coming weeks.
That could create a feedback loop that spirals out of control.
“I don’t see anything systemic,” Lloyd Blankfein conceded in that same interview. “But by the way, I didn’t necessarily see anything systemic in the run-up to the [2008] crisis, which is why that’s the nature of bubbles. Everyone sees it in hindsight, but no one sees it in prospect.”
That’s why you’re going to want to hear what Louis has to say in his new free presentation. In it, he explains why a new wave of bankruptcies could rock the U.S. stock market, and how the shake-up will create devastating losses for some investors… and riches for others.
Click here to sign up for the event.
I’ll be out for travel next week, so I’ll see you back here in two weeks.
Regards,
Thomas Yeung, CFA
Market Analyst, InvestorPlace
RJ Hamster
I am Crossroads
iamcrossroads.com
RJ Hamster
The “secret weapon” behind Microsoft, Meta, Amazon, and Google
Editor’s Note : Louis Navellier has spent 40+ years identifying stocks before major tech waves — his system helped him flag. Nvidia before its 82,000% run. Today, he’s revealing the three stocks at the center of the biggest AI buildout in history. Click here for the full story or read more below .
Dear Reader,
Goldman Sachs just predicted 300 million jobs will disappear.
Not in 10 years. Not in 5.
This is starting NOW.
30,000 layoffs at UPS. 16,000 at Amazon. Factories are going “lights out” with zero human workers.
And now Elon Musk’s “Project Apex” is set to accelerate this labor crisis.
A Nobel Prize-winning scientist says what Elon is building “could have an even greater impact on society than the internet.”
Nvidia’s CEO calls it “superhuman.”
And competitors are so panicked, they’re flying spy planes over the facility to figure out how it works.
See what Elon is really building — and the stock at the center of it all.
Look, I’m not telling you this to scare you…
I’ve spent 40+ years analyzing technological shifts like this. My proprietary system has helped me identify winning stocks before every major tech wave.
I’m telling you because on the OTHER side of this disruption is a historic investment opportunity.
The last time a technology shift this big happened, early investors in the right supply-chain stocks had the chance to see extraordinary gains. Lithium Americas: 1,452%. NIO: 1,755%. Blink Charging: 3,648%. All in under two years.
I’ve pinpointed one tiny company at the center of Elon’s AI revolution — 49 times smaller than Tesla — that’s become the “secret weapon” of Microsoft, Meta, Amazon, and Google. I’ll also share two more stocks positioned for this wave — but I believe this one is the must-own.
Click here for the full story in this free briefing, including the name and ticker of my #1 pick.
Regards,
Louis Navellier
Senior Investment Analyst, InvestorPlace
P.S. My #1 AI pick is 49 times smaller than Tesla but it’s powering Microsoft, Meta, Amazon, and Google. Get the name and ticker in this free briefing before this story goes mainstream.
This ad is sent on behalf of InvestorPlace Media at 1125 N. Charles Street, Baltimore, Maryland 21201. If you’re not interested in this opportunity, please click here .Stockguru LLC (dba InvestingDistrict), 2563 cherry hill ln, Hermitage, PA 16148, United StatesYou may unsubscribe or change your contact details at any time.
RJ Hamster
SpaceX Filing Could Hit This Week
SpaceX Filing Could Hit This Week
Stephen Prior, Publisher, Monument Traders Alliance
Dear Reader,
This is crazy…
A venture capitalist who owns SpaceX shares just leaked how everyday investors can:
- Get pre-IPO exposure to SpaceX
- With less than $50
- Using any ordinary brokerage account
- And he’ll give you the 4-letter ticker symbol for free
He explains everything in a short video.
But you may want to watch it as soon as possible.
Because Reuters just reported that the SpaceX IPO filing could happen as soon as this week.
👉 Click here to see the ticker now.
Yours in smart speculation,
Stephen Prior, Publisher
Monument Traders Alliance
P.S. If the filing drops this week, the entire market could start chasing SpaceX overnight.
Monument Traders Alliance, LLC
You are receiving this email because you subscribed to Trade of the Day.
Trade of the Day is published by Monument Traders Alliance, LLC.
To stop receiving special invitations and offers from Trade of the Day, please click here.
Please note: This will not impact the fulfillment of your subscription in any way.
Ready to start investing? Click here now.
Questions? Check out our FAQs. Trying to reach us? Contact us here.
To cancel by mail or for any other subscription issues, write us at:
Trade of the Day | 14 West Mount Vernon Place |Baltimore, MD 21201
North America: 800.507.1399 | International: +1.443.353.4977
Website | Privacy Policy
Keep the emails you value from falling into your spam folder. Whitelist Trade of the Day.
© 2026 Monument Traders Alliance, LLC All Rights Reserved
Please do not reply to this email as it goes to an unmonitored inbox.
Nothing published by Monument Traders Alliance should be considered personalized investment advice. Although our employees may answer your general customer service questions, they are not licensed under securities laws to address your particular investment situation. No communication by our employees to you should be deemed personalized investment advice. We allow the editors of our publications to recommend securities that they own themselves. However, our policy prohibits editors from exiting a personal trade while the recommendation to subscribers is open. In no circumstance may an editor sell a security before subscribers have a fair opportunity to exit. The length of time an editor must wait after subscribers have been advised to exit a play depends on the type of publication. All other employees and agents must wait 24 hours after publication before trading on a recommendation.
Any investments recommended by Monument Traders Alliance should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company.
Protected by copyright laws of the United States and international treaties. The information found on this website may only be used pursuant to the membership or subscription agreement and any reproduction, copying or redistribution (electronic or otherwise, including on the world wide web), in whole or in part, is strictly prohibited without the express written permission of Monument Traders Alliance, LLC, 14 West Mount Vernon Place, Baltimore, MD 21201.
REF: 000142349377
RJ Hamster
Rubio Predicts Iran War Will End in Weeks as…
What’s going to happen?
— Read on americanjournaldaily.com/rubio-iran-pentagon-weigh/
RJ Hamster
Every Crisis Has a Hidden Trade: Here’s Where the…
Eric Fry
Editor, Smart Money
DAILY ISSUE
Every Crisis Has a Hidden Trade: Here’s Where the Smart Money Goes Next
Editor’s Note: Periods of market stress often get framed as times to retreat and reduce risk. But history shows something very different:
Crises are when capital begins to reorganize itself, leaving weaker companies and moving into stronger ones with solid finances, steady cash flow, and pricing power.
So, rather than reacting to headlines, my InvestorPlace colleague Louis Navelleir looks at how money typically moves when uncertainty rises – and why that rotation can reveal some of the most compelling opportunities in the market.
His goal is simple: cut through the noise of panic and focus on where financial strength becomes a competitive advantage.
Louis details a current opportunity in the private credit market in his newest presentation.
And he’s joining us today…
When most investors hear the word “crisis,” they think about danger.
That’s natural. After all, the media loves to juice ratings and clicks by giving you a good scare.
But after nearly five decades of doing this, I can tell you that every crisis on Wall Street has another side.
Opportunity.
Just look at what happened in past market shocks:
- In the 2008 financial crisis, capital fled weak financial institutions and rotated into stronger, more resilient companies like Walmart Inc. (WMT)and Dollar Tree Corp. (DG). And as the panic cleared, long-term winners like Amazon.com Inc. (AMZN) and Netflix Inc. (NFLX) emerged from the wreckage stronger than ever.
- In the 2020 pandemic crash, the biggest winners were the companies powering the stay-at-home economy: e-commerce, cloud computing, digital payments and remote-work stocks all surged as the world changed almost overnight.
- In the 2023 regional banking panic, money again rushed toward stronger names. As Silicon Valley Bank and Signature Bank collapsed, my system identified companies like Nvidia Corp. (NVDA), Meta Platforms Inc. (META), and Royal Caribbean Cruises Ltd. (RCL) as major beneficiaries of that flight to quality.
When a crisis emerges, wealth moves away from weak companies with too much debt, weak cash flow, and no margin for error. And it moves toward fundamentally superior businesses that can keep growing even when the market gets more selective.
That is the pattern I saw in 2008. And it is the pattern I saw again in 2023, when Silicon Valley Bank and Signature Bank collapsed.
In both cases, fear did not hit every stock equally. Money moved quickly toward companies with strong balance sheets, superior fundamentals, and the ability to stand on their own.
That is why, during a crisis, I spend my time thinking about where the smart money is likely to go next.
I’ve been concerned about this $3 trillion “shadow” banking sector for over a year now. But today, I want to focus on the opportunity that can emerge when fear takes hold and investors start moving toward stronger companies.
Now, if you want the full story on what is happening in private credit – and what I believe investors can do to prepare and potentially profit– you can learn more in my full presentation.
In the meantime, I also sat down with InvestorPlace Editor-in-Chief Luis Hernandez for a special conversation about this private credit situation.
In this second part of our discussion, we talk about the pattern I have seen over and over again in past crises… why some stocks get crushed while others surge… and what kinds of companies I believe are best positioned if private credit stress spreads further.
Click here or the play button on the image below to watch my conversation with Luis.
Recommended Link
Trump Did What!?!?
“I recently visited Mar-a-Lago… And now I’m prepared to put my reputation on the line. One investment I just uncovered could be my biggest winner of all… It involves President Trump, Elon Musk, trillions of dollars, China… And a MAJOR upgrade to the artificial intelligence revolution. If you buy just one stock in 2026, I urge you to make it this one.” – Louis Navellier Click here to see the name and ticker symbol of the company at the center of it all.
It’s Time to Move Into “Fortress” Stocks
If this private credit story continues to unfold the way I expect, the biggest winners will be companies with what I call fortress-level fundamentals – strong cash flow, healthy margins, low debt, and the kind of financial strength that becomes even more attractive when investors get nervous.
The question is, which ones will be those fortress-level companies?
That is exactly the question I have been working on – and I’ve been using my proven Stock Grader tool to help me find the answer.
I study data on more than 6,000 stocks every week and use my proprietary algorithm to run the stocks through eight filters. The goal is simple: find stocks with alpha – that is, stocks that deliver a superior risk-adjusted return.
These eight factors sort stocks with no alpha… from stocks with good alpha… from stocks with super alpha.
But don’t let the finance lingo confuse you, because Stock Grader distills all of this info into a simple “grade”… from “A” (Very Strong) all the way to “F” (Very Weak).
That gives us a perfect framework for judging which stocks are likely to suffer from a potential credit crunch… and which will benefit from a flight to quality.
Because in my experience, the best stocks during a crisis are often not the ones everyone is talking about on television.
By then, it’s probably too late.
The real opportunity is to identify and invest in the fundamentally superior companies that are most likely to attract capital as the market gets more selective before the crowd catches on.
In my full presentation, I explain why I believe many companies could be in serious trouble if private credit stress continues to build. More importantly, I also reveal the A-rated “Fortress” stocks I believe are best positioned to benefit as money moves away from fragile balance sheets and toward real financial strength.
If you want to understand both sides of this story – the companies I believe investors should avoid, and the ones I believe could profit from a flight to quality – I strongly encourage you to watch my full presentation now.
Sincerely,
Louis Navellier
Editor, Breakthrough Stocks
P.S. Louis Navellier’s latest presentation goes deeper into this idea of a “flight to quality” — and why certain stocks could attract significant capital if credit conditions tighten. He also outlines the types of companies he believes are most at risk. If you want to see how he’s positioning ahead of a potential shift in the market, I’d recommend taking a few minutes to watch it now while this story is still developing.
The Editor hereby discloses that as of the date of this email, the Editor, directly or indirectly, owns the following securities that are the subject of the commentary, analysis, opinions, advice, or recommendations in, or which are otherwise mentioned in, the essay set forth below:
NVIDIA Corporation (NVDA), Royal Caribbean Cruises Ltd. (RCL) and Walmart Inc. (WMT)