Hello, Volatility Investors are on edge in the wake of new geopolitical turmoil. A war in the Middle East caused oil prices to spike, the volatility index to surge, and the major indexes wavered... And for investors looking to ride out this rough patch in the markets, we’d encourage you to catch up on Brad's Monday issue. He'll show why cash, and liquidity, can cushion your portfolio in turbulent times. Cash Is King Again A new war puts markets on edge as Israel strikes at Iran. And as investors consider what to do, Brad encourages subscribers remember and old lesson – cash, and liquidity, is king.
Buyers Should Always Beware Everyone makes mistakes. And that would appear to include multitrillion-dollar public companies. But even in the wake of an embarrassing investment flop, Microsoft is doing just fine. Individual investors, however, should take these lessons to heart. The Great American Value Creation Company On Wednesday, Brad zeroes in on Las Vegas, a town he calls "Win City." But this time, our editor isn't looking at the casinos. He's got his eye on a patch of real estate nine miles off the strip. As Brad says, it's at the heart of a virtuous value-creation process. Just Keep Pedaling On Thursday, Brad recounts one of the most trying times of his life – the fallout from a bad business partner and a calamitous financial crisis. In the wake of that challenge, Brad built himself back up with one mantra: Just keep pedaling.
The Wide Moat Show: Retire Rich Most investors want to find stocks that will deliver them to a comfortable retirement. For this week's episode of The Wide Moat Show, Brad and Nick ask a different question – which stocks will keep you comfortable in retirement? They have eight companies in mind.
A Multimillennial Trend, and a Generational Buying Opportunity Nick Ward hates the term "generational buying opportunity." More often than not, it’s hyperbolic, he says. But on Friday, the Wide Moat analyst takes a look at one corner of the market... and can think of no better description. This Is What’s Spooking Wall Street Trade wars, literal wars – there's plenty to be worried about these days. But on Saturday, guest editor Pete Carmasino says something else is spooking Wall Street. It has to do with the "plumbing" of the global financial system, and a set of circumstances we rarely see.
Regards, The Wide Moat Team |