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Before you Trade Today: Know the Economic Calendar! Also See This Weeks Most Anticipated Earnings (Note: Red Indicates an Earnings Loss [Not Miss] Consensus), & Yesterdays Insider Buys.

INSIDER BUYS

TODAYS COMMENTARY Get a Cup of Coffee & Enjoy Catching Up! If you aren’t reading this daily you are missing out on a wealth of information that could prevent unforced & unnecessary trading errors.

Current Economic Conditions: I sent out a number of Tweets on some recent economic numbers & stats.

Be Careful How You Invest in this Market!: I’m using this time to unravel some of the BUY LIST. To the extent I will be adding to the Buy List, it will be companies that will tend to prosper under current & assessed future economic conditions. I assess that large institutions are doing the same. It is important that we follow the numbers here. Retail sales look to be topping off, home sales are topping off, inflation is expected to come very close to 9-10% by July/August, fuel prices are skyrocketing (fuel stocks are low), food prices are skyrocketing, electronic prices are skyrocketing, vehicle/vehicle repair prices are skyrocketing, & the geopolitical environment is shaky. There is a large amount of uncertainty surrounding Iran, North Korea is firing off rockets again, we still don’t fully know the fallout of Russia’s invasion of the Ukraine, the cyber threat is elevated (I’d say immanent), & as I have documented since the beginning of this newsletter, China is obviously playing dangerous geopolitical games with the United States.

Combined with the Fed inching up interest rates (They should be higher folks) & the Presidents refusal to work with oil companies, I think there is enough here to understand that this Fall will be much different than last Fall. The Fed simply does not want to rip the Band-Aid off. Powell wants to ease his way into things in the hopes that supply chain issues, semiconductor shortages, commodity prices, & geopolitics will subside & bring down prices. Despite the fact that M2 money supply is up by over 1/3rd since the beginning of covid. I think the chances that this will offset current inflationary pressures is low. I’m certainly not alone.

So we are caught between a rock & a hard place. Dramatically raising rates will shock the economy. But high inflation is shocking the economy. And raising rates to shock the economy while the economy is being rocked by high inflation is like a double whammy. It’s necessary … but incredibly painful! History is clear on such transitions … it means economic pain! I will trade accordingly.

If you’re looking for me to start rapidly adding to the buy list, its just the wrong time. I’m not going to post garbage that I know will not weather the storm in an effort to please folks who won’t be so pleased a few months from now. I must be careful, I must be clever in the way I approach these markets, & I will not sell my credibility by giving you garbage to look at. If it doesn’t make sense, it doesn’t make sense. I need plays that clearly make sense!

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Significant News Heading into 03.24.2022:

• European markets inch higher ahead of NATO summit focused on Ukraine

• Asia-Pacific markets mixed; Singapore’s travel-related stocks jump after easing of Covid measures

• Omicron ‘stealth’ variant BA.2 is spreading rapidly in China

• Wild moves in Russian stocks as market reopens after month-long shutdown

• UK government budget gives little relief to young people squeezed by cost of living crisis

• China may be looking to ease regulations. Is it time to invest?

• The Philippines’ pivot toward China could change when Duterte steps down as president

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PAID CONTENT IN THE PAYWALL BELOW:

• 12 Stocks near/at/above the Buy Zone (Waiting to Swing).

• 25 Stocks on the Price Based Assessment Watchlist

• 7 Stocks on the Stocks Under $20 List (Read the Warning/Disclaimer)

• 6 Stocks on the Highly Speculative Highly Volatile Small Cap List (Read the Warning/Disclaimer)

👉CLICK HERE TO SEE THE DETAILS OF EVERY STOCK ON THE BUY LIST (AND SEE THE PRICE ASSESSMENT BASED WATCHLIST / THE STOCKS UNDER $20 LIST & THE HIGHLY SPECULATIVE LIST)

LOGIN INSTRUCTIONS: You will need to login to see the detailed list. The “email login link” will send the link to login directly to your inbox (Click the link & it will automatically log you in). You can also choose the “login with password” option. You will need to set up a substack password for this option.

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