As I am publishing this Weekly, already a week has passed after the collapse of not just one bank dealing with startups – that was the 16th largest bank in the US – but indeed three banks. After emotions calmed down a bit, we can have a look at what went wrong and what you should be aware of. My Premium Members already knew about the risks “hidden” on the balance sheets of banks, as I’ve closed an investment case on a profit a month ago due to these risks. And no, this is not a buy-the-dip occasion!Continue reading
Tag Archives: Crisis Investing
A king is falling – why Altria’s butt is burnt down
Altria is a stock from the illustrious circle of the “dividend kings”. It is even so special that it has actually raised its dividend more than once a year over the past half century – 57 increases over 53 consecutive years. However, the last few years have been disappointing in operational terms. Recent results, in particular, have shown the direction this company is likely to take. There are still a few puffs left, but don’t be surprised by the impending dividend cut at this darling of many dividend investors.Continue reading
Dollar stores with discounted prices, but expensive shares
Physical retail stores as a whole in most developed countries have more likely than not reached their peak. However, there is a sub-category in this sector that is expanding quickly. More than that, the so-called “dollar stores” have even been beneficiaries of a diminishing middle-class. Are the respective stocks a good investment idea, especially as inflation is trimming budgets?Continue reading
The funeral business: dead money or under-looked opportunity?
Last week, I wrote about farmland and farmland stocks. But land can also be used for other purposes. While being asked about land, the most common answers will be farmland or land for housebuilding. Maybe also forestry. However, there is another sector that could prove to be a more valuable investment opportunity due to being less followed, but obvious in hindsight.Continue reading
Are farmland stocks a hedge against inflation?
If you ask people about inflation-proof investments, the answers are most likely energy, real estate, precious metals or nowadays maybe even cryptocurrencies or rare whisky bottles. What is less obvious and very underestimated is farmland. It has proven to be not only a very effective hedge against inflation, but also over the last 25 years outperformed the S&P500 while being less volatile. What about farmland stocks?Continue reading
Is Axon Enterprise an electrifying crisis investment?
Everywhere you look, there seems to be some kind of crisis. Whether economic, health, political, financial, housing, migration or war crises – it seems as if there is no silver lining on the horizon, currently. Would it be condemnable to consider crisis investments that can even profit from such developments?Continue reading
How to beat the bear market – inflation, stagflation, recession
It should be clear to almost everyone by now that prices have risen sharply over the past twelve months. At the same time, economies around the world are plummeting. Stagflation at its finest. Unsurprisingly, many stocks have fallen, too. As a result, most people have become poorer in real terms, whether they invest or not. It is time to answer the urgent question of how to successfully weather this painful bear market.Continue reading