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Your Wealth Comes First Podcast

Going to be participating in the Market Minds Summit on 9/25 at 2:45PM EST. I still think I have some complimentary tickets left so hit me up if you want one.

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marketmindssummit.com 

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In The News

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MicroStrategy: A Potential Bitcoin Proxy? Now You Can Trade Its Moves With Leveraged MSTR ETFs-Benzinga

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Javier Milei Torches U.N. at General Assembly: Covid Lockdowns a ‘Crime Against Humanity,’ ‘Ridiculous’ WEF Leading World to ‘Bleak Future-Breitbart

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Argentine President Javier Milei used his debut speech at the United Nations General Assembly on Tuesday to deliver an enthusiastic condemnation of “globalism and the moral posturing of the woke agenda” and warn that the U.N. flagship Agenda 2030 is a threat to global freedom.

ESG

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The Two Big Insurers Still Betting on Fossil Fuels-WSJ

Property-and-casualty insurers overall reduced the proportion of their portfolios dedicated to fossil fuels to a median 1.8% last year from 3.4% in 2014, according to the Journal’s analysis. The increases from State Farm and Berkshire drove the industry’s overall exposure to fossil fuels higher, pushing it to 4.4% of their portfolios from 3.8%, the analysis found. The energy sector accounts for 3.5% of the S&P 500’s market capitalization.

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Asset Owners Find ESG Growing 'More Material,' Morningstar Says-Financial Advisor

Roughly 42% of the assets under management of those surveyed now include ESG factors in their investment decisions, up 4 percentage points since 2022, Morningstar said.

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DEI

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Some Elite Colleges Dodge the Affirmative-Action Ruling-WSJ

Citing data from the College Board, which administers the SAT, Nicholas Lemann recently wrote in the Chronicle of Higher Education that in 2023 “the gap between average Asian and Black test scores on the SAT was more than 300 points, and . . . nationally, fewer than 2,300 Black students got combined scores of 1400 or above, which is generally considered what a student needs to be admitted to an Ivy Plus school.” Nevertheless, black enrollment at Duke, Yale and Princeton was essentially flat this year, while Asian enrollment dipped by 6% at Duke and Yale and by 2.2% at Princeton. How?

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From Megadeth to MAGA: Robby Starbuck Is Having a Moment-Bloomberg

From his farm in Franklin, in the gentle hills of Middle Tennessee, the Cuban-American Starbuck is notching wins against household names like Ford Motor Co. and Harley-Davidson Inc.

Illegal Immigration

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Too little, too late?

Europe Grasps for Ways to Stop the Migrant Surge-WSJ

Governments across Europe are raising new barriers to immigrants, aiming to curb near-record inflows of people from poor countries that are triggering a surge in support for nationalist populist parties.

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Health

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Wow. Robert Redfield, former CDC director endorsed Trump and said RFK Jr. got everything right.

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Jillian Michaels calls the chronic disease epidemic "an extinction level event"

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Dr. Casey Means on the propaganda she was taught at Stanford Medical School.

Market

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The story of yesterday was China going all in on a massive policy response to fix it's economy. I trade FXI on a mean reversion basis so I sold the strength.

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I am always looking for the next investment theme and China is a great investable theme from time to time. Not sure now is one of those times, but keeping an eye on it. Just to reiterate my strategy, I will trade a number of areas short term using mean reversion. If I see an investable theme then I will own options in those names longer term.

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China’s Stimulus May Keep It From Spoiling Global Economy. But It Still Isn’t Enough.-Barron's

But for any move to be sustainable, analysts cautioned, more is needed to address the country’s numerous structural challenges. Domestic demand is anemic and the local-government sector is deeply indebted. Aggressive investment in manufacturing to export cheap goods is fueling both deflation at home and a backlash from the rest of the world: The U.S., Europe, and others are responding with trade restrictions.

In any case, much of what was announced was iterations or expansions on policies Beijing has already tried but that have done little to convince households to buy property or borrow money.

Speaking of themes, my favorite at the moment continues to be AI power generation. A name that hit my radar screen yesterday was FLS. Unfortunately, I mine wasn't the only radar screen it hit.....

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This Stock Is a Hidden Nuclear Energy AI Play, According to an Analyst-Barron's

Analyst Andrew Obin wrote Tuesday that industrial pump and valve maker Flowserve is a hidden nuclear energy play. The company’s nuclear exposure is “the most meaningful in our coverage,” wrote Obin.

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Remember, this nuclear power theme is a long term play....

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US nuclear plants won't power up Big Tech's AI ambitions right away-Reuters

U.S. data center power use is expected to roughly triple between 2023 and 2030 and will require about 47 gigawatts of new generation capacity, according to Goldman Sachs estimates, which assumed natural gas, wind and solar would fill the gap.

Micron earnings are tonight. It's a company I have liked in the overall AI theme, and I love the chart. Who knows what they will report and how the market will react. Personally don't mind holding options into earnings as my risk is fixed no matter what.

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Micron Needs a New Memory Boost-WSJ

Worries about PC and smartphone demand have sunk memory-chip maker’s stock, offsetting AI lift

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Another below the radar AI related name. Have to imagine every company overcharges US agencies, guess they were dumb enough to get caught.....

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SAP stock falls on report of U.S. probe-MarketWatch

SAP shares slumped on Wednesday after a report it’s the target of a probe into whether the German multinational business software and other companies overcharged U.S. government agencies.

Has gone up in a straight line and needs a little cooling off anyways, not worried about it.

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Something to watch in the weight loss drug theme....

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‘Stop ripping us off’: Senate grills Novo Nordisk CEO on weight loss drug pricing-CNBC.com

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At the end of the day these guys get them elected, don't think it will have an impact.  Would like to see NVO pop back above the 200 day.

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eh, my favorite long term buy signal is the Fed.......

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Stock-market indicator with a near-perfect track record is flashing a ‘buy’ signal-MarketWatch

A sharp increase in a measure known as the McClellan Summation Index is sending a signal that has predicted further gains for the S&P 500 with near-perfect accuracy, according to Dean Christians, a senior research analyst at SentimenTrader.

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Like 2016? Icahn got rich off that great call.....

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Opinion: Yes, you need to brace your portfolio for a possible Trump win-MarketWatch

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