InvestTalk 7-1-2024 – CRE Crisis: Banks Unload Office Loans

We will reveal how to profit from the necessary modernization of America's aging water systems and fight the structural problem of scarcity.Today's Stocks & Topics: The Magnum Ice Cream Company N.V. (MICC), Market Wrap, Thematic ETFs, “Water Scarcity: The $3.4 Trillion Infrastructure Gap”, Coupang, Inc. (CPNG), The Stock Market and 401k, Financial Risks in 2026, BHP Group Limited (BHP), Bloom Energy Corporation (BE).Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Commercial real estate is hitting rock bottom. We will explain how to buy discounted distressed debt without owning a single office building.Today's Stocks & Topics: CF Industries Holdings, Inc. (CF), Market Wrap, Safe Route to Invest, Carrier Global Corporation (CARR), “CRE Distress: Where Are the Opportunities?”, IPOs, Waymo or Tesla, Axcelis Technologies, Inc. (ACLS), The Trade Desk, Inc. (TTD), Small Caps, Motorola Solutions, Inc. (MSI), Cash Holdings in Portfolios.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

The national debt crisis is no longer a political problem—it’s an investment bomb that will drive up your interest rates and throttle private sector growth.Today's Stocks & Topics: Centrus Energy Corp. (LEU), Market Wrap, Jones Soda Co. (JSDA), Occidental Petroleum Corporation (OXY), Stocks on Sale, “The Nation's Unsustainable Fiscal Path”, State Street Industrial Select Sector SPDR ETF (XLI), China's Energy Supply, Teck Resources Limited (TECK), Prediction Markets.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Recent data shows the UK economy shrinking and German industrial production stalling, while US PMI data remains robust. This divergence suggests the US remains the "cleanest dirty shirt" in the global economy.Today's Stocks & Topics: First Trust Water ETF (FIW), Market Wrap, Residential Real Estate in the Bay Area, “Global Divergence: Europe Stalls, US Chugs Along”, Contango Ore, Inc. (CTGO), Dolly Varden Silver Corporation (DVS), Options & Capital Gains, Transport Stocks, NFLX and WBD Merge, Costco Wholesale Corporation (COST), Eli Lilly and Company (LLY), Bank Stocks.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

As the year closes, mutual funds and hedge funds engage in "window dressing", the practice of buying winners and selling losers to make their quarterly reports look good. This creates artificial price movements in December that retail investors can exploit.Today's Stocks & Topics: Vertiv Holdings Co (VRT), Market Wrap, KPP Newsletter, Invesco KBW Bank ETF (KBWB), “Institutional "Window Dressing" Season”, Global X Data Center & Digital Infrastructure ETF (DTCR), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, The Oil Market, Fifth Third Bancorp (FITB), TerraVest Industries Inc. (TVK.TO), Medtronic plc (MDT), Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ), Gold.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

The IRS has officially announced the 2026 retirement contribution limits with the 401(k) cap rising to $24,500, but the big news is the "Super Catch-Up" provision from the Secure 2.0 Act.Today's Stocks & Topics: Nomura Energy Transition ETF (PWER), Market Wrap, “The "Super Catch-Up": New 2026 401(k) Limits”, Warner Bros. Discovery, Inc. (WBD), Vera Therapeutics, Inc. (VERA), How to Short a Stock, Vanguard Mid-Cap Index Fund ETF Shares (VO), Vanguard Small-Cap Value Index Fund ETF Shares (VBR), The Domestic Oil Industry, Svenska Handelsbanken AB (publ) (SVNLY), GE Vernova Inc. (GEV), Investing vs. Gambling..Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Dollar General (DG) shares have surged 14% after beating earnings, and this contrasts with luxury weakness and signals a shift in consumer behavior.Today's Stocks & Topics: Davidson Multi-Cap Equity I (DFMIX), Market Wrap, Medtronic plc (MDT) , “The Discount Retail Signal: Is the Consumer "Trading Down"?”, UFP Industries, Inc. (UFPI), Southern Copper Corporation (SCCO), Freeport-McMoRan Inc. (FCX), Ero Copper Corp. (ERO), Federal Reserve Cuts Interest Rates, E.L.F. Beauty, Inc. (ELF), B2Gold Corp. (BTG), Warner Bros. Discovery, Inc. (WBD).Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Adobe Analytics has reported that "Buy Now, Pay Later" (BNPL) usage hit an all-time high of $10.1 billion in November 2025, and this "phantom debt" doesn't always show up on credit reports immediately.Today's Stocks & Topics: PepsiCo, Inc. (PEP), Market Wrap, “The Holiday Debt Trap: BNPL "Phantom Debt"”, Primoris Services Corporation (PRIM), Firefly Aerospace Inc. (FLY), Commodities, Netflix, Inc. (NFLX), Entergy Corporation (ETR).Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

We will examine the volatile 2026 forecast for the U.S. dollar, which Morgan Stanley predicts will decline to a 2021 low by mid-year before staging a significant rebound.Today's Stocks & Topics: Warner Bros. Discovery, Inc. (WBD), Market Wrap, Defiance AI & Power Infrastructure ETF (AIPO), “US Dollar Volatility: The Choppy Path to Stabilization in 2026”, Stryker Corporation (SYK), Intuitive Surgical Inc. (ISRG), Impinj, Inc. (PI), U.S. Consumer Sentiment, Fidelity ZERO Large Cap Index (FNILX), U.S. Global Jets ETF (JETS), A-I and Shopping.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

We will analyze how the AI arms race is triggering massive Big Tech debt issuance to fund data center construction, and what this "mega-issuance" means for the stability and "spreads" of the investment-grade credit market.Today's Stocks & Topics: Upwork Inc. (UPWK), Market Wrap, Vanguard Total Stock Market Index Fund ETF Shares (VTI), “AI's Credit Market Footprint: Financing the Data Center Boom”, Costco Wholesale Corporation (COST), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Target Date Funds (TDFs), Onto Innovation Inc. (ONTO), Palo Alto Networks, Inc. (PANW), Mega Mergers.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands