Inflation: Politicians Blame The Central Bank | Here's How I'm "Buying” Kohl's Right Now

[] Investors are panicking and wondering what stocks are worth right now. Garrett offers a simple value strategy to pick long-term winners around Kohl’s. [View in browser]( . Investors are panicking and wondering what stocks are worth right now. Garrett offers a simple value strategy to pick long-term winners around Kohl’s. [View in browser]( . . [] [Havens Investment Letter] [] [Havens Investment Letter] [] [] [] World-class trader spots huge moves on regular stocks (NOT options!) He’s one of the internet’s original day traders... He’s a 12-time World Trading Champion... And for nearly 30 years, he hasn’t needed a day job! That’s because he’s made his living from the markets... spotting huge moves of 30%... 60%...and even 100% on little-known stocks! And now he’s inviting you to learn his system! [Click here to activate your trial!]( [] --------------------------------------------------------------- [] World-class trader spots huge moves on regular stocks (NOT options!) He’s one of the internet’s original day traders... He’s a 12-time World Trading Champion... And for nearly 30 years, he hasn’t needed a day job! That’s because he’s made his living from the markets... spotting huge moves of 30%... 60%...and even 100% on little-known stocks! And now he’s inviting you to learn his system! [Click here to activate your trial!]( [] --------------------------------------------------------------- [] [] Here's How I'm “Buying” Kohl's Right Now [Garrett Pic] Dear Investor, Cash. It’s your best friend. Momentum is red. [Matador] The bulls have been tamed. And 638 stocks hit their 52-week low. It’s getting “real” out there, and the bottom is not forming. Apple stock has now dropped to $137. Its momentum has been absolutely brutal, dating back to April 4. Apple nearly touched $180 in late March. Ouch. While everyone else is looking for the bottom, I’ve remained steadfast in my approach. I’m waiting for the Federal Reserve to flinch, waiting for insiders to buy their stocks on a massive level, or focusing on a simple strategy to start putting my cash to work. That’s why my “buy” today is a beaten-down retail stock. Kohl’s Cash Bonanza If you like clothing that falls apart within six months, you’ll love the summer line of Kohl’s (KSS). Unfortunately, the retail company’s stock has entered a free fall over the last week after the company’s board of directors rejected multiple takeover bids from private equity firms and jettisoned the efforts of an activist investor to change leadership. The stock fell under $40 on Wednesday. However, it bounced a bit higher today. I’d suggest that the board of directors should face fiduciary lawsuits from their shareholders for failing to take a $64 or $65 bid from a company like Sycamore Partners. However, shareholders recently voted the company’s board of directors to another term. Seriously. They allowed these people to keep their jobs. So, the shareholders should sue themselves for stupidity. Executives believe that the stock will be worth $80 or more by 2026. In terms of the time value of money combined with recessionary concerns, give me $64 all day, every day, and walk away. Everyone is looking for a bottom on this stock. I know it. And you should be willing to buy the stock at that level. What is Anything Worth Right Now? We are engaged in a period of price discovery. While the Fed raises interest rates, valuations continue to compress across the board. Two weeks ago, 46 stocks with market capitalizations above $10 billion had price-to-sales ratios above 10x. Today, there were 28. That’s the power of institutional selling and negative momentum. We are trying to figure out what any of these expensive stocks are worth. In the case of Kohl’s, we want to know the worst-case scenario. What’s the stock worth if the company is liquidated… This company has inventory… land… buildings… and real assets worth real money. The price-to-tangible book value of Kohl’s is 1.26x. That means the tangible book value of KSS… is $35.88. At that level, I want to sell the $35 put on KSS because it is less than the sum of its parts, and it trades at an attractive EV/EBIT of 7.4x. Right now, the July 15, 2022 $35 put trades around $2.60. The $30 put for the same date trades at $1.44. If you sell that credit spread, you will receive a credit of $1.16 - or $116 for 100 shares of the stock. Given that you are selling the $35 and protecting yourself with the $30 put, you would require $5 - or $500. The potential return on this trade is fantastic - 30.2% in two months. [KSS Estimated Returns] The maximum annualized return is 190%. How can you not love that upside? But look at the downside. If the stock does tank, you’re going to have an obligation to buy 100 shares for each spread at $33.84 - roughly two dollars less than the company’s tangible book value. That’s right. The worst scenario is that you buy a stock that you want to buy for less than the value of its assets. Oh… and there is a bonus. Also keep in mind that it’s going to get bids from private equity firms in the next few weeks for takeovers. I think this is a great trade. I get to buy something that I want for less than its worth if the stock tanks. If it gets bids, the spread expires worthless, and I get to pocket the credit. That’s how you trade value and price discovery in this market. Enjoy your day, [Garrett Sig] Garrett {NAME} Chief Analyst, American Markets [] --------------------------------------------------------------- [] [] Here's How I'm “Buying” Kohl's Right Now [Garrett Pic] Dear Investor, Cash. It’s your best friend. Momentum is red. [Matador] The bulls have been tamed. And 638 stocks hit their 52-week low. It’s getting “real” out there, and the bottom is not forming. Apple stock has now dropped to $137. Its momentum has been absolutely brutal, dating back to April 4. Apple nearly touched $180 in late March. Ouch. While everyone else is looking for the bottom, I’ve remained steadfast in my approach. I’m waiting for the Federal Reserve to flinch, waiting for insiders to buy their stocks on a massive level, or focusing on a simple strategy to start putting my cash to work. That’s why my “buy” today is a beaten-down retail stock. Kohl’s Cash Bonanza If you like clothing that falls apart within six months, you’ll love the summer line of Kohl’s (KSS). Unfortunately, the retail company’s stock has entered a free fall over the last week after the company’s board of directors rejected multiple takeover bids from private equity firms and jettisoned the efforts of an activist investor to change leadership. The stock fell under $40 on Wednesday. However, it bounced a bit higher today. I’d suggest that the board of directors should face fiduciary lawsuits from their shareholders for failing to take a $64 or $65 bid from a company like Sycamore Partners. However, shareholders recently voted the company’s board of directors to another term. Seriously. They allowed these people to keep their jobs. So, the shareholders should sue themselves for stupidity. Executives believe that the stock will be worth $80 or more by 2026. In terms of the time value of money combined with recessionary concerns, give me $64 all day, every day, and walk away. Everyone is looking for a bottom on this stock. I know it. And you should be willing to buy the stock at that level. What is Anything Worth Right Now? We are engaged in a period of price discovery. While the Fed raises interest rates, valuations continue to compress across the board. Two weeks ago, 46 stocks with market capitalizations above $10 billion had price-to-sales ratios above 10x. Today, there were 28. That’s the power of institutional selling and negative momentum. We are trying to figure out what any of these expensive stocks are worth. In the case of Kohl’s, we want to know the worst-case scenario. What’s the stock worth if the company is liquidated… This company has inventory… land… buildings… and real assets worth real money. The price-to-tangible book value of Kohl’s is 1.26x. That means the tangible book value of KSS… is $35.88. At that level, I want to sell the $35 put on KSS because it is less than the sum of its parts, and it trades at an attractive EV/EBIT of 7.4x. Right now, the July 15, 2022 $35 put trades around $2.60. The $30 put for the same date trades at $1.44. If you sell that credit spread, you will receive a credit of $1.16 - or $116 for 100 shares of the stock. Given that you are selling the $35 and protecting yourself with the $30 put, you would require $5 - or $500. The potential return on this trade is fantastic - 30.2% in two months. [KSS Estimated Returns] The maximum annualized return is 190%. How can you not love that upside? But look at the downside. If the stock does tank, you’re going to have an obligation to buy 100 shares for each spread at $33.84 - roughly two dollars less than the company’s tangible book value. That’s right. The worst scenario is that you buy a stock that you want to buy for less than the value of its assets. Oh… and there is a bonus. Also keep in mind that it’s going to get bids from private equity firms in the next few weeks for takeovers. I think this is a great trade. I get to buy something that I want for less than its worth if the stock tanks. If it gets bids, the spread expires worthless, and I get to pocket the credit. That’s how you trade value and price discovery in this market. Enjoy your day, [Garrett Sig] Garrett {NAME} Chief Analyst, American Markets --------------------------------------------------------------- [] A Chance To MAKE $490 EVERY DAY THE MARKET IS OPEN? [rob booker]( [Click Now For Details]( --------------------------------------------------------------- [] [] A Chance To MAKE $490 EVERY DAY THE MARKET IS OPEN? [rob booker]( [Click Now For Details]( --------------------------------------------------------------- [] [] [] Inflation: Politicians Blame The Central Bank [Bauer Pic]Dear Investor, Recently there was seemingly good news from the inflation front, which has been very tense for many months. Namely, the U.S. inflation rate fell slightly from 8.5 percent in March to 8.3 percent in April, as reported by the U.S. Bureau of Labor Statistics (BLS) on Wednesday. One could take this small drop as the first sign that the tightening of U.S. monetary policy is having some effect. U.S. Inflation Eases, Stock Markets Nevertheless Continue To Fall But the stock markets, of course, had something to complain about again. The decline in the inflation rate was somewhat weaker than expected (on average, bank economists had expected an inflation rate of 8.1 percent for April). As recently as March, the inflation rate had reached its highest level since 1981. We are not that far away from that. It is true that the stock markets initially rose sharply shortly after the data were published (inflation eases). However, by the close of trading they had fallen very sharply into negative territory and closed at an intraday low. The leading index S&P 500 suffered a daily loss of -1.65%. In addition to the approximately -16.5% since the beginning of the year. [SPY] Inflation: Politicians Blame The Central Bank Meanwhile, politicians are gradually discovering the issue of inflation for themselves. The same politics that triggered the shortages and demonetization with their useless lockdowns and economic hindrances, along with rampant bailouts of large corporations "on credit", which is the main cause of the current extreme inflation. These people are now passing the buck to the Federal Reserve for inflation. Thus, U.S. President Joe Biden has called on the Fed to fight decisively against high inflation. In an official statement, Biden wrote: "While I will never interfere with the Fed's independence, I believe we have built a strong economy and a strong labor market, and I agree with what Fed Chairman Powell said last week that the greatest threat to that strength is inflation. I'm confident the Fed will do its job with that in mind." Failed Policy Is The Real Cause Of Inflation On its own, monetary tightening is already too late. Policymakers should have made such demands a year ago at the latest. Instead, however, these people preferred to get high on cheap money in order to be able to incur new debts on a grand scale, so that they could look like noble saviors afterwards. For a problem (de facto prohibition of economic activity in many areas) that they had created themselves. We are also now seeing more than before, the inflation populists demand the usual: the government may relieve the citizens with printed money. But this does not solve the scarcity and thus the root of the inflation problem. And with more and more debt, the problem will get even bigger. An exploding money supply (as we are currently seeing) is like pouring gasoline on the inflation fire. Policymakers Can Solve The Inflation Problem We need an economy that can develop more freely. Less bureaucracy and taxes. Free access to all markets. However, politics is doing the exact opposite of this. The planned EU boycott of Russian oil, gasoline and diesel until the end of the year without the possibility of getting affordable replacements is only part of this problem. At least there are some small rays of hope. Best regards, [Bauer Sig] Dr. Gregor Bauer Chief Analyst, European Markets [] --------------------------------------------------------------- [] [] Inflation: Politicians Blame The Central Bank [Bauer Pic]Dear Investor, Recently there was seemingly good news from the inflation front, which has been very tense for many months. Namely, the U.S. inflation rate fell slightly from 8.5 percent in March to 8.3 percent in April, as reported by the U.S. Bureau of Labor Statistics (BLS) on Wednesday. One could take this small drop as the first sign that the tightening of U.S. monetary policy is having some effect. U.S. Inflation Eases, Stock Markets Nevertheless Continue To Fall But the stock markets, of course, had something to complain about again. The decline in the inflation rate was somewhat weaker than expected (on average, bank economists had expected an inflation rate of 8.1 percent for April). As recently as March, the inflation rate had reached its highest level since 1981. We are not that far away from that. It is true that the stock markets initially rose sharply shortly after the data were published (inflation eases). However, by the close of trading they had fallen very sharply into negative territory and closed at an intraday low. The leading index S&P 500 suffered a daily loss of -1.65%. In addition to the approximately -16.5% since the beginning of the year. [SPY] Inflation: Politicians Blame The Central Bank Meanwhile, politicians are gradually discovering the issue of inflation for themselves. The same politics that triggered the shortages and demonetization with their useless lockdowns and economic hindrances, along with rampant bailouts of large corporations "on credit", which is the main cause of the current extreme inflation. These people are now passing the buck to the Federal Reserve for inflation. Thus, U.S. President Joe Biden has called on the Fed to fight decisively against high inflation. In an official statement, Biden wrote: "While I will never interfere with the Fed's independence, I believe we have built a strong economy and a strong labor market, and I agree with what Fed Chairman Powell said last week that the greatest threat to that strength is inflation. I'm confident the Fed will do its job with that in mind." Failed Policy Is The Real Cause Of Inflation On its own, monetary tightening is already too late. Policymakers should have made such demands a year ago at the latest. Instead, however, these people preferred to get high on cheap money in order to be able to incur new debts on a grand scale, so that they could look like noble saviors afterwards. For a problem (de facto prohibition of economic activity in many areas) that they had created themselves. We are also now seeing more than before, the inflation populists demand the usual: the government may relieve the citizens with printed money. But this does not solve the scarcity and thus the root of the inflation problem. And with more and more debt, the problem will get even bigger. An exploding money supply (as we are currently seeing) is like pouring gasoline on the inflation fire. Policymakers Can Solve The Inflation Problem We need an economy that can develop more freely. Less bureaucracy and taxes. Free access to all markets. However, politics is doing the exact opposite of this. The planned EU boycott of Russian oil, gasoline and diesel until the end of the year without the possibility of getting affordable replacements is only part of this problem. At least there are some small rays of hope. Best regards, [Bauer Sig] Dr. Gregor Bauer Chief Analyst, European Markets --------------------------------------------------------------- [] [] 20-Year Trading Legend Opens Personal Daily Stock “Sizzle List” To The General Public… Every morning, before the market even opens, this pro trader sends out a list of his top high-potential stock picks for the day… And [open enrollment is still available to the public.]( “Stocks with the highest probabilities of moving 5% to 10% in just a couple of hours each trading day.” Tired of wasting time (and cash) looking for “perfect” stock trade setups that always seem to… lose money the minute you enter the trade… move sideways or don’t even move at all… or pump and dump before you can even enter the “buy” button? Let a seasoned trading pro with DECADES of trading success hand select your daily trades for you! Just like trading “side-by-side” with a real professional trader, you’ll get a chance to… “…make $490 (or more) every single day the market is open.” A potential $98,000 a year in trading profits just by simply following along and placing the exact same stocks as a real veteran trader. [>>CLICK HERE TO SIGN UP FOR THE LIST]( --------------------------------------------------------------- [] [] [] 20-Year Trading Legend Opens Personal Daily Stock “Sizzle List” To The General Public… Every morning, before the market even opens, this pro trader sends out a list of his top high-potential stock picks for the day… And [open enrollment is still available to the public.]( “Stocks with the highest probabilities of moving 5% to 10% in just a couple of hours each trading day.” Tired of wasting time (and cash) looking for “perfect” stock trade setups that always seem to… lose money the minute you enter the trade… move sideways or don’t even move at all… or pump and dump before you can even enter the “buy” button? Let a seasoned trading pro with DECADES of trading success hand select your daily trades for you! Just like trading “side-by-side” with a real professional trader, you’ll get a chance to… “…make $490 (or more) every single day the market is open.” A potential $98,000 a year in trading profits just by simply following along and placing the exact same stocks as a real veteran trader. [>>CLICK HERE TO SIGN UP FOR THE LIST]( --------------------------------------------------------------- [] [] Article Recap - [Here's How I'm “Buying” Kohl's Right Now](#i572731) - [Inflation: Politicians Blame The Central Bank](#i572028) - [[UPDATE] 20-Year Trading Legend Opens Personal Daily Stock “Sizzle List” To The General Public...](#156390) --------------------------------------------------------------- [] Article Recap - [Here's How I'm “Buying” Kohl's Right Now](#i572731) - [Inflation: Politicians Blame The Central Bank](#i572028) - [[UPDATE] 20-Year Trading Legend Opens Personal Daily Stock “Sizzle List” To The General Public...](#156390) --------------------------------------------------------------- [] © 2022 Godesburg Financial Publishing, Inc. DISCLAIMER: COMMUNICATIONS FROM GODESBURG FINANCIAL PUBLISHING (GFP) ARE FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY – NOT INVESTMENT ADVICE: GFP and all the services it offers are for educational and informational purposes only and should NOT be understood to be securities-related offers or solicitations. None of GFP’s communications should be considered or used as personalized investment advice. GFP recommends that you speak with a licensed professional before making any investment decision. RESULTS PRESENTED ARE NOT NECCESSARILY TYPICAL OR VERIFIED: GFP communications may include information regarding the historical trading performance of gurus in their services (all verified by a third party), as well as testimonials of non-employees depicting profitable investments and trades that are believed to be true based on the representations of the persons providing the testimonial of their own free will. Please be aware that the claims regarding investing or trading results of non-employees are not tracked by GFP nor can they be verified. As always, past performance is not necessarily indicative of future results. Therefore, results presented in this email should NOT be considered TYPICAL. Actual results can and will vary based on everything from experience, ability, risk mitigation practices, and market volatility... to the amount of money exposed in the investment or trade. Investing and trading are speculative and carry serious risk. You may lose some, all - or possibly more - than your original investment or trade. GODESBURG FINANCIAL PUBLISHING IS NOT AN INVESTMENT ADVISOR OR REGISTERED BROKER: GFP, including its owners and employees, are NOT registered as securities broker-dealers, brokers, or any sort of registered investment advisors with the U.S. Securities and Exchange Commission, any state securities regulatory authorities, or any self-regulatory organizations. GODESBURG FINANCIAL PUBLISHING EMPLOYEES MAY HOLD SECURITIES DISCUSSED: If a writer holds any securities in a communication, it will be disclosed along with the information on the potential investment or trade. HIR, its owners or employees, have not been - or ever will be - paid by the issuer of a security mentioned in our services or communications. GFP, its owners and employees are paid entirely or in part from commissions based on sales of their services to subscribers. For more information, please visit [our disclaimer page here.]( Sent to: {EMAIL} [Unsubscribe]( Godesburg Financial Publishing Inc., 251 Little Falls Drive, Wilmington, DE 19808, United States [] © 2022 Godesburg Financial Publishing, Inc. DISCLAIMER: COMMUNICATIONS FROM GODESBURG FINANCIAL PUBLISHING (GFP) ARE FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY – NOT INVESTMENT ADVICE: GFP and all the services it offers are for educational and informational purposes only and should NOT be understood to be securities-related offers or solicitations. None of GFP’s communications should be considered or used as personalized investment advice. GFP recommends that you speak with a licensed professional before making any investment decision. RESULTS PRESENTED ARE NOT NECCESSARILY TYPICAL OR VERIFIED: GFP communications may include information regarding the historical trading performance of gurus in their services (all verified by a third party), as well as testimonials of non-employees depicting profitable investments and trades that are believed to be true based on the representations of the persons providing the testimonial of their own free will. Please be aware that the claims regarding investing or trading results of non-employees are not tracked by GFP nor can they be verified. As always, past performance is not necessarily indicative of future results. Therefore, results presented in this email should NOT be considered TYPICAL. Actual results can and will vary based on everything from experience, ability, risk mitigation practices, and market volatility... to the amount of money exposed in the investment or trade. Investing and trading are speculative and carry serious risk. You may lose some, all - or possibly more - than your original investment or trade. GODESBURG FINANCIAL PUBLISHING IS NOT AN INVESTMENT ADVISOR OR REGISTERED BROKER: GFP, including its owners and employees, are NOT registered as securities broker-dealers, brokers, or any sort of registered investment advisors with the U.S. Securities and Exchange Commission, any state securities regulatory authorities, or any self-regulatory organizations. GODESBURG FINANCIAL PUBLISHING EMPLOYEES MAY HOLD SECURITIES DISCUSSED: If a writer holds any securities in a communication, it will be disclosed along with the information on the potential investment or trade. HIR, its owners or employees, have not been - or ever will be - paid by the issuer of a security mentioned in our services or communications. GFP, its owners and employees are paid entirely or in part from commissions based on sales of their services to subscribers. For more information, please visit [our disclaimer page here.]( Sent to: {EMAIL} [Unsubscribe]( Godesburg Financial Publishing Inc., 251 Little Falls Drive, Wilmington, DE 19808, United States