The Week Ahead is Uncharted... | U.S. Department of Energy: Over 333,000 Solar Jobs. Strong Sign For Investors

[] What should you do ahead of earnings? Nothing. Garrett {NAME} breaks down the biggest challenge for investors over the next week of earnings and inflation data. [View in browser]( . What should you do ahead of earnings? Nothing. Garrett {NAME} breaks down the biggest challenge for investors over the next week of earnings and inflation data. [View in browser]( . . [] [Havens Investment Letter] [] [Havens Investment Letter] [] [] [] 70% Win Rate Trading the Crown Jewel of Tech Stocks That is the power of the remarkable system that California tech genius Micah Lamar calls "the Perfect Apple Trade." Recently, he even identified a 30% on AAPL over four days, even while the S&P 500 tanked. [See this incredible system in action here]( [] --------------------------------------------------------------- [] 70% Win Rate Trading the Crown Jewel of Tech Stocks That is the power of the remarkable system that California tech genius Micah Lamar calls "the Perfect Apple Trade." Recently, he even identified a 30% on AAPL over four days, even while the S&P 500 tanked. [See this incredible system in action here]( [] --------------------------------------------------------------- [] [] The Week Ahead is Uncharted... [Garrett Pic] Dear Investor, Market momentum is Red. Choppiness in FAANG stocks suggests that a reversal is possible. But next week presents the most important in the history of my momentum readings. I want to give you a very good sense of where we will be heading in the next seven days. I’m not a person who uses hyperbole. Best restaurant ever! (A crab shack in Baltimore) Best cup of coffee in the world! (A grainy bag of brown water somewhere in the Bronx) Most important thing to do with your money… RIGHT NOW! (Buying life insurance?) These are hyperbolic statements created by people who likely haven’t been to a five-star restaurant in Istanbul, drank coffee under a terrace on the Lake of Zurich, or bought alternative investments in 2009 after the crisis… But I’m going to come out and make a statement. Next week, we are kicking off the most important earnings season… in 20 years. And it’s not even close. With momentum negative, and a lot of questions ahead - this is your time to focus. Seven Days in July Over the last 13 years, the Federal Reserve has used its balance sheet to aggressively buy bonds and support the U.S. economy against inflation. That capital has somehow ended up in the U.S. equity markets. The truth is that the Fed started buying after the Dot-Com bubble… But most media outlets don’t do that diligence. The Fed’s impact on the stock market since 2002 can’t be debated. As it expanded its balance sheet, it helped push the markets higher. When it reduced its balance sheet in 2018 - the only time before today that it started that process - the S&P 500 fell 6.56% over 12 months, and the equity markets crashed 19.8% in December of that year. So the Fed’s commitment to reducing its balance sheet heading into September - while raising interest rates this year - is the most important narrative of the market. The Fed is the largest driving force of this market. Then, there’s about 87 miles of dirt. Then, there’s earnings season. And, we’re just a few days away. Corrections… Mistakes… Misdirection… Ahead of the upcoming earrings season, Wall Street remains adamant that future earnings expectations will increase by 10%. What? On what earth are U.S. consumers spending MORE money? We’re on the verge of recession? We’re facing a challenge we haven’t seen in 13 years. The last six months have largely been fueled by valuation compression. Investors aren’t willing to pay 36 times earnings for the S&P 500. And that has contracted… significantly in the last few months. But now, companies must start to analyze the impact of inflation, supply chain woes, AND tighter spending among consumers in the months ahead. If they reduce their forward guidance, the concept of “Earnings compression” will start to impact the market. As of now, that hasn’t happened on a broad scale. Yet, we’ve already seen a few companies reduce their guidance in very important consumer spending categories. Those stocks include spice giant McCormick (MKC), department store Kohl’s (KSS), and financial lender Upstart (UPST). Don’t try to time this bottom. You need to see consistent buying, consistent earnings, and a clue that the worst is over. We’re not there so long as momentum remains negative, and institutional capital largely remains sidelined. Go have a drink. Go have dinner. Don’t worry about the market. We’ll get to work on Monday. Next Week Banks will report earnings, but all eyes are on Wednesday’s Consumer Price Index update. The latest projection is an 8.7% increase in the CPI, and a 1.0% increase month over month. Core CPI will be around 0.6%. I think there is about a 65% chance that the CPI comes in under expectations, and a 10% possibility that we get a double-digit print due to rent costs across the nation. The balance of the estimates comes at or just above expectations. Despite inventories and falling oil prices, there remain a lot of problems. I don’t see us getting back under 8% until September at a minimum. And even at that point… we’d still be sitting at roughly 8% in annual inflation. We have a long way to go until the Fed does its job the right way. Again, don’t worry about it right now. Go enjoy your weekend. I’ll be back with a list of banks to buy ahead of earnings next week. Have a great weekend, [Garrett Sig] Garrett {NAME} Chief Analyst, American Markets [] --------------------------------------------------------------- [] [] The Week Ahead is Uncharted... [Garrett Pic] Dear Investor, Market momentum is Red. Choppiness in FAANG stocks suggests that a reversal is possible. But next week presents the most important in the history of my momentum readings. I want to give you a very good sense of where we will be heading in the next seven days. I’m not a person who uses hyperbole. Best restaurant ever! (A crab shack in Baltimore) Best cup of coffee in the world! (A grainy bag of brown water somewhere in the Bronx) Most important thing to do with your money… RIGHT NOW! (Buying life insurance?) These are hyperbolic statements created by people who likely haven’t been to a five-star restaurant in Istanbul, drank coffee under a terrace on the Lake of Zurich, or bought alternative investments in 2009 after the crisis… But I’m going to come out and make a statement. Next week, we are kicking off the most important earnings season… in 20 years. And it’s not even close. With momentum negative, and a lot of questions ahead - this is your time to focus. Seven Days in July Over the last 13 years, the Federal Reserve has used its balance sheet to aggressively buy bonds and support the U.S. economy against inflation. That capital has somehow ended up in the U.S. equity markets. The truth is that the Fed started buying after the Dot-Com bubble… But most media outlets don’t do that diligence. The Fed’s impact on the stock market since 2002 can’t be debated. As it expanded its balance sheet, it helped push the markets higher. When it reduced its balance sheet in 2018 - the only time before today that it started that process - the S&P 500 fell 6.56% over 12 months, and the equity markets crashed 19.8% in December of that year. So the Fed’s commitment to reducing its balance sheet heading into September - while raising interest rates this year - is the most important narrative of the market. The Fed is the largest driving force of this market. Then, there’s about 87 miles of dirt. Then, there’s earnings season. And, we’re just a few days away. Corrections… Mistakes… Misdirection… Ahead of the upcoming earrings season, Wall Street remains adamant that future earnings expectations will increase by 10%. What? On what earth are U.S. consumers spending MORE money? We’re on the verge of recession? We’re facing a challenge we haven’t seen in 13 years. The last six months have largely been fueled by valuation compression. Investors aren’t willing to pay 36 times earnings for the S&P 500. And that has contracted… significantly in the last few months. But now, companies must start to analyze the impact of inflation, supply chain woes, AND tighter spending among consumers in the months ahead. If they reduce their forward guidance, the concept of “Earnings compression” will start to impact the market. As of now, that hasn’t happened on a broad scale. Yet, we’ve already seen a few companies reduce their guidance in very important consumer spending categories. Those stocks include spice giant McCormick (MKC), department store Kohl’s (KSS), and financial lender Upstart (UPST). Don’t try to time this bottom. You need to see consistent buying, consistent earnings, and a clue that the worst is over. We’re not there so long as momentum remains negative, and institutional capital largely remains sidelined. Go have a drink. Go have dinner. Don’t worry about the market. We’ll get to work on Monday. Next Week Banks will report earnings, but all eyes are on Wednesday’s Consumer Price Index update. The latest projection is an 8.7% increase in the CPI, and a 1.0% increase month over month. Core CPI will be around 0.6%. I think there is about a 65% chance that the CPI comes in under expectations, and a 10% possibility that we get a double-digit print due to rent costs across the nation. The balance of the estimates comes at or just above expectations. Despite inventories and falling oil prices, there remain a lot of problems. I don’t see us getting back under 8% until September at a minimum. And even at that point… we’d still be sitting at roughly 8% in annual inflation. We have a long way to go until the Fed does its job the right way. Again, don’t worry about it right now. Go enjoy your weekend. I’ll be back with a list of banks to buy ahead of earnings next week. Have a great weekend, [Garrett Sig] Garrett {NAME} Chief Analyst, American Markets --------------------------------------------------------------- [] California's Greatest AAPL Creation Isn't in Silicon Valley... [California coastline]( [Meet the Tech Wiz Behind the Perfect Apple Trade]( --------------------------------------------------------------- [] [] California's Greatest AAPL Creation Isn't in Silicon Valley... [California coastline]( [Meet the Tech Wiz Behind the Perfect Apple Trade]( --------------------------------------------------------------- [] [] [] U.S. DOE: Over 333,000 Solar Jobs. Strong Sign For Investors [Bauer Pic] Dear Investor, The first half of the year is already over, and it was not a good one for the stock markets overall. All global indices are clearly in the red since the beginning of the year. But there is also good news from the USA. Solar Industry: Pandemic Effect Not Yet Fully Recovered The Department of Energy (DOE) presented the U.S. Energy and Employment Report yesterday. According to the report, over 17,212 new jobs were created in the U.S. solar industry last year. Compared to the previous year, this is an increase of 5.4%. Overall, this energy sector comes to exactly 333,887 jobs as of the end of December 2021. A year ago, it was still 316,675. Compared to the pre-pandemic year, however, this is still a slight decline of -3.4%. That's because in 2019, the number of people employed in the solar industry was 345,393. But the turnaround is clear. Employment Surge in U.S. Energy Sector The same is true for the entire energy industry in the US. After a sharp decline in 2020 to 7.5 million jobs, employment is now up 4% to 7.8 million. Energy: Well Above The Industry Average The encouraging 4% increase in employment across the energy industry is well above the U.S. economy's average of 2.8%. Another detail from the latest Department of Energy report is interesting. 40% of energy industry jobs were in the "climate neutrality" ("Net-zero emissions economy") sector. This includes jobs related to electric and hybrid cars, for example. Here, the growth was 26 and 19%, respectively. You Should Place A Clear Focus On These Crisis-Winner Industries Bottom line: the employment numbers for the U.S. energy sector as a whole, but especially for solar and e-mobility, underscore its status as a crisis-winner sector. Or to put it another way: even as winning industries in the current crisis. Therefore, as an investor, you should set a clear focus here in your portfolio. Have a great weekend, [Bauer Sig] Dr. Gregor Bauer Chief Analyst, European Markets [] --------------------------------------------------------------- [] [] U.S. DOE: Over 333,000 Solar Jobs. Strong Sign For Investors [Bauer Pic] Dear Investor, The first half of the year is already over, and it was not a good one for the stock markets overall. All global indices are clearly in the red since the beginning of the year. But there is also good news from the USA. Solar Industry: Pandemic Effect Not Yet Fully Recovered The Department of Energy (DOE) presented the U.S. Energy and Employment Report yesterday. According to the report, over 17,212 new jobs were created in the U.S. solar industry last year. Compared to the previous year, this is an increase of 5.4%. Overall, this energy sector comes to exactly 333,887 jobs as of the end of December 2021. A year ago, it was still 316,675. Compared to the pre-pandemic year, however, this is still a slight decline of -3.4%. That's because in 2019, the number of people employed in the solar industry was 345,393. But the turnaround is clear. Employment Surge in U.S. Energy Sector The same is true for the entire energy industry in the US. After a sharp decline in 2020 to 7.5 million jobs, employment is now up 4% to 7.8 million. Energy: Well Above The Industry Average The encouraging 4% increase in employment across the energy industry is well above the U.S. economy's average of 2.8%. Another detail from the latest Department of Energy report is interesting. 40% of energy industry jobs were in the "climate neutrality" ("Net-zero emissions economy") sector. This includes jobs related to electric and hybrid cars, for example. Here, the growth was 26 and 19%, respectively. You Should Place A Clear Focus On These Crisis-Winner Industries Bottom line: the employment numbers for the U.S. energy sector as a whole, but especially for solar and e-mobility, underscore its status as a crisis-winner sector. Or to put it another way: even as winning industries in the current crisis. Therefore, as an investor, you should set a clear focus here in your portfolio. Have a great weekend, [Bauer Sig] Dr. Gregor Bauer Chief Analyst, European Markets --------------------------------------------------------------- [] [] Details on a Remarkable Near-70% Successful System for Trading AAPL If you ever thought that it’s way too late to see significant movement in major stocks like AAPL... You need to think again… The Perfect Apple Trade Has Been Discovered Thanks to the help of a maverick group of former Wall Street traders… and a state-of-the-art artificial intelligence platform… California tech wiz and renowned trader Micah Lamar has uncovered obscure “trade cycles” in AAPL shares capable of signaling major movement… All in a matter of days... These Aren’t Common Results Nearly all market analysts are clueless about these moves… But Micah’s proprietary system has been able to predict significant moves in AAPL stock… over and over again. Now, You Can See the System for Yourself! He’ll walk you through his AAPL system step-by-step… and answer the most common questions he sees... You’ll even be able to gain access to Micah’s proprietary Apple trading tool… Plus, you’ll see the remarkable results Micah’s system has returned, just by placing one trade on iconic Apple Inc., the crown jewel of tech stocks… [Click here to gain immediate access to this presentation]( You’ll be one of the lucky few to see the Perfect Apple Trade system yourself… And meet the brilliant inventor behind this system… [Catch it all here]( --------------------------------------------------------------- [] [] [] Details on a Remarkable Near-70% Successful System for Trading AAPL If you ever thought that it’s way too late to see significant movement in major stocks like AAPL... You need to think again… The Perfect Apple Trade Has Been Discovered Thanks to the help of a maverick group of former Wall Street traders… and a state-of-the-art artificial intelligence platform… California tech wiz and renowned trader Micah Lamar has uncovered obscure “trade cycles” in AAPL shares capable of signaling major movement… All in a matter of days... These Aren’t Common Results Nearly all market analysts are clueless about these moves… But Micah’s proprietary system has been able to predict significant moves in AAPL stock… over and over again. Now, You Can See the System for Yourself! He’ll walk you through his AAPL system step-by-step… and answer the most common questions he sees... You’ll even be able to gain access to Micah’s proprietary Apple trading tool… Plus, you’ll see the remarkable results Micah’s system has returned, just by placing one trade on iconic Apple Inc., the crown jewel of tech stocks… [Click here to gain immediate access to this presentation]( You’ll be one of the lucky few to see the Perfect Apple Trade system yourself… And meet the brilliant inventor behind this system… [Catch it all here]( --------------------------------------------------------------- [] [] Article Recap - [The Week Ahead is Uncharted...](#i572731) - [U.S. DOE: Over 333,000 Solar Jobs. Strong Sign For Investors](#i572028) - [Details on a Remarkable Near-70% Successful System for Trading AAPL](#156380) --------------------------------------------------------------- [] Article Recap - [The Week Ahead is Uncharted...](#i572731) - [U.S. DOE: Over 333,000 Solar Jobs. Strong Sign For Investors](#i572028) - [Details on a Remarkable Near-70% Successful System for Trading AAPL](#156380) --------------------------------------------------------------- [] © 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