It's Not Supposed to Make Sense

[] Markets are rallying again despite all the bad economic news worldwide. Well, let’s turn our attention to stocks that produce real assets and avoid all this technology speculation. [View in browser]( . Markets are rallying again despite all the bad economic news worldwide. Well, let’s turn our attention to stocks that produce real assets and avoid all this technology speculation. [View in browser]( . . [] [Havens Investment Letter] [] [Havens Investment Letter] [] [] [] Trading the Crown Jewel of Tech Stocks with a 70% Win Rate 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]( [] --------------------------------------------------------------- [] Trading the Crown Jewel of Tech Stocks with a 70% Win Rate 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]( [] --------------------------------------------------------------- [] [] It's Not Supposed to Make Sense [Garrett Pic] Dear Investor, Market momentum is Green. Despite higher CPECI inflation numbers and concerns about next week’s jobs report, we saw the markets charge higher again. The markets completed their best month since November 2021, and most traders wonder if “Bad news is good news.” Don’t worry about that. Enjoy the ride. The three-day rally on the back of the Fed’s 75-point hike confused most people. But as I’ve recently explained, funds were VERY overexposed on the short side. As traders scramble for air, we’ve seen sharp covering on the short side. Look at the data, and you’ll be confused. The economy is in a recession. Full stop. I don’t care if Janet Yellen tries to spin the recent GDP data. The economy is in recession. The Atlanta Fed projected that Third Quarter GDP would be 2.1%. I’m happy to take the under. The Fed jacked rates up 7.5%, while the CPE inflation number was the highest since January 1982. The central bank may be aggressive again in September if inflation remains stubbornly high. Based on my assessment of rent prices and rising energy, I expect that will happen - and that we’re a long way off from 2% inflation - the Fed’s target number. Plus, the initial jobless claims hit their highest four-week average since November 2021. But still… the market screamed higher. What gives? FOMO, insider buying, and squeezing… on top of earnings numbers and outlooks just barely topping already lowered expectations. What a market. Commodity Push I’ve said a few times that I’m bullish on oil moving forward due to the lack of capital in the sector and the efforts by banks to press harder on ESG provisions. It is surprising to see oil prices push higher despite concerns about a recession at first glance. But it makes sense when you understand the supply shortage that I’ve highlighted. There is ample opportunity right now to correct the narrative on oil with companies like Exxon Mobil (XOM), Chevron (CVX), Crescent (CRGY), Devon Energy (DVN), and Marathon (MRO). This remains a very positive sector with very solid inflows in the last week. But don’t shy away from other energy sources as we move toward the fall. Yes, a recessionary pressure is in place, but this is largely a discretionary income recession driven by inflationary policy and poor economic management. Americans - and global citizens - will struggle to afford food and energy costs as they hold a floor. Those are people’s priorities as we move toward the winter months in the Northern Hemisphere. I don’t foresee a commodity crash happening soon, despite some of the direr warnings from Wall Street. We still have bad policies that ban petrochemicals and fertilizers around the globe. Food prices could soar because of these policies. We still have a supply gap in housing because of policy (largely the desire to keep new construction on the sideline in major metropolitan areas). We will need more homes and need more lumber in the future. Look at Boise Cascade (BCC) and Louisiana Pacific (LPX). We will need more fertilizer. Look at Intrepid Potash (IPI) and Mosaic (MOS). And… again… because it bears repeating… We need more oil. U.S. energy companies continue to benefit because of bad policy. Even if they don’t drill more oil, they can generate cash flow, pay down debt, increase their dividends, and buy back stock. Companies in the Permian Basin in Texas continue to benefit from scale and lower their breakeven prices. I recently read that Conoco-Phillips (COP) has a breakeven price in the Permian at $40 per barrel. I LOVE THAT COMPANY, especially as it benefits from its strategic deals in natural gas as well. Look at Devon Energy (DVN). Look at Occidental Petroleum (OXY), a company being swallowed up by Warren Buffett’s money. Look at Exxon Mobil (XOM) and Chevron (CVX), which shattered earnings expectations this morning. We need real assets. We are moving away from things we want to things we need, and capital is moving in that direction. Don’t be afraid because of recessionary pressures. Look to sell puts on stocks like the ones that I’ve mentioned. And remember that momentum is positive - right now - in all sectors. This is a great time to trade. It might not last long, but it’s a short window to make money. Let’s be aggressive and pick the things we NEED… Enjoy your evening, [Garrett Sig] Garrett {NAME} Chief Analyst, American Markets [] --------------------------------------------------------------- [] [] It's Not Supposed to Make Sense [Garrett Pic] Dear Investor, Market momentum is Green. Despite higher CPECI inflation numbers and concerns about next week’s jobs report, we saw the markets charge higher again. The markets completed their best month since November 2021, and most traders wonder if “Bad news is good news.” Don’t worry about that. Enjoy the ride. The three-day rally on the back of the Fed’s 75-point hike confused most people. But as I’ve recently explained, funds were VERY overexposed on the short side. As traders scramble for air, we’ve seen sharp covering on the short side. Look at the data, and you’ll be confused. The economy is in a recession. Full stop. I don’t care if Janet Yellen tries to spin the recent GDP data. The economy is in recession. The Atlanta Fed projected that Third Quarter GDP would be 2.1%. I’m happy to take the under. The Fed jacked rates up 7.5%, while the CPE inflation number was the highest since January 1982. The central bank may be aggressive again in September if inflation remains stubbornly high. Based on my assessment of rent prices and rising energy, I expect that will happen - and that we’re a long way off from 2% inflation - the Fed’s target number. Plus, the initial jobless claims hit their highest four-week average since November 2021. But still… the market screamed higher. What gives? FOMO, insider buying, and squeezing… on top of earnings numbers and outlooks just barely topping already lowered expectations. What a market. Commodity Push I’ve said a few times that I’m bullish on oil moving forward due to the lack of capital in the sector and the efforts by banks to press harder on ESG provisions. It is surprising to see oil prices push higher despite concerns about a recession at first glance. But it makes sense when you understand the supply shortage that I’ve highlighted. There is ample opportunity right now to correct the narrative on oil with companies like Exxon Mobil (XOM), Chevron (CVX), Crescent (CRGY), Devon Energy (DVN), and Marathon (MRO). This remains a very positive sector with very solid inflows in the last week. But don’t shy away from other energy sources as we move toward the fall. Yes, a recessionary pressure is in place, but this is largely a discretionary income recession driven by inflationary policy and poor economic management. Americans - and global citizens - will struggle to afford food and energy costs as they hold a floor. Those are people’s priorities as we move toward the winter months in the Northern Hemisphere. I don’t foresee a commodity crash happening soon, despite some of the direr warnings from Wall Street. We still have bad policies that ban petrochemicals and fertilizers around the globe. Food prices could soar because of these policies. We still have a supply gap in housing because of policy (largely the desire to keep new construction on the sideline in major metropolitan areas). We will need more homes and need more lumber in the future. Look at Boise Cascade (BCC) and Louisiana Pacific (LPX). We will need more fertilizer. Look at Intrepid Potash (IPI) and Mosaic (MOS). And… again… because it bears repeating… We need more oil. U.S. energy companies continue to benefit because of bad policy. Even if they don’t drill more oil, they can generate cash flow, pay down debt, increase their dividends, and buy back stock. Companies in the Permian Basin in Texas continue to benefit from scale and lower their breakeven prices. I recently read that Conoco-Phillips (COP) has a breakeven price in the Permian at $40 per barrel. I LOVE THAT COMPANY, especially as it benefits from its strategic deals in natural gas as well. Look at Devon Energy (DVN). Look at Occidental Petroleum (OXY), a company being swallowed up by Warren Buffett’s money. Look at Exxon Mobil (XOM) and Chevron (CVX), which shattered earnings expectations this morning. We need real assets. We are moving away from things we want to things we need, and capital is moving in that direction. Don’t be afraid because of recessionary pressures. Look to sell puts on stocks like the ones that I’ve mentioned. And remember that momentum is positive - right now - in all sectors. This is a great time to trade. It might not last long, but it’s a short window to make money. Let’s be aggressive and pick the things we NEED… Enjoy your evening, [Garrett Sig] Garrett {NAME} Chief Analyst, American Markets --------------------------------------------------------------- [] "NO MORE Altcoins" Crypto Workshop [jeffry alt coin]( [Heed this top crypto trader's warning!]( --------------------------------------------------------------- [] [] "NO MORE Altcoins" Crypto Workshop [jeffry alt coin]( [Heed this top crypto trader's warning!]( --------------------------------------------------------------- [] [] [] Since 2019, This Unique Trading Phenomenon Has Racked Up… - 55 double-digit wins - 23 triple-digit wins - 103% average win… - 97% win rate! Of course, these are outstanding results, and the market is unpredictable. These gains aren’t guaranteed to continue. But you should know that these trades have cost him on average less than 50 cents! 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[>> Learn how it has been possible here]( --------------------------------------------------------------- [] [] Article Recap - [It's Not Supposed to Make Sense](#i572731) - [Since 2019, This Unique Trading Phenomenon Has Racked Up...](#159893) --------------------------------------------------------------- [] Article Recap - [It's Not Supposed to Make Sense](#i572731) - [Since 2019, This Unique Trading Phenomenon Has Racked Up...](#159893) --------------------------------------------------------------- [] © 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