The questions of the moment... The central problem investors face today... A familiar mantra... A robust approach from Stansberry Asset Management... The second-half playbook... Own what matters when it matters...

Software companies aren't going anywhere...

The beaten-down stocks of high-quality, high-margin, high-cash-flow companies can rebound sharply if there's even a small change in investor sentiment... As I discussed in yesterday's e-mail, software companies Intuit (INTU), ServiceNow (NOW), and Salesforce (CRM) are good examples of this phenomenon. Today, let's look at another candidate that meets this description: payment company PayPal (PYPL). First off, its stock chart is ugly... After PayPal spun off from eBay (EBAY) in 2015, the stock skyrocketed nearly 10-fold for six years. It then crashed over the past five years and is now almost back to its price from 11 years ago: Despite […]

The next space race has begun. It could transform the Internet itself. But the story is more complicated than most investors know...

Alphabet is raising more money to meet AI demand... Debt, equity, and a big private deal... The AI boom looks more and more like a hot commodity cycle... South Korea's 'Melt Up'... What to make of mega-cap IPO season...

Tick-borne diseases are on the rise...

1) Berkshire Hathaway (BRK-B) has been in the news over the past few days thanks to two announcements... First, it's paying $8.5 billion to acquire Taylor Morrison Home (TMHC), America's sixth-largest homebuilder. That amounts to $72.50 per share in cash, a 24% premium to Friday's close price. In addition, Berkshire is investing $10 billion in Alphabet (GOOGL) via a private placement. Here's my friend Doug Kass's take on it: Half of Berkshire's investment is common stock, paying $351.81 per share – a $25 discount from the close. The other half is in capital stock, a preferred (fixed income paper). This […]

South Korea's market rally is hitting unprecedented levels. But we're finally entering the late innings...

On today's episode of Stansberry Investor Hour, Matthew Tuttle explains the "death of value investing"... discusses the problems with ETFs... and shares the framework behind his investing strategy.

U.S.-Iran talks stall... Approaching 'unheard of' levels in the oil market... This is a gray swan... Semiconductor euphoria continues... Other sectors worth looking at... Do not touch SpaceX stock until you've done this...