Insider Newsletter: Issue #319

Cramer says sell energy; data says a stealth bull is brewing. AI IPO mania, EM turning, platinum squeeze… what are we buying next?

Greetings, friends!

Spain’s stunning cliffs of Zumaia…photo courtesy of Michael.

Our own Max from Mavericks has just touched down in Buenos Aires.

Speaking of Mavericks, we’re only a few weeks away from a unique chance to join us in person. Will you be there? Details here.

Fair warning: if salad isn’t your thing, this might not be the event for you… because we plan on eating a lot of it.

In This Week’s Issue

• Jim Cramer, We Love You!

• But Wait… There Are More Contrary Signs

• In Too Deep

• Desperate for war

• Concentration Is Risk

• Extreme!

• One Hell of a Big Trend About to Start

• Argentina: Not Funny, But Part of the Game

• IEA: Time to Believe Them?

• Don’t Forget Platinum

• Muppets

• Remember Blackberry?

• High Dividend Yield Emerging Market ETF

• The Big Five