Senin, 19 Mei 2025

20% Higher and Still in Second Gear

Total Wealth

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Monday Takeaways: Bulls Accelerate Through Moody's Caution Flag

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Warren Buffett's Partner Made One Last BIG BET Before He Died... and 99% of Americans have never heard of it before...

WHAT WAS CHARLIE MUNGER'S FINAL INVESTMENT?

What the experts say...

"The most important company Americans know the least about..."
- P. McCormick, Former Investment Banker, Bank of America Merrill Lynch

"Given the superiority of its model, it wouldn't surprise me if it's the most valuable business on the planet"
- Billionaire investor, Mohnish Pabrai

"An incredible cash-generation machine..."
- Laurence Nga, ACCA CIMA

CLICK HERE FOR THE FULL STORY
 
Shah Gilani

Shah Gilani
Chief Investment Strategist

The melt-up continues despite Moody's late-to-the-party downgrade...

Markets are over 20% higher from Liberation Day Blues, looking like a rocket taking off with five straight days of gains last week.

But Friday's surprise move by Moody's - downgrading the U.S. from AAA to AA1 - has sent Treasury yields jumping...

  • 30-year yields back up knocking on 5%
  • 10-year yields north of 4.54%
  • Futures down more than 1% across indexes Monday morning

Should you be concerned? History tells us something different...

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"A juggernaut... to rival the likes of Google and Netflix in power and value"

Is this most valuable AI stock in the world?
 

When S&P downgraded the U.S. in 2011, markets rallied for the next decade. When Fitch downgraded in August 2023, no recession followed.

With the S&P inches from new record highs but Goldman calling for a 20% pullback, is it time to be aggressive or cautious?

Click here or on the image below to discover why this week might not be the time for heavy capital allocation.

Cheers,

Shah

Video - Monday Takeaways
 
WATCH THE VIDEO
(WITH TRANSCRIPT)

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While most big tech companies are burning through tens of billions chasing AI hype - with no clear path to profit... ONE STOCK is already way ahead of the game...

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CNBC reports it has over 2,000 AI patents... that's more than Tesla, OpenAI, Microsoft and Samsung-combined.

And according to Kiplinger, by the start of 2023 it had created more wealth for investors than Nvidia, Oracle, Intel, Taiwan Semiconductor, Facebook and Tesla .

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