CodyWillard

Here's a complete run down of the Virtual Reality sector, including the best and brightest and a few dark horse stocks to invest in.

Brian Bain from Investor in the Family asked me to join him on his podcast to talk about my new report, Everything You Need to Know About Negative Interest Rates. Here's the full interview where we hit on what negative interest rates are, why the Fed will always do what the big banks tell it to, why the economy and stock markets will have to undergo a major reset in my life, why gold is going to $5000 and much more.

Nobody ever believed that such a crazy concept as “Negative Interest Rates” could exist in the real world, and certainly not in developed economies around the world simultaneously. But such is reality today.

Negative interest rates and negative interest rate policies (“NIRP”, not to be confused with 0% interest rate policies or “ZIRP”), where a central bank charges the banks it regulates to hold their money, are now being more widely deployed. Believe it or not, countries accounting for a full quarter of global GDP now have negative interest rates, including the eurozone, Switzerland, and most recently Japan.

Here in the US, we’re likely heading we’re likely to see yet another easing cycle from the US Federal Reserve, which might very well include negative interest rates (but might not -- more on that later). Why? Well, the Fed’s got a whole lot of excuses/reasons to cut its own rates and create new forms of Quantitative Easing (QE) and/or negative interest rates of its own.

As I’ve been saying since late 2015, when the Fed finally raised rates from 0 to 0.25%, I don’t think we’re actually heading into a tightening cycle. And I fully expect that Janet Yellen and the Fed will get much more dovish, eventually cutting rates back to 0% and probably bringing back some form of QE and/or negative interest rates.

In the weeks since I first started floating the idea that the Fed would go to negative interest rates and/or create another round of QE, the idea of us seeing negative interest rates here in the US has gone from far-fetched to quite likely. Now everybody’s trying to figure out what it means for them individually, for the stock market and for the economy writ large. This report is an attempt to explain how negative interest rates and a new easing cycle from the Federal Reserve in the context of the world’s larger currency wars will impact our world.

The most important part of $AAPL’s earnings is this, as it underscores how big the Apple Ecosystem has become: Apple has more than 1 billion devices online — something it’s never revealed before. What you need to know about investing in Apple for the long-term. A Facebook earnings preview and what would make me buy Twitter?

Why the Fed is going to cut rates and bring back QE and what that means for the market. I outline the most likely scenario for the near-term market direction, and have a new trade to help profit from it. And much more in this four page report on the global and US economies, the stock market set-up and how to position yourself now.

I used to poke fun all the time at the permabears for not being able to recognize the boom times for what they were, say from 2010 to 2015. Peak oil, unemployment, valuations, currency wars, and China were always their reasons for pending Armageddon. Now though, here in 2016, peak oil is proven silly, deflation is real, currency wars are real and China’s a concern.

Let’s hit on each of these points...

A few themes run through my new ebook called "Stocks Wanted for 2016" that are worth noting.

First, despite all the carnage in the last few months in a lot of individual stocks, there isn’t but a handful of stocks rated 7/10 or higher in the book. In my own personal portfolio, I own about a dozen names and have a handful of short positions. My long names are almost all rated 7/10 or higher.

Specifically, there are no 10/10 or 9/10 rated stocks. There are three 8/10 rated stocks (GOOG on page 11, FFIV on page 40, QCOM on page 45), and a dozen 7/10 rated stocks including Amazon on page 12, Netflix on page 13, Akamai on page 34 and Twitter on page 51.

That lack of strong buy names is reflective of the fact that the markets just aren’t cheap right now as well as that earnings and topline growth just aren’t strong for many sectors.

Speaking of sectors, I was disappointed but not surprised that every single energy and other commodity stock requested for me to analyze for this book was highly leveraged and in trouble of being able to handle that debt in the next few quarters.

There were a lot of requests for smaller cap biotech stocks and most of those were rather like venture capital investment opportunities, as the companies have huge upside potential but tremendous risk of total failure too. I wouldn’t suggest investing in biotech stocks in general as the sector faces pricing headwinds going forward. But if you do enough homework on an individual company and its prospects in its industry and you speak to doctors from that industry and get strong feedback and so on, there are always 10-bagger and bigger opportunities in individual stocks that get approval and distribution for new cures, tests and other biotech products.

It's about to get even worse for satellite companies and the traditional broadcast television business model. Why? Look at the NFL and Howard Stern.

Why gold might be topped out near-term but is probably going up 5-10 fold over my lifetime. Why biotech is in a bubble and about to crash. Why Facebook remains the best app company on the planet and more.

People ask me all the time if the reason I am so bearish on companies that lean on the taxpayer to fund their businesses like Wells Fargo and other too big to fail banks or even Tesla is because I'm taking a moral stance against corporate welfare. The answer is no. I am an opportunist with my money and my investing/trading. And anyway, every single publicly-traded company in this country (and around the world) benefits from subsidization and competitive protection from government forces.