print-icon
print-icon

Investing For The New Gold-Based Global Economy

quoth the raven's Photo
by quoth the raven
Saturday, Dec 17, 2022 - 15:58

Submitted by QTR's Fringe Finance

It was a great end to the week with Fringe Finance favorite Maxar (MAXR) getting bought out for $53 per share, representing a more than 100% premium from the previous day’s closing price.

Maxar being bought out makes perfect sense, not only because of the company’s valuation, but due to a bigger theme in space and defense that I think is in the works. I have been writing that I am investing in defense, as well as several other sectors, as I believe those industries can buck the trend of falling markets.

In a portfolio update this August, I wrote:

In defense and aerospace, I love MAXR…

In another update, in July, I wrote about it - and in April, I wrote about it as one of my Select Favorite Longs. Maxar makes the second of my 22 Stocks for 2022 to get bought out - the first was Activision (ATVI). I also guessed a buyout would happen in my 100 Fringe Predictions for 2022 - a fun read to review if you haven’t otherwise, too.


🔥 50% OFF: If you are not yet a subscriber to Fringe Finance, I can offer you 50% off of a subscription for life: Get 50% off forever


Paid subscribers have also had access to pieces like in November 2021 warning of a NASDAQ crash months before it happened, continued warnings in December 2021, continued reminders in March 2021 that the market could head lower, warnings to avoid ARKK before its collapse this year, warnings in November 2021 about Celsius and crypto potentially collapsing, and individual stock picks like my call on Lockheed to hit $475 while it was back in the mid $300’s.

In fact, you can now access all of my archived posts from 2021 here and all of my archived posts from 2022 here(Please see my disclaimer at the end of this post.)

We have truly seen the importance of Substack and independent journalism over the last two weeks, with Matt Taibbi and Bari Weiss - two of the first defectors from the mainstream journalism world - releasing massive news about how Twitter controlled the narrative on its platform contrary to what it was telling the public.

I’ve enjoyed reading Taibbi and Weiss - they are two of the reasons I wanted to make my way over to Substack. That, and because you can only rag on CNBC so much before looking at yourself and asking: what am I doing about it?

Fringe Finance is now approaching 30,000 people on our email list. Here’s a taste of what we have written about the last 2 weeks - and hopefully what gives our perspective some gravitas from readers interested in critical thinking.

Has The U.S. Disintegrated Into An Emerging Market?

Harris Kupperman asks if the U.S. has gone from a developing market into an emerging market.

Has The U.S. Disintegrated Into An Emerging Market?

It's CPI Week: My Quick Market Thoughts

My market outlook heading into last week - “CPI week”.

It's CPI Week: My Quick Market Thoughts

Explaining Last Week's CPI Whipsaw...And Where Markets Go Now

I also wrote about what I thought the market’s reaction to CPI meant - and where the market was going to go heading forward.

Explaining Yesterday's CPI Whipsaw...And Where Markets Go Now

The "New Cold War" Gold Race Is On

More and more, it’s looking like my thesis of a massive shift in the global economic order taking place. Here's why.

The "New Cold War" Gold Race Is On

Stay On Target

We’re making our “trench run” in markets as we speak.

Stay On Target

Wuhan Whistleblower: Former EcoHealth VP Says Covid "Man Made", Escaped From Lab

“I was terrified by what I saw. We were just handing them bioweapon technology.”

Wuhan Whistleblower: Former EcoHealth VP Says Covid "Man Made", Escaped From Lab

The New Cold War Has Begun

New developments over the last 3 weeks show the set up for an unprecedented era economically & geopolitically is beginning. Here's what's new...and how I'm investing for it.

The New Cold War Has Begun

Stocks Have "Considerably More Downside" & Commodities Have A "Brand New Tailwind" In 2023

"...if you think that based on this bear market’s sentiment we’ve 'seen the bottom,' I wish you luck!"

Stocks Have "Considerably More Downside" & Commodities Have A "Brand New Tailwind" In 2023: Mark Spiegel

Elon Musk's Twitter Is A Monster Of The Left's Own Making

As the left points a finger at Elon Musk, three more fingers point back at them. Twitter being run by Elon Musk doesn't happen unless the left offers an impetus for it...and they did.

Elon Musk's Twitter Is A Monster Of The Left's Own Making

Housing Demand "Vaporized" After Rates Hit 7%...And A New Wave Of Inventory Is Next

"Market behavior started shifting significantly once rates passed 5.5% in June."

Housing Demand "Vaporized" After Rates Hit 7%...And A New Wave Of Inventory Is Next

Tapped Out

The market, once again, held up enough two weeks ago through this week to offer the illusion that we could be heading towards a soft landing - and that the Federal Reserve’s strategy of rate hikes isn’t maiming the economy or the market.

But alarming new macroeconomic data continues to reinforce my stance that a rug pull lower in markets could still be on its way.

Tapped Out


🔥 50% OFF: If you are not yet a subscriber to Fringe Finance, I can offer you 50% off of a subscription for life: Get 50% off forever


QTR’s Disclaimer: I am an idiot and often get things wrong and lose money. I may own or transact in any names mentioned in this piece at any time without warning. This piece may reflect thoughts on individual names/markets that does not match my trading in the days surrounding publishing. This is not a recommendation to buy or sell any stocks or securities, just my opinions. I often lose money on positions I trade/invest in. I may add any name mentioned in this article and sell any name mentioned in this piece at any time, without further warning. None of this is a solicitation to buy or sell securities. These positions can change immediately as soon as I publish this, with or without notice. You are on your own. Do not make decisions based on my blog. I exist on the fringe. The publisher does not guarantee the accuracy or completeness of the information provided in this page. These are not the opinions of any of my employers, partners, or associates. I did my best to be honest about my disclosures but can’t guarantee I am right; I write these posts after a couple beers sometimes. Also, I just straight up get shit wrong a lot. I mention it twice because it’s that important.

Contributor posts published on Zero Hedge do not necessarily represent the views and opinions of Zero Hedge, and are not selected, edited or screened by Zero Hedge editors.
0
Loading...