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Michael Kantrowitz: Why The "Recession" Is Already Over

Michael Kantrowitz: Why The "Recession" Is Already Over

57 minutes ago • 48 min 16 sec

RiskReversal PodPodcast

The market is expected to broaden beyond mega-cap tech, creating opportunities in previously underperforming areas. Consider allocating to small-cap stocks via the Russell 2000, as their earnings estimates are rising for the first time in three years. Interest-rate sensitive cyclical sectors like Housing, Manufacturing, and Transportation are also poised for a recovery as the "rolling recession" in these industries ends. Key indicators to watch are rising mortgage purchase applications and an expected move above 50 for the ISM manufacturing index. Future stock market gains are likely to be driven by this fundamental earnings growth in recovering sectors rather than by valuation increases in market leaders.

Consider investing in energy and metals, which are positioned as a "bang up trade for the next year or so" due to the massive infrastructure buildout required for AI. Look into natural gas and uranium as key beneficiaries of the immense power demand from new data centers. Gold is viewed as a strong hedge against central bank policy, with a specific high-risk idea being the small-cap miner Snowline Gold (SNWGF). It may be prudent to rotate capital out of the overvalued Magnificent 7 tech stocks and into these underinvested natural resource sectors. For a higher-risk alternative hedge against the traditional financial system, consider assets like Bitcoin (BTC) and Ethereum (ETH).

Is Pete Hegseth’s Strike Scandal an Impeachable Offense?

Is Pete Hegseth’s Strike Scandal an Impeachable Offense?

1 hour ago • 26 min 30 sec

Raging Moderates with Scott Galloway and Jessica TarlovPodcast

Consider investing in companies that are key enablers of the Artificial Intelligence (AI) trend. Atlassian (TEAM) is integrating AI into its Jira software, positioning it as a core tool for enhancing team productivity. MongoDB (MDB) offers a foundational "picks and shovels" opportunity, providing the essential database infrastructure for modern AI applications. The company's strong enterprise adoption is validated by its use among many Fortune 500 companies for critical operations. Both TEAM and MDB represent compelling ways to invest in the long-term growth of AI within the enterprise software sector.

A high-conviction view suggests Ethereum (ETH) could reach a $1 trillion market cap within the next 2-3 years, representing a significant upside from its current valuation. For a leveraged bet on Bitcoin, recent fears surrounding MicroStrategy (MSTR) have eased significantly. The company secured a $1.5 billion cash reserve, reducing the immediate risk of being forced to sell its Bitcoin holdings. This development makes MSTR a more stable proxy for investors bullish on Bitcoin. Furthermore, long-term institutional adoption for Bitcoin (BTC) continues to grow, with major firms like Vanguard now providing clients access to crypto ETFs.

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