The Latest Breaking News from Portfolio Armor

How To Beat The Market When One Of Your Top Stocks Drops 44%

We’ve done well with Super Micro Computer (SMCI) recently, buying it at $21.86 last month (“Turning Bullish On Supermicro“), and seeing the stock more than double since. 

Benzinga · Dec 9, 2024

A Surprising Use For A Leveraged, Single-Stock ETF

How a leveraged, single-stock ETF can fit in a concentrated, hedged portfolio.

Benzinga · Dec 4, 2024

Screening For Black Friday Bargains In The Stock Market

Since American retailers traditionally offer deals on the day after Thanksgiving (“Black Friday”), it seemed fitting to see if the stock market was offering any too. The main metric I used to screen for deals was Chartmill’s overall valuation rating. I used that, because it incorporates several measures of valuation, including…

Benzinga · Dec 3, 2024

Financial Napalm: The Fed Needed Stocks To Fall. Credit Suisse Strategist Zoltan Pozsar Warned Us Last Month. How Our Response Has Worked Out

Zoltan Pozsar Warned Us In a post about a month ago (The Fed Isn't Your Friend), we wrote about Zoltan Pozsar's warning that the Fed's helicopters were going to be dropping "financial" napalm on the stock market. 

Benzinga · Jun 14, 2022

Buying When There's Blood In The Streets: The Pros And Cons. Three Examples From The Ukraine War.

Buying When There's Blood In The Streets

Benzinga · Jun 8, 2022

U.S. Sanctions On Russia Backfire, As We Predicted. How Our Investments Based On That Prediction Are Doing.

Our Predictions About Sanctions On Russia Back in March, we pointed out that Western sanctions on Russia were likely to backfire against the West.

Benzinga · Jun 6, 2022

As American Natural Gas Prices Start To Converge With Europe's, A Hedged Bet On Them Going Even Higher.

Zoltan Poszar's Predicted Commodities Disruptions

Benzinga · May 26, 2022

That '70s Show: Wall Street's Most Accurate Analyst Sees A '70s-Style Oil Spike And Tech Wreck. How We're Positioned For It

The 1970s Bear Market Analog  On Saturday, ZeroHedge reported that Wall Street's most accurate analyst, Bank of America's chief investment strategist Michael Hartnett, sees a strong parallel between our current market environment and the bear market that occurred during the 1970s:

Benzinga · May 9, 2022

Zoltan Poszar On Bretton Woods III: The Credit Suisse Wonderkind Talks About The New World Evolving In The Wake Of Russia's Invasion Of Ukraine

Alexander Bobrov/Pexels

Benzinga · Apr 4, 2022

Locking In Cleveland-Cliffs Gains: The Steelmaker Has Been A Top Name Of Ours, But Its Recent Parabolic Move Means Caution Is Warranted.

Cleveland-Cliffs Goes Parabolic

Benzinga · Mar 25, 2022