Joseph Shaefer Blog | Talkmarkets | Page 1
Money manager with 40+ years experience / Geopolitical analyst
Contributor's Links: Stanford Wealth Management

Joseph L. Shaefer is the CEO and Chief Investment Officer of Stanford Wealth Management, LLC, a Registered Investment Advisor.
Retired senior executive of Charles Schwab and Co. Retired (36 years) active and reserve military service -- six in special operations, the next 30 in the ... more

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Latest Posts
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The Energy Sector Is Now The Way To Go
Oil and especially natural gas will see more demand in the coming autumn weeks and winter months.
Tesla And Volkswagen: Report From A Country With 64% BEV Adoption
What Norway is seeking, and likely to achieve, is zero "emissions" - from the automobiles themselves.
The Real Story On Inflation: How It Affects Your Portfolio
There will always be a tug of war between inflation and deflation. For a better understanding of where we stand today and the effect it has on your portfolio, read on...
Mercer International: This 'Strong Paper' Stock Is On A Roll
Canada-based Mercer International is one of the quiet companies that produce this environmentally clean to produce, easy to recycle paper that is increasingly used for e-commerce shipping.
The Market 'Could' Get Worse, But Signs Of Recovery Are Here: HDV And QQQ
The only real negative beyond the possibility of a serious expansion of the Russian attack on Ukraine is that we should see inflation continue in the 7%-8% range for a couple more months.
In Like A Lion, Out Like A Lamb: Sibanye Stillwater And Anglo American Platinum
Putin has become a pariah. since Russia is the world's top producer of palladium and the second-largest producer of platinum. I believe both ANGPY and SBSW are strong contenders for success as a result of Mr. Putin's bull in a china shop blunder.
Too Late To Sell, Too Soon To Buy
The Dow, the S&P 500, and the Nasdaq 100, after a splendid 2021, which almost every prognosticator "predicted" would continue into 2022, fell like a stone.
SEA: Sea, Air And Land Shipping All In One ETF
SEA is a brand-new ETF listed less than two weeks ago. The fund is comprised of only 29 companies, all well known in the shipping and supply chain business.
Seriously, The Great Rotation From Growth To Value?
This overdue correction in tech is being hailed by many as a Great Rotation from Growth to Value. They are wrong.
Put Some ZIP In Your Portfolio With Maritime Shipper ZIM
ZIM declared blowout earnings this morning. But in a down market, the shares have not "yet" moved.
Vector Group: Overlooked Growth, Value And Income, On Sale
We seldom find a company that combines value, growth and income in relatively equal parts. In this case, it is a Real Estate and Consumer Staples selection.
Matterport: Uninspiring Name, Stellar Business Opportunity
I believe Matterport is a major investment opportunity just at the beginning of realizing its potential.
MOAT: Simply The Best US Large Cap Blend ETF
VanEck Vectors Morningstar Wide Moat ETF (BATS:MOAT) bases its holdings on the Morningstar Wide Moat Focus Index.
TBT: My Best Inflation Play Ever
Inflation is the most insidious tax of all. Every day, while you go about your daily business, this tax is being levied. Some days, weeks, months or even years are better than others.
Bulls, Bears, Owls And Pigs
Everyone knows the distinction between a bull and a bear. There are enough conflicting indicators out there right now that a pretty forceful argument can be made for either position.
Armageddon - Or Just An Overdue Correction
This looks more like an acceleration of sector rotation from those that wither under inflation to those that profit from inflation.
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