🎉 70% OFF | 25 Stocks For 2025
Last week I released my 25 stocks I’m watching for 2025.
Last week I released my 25 stocks I’m watching for 2025, along with my broader take on the market heading into the new year, as I’ve done for the last few years.
I also recapped last year’s stocks I was watching, which on an equal weighted basis returned about 18.5% for 2024.
And as I did heading into 2024, this week I’ll have additional ideas, with my good friend Chris DeMuth Jr. contributing names he’s been watching heading into 2025.
🎉 NEW YEAR SALE: 70% Off: For those that are not yet subscribers I am offering 70% off all annual subscriptions and the discount remains for as long as you wish to remain a subscriber - and your price never increases. Use this coupon to take advantage:
For a sneak peak of how I feel about macro, check out my latest article, Zen and the Art Of Market Crash Fear Porn which talks about the potential for a worst case scenario heading into the new year, while (I swear) not trying to be fear porn or perma-bearish.
As I said last week, this market is so overvalued and hyperextended that I would be watching cryptocurrencies as the first canary in the coal mine for a potential pullback.
To start off 2025 on the right foot, I talked last week with my good friend and, in my opinion, investing genius, Chris DeMuth Jr., about what sectors, industries, and names we'd be watching heading into the new year.
Last week I also posted the latest from Harris Kupperman, who explored the idea of letting inflation run hot into 2025:
Finally last month I also posted an interview with Peter Schiff. He and I talked about his perspectives on markets, government policies, and the future of Bitcoin and gold. I also asked Schiff about his miscalculations, primarily underestimating the length of time it would take for economic reckoning and on bitcoin — and he explained to me why he thinks the economy is “living on borrowed time”:
Here’s what else is new on the blog:
Interview With Chris DeMuth: Markets, Bubbles & Ideas For 2025
Peter Schiff Exclusive: Economy Is "Living On Borrowed Time"
The Best Trades "Often Take A Little More Patience" To Develop
Matt Taibbi Exclusive: America's Loss Of Trust In Media Can't Be Fixed
On “Disagreement” and the Presidential Power to Adjourn Congress
For those that are not yet subscribers I am offering one last sale for the 2024 year - 70% off all annual subscriptions and the discount remains for as long as you wish to remain a subscriber - and your price never increases. Use this coupon to take advantage:
QTR’s Disclaimer: Please read my full legal disclaimer on my About page here. This post represents my opinions only. In addition, please understand 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. Contributor posts and aggregated posts have been hand selected by me, have not been fact checked and are the opinions of their authors. They are either submitted to QTR by their author, reprinted under a Creative Commons license with my best effort to uphold what the license asks, or with the permission of the author.
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. I may or may not own names I write about and are watching. Sometimes I’m bullish without owning things, sometimes I’m bearish and do own things. Just assume my positions could be exactly the opposite of what you think they are just in case. If I’m long I could quickly be short and vice versa. I won’t update my positions. All positions can change immediately as soon as I publish this, with or without notice and at any point I can be long, short or neutral on any position. 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. I edit after my posts are published because I’m impatient and lazy, so if you see a typo, check back in a half hour. Also, I just straight up get shit wrong a lot. I mention it twice because it’s that important.
