Deep Value Investing
Value Investor, Long-Term Compounding
Meta, Amazon, IREN, AppLovin, Oracle, Alphabet and Broadcom are stocks to be greedy on now that the Fear & Greed Index has hit fear, following Buffett's advice to be greedy when others are fearful. x.com x.com x.com x.com x.com x.com x.comÂ
Gold is extremely attractive now because rising market fear could make it a great hedge. It has fallen nearly 30% from its January all-time high and returned to the accumulation zone. If this level holds, expect a bounce soon. x.comÂ
Gold has topped, as the monthly chart's volatility hole signaled once again. That hole formed in March, and four months later the bearish trends in gold and silver have played out as anticipated. Heavy retail FOMO, with followers flooding in for gold and silver charts while dismissing marked topping signals, usually marks the top. x.com x.comÂ
Institutions are clearly building a position in gold around $430 in the gold ETF. It just posted its largest buy volume since the March low, about $27B, and is pulling back to the area it was earlier sold from inefficiently, while intraday buyers keep absorbing the drop. Gold is now green on the year and holding its October 2025 range. x.comÂ
Gold, bought gradually on sell-offs, complements Bitcoin as a two-pronged hedge against the disaster of a bloated US debt and nonstop money printing. x.comÂ
Gold now points toward a downside target, following the late-August exit signal laid out in the August 30 edition of Turning Points. x.comÂ
ServiceNow, Alphabet, Adobe, First Solar, Microsoft, MercadoLibre, Nvidia, Airbnb, Hims & Hers, Visa, Mastercard and Amazon could be great buys right now, as great companies available at reasonable prices for long-term investors. x.com x.com x.com x.com x.com x.com x.com x.com x.com x.com x.comÂ
Amazon, Meta, MercadoLibre, Reddit, Robinhood and Klarna are great companies trading at a discount because the market is one-sided, with AI stocks taking over even as indexes hit all-time highs. For a long-term investor they are worth buying in stages and holding. x.comÂ
Gold looks likely to fill the gap below and test $366-$368 over the next two weeks before a solid bounce, with options heatmaps lining up with the chart. A flush into the $360s would be a buying opportunity rather than a reason to short. x.comÂ
Kevin Warsh's clearer commitment to fighting inflation is very bullish for Amazon, Microsoft and Alphabet. He delivered more clarity than the last FOMC, which should flatten the rate curve; if long-end rates dip, credit default swaps could narrow and spark short covering in the three big clouds as well as CoreWeave and Oracle. How bonds react the following week is the test. x.com x.comÂ