An AI influencer with no previous professional investing experience tried his hand at stock picking last year and now his firm, Situational Awareness, manages more than $1.5 billion https://t.co/GHQXbJLyIC ...

Market Overview - The stock market is retreating from all-time highs, indicating a potential shift in investor sentiment and market dynamics [1] Investment Strategy - It is suggested that investors maintain caution in their portfolios and engage in careful stock picking to determine which stocks should remain [1] Analyst Background - Gary Alexander has extensive experience covering technology companies on Wall Street and working in Silicon Valley, providing insights into current industry themes [1]

though, up 8% in after hours trade. Back to you. >> Okay Mackenzie.Thank you. Well, let's turn back to the markets and this pick for the board opening. Let's bring in Charles Schwab senior investment strategist Kevin Gordon and G Squared Private Wealth CIO and CNBC contributor Victoria Green.Great to have you both here. On what was a reversal of a day for the major averages. Kevin, I'm going to kick this off with you because I know you make the case that the fed doesn't actually need to cut here, but I do w ...

Core Insights - The article highlights the investment strategies and achievements of Paul Franke, a seasoned investor with 39 years of trading experience, emphasizing his contrarian stock selection style and the development of a system called "Victory Formation" for identifying stocks based on supply/demand imbalances [1] Group 1: Investment Strategies - Paul Franke suggests using a diversified approach by owning at least 50 well-positioned stocks to achieve regular stock market outperformance [1] - The "Bottom Fishing Club" articles focus on deep value candidates or stocks that are experiencing a significant reversal in technical momentum to the upside [1] - The "Volume Breakout Report" articles discuss positive trend changes supported by strong price and volume trading action [1] Group 2: Performance and Recognition - Franke was consistently ranked among the top investment advisors nationally during the 1990s and was ranked 1 in the Motley Fool® CAPS stock picking contest during parts of 2008 and 2009, out of over 60,000 portfolios [1] - As of June 2025, he was ranked in the Top 4% of bloggers by TipRanks® for 12-month stock picking performance based on suggestions made over the last decade [1] Group 3: Risk Management - Franke recommends investors implement stop-loss levels of 10% or 20% on individual stock choices to manage risk effectively [1]

Core Insights - Stock picking has proven to be highly profitable amid significant market volatility this year, with individual stocks outperforming the S&P 500, which has remained relatively flat [1] - Increased dispersion in stock performance is anticipated, which will benefit investors who actively trade [1] Group 1: Market Performance - The current market environment has rewarded stock pickers significantly, indicating a divergence in stock performance compared to the overall market index [1] - The S&P 500 has shown a flat performance, highlighting the potential for selective investment strategies to yield better returns [1] Group 2: Analyst Background - Gary Alexander possesses extensive experience in technology sectors, having worked on Wall Street and in Silicon Valley, which informs his insights into current industry trends [1] - His role as an adviser to seed-round startups provides him with a unique perspective on emerging themes within the technology industry [1]

Core Insights - The S&P 500 is nearing its previous highs, leading to increased difficulty in stock selection due to elevated valuations [1] - MMMT Wealth, founded by Oliver, focuses on investment strategies and stock analysis, primarily through insights gathered from investor calls, presentations, and financial news [1] - Oliver has 5 years of investing experience and 4 years as a CPA, emphasizing the importance of thorough research in identifying high-quality businesses [1] Company Overview - MMMT Wealth was established in 2023, with a mission to provide insights on investment strategies and stock evaluations [1] - The firm operates mainly in the financial services sector, including private equity, hedge funds, and asset management [1] Investment Philosophy - The investment approach is centered on a 3-5 year time horizon, focusing on the potential life-changing impact of even a few well-chosen investments [1] - Oliver's passion for investing drives the commitment to extensive research and analysis of the best businesses globally [1]

Core Insights - The article highlights the investment strategies of Paul Franke, a seasoned investor with 39 years of trading experience, emphasizing his contrarian stock selection style and the development of a system called "Victory Formation" for identifying stocks based on supply/demand imbalances [1] Group 1: Investment Strategies - Paul Franke suggests using a diversified approach by owning at least 50 well-positioned stocks to achieve regular stock market outperformance [1] - The "Bottom Fishing Club" articles focus on deep value candidates or stocks that are experiencing a significant reversal in technical momentum [1] - The "Volume Breakout Report" articles discuss positive trend changes supported by strong price and volume trading action [1] Group 2: Performance and Recognition - Franke was consistently ranked among the top investment advisors nationally during the 1990s and was recognized for his stock market and commodity macro views [1] - He achieved a top ranking in the Motley Fool® CAPS stock picking contest during parts of 2008 and 2009, out of over 60,000 portfolios [1] - As of June 2025, he was ranked in the Top 4% of bloggers by TipRanks® for 12-month stock picking performance based on suggestions made over the last decade [1]

Market Volatility & Investment Strategy - The market has shown resilience with a V-shaped recovery, and investors should embrace volatility as it favors long-term value buyers [1] - Despite major market averages being in the black for the year, many individual stocks, especially in the Russell 2000, are still down significantly, presenting value opportunities [4] - Stock picking is expected to outperform buying indexes, offering better sleep-at-night valuations and generous dividend yields [11] Undervalued Sectors & Stocks - The energy sector, particularly Sevitas Resources, is attractive due to being hit hard, offering a big dividend yield and low PE ratio while remaining profitable [5][6] - Pharmaceutical companies like Merc are viewed as high quality, trading at a PE around 11 with a 4% dividend yield, lower than its historical valuation [6] - Whirlpool, the appliance maker, offers a yield over 7% with a PE in the 9-10 range, anticipating support from lower interest rates later in the year [8] - Target, the discount retailer, has a low valuation relative to its history and a dividend yield pushing 5% [8][9] - UPS, the package shipping company, aligns with the theme of low valuations and generous dividend yields [9] Economic Outlook & Fed Policy - Good news rate cuts are anticipated throughout the year, although immediate cuts are unlikely due to tariff uncertainties and high inflation expectations [12][13] - Historically, stocks have performed well regardless of Fed tightening or easing, rising or falling interest rates, or high or low inflation [14] - Value stocks have historically lost only a couple percent on average during recessions, with spectacular returns of 30-40% coming out of recessions [15][16] Portfolio Valuation - The portfolio's forward earnings trade at 14 times, compared to the S&P 500's 23 times forward earnings [10] - The portfolio's overall dividend yield is 250 basis points (25%) versus 130 basis points (13%) for the S&P 500 [10]

Core Insights - Paul Franke is a seasoned investor with 39 years of trading experience, recognized for his stock picking and macro views, having been ranked among the top investment advisors nationally during the 1990s [1] - Franke developed a stock selection system called "Victory Formation," which focuses on supply/demand imbalances indicated by specific stock price and volume movements [1] - The "Bottom Fishing Club" articles highlight deep value stocks or those showing significant upward technical momentum reversals, while "Volume Breakout Report" articles discuss positive trend changes supported by strong trading action [1] Investment Strategy - Franke recommends a diversified approach, suggesting investors hold at least 50 well-positioned stocks to achieve consistent outperformance in the stock market [1] - A stop-loss level of 10% to 20% on individual stock choices is advised to manage risk effectively [1]

Core Insights - The article highlights the investment strategies and achievements of Paul Franke, a seasoned investor with 38 years of trading experience, emphasizing his contrarian stock selection style and algorithmic analysis for identifying investment opportunities [1] Group 1: Investment Strategies - Paul Franke developed a system called "Victory Formation," which focuses on supply/demand imbalances indicated by specific stock price and volume movements [1] - The "Bottom Fishing Club" articles target deep-value stocks or those showing significant positive technical momentum reversals [1] - The "Volume Breakout Report" articles analyze positive trend changes supported by strong price and volume trading activity [1] Group 2: Performance and Recognition - Franke was consistently ranked among the top investment advisors nationally during the 1990s and achieved the 1 position in the Motley Fool® CAPS stock picking contest in 2008 and 2009 out of over 60,000 portfolios [1] - As of September 2024, he was ranked in the Top 3% of bloggers by TipRanks® for 12-month stock picking performance over the last decade [1] Group 3: Risk Management - Franke advises investors to implement stop-loss levels of 10% or 20% on individual stock choices and to maintain a diversified portfolio of at least 50 well-positioned stocks to enhance regular stock market outperformance [1]