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#StrongHands 🙌 #BOP 🚀 Nation Update ️️️️️️️️️️️️️️️️️️️❤️️
Hi, I’m Paul Mampilly.
Welcome to my company's Substack, where we provide daily coverage of #OGI (opportunity, growth, and innovation) market trends, macro level analysis, and stock picks.
Like our name suggests, at ATG Digital, we go Against the Grain to support everyday people on their investing journeys.
ATG also represents seeing the world for what is abundantly clear to see — an opportunity for incredible growth and the BRIGHT and PROSPEROUS future that lies ahead.
To aid you on your journey to financial freedom, we have five paid plans starting at $9.99 for you to consider.
With a subscription you get:
Premium Content: Weekly market and stock updates via email newsletter.
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(Purple Tier Members)
Just visit atgdigital.media to see which plan is the best fit for your journey!
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Bitcoin Halving Countdown ⏰
The Bitcoin USD (BTC-USD) halving is happening on Friday! In other words, we only have 4 days remaining!
That’s an event where BTC’s daily issuance/supply will be cut in half from 6.25 to 3.125.
As this happens, the remaining supply of BTC will become scarcer, which is bullish for crypto and related stocks!
This event only happens every four years, so we thought it fitting to ring in this crypto holiday with you! ❤️
Paul: The Best Is Yet to Come 👀
No recession, no crash, no crisis, and the Federal Reserve is planning to cut interest rates in 2024!
What?!
That’s insane.
In over 30 years of investing experience, I’ve never seen anything like it.
What’s Going On? 🤔
Why would the Fed cut interest rates in this unprecedented fashion despite inflation persisting?
I laid out why I believe the Fed is going to do this in this X post (linked to the various posts I’ve excerpted from below).
Rates Will Go Lower 📉
If those posts prove to be a little long to digest, I’ll break them down here.
The banking sector — which effectively owns, runs, and operates the Fed — wants and needs low interest rates.
Why? Because of losses coming from investing in government bonds when yields were very low in 2020/2021 . . .
Also, because of losses that the banking sector knows are coming as loans to fund commercial real estate (CRE) are written down because of the impact of work from home/hybrid work.
Finally, Congress supervises the Fed, and its governors are nominated by the president and confirmed by the Senate.
In an election year, everyone seeking re-election prefers lower rates because it boosts asset prices and creates loose financial conditions.
Our Investments Will Surge 📈 as the Fed Cuts Rates
The bottom line is that despite inflation, the Fed is going to lower interest rates — which will be great for our investments.
You see, markets aren’t set up for the Fed to lower interest rates.
Instead, most investors have loaded up on things that are supposed to benefit from a recession, crash, and crisis.
Investors have bid the prices of these investments sky-high.
And in my opinion, they’ve created a bubble in the value for these investments — Big Tech stocks, big stocks in general, dividend stocks, and safety/stability stocks.
Essentially, it’s a bubble in things that are supposed to be low risk.
Equally, investors have also sold and, in the process, bid down the prices of investments that are supposed to be risky.
In other words, markets are inverted right now.
Others Are Positioned in All the Wrong 🙅♂️ Things
However, the Fed looking to cut interest rates means that investors are positioned 100% in the wrong things.
In a rate-cut environment, investors will come to buy investments perceived to be “risky,” such as growth stocks, crypto, and small- and medium-sized stocks.
In other words, all the things they don’t own now.
These investments have underperformed for three years now, because of people betting on a crisis and recession.
And in the second half of 2024, you’ll see a reversal unfold.
Slowly first, and then suddenly, all the things we own (that other investors don’t) will likely get bid up.
I expect our investments to start hitting their 2021 highs in the second half of 2024. And then in 2025, I believe that we’ll see new all-time highs.
Wall Street has already had success getting investors to buy chip stocks at sky-high valuations using buzz words like “AI” as a sales pitch.
I expect more narratives like this in 2024 and 2025, to get investors to shift their money — for example, innovation as a remedy to solving inflation.
Here’s another post blaming higher interest rates for high housing prices:
This is ridiculous. Still, it’s one that many people believe.
Most people forget that in the end, Wall Street is a giant merchandising operation.
It wants people to buy, sell, and trade because that's how it makes money. You can read more about this by clicking here.
Here’s the Bottom Line . . . 👀
Our stock and crypto investments are setting up for a massive run.
Just remember, if you’re the typical investor, you’re going to be skeptical at low prices. That market psychology is driven by price and our decisions to invest go with our emotions, rather than by facts.
However, as the prices of our investments rise, you’ll lose your skepticism and become a believer.
Now, I expect this bull run to last a full cycle — five to seven years.
So, there’s nothing wrong with joining in later.
However, if you want the potential to make big, life-changing money, you have to be in or buying at low prices.
You could get exposure to the massive bull market we believe is unfolding for growth and innovation stocks for just $9.99 by clicking here!
Subscriptions include trade alerts to follow our model portfolio, portfolio access, and weekly market and portfolio commentary!
#GBC100: Monday, April 15, 2024
The #GBC100 is down 1.12% today.
Created on September 22, 2022, the #GBC100 is an index/portfolio comprised of opportunity, growth, innovation, and crypto-related investments.
Our goals with the #GBC100 are twofold . . .
First, we want readers to get a sense of what our investments are doing in the market, because they can sometimes perform very differently than traditional indices (like the S&P 500 or Nasdaq 100).
Second, we’d like to eventually turn the #GBC100 into an ETF.
That way, instead of owning hundreds of growth stocks, you can get exposure to ATG Digital thinking — in opportunity, growth, innovation, and crypto — all in one place.
To learn more or to express your support for the launch of an ETF (by completing a poll), click here.
Tomorrow: Dan will cover a cloud storage company. ☁️ Don’t miss out!
It’s been a busy day for the ATG Digital team! 🥵
Just this morning, we sent out trade alerts for the Silver, Gold, and Diamond Tiers.
And we’re excited about all four stocks we recommended for these model portfolios. 🤩
If you’re not yet a member of our ATG Digital services, you’re missing out on a lot of information and opportunities . . .
So don’t wait any longer — join today by clicking here! 👈
On Monday, April 15, 2024, we hope you take this step on your journey to financial freedom. 🎉
❤️️ This Substack made — by US, for YOU — with love. ❤️️
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Join us, be #BOP 🚀, be #StrongHands 🙌, #GoATG! ️️❤️️
Disclaimer/Legal Stuff Written in Plain English
What you read/watch/hear is OPINION, not financial/investment advice. Treat it no different than when you read/watch/hear your favorite author/YouTuber/podcaster. Despite our best efforts, we get things wrong and make mistakes. Investing is risky. There is no guarantee you will make money. Your investments may lose value. That’s RISK. Past performance is no guarantee of future results. Employees, contractors, and owners of ATG Digital, LLC own/trade/transact in the stocks, options, and crypto that are the subject of our trade alerts, updates, reports, and commentaries. We cannot give you personalized financial advice because we are NOT financial advisors. It’s on you to decide how much/when/what to buy/sell based on YOUR financial needs, plans, and risk preferences. There are no guarantees. Loss of your capital is an outcome that you should evaluate carefully with a financial advisor before you trade, speculate, or invest. It's your money and your responsibility.
Paul, I love your thesis! And welcome aboard the falling interest rates train. The only thing I’d like to add is that inflation is going to fall like a rock! Not stay high. The main thing keeping it up is car insurance. And that can’t keep going up every month.
Well Paul let's hope you are right on that !!! We hear the same thing for the last 1,5 years and not only it has not happened but we loose more money that a year back... Also you keep mentioning your experience of 25 years, look at all the stocks you sold to buy back all have lost at least another 20%, look at where you recommended to buy PACB and where it is now, we need to have your 25 experience to pick the correct stocks , at the correct prices and to tell as to get off the train when it is crashing not to hold strong hands. That's what we need to win not to loose. Now I hope you are right and I will loose my skepticism and become a believer and applause you but we are not there yet