These Three Whales Are Buying the Original Chaos Hedge

Nick’s Note: Don’t miss today’s special 3-Minute Market Minder from PBRG guru Teeka Tiwari. In this must-see video, Teeka explains what’s behind the recent volatility in the crypto market. You’ll find the video after today’s essay…

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By Nick Rokke, analyst, The Palm Beach Daily

Today, we continue to hunt whales…

Regular readers know that whale hunting is a simple investment strategy: We follow the big money managers who have a proven track record of beating the market… and then buy what they’re buying.

In yesterday’s Daily, we followed David Tepper into semiconductors. And on Tuesday, we showed you how to be an active trader like Peter Lynch.

Today, we’re following three of the world’s biggest fund managers into one of our favorite chaos hedges…

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Three Wise Men

When one whale buys a position, that’s interesting. But when three of them buy the same position at the same time, it’s head-turning.

The three titans I’m talking about are:

• John Paulson. He knows a thing or two about spotting a crisis. He made his investors $15 billion as the subprime housing crisis unfolded in 2008–2009. And if another crisis comes, he’ll make a lot more money with his current positioning.

• Seth Klarman. He’s the author of Margin of Safety, a book packed with such good information that people pay thousands of dollars for it (if you can even find a copy). No one is better at spotting value than he is.

• Ray Dalio. He’s the founder of the world’s largest hedge fund, Bridgewater Associates. The fund has made $50 billion for its investors—more money than any other hedge fund.

When these three whales all get excited about a certain investment, we should dig into it. And in this case, they’re buying gold.

This is a rare opportunity. You almost never see this many top investors get so interested in gold at the same time.

Paulson has 11% of his fund invested in SPDR Gold Shares (GLD), which tracks the price of gold. He has about another 8% of his fund in gold mining companies.

Dalio’s fund now holds 7% of its assets in gold and other mining stocks. That’s up from 2% during this time last year.

Klarman has the smallest portion of his portfolio in gold and gold miners. But he’s actively adding to his gold holdings.

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Why Gold Could Soar

Regular readers know that we consider gold a chaos hedge. We like chaos hedges as an asset class because we view them as insurance against disaster.

They don’t always produce income or increase in value, but chaos hedges provide us the benefit of “sleep-at-night” protection.

Right now, there are plenty of reasons why gold could soar:

• The U.S. is printing more money and issuing more debt than ever.

• Inflation is on the rise.

• The trade war could upset the world markets… and lead to a real war with China.

• The powder keg that is the Middle East could explode.

I can think of at least 25 more reasons to own gold right now as well. But you get the picture.

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These investors haven’t said why they’re buying gold. But we know they are buying… And you only buy something for one reason: You think it will go up in value.

The reason we follow the world’s most successful investors is because we don’t have to do all the research ourselves. They spend tens of millions of dollars on research every year. We can profit just by following them.

They have hundreds of other investments they could make. Yet they chose to allocate a good portion of their portfolios to gold.

I’m not going to bet against any one of these guys—let alone all three.

Let’s piggyback off their multimillion-dollar research budgets and own some gold. The easiest way to add gold exposure to your portfolio is through GLD.

Regards,

Nick Rokke, CFA
Analyst, The Palm Beach Daily

P.S. We’re excited to announce that former hedge fund manager and world-renowned cryptocurrency expert Teeka Tiwari has found PBRG’s first “Manhattan Whale Hunter.”

Teeka’s new Wall Street contact is a former top Wall Street trader. And tonight at 8 p.m. ET, we’ll reveal the identity of the Manhattan Whale Hunter for the first time.

The Whale Hunter worked for one of the world’s top investment banks, where he figured out how to hunt these billionaire whale traders… and he created a system to profit by tracking them. He’ll share the details with you tonight.

It’s not too late to register for your seat to learn more about the Whale Hunter. He’ll be joined by Teeka, too. Click here to reserve your spot right away…

Nick’s Note: In today’s 3-Minute Market Minder, world-renowned cryptocurrency expert Teeka Tiwari explains the recent weakness in the crypto market. Regulators are probing market manipulation and that’s causing a lot of people to panic.

But Teeka says that selling right now would be a mistake. In today’s must-see video, he explains why the probe is in the best, long-term interest of the cryptocurrency market and why there is plenty more upside ahead…

P.S. As Teeka mentioned in his 3-Minute Market Minder, he’s found a new Wall Street contact who will reveal himself tonight at 8 p.m. ET. Teeka will join him for this special event. Click here or the image below to register for this free presentation…

Nick’s Note: Each morning, our Billionaire Broker runs his proprietary system and pulls more than 120 data points on over 4,000 U.S. stocks. But only a handful trigger his buy signal. Today, his system is signaling another red-hot sector. See what’s triggering his system below…

This Sector Is Firing Buy Signals

I’m constantly on the lookout for leadership quality stocks. As sectors slosh around from time to time, nothing gets me more bullish than seeing growth stocks making new highs.

It doesn’t matter that there are fears of rising rates or global turmoil. What matters is the direction of the trend… and the undercurrent of bullish unusual activity accompanying the move.

That’s the recipe for higher market prices…

Right now, I’m keeping an eye on the Invesco QQQ Trust (QQQ), which tracks some of the world’s top tech firms. As you can see in the chart below, QQQ continues to reach new highs…

Facebook, Amazon, Netflix, and Google’s parent company Alphabet (the so-called FANG stocks) make up over 26% of the fund. So where they go, so goes QQQ.

QQQ’s year-to-date return of 10.54% trounces the 4.06% return of the SPDR S&P 500 ETF (SPY), which tracks the S&P 500 index.

This level of outperformance suggests that there is more upside in the tech sector.

Charts are great and all… But what really gets my attention is when my unusual buy filter gets triggered.

And right now, many of the growth stocks in QQQ are firing those rare buy signals. The mounds of data I sift through each day are designed to stack the odds in my favor.

Stay bullish…

—Billionaire Broker

P.S. Tonight, I’ll reveal myself and tell you how my proprietary system works during a special webinar at 8 p.m. ET. I’ll be joined by PBRG guru Teeka Tiwari. You can still reserve your seat to this free presentation right here…

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