☕ This company is up “just” 26%, and I hope to heck you own it

Good morning! 👋

I hope this email finds you well and ready to rock & roll like I am. 

All three indices are up in early going after a “better than expected jobs report” reads the headline but what’s really driving things is the US 10YR which reflects a dip in yields. 

To a point we have discussed many times (and again yesterday - see VaR), big leveraged traders will get on the gas (meaning buy) when yields come down (because it means they can borrow more to magnify their returns) and tend to hit the brakes (meaning sell) when yields rise (and the cost of their vigorish goes up). 

The past of least resistance is still substantially higher imho. 

Which stocks will get you there, where am I focused for 2025 and what do I think about valuations? 

Funny you should ask. 

I sat down for a wide-ranging interview with the super sharp Kelly Evans and Tyler Mathisen on CNBC’s Power Lunch yesterday and that’s exactly what we discussed. (Watch) 

Now with your permission, I’m going to take my leave. 

The December issue of One Bar Ahead® is due out a few hours from now.   

My research has led me to two entirely unexpected companies that I have never before mentioned in public so I want to be sure the details are as right as they can be. (If that’s of interest, I’ll be here).  

Bottom Line 

Many investors find out the hard way that they've been speculating.  

Usually, too late. 

As always, let’s MAKE it a great day and get a super strong finish to the week! 

You got this - I promise. 

Thanks for being part of the 5 with Fitz Family 💯 

Keith 😃

PS: I will be traveling next week so the 5 with Fitz will come out when I can catch a break. I can’t spill the beans just yet but I’m working on a new development that loads of 5 Fitzers and OBAers have asked me to make happen. 😀