It’s both an infrastructure and a food play By Stephen Leeb and Elizabeth Blessing In the past when we’ve talked about Growth Portfolio’s Lindsay Corp (LNN), we’ve focused on it as a long-term agricultural play because of its leading position as a manufacturer and marketer of irrigation systems. In a… Read More

Stephen Leeb, Ph.D. is the Chief Investment Strategist of The Complete Investor and Real World Investing.
Dr. Leeb’s books have been notable for predicting the secular bull market that started in the 1980s (Getting in on the Ground Floor, Putnam, 1986); the tech stock crash and rise of real assets, including oil and gold (Defying the Market: Profiting in the Turbulent Post-Technology Market Boom, McGraw-Hill, 1999); and the surge in oil prices (The Oil Factor: Protect Yourself and Profit from the Coming Energy Crisis, Warner Books, 2004). His national bestseller, The Coming Economic Collapse: How You Can Thrive When Oil Costs $200 a Barrel (Warner Books, 2006), co-authored with Glen Strathy, outlined the biggest challenges facing the US economy, and accurately predicted the 2008 sub prime mortgage crisis as well as the vicious subsequent economic cycle requiring massive infusions of government stimulus, near zero interest rates and much higher federal debt levels. Game Over: How You Can Prosper in a Shattered Economy (Business Plus, 2009) predicted a permanent peak in global commodity production. Dr. Leeb’s eighth and latest book, Red Alert (Hachette, 2011), outlined China’s growing prosperity and the ways in which its demands on increasingly scarce resources threaten the American way of life.
Among his many speaking engagements, he has been the keynote speaker at both a JPMorgan Chase energy conference and a Royal Bank of Canada commodities conference.
Dr. Leeb received his bachelor’s degree in Economics from the University of Pennsylvania’s Wharton School of Business. He then earned his master’s degree in Mathematics and Ph.D. in Psychology from the University of Illinois in just three years, an academic record that stands to date. He is frequently quoted in the financial media, including Investors Business Daily, USA Today, Business Week, The New York Times, NPR and The Wall Street Journal. In addition, Dr. Leeb is a regular guest on Fox News, Bloomberg, CNN and Neil Cavuto.
Analyst Articles
In the market as well as in Washington By Stephen Leeb And so it begins: discovering how Donald Trump’s campaign rhetoric will translate into action in the U.S. and around the world. But if on many fronts the answers are still murky, one thing seems clear: the investment themes we’ve… Read More
Two ETFs give you a diversified international stake By Stephen Leeb Infrastructure, infrastructure, infrastructure. It will be a defining theme throughout the world, as spending in the U.S. ramps up to pile onto the even more massive infrastructure spending already underway in the East. In our p.1 article we… Read More
Supplying rails with everything they need By Stephen Leeb One of the stocks in our p.2 table is longtime Growth Portfolio recommendation Wabtec (WAB). It has a strong franchise in an area sure to be a major beneficiary of increased infrastructure spending: the rails. The company has been hurt by… Read More
Commodities Lead the Way By Stephen Leeb Ph.D. As this issue went to press, the S&P 500 has broken out of a nine-day losing streak, the longest since 1980. Uncertainty has shaken investor confidence. Disaccord threatened to unravel OPEC’s provisional production-cap deal, and the presidential race has… Read More
Trillions on infrastructure will propel them By Stephen Leeb Whether you’re a scientist, economist or almost anything else, the biggest numbers you’re likely to encounter are in the trillions. The GDP of large economies, and of the entire world for that matter, is measured in trillions. The world’s debt, and… Read More
A toxic but enticing rare earth metal found in the U.S. By Stephen Leeb “The strongest militaries today are the ones that can harvest the entirety of the periodic table.” That quote, from David Abraham’s book The Elements of Power, sums up the thinking of the military experts he… Read More
Both are down, but Fortinet has a much surer path back By Stephen Leeb This issue we are giving up on Bristol-Myers as a Growth Portfolio holding. However, with its yield of 3 percent, it remains in our Income/Value Portfolio, and we still consider it a first-class company. We are… Read More
By Stephen Leeb Ph.D. A slew of recent events makes it clearer than ever why we’re so insistent on getting you into investments designed to protect against upheaval. The world is changing quickly, and evidence continues to mount that the U.S. isn’t up to the task of dealing with the… Read More
Safety without sacrificing growth By Stephen Leeb You can’t have your cake and eat it too, and there’s no such thing as a free lunch. These food-inspired metaphors are pretty darn depressing. I mean, it would be nice to think you could get a free lunch once in a while,… Read More