Digital Shifts Can Signal Opportunity

 When it comes to investing, as Real Money Pro subscribers know, I tend to favor pain points. I've shared my views on several of these issues over the last few weeks: cybersecurity, rising beef and pork prices, the harsh winter weather and others. I like pain point investing because, despite near-term market volatility, companies and consumers will respond, and that makes for a good long-term investment. We have witnessed as much this past week, with the S&P 500 down more than 2%.

Like most fundamental investors, I love data, and I look for clues in a variety of places. Sometimes the best clues are not where you think -- and by that I mean Wall Street. Case in point: While the Street was frustrated and worried this week over the confluence of economic data, corporate earnings and emerging market currencies, something very interesting was being said in Washington, D.C. ...351 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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