Folks, the world is on fire... I'm not talking about market, geopolitical, or any other form of chaos. Put simply – wildfires are ravaging the western U.S., Canada, and parts of Europe.

Protect Your Portfolio as the World Burns Ethan Goldman, analyst, Chaikin Analytics Folks, the world is on fire... I'm not talking about market, geopolitical, or any other form of chaos. Put simply – wildfires are ravaging the western U.S., Canada, and parts of Europe. Eventually, these fires will be put out... But it looks like fire risk is here to stay. You see, some parts of Europe have seen unusual rainfall patterns so far this year. Heavy rains in the early months spurred more low-lying plants to grow quickly... But as the summer months rolled around, the rain stopped. Lower-than-average rain led to a drought and dried out this new vegetation. Naturally, you can see why this would be an issue. It only takes a single lightning strike to start a fire. And the sheer dryness in the area means these fires have plenty of fuel to keep burning. Wildfires usually start in the woods away from cities. But once started, they can spread rapidly and threaten critical infrastructure miles away. This poses an acute risk to the increasingly strained and aging American electrical grid. And any natural disaster can grind supply lines or transportation routes to a halt. We've seen wildfires burn out forests, large swaths of residential areas, and businesses.  Let's not forget about data centers, which are essential to the ongoing AI megatrend... A June CNBC report found that 79% of data centers globally are at "acute risk" from natural hazards, including flooding, extreme winds, and wildfires.  But there are unique opportunities hiding in all these risks... Recommended Links: 937% vs. 4,400% – What Happened 39 Days Earlier? Carvana gained as much as 937% after turning BULLISH in the Power Gauge. But Pete Carmasino's new tactical indicator identified the move 39 days earlier... when you could've captured a gain as high as 4,400%. It didn't require options, leverage, or any complicated strategies. See how it works and get Pete's free recommendation in the replay. What You Missed Last Week Over Luke Lango's career, he has recommended 37-plus stocks that have gone on to gain 1,000% or more at their peak – like a 1,216% gain this year on AI-chip firm Marvell Technology. Since recommending Advanced Micro Devices at less than $2, it has soared more than 26,000%. Yet, he predicts that the FREE pick he gave away at last week's 2026 AI Megadeal Event will beat the combined returns of every stock recommendation he has ever closed out. Get this free recommendation for yourself. You Can't Control Natural Disasters – But You Can Prepare Your Portfolio For instance, there's Perimeter Solutions (PRM). The company operates in two segments – fire safety and specialty products. Today, we're interested in the fire-safety side of Perimeter Solutions. This segment makes products that fight fires. It also includes products that prevent fires from starting in the first place. Right now, the Power Gauge only gives Perimeter Solutions a "neutral" rating... That wasn't always the case, though – Perimeter Solutions spent much of the past three months in "bullish" territory. But the company reported its second-quarter earnings on July 31. Perimeter Solutions missed earnings expectations of $0.42 earnings per share ("EPS") by $0.07. Perimeter Solutions also reported an operating loss of $203 million. The company said this loss came from restructuring and litigation costs.  By close on Friday – the day earnings came out – Perimeter Solutions' stock had tanked roughly 18%. As always, it's important to dig a little deeper into the earnings report... Perimeter Solutions grew its revenue by 31% year over year. And the fire safety segment reported a healthy 7% growth. Now there's a good chance this poor report could be a fluke. Especially since the company has beaten every other EPS estimate since it went public in 2021. However, the stock's Chaikin Money Flow has been sharply negative. And PRM was recently overbought. Combined with the "neutral" rating from the Power Gauge – it's wise to wait before investing in Perimeter Solutions. Of course, Perimeter Solutions isn't the only company that'll help the world fight the onslaught of wildfires. Right now, it's in a "strong" industry. There are plenty of opportunities in this space to look into... And if you haven't already, please take a close look at your portfolio. It's important to consider all aspects of risk in any investments. This includes a company's exposure to extreme weather. Now is a great time to reassess your portfolio. A natural disaster striking is bad enough as it is. The last thing any investor wants is to find that it decimated their portfolio as well... Good investing, Ethan Goldman   Editor's note: As you are reassessing your portfolio holdings, take advantage of our new Tactical Tilt Indicator to help you find which corners of the market are looking favorable... Last week, our founder Marc Chaikin and our firm's Chief Market Strategist Pete Carmasino went on camera to present Pete's powerful tactical strategy... as well as details of the new Tactical Tilt Indicator.  In the broadcast, Marc and Pete warn that the current AI-fueled bull market faces a systemic threat that could blow up into a catastrophe for your portfolio.  If you missed Marc and Pete's event, you can still check out a free replay with all the details. But don't delay – this broadcast goes offline at midnight tonight. Click here to watch the replay now.   Market View Major Indexes and Notable Sectors     # Hld:     Bullish     Neutral       Bearish Dow 30 +1.73% 14 12 5 S&P 500 +1.80% 139 275 84 NASDAQ +3.40% 29 58 18 Small Caps +1.85% 691 1038 318 Bonds +0.77%   Semiconductors and Semiconductor Equipment +6.14% 15 27 2 — According to the Chaikin Power Bar, Small Cap stocks and Large Cap stocks are Bullish. Major indexes are mixed. *  *  *  * Sector Tracker Sector movement over the last 5 days Information Technology +9.24% Discretionary +5.17% Communication +2.16% Industrials +2.14% Energy +1.65% Financial +0.49% Materials -0.65% Real Estate -1.83% Staples -1.94% Health Care -3.09% Utilities -3.10% *  *  *  * Industry Focus Capital Markets 21 31 11 Over the past 6 months, the Capital Markets subsector (KCE) has underperformed the S&P 500 by 2.67%. However, its Power Bar ratio which measures future potential is Strong, with more Bullish than Bearish stocks. It is currently ranked #13 of 21 subsectors and has moved down 1 slots over the past week. Top Stocks AMP Ameriprise Financial, Inc. BNY The Bank of New York Mellon Corporation OPY Oppenheimer Holdings Inc. *  *  *  * Top Movers Gainers PLTR +29.45% ZBRA +26.47% IT +22.61% MRVL +12.80% COHR +12.35% Losers APTV -16.62% NRG -15.48% CMG -9.72% VST -8.15% ARE -7.84% *  *  *  * Earnings report Earnings Surprises ACAD ACADIA Pharmaceuticals Inc. Q2 $0.18 Beat by $0.14 MAC The Macerich Company Q2 $-0.12 Missed by $-0.07 TALO Talos Energy Inc. Q2 $0.57 Beat by $0.25 MAT Mattel, Inc. Q2 $0.01 Missed by $-0.03 DOCN DigitalOcean Holdings, Inc. Q2 $0.45 Beat by $0.19 *  *  *  * You have received this e-mail as part of your subscription to PowerFeed. If you no longer want to receive e-mails from PowerFeed, click here. You're receiving this e-mail at reunisoft.cryptonews@blogger.com. For questions about your account or to speak with customer service, call +1 (877) 697-6783 (U.S.), 9 a.m. - 5 p.m. Eastern time or e-mail info@chaikinanalytics.com. 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