As we income investors roll into Trump 2.0, it’s time for us to “flip the script” on the trades that have worked for us over the past two years. Things have the potential to get wild. Fortunes made; retirements lost.
Let’s re-calibrate to make sure we own the stocks that will benefit most from the Trump 2.0 presidency.
Yes, I emphasized equities intentionally. Fifteen months ago, we contrarians started the bond bandwagon. It’s hard to believe now, but back then, the financial suits hated fixed income. We faded their fears, bought bonds and benefited.
Now, however, the fixed income trade is a bit tired.… Read more
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