Dear Reader,
Holy mackerel…
This is my first live recording since Trump won the presidency.
And not only did he win, obviously…
It was like a sweep!
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As a historian you have to say to yourself, what a historic achievement.
I had to go back to my history books trying to remember the last time a huge political comeback like that happened.
The only two in somewhat recent history are Nixon – he lost the VP, ran for governor of California and lost that, got written off, and then obviously rode the Vietnam War right into the White House…
And Grover Cleveland – the only prior president to serve two non-successive terms. A hundred-plus years ago he lost re-election, went out into the wilderness and then made it back to the White House.
It’s remarkable – Trump’s comeback makes me think of Winston Churchill.
You may remember Churchill with Gallipoli during WWI.
They attacked Turkey, got demolished, tens of thousands of Englishmen died. All laid at Churchill’s feet.
Then he’s in the wilderness 10 years and comes back to become Prime Minister during Hitler’s rise.
An astonishing political comeback.
But I think Trump’s comes in just right underneath that.
What I told my kids, what I want them to take away from this election …
Besides a love for American democracy …
Is, never stop fighting for what you believe in.
Never stop fighting.
Fight until you have no more breath in your lungs.
That’s something I personally believe, too.
And looking at the markets, obviously stocks have popped – that’s great!
We continue to keep in mind the market is overvalued.
The market has only been this overvalued by historical standards twice in the past 50 years – 2000 and 2007 …
When you look at the Buffett Indicator, the PE ratio – any standard measure of value.
The market can go up from here. But as I always say, it is critical to stay objective. To not get caught up in euphoria.
There’s a lot of excitement out there.
There will be winners and there will be losers.
I’ve been preparing for this outcome and have some great plays I’m putting together for you …
I’m putting together an in-depth research report for you where I’ll lay out my “Trump Trades” in detail.
For now, here’s what I’m seeing:
Stocks rallied – that’s the good news.
Bond yields also jumped higher – this is very concerning and troubling news.
The Fed lowered rates 50 basis points, and 10-year bonds went up 80 basis points …
It’s like the Fed’s not even in control of interest rates anymore.
Very strange.
The reason bond yields jumped and bonds sold off is because the market believes Trump policies will be inflationary.
Think about it – if you slap 60% tariffs on China …
Every sofa from China will be 60% more expensive.
That’s the bottom line.
It’s inflationary and bond yields show that.
So, we’ll see winners and losers.
Anything solar related, for better or worse, will be a loser.
If you think of the “faucet” of government, the faucet is going to point away from solar and toward other things.
The big winner?
Biotech.
Biotech is going to be a HUGE winner here.
Because Trump is going to change the FDA.
Less regulation – which will be terrific for biotech companies.
We’ve already seen our biggest winners of all in biotech, using this calendar.
Another very big winner will be energy, obviously.
And thirdly, defense will be huge as well.
These are sectors we are already in and that we really specialize in here at Behind the Markets.
We’ve had an incredible year of gains across all of our services, and I feel really good about our stocks going into a Trump presidency.
And one more I believe will be a big winner – something I’ve been thinking about a lot lately – is how great it would be if Trump pushed an industrial policy that could revolutionize the buildout of AI.
Like when we built railroads across America stitching together our continent…
To create data center and energy systems to propel AI could do so many great things for our nation – from our economy to our national security.
And that will create some killer investment opportunities in energy, AI, chips, data centers.
Here’s my No. 1 AI-energy play.
It’s a stock trading for less than $20 that we believe has the power to fund your retirement. Get the full stock story here.
I am speaking to people who know Trump and are very plugged in on the economic side and on the national security side to get an idea of what’s coming.
But I can tell you, our portfolios are very well aligned already with a Trump victory – period.
We’re in a great place.
And now that we know what’s ahead, we are digging in and will be bringing you some really incredible opportunities.
We’re going to have a lot of fun in the coming months, weeks and years.
Talk soon.
“The Buck Stops Here,”
P.S. Thanks for being a reader, and stay tuned for more “Trump Trades” from us.
Meantime, I just updated my Biotech stock calendar.
It lets us predict big stock moves weeks in advance. The next date on the calendar is tomorrow – so don’t wait. Go here to get it now >>>
