Much has been written and said about who is winning and who is losing – politically or otherwise – in the current partial federal government shutdown (now the longest such shutdown on record). For its part, today’s article highlights some ETFs that the authors believe are likely to be winners – and some which they believe are likely to be losers – as a result of the shutdown, the economic cost of which is poised to soon surpass the amount of funding for his border wall with Mexico that President Trump is demanding. For more, CLICK HERE.
In addition to the previously announced tariffs on China, President Trump has now announced that there will be tariffs on steel and aluminum imports from Canada, Mexico and the European Union. Against this backdrop, today’s article looks at the only two steel producers in the U.S. and whether they are good investments, with the author suggesting that “rather than looking away from steel and aluminum which will be the focus of a trade war, we should look at them.” For more, CLICK HERE.
President Trump has followed through on his long-stated intention to withdraw from the Iran nuclear deal. Today’s article observes that the re-imposition of U.S. sanctions in the coming months “could derail tens of billions of dollars in business deals. Overall, the move could result in serious consequences, damaging long-lasting U.S. alliances, upsetting the oil markets and boosting tensions in the Middle East.” The author proceeds to examine what this development could entail for a number of exchange-traded funds and stocks. Who could be hit hard by the resumption of sanctions – and who could be poised to benefit? CLICK HERE.
Whether you see it as the deliberate sabotage of – or freeing the American people from – Obamacare, President Trump has recently taken a number of steps that upend the law. Meanwhile, Congressional Republicans seem to have moved on from their mission of repeal and replace. So what health care plays – if any – might investors want to consider in the current environment? The author of today’s article believes that the health care sector “remains a compelling long-term play” – and highlights five specific investments to consider. CLICK HERE.
Given president-elect Trump’s promise to repeal the financial regulations ushered in under Dodd-Frank and the potential for his fiscal stimulus and tax-cut plans to bring an end to the era of low inflation, it is not surprising investors have been flocking to financials, making the sector one of the biggest beneficiaries of Trump’s victory. Why, then, does the author of today’s article argue that investors have “blindly taken [Trump’s win] as a reason to buy bank stocks” and caution against following the herd? What does he suggest as a better way to play financials? CLICK HERE to find out.