Superstar Quant: Europe’s Loss Is Our Gain VIEW IN BROWSER By Michael Salvatore, Editor, TradeSmith Daily About four months ago, I got the chance to sit down with 40-year market veteran and quant superstar Louis Navellier. This was right in the middle of the initial tariff drama and just a couple weeks before Liberation Day blew a hole in the market. Louis’ take then? Tariffs or not… The United States is “the shining city on a hill” of the world economy. Without us, the ex-U.S. investment trend would not bear fruit. And whatever happens, the U.S. will wind up as the key beneficiary of the new tariff policy. Four months on, U.S. stocks are at new highs and pulling ahead of the ex-U.S. benchmark. Nvidia (NVDA) just crossed $4 trillion in value after losing $1 trillion of it in the Liberation Day bloodbath. And the Trump administration is brokering deals to bring European business to U.S. shores… prompting a transformative exodus from across the pond. That’s just one of several key topics Louis and I packed into our 15-minute chat. What does Louis think about U.S. stocks now? How does he interpret the newest tariff moves? The One Big Beautiful Bill Act? The relative strength in small caps? And most importantly, the small subsector of the AI trade that’s set to receive a massive capital influx on July 23? Watch our interview here to get the answers to all these questions… plus the huge advantage America has by becoming way more business-friendly than the rest of the world:
As you’ll hear, the best stock play for that “AI Day” I mentioned coming up on July 23 is… a bit strange. It’s about all the materials required for AI infrastructure that went from obscure to in high demand seemingly overnight. While we do get the chance to touch on that briefly, I highly recommend you check out the presentation Louis recently made that goes into way more detail. The stock he shared for free in that presentation went parabolic this week on news of a deal with the Pentagon… And I understand he’s recommending several more for his Breakthrough Stocks subscribers, too. More details on how to join him here. To building wealth beyond measure, Michael Salvatore
Editor, TradeSmith Daily | Recommended Link | | | | Louis Navellier has identified a mathematical pattern that appeared before Microsoft, Dell, Google, and Nvidia exploded. Now it’s showing up in a small chip maker. Get the ticker free by clicking here. | |
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