Dear Tejas, Tariffs are back... With 25% levies impacting (many) products from Canada in Mexico, the market was volatile this week. The S&P 500 was down roughly 3.5% from Monday's open to Friday's close. Uncertainty is the name of the game. If you're worried about how your portfolio will fare, Brad has assessed the consequences. And he has pulled together a couple of sectors that should be in your portfolio, whether the tariffs impact the economy on a negative scale or not. Be sure to read up on Wednesday's issue where Brad reveals his tariff-immune sectors.
This (Mostly) Wasn’t Trump’s Week for Making Friends President Trump's rare earths deal with Ukrainian President Zelensky did not go as planned. But the world is witnessing how Trump handles global disagreements. And Brad believes he is not done negotiating for the best deals he can.
Storage Wars: Investing in Self-Storage REITs Self-storage facilities have been overbuilt over the years. And the companies' stocks don't look too great. But there could be a turning point soon that investors have been waiting for. And Brad has a few companies in mind that are best positioned to grow during this time.
Put These Tariff-Immune Sectors on Your Radar Now President Trump's tariffs against Canada, Mexico, and China just went into effect. And while many are panicking about the negative outcomes, Brad has assessed the consequences. He has looked into some sectors that will do fine regardless of the economical outcome.
The Office Market Will Rebound (Eventually) Office properties have been a lousy investment since the pandemic. But recent in-office mandates may help pick it back up. And Brad has looked into a few office REITs that you should keep on your radar… Even ones that rent to federal and state agencies. How Tariffs Will Boost (and Break) This Iconic American Industry The Trump administration has placed 25% tariffs on imports from both Canada and Mexico. And one sector is at the center of it all – automobiles. And any readers with these companies in their portfolio need to know what to do from here.
Prepare, Don't Predict Dan Ferris believes we are in the midst of a "mega bubble," and too many investors are piling in. And he shares the hallmarks of a mega-bubble and reveals the assets he's recommending steering clear of.
Regards, The Wide Moat Research Team | 
