Trump Wants the FightDear Louis, President Donald Trump prepares for battle – with corporate landlords, credit card issuers, and the island of Greenland. This week, our team tracks the president's market-moving actions. Is it the "Art of the Deal"? Or does Trump want the fight? And in Friday's edition from our own Nick Ward. There, he details the "slow death of paper" and why the next few years could be remembered as "The Era of Stuff." Catch up on all this week's issues below.
Trump's War on Corporate Landlords Last week, President Trump posted that he is taking steps to ban large institutional investors from buying more single-family homes. And Brad points out that this just won't make the housing market any more affordable. And to understand why, you have to look under the hood. The Widest Moat Is... AI? While most investors are trying to guess which artificial-intelligence ("AI") model will ultimately take market share, Brad is more interested in the discounted real estate investment trusts using AI to drive future growth. And on Tuesday, he spotlights a few he is keeping his eye on.
'Trump's Icebox' A deal once mocked as "Seward's Icebox" turned out to be one of the greatest real estate deals in history – and Brad sees a similar setup taking shape today. Now, President Trump wants Greenland... which could once again turn into a long-term power play. The Wide Moat Show: Trump Targets Housing & Credit Cards President Trump is picking fights with corporate landlords and credit card companies. Specifically, he wants to ban institutional investors from buying residential homes and cap the rates on credit cards. And this week, Brad and Nick and break down the chaos in the wake of these developments. California Is Losing... Californians California's latest tax push may be speeding up a trend that has been building for years: wealthy residents and businesses packing up and heading elsewhere. And on Thursday, Brad explains why following where people and capital are moving could matter more to investors than the politics behind it.
The Slow Death of Paper Headlines show that we're seeing the death of the U.S. dollar. And while it may have lost some of its purchasing power, Nick Ward reminds us that we will not see it collapse anytime soon. But, if the dollar devaluation trend continues, you may want to rethink your assets. These Companies Paid Out $68 Billion Last Year On Saturday, Brad shows how investors have – for decades – gotten rich the slow-but-steady way. And he shows why a select group of companies is an important tool for any investor who wants to do the same. Regards, The Wide Moat Research Team |
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