Complete Investor

President Trump managed to both raise taxes and grow the deficit at double-digit rates. That’s the worst possible outcome, Porter writes today. The president’s budget harms the economy and doesn’t do anything to reduce the risk of a financial collapse – it makes it more likely!

While we don’t often recommend shorting stocks, there are opportunities when the odds are in your favor. In this issue, we launch a new Complete Investor feature: a special Short portfolio, with four stocks to short now.

This is often how it goes: when investors are laser-focused on a company performing one way, even a small deviation from expectations can trigger panic. But when the underlying analysis suggests that once emotions cooled and the data is reviewed objectively, investor nerves will settle. That’s the story Porter tells today.