Magnificent 7

We look at how the portfolio of six stocks we expected to benefit from the second Trump administration has performed following the U.S. president’s first 100 days in office.

In the bond market, the key to success is avoiding default. In the stock market, the key to success is even easier: it’s to only sell puts on stocks that you’re genuinely happy to own and at a strike price that reflects an excellent value.

During inflationary environments, the best businesses to own are those that can grow their earnings without escalating capital investments… In other words, businesses with high capital efficiency. We share three from The Big Secret portfolio that offer the most resilience against the current economic environment.

We’ve noticed a growing consensus in the financial media that the Big Tech giants are currently trading at cheap valuations following the recent market correction. Given this backdrop, let’s look at how “cheap” these hyperscaler stocks really are… and you might be surprised.