The Trump 2.0 era began this week.
Although many would argue it really began on 5 November last year.
Regardless, the President Trump era is set to be like nothing the world has ever seen. His victory has already had a big impact on stock markets and even more so, on the crypto markets.
It was only after Trump’s victory that the bitcoin price finally broke through the US$100,000.
But according to our inhouse crypto expert, Sam Volkering, the US$100,000 price tag on bitcoin is simply the last stop on the way to $1 million and more. He’s not alone in saying that either.
On Tuesday, Sam will explain exactly how he believes bitcoin will hit that big number. Go here to find out how to watch Sam’s message.
Meanwhile, in Fortune & Freedom this week, our investment director, John Butler laid out his thoughts on how to understand the market, and how to build a safe and diversified portfolio.
Taking note of that advice is more important than ever, especially when you see headlines like these:
- “Sainsbury’s to cut 3,000 jobs and close cafés” – The Times
- “Primark UK sales fall 6% as mild weather hits demand” – The Times
- “Hedge funds bet against Starmer’s Britain” – The Telegraph
What lies ahead for the UK economy and for London-listed stocks?
The answer is, it’s anyone’s guess. But whatever happens, you need someone to help guide you through the next year and more. A good start is reading John Butler’s essays in Fortune & Freedom Monday to Thursday each week.
Links to last week’s essays are below.
Hope you’re having a great weekend.
Cheers,
Kris Sayce
Publisher, Southbank Investment Research
When the bond market speaks, investors must listen
Interest rates are the universal point of reference for valuing all financial assets. But they are also part of a transmission mechanism that, via credit spreads, can cause financial crises. Read more here…
Rotate within the market, not out
Inflation is currently at 2.5% compared to this time last year. Given the recent rise in oil prices and drop in the pound, it’s likely to head higher again. Especially if we assume Labour will try to borrow and spend their way to prosperity. Read more here…
The recession-proof portfolio
There are stock market sectors to avoid if you want to recession-proof your portfolio. These are tech, financials, real estate and consumer discretionary. The key thing to understand is that, in a recession or stagflationary environment, it’s discretionary (non-essential and desirable) rather than non-discretionary (considered necessary) spending that gets squeezed. Read more here…
The ultimate defensive asset
The investment mainstream is lying to you. It would have you believe you can build an efficient, well-diversified portfolio with financial assets alone. But this isn’t true. There are times when both stocks and bonds lose value. Read more here…
Underground website lets you buy any drug imaginable
Newly inaugurated President Trump has pardoned the notorious Silk Road founder Ross William Ulbricht. For crypto investors, this could signal an important shift. Read more here…
