At no other time in modern U.S. history has a new administration intervened so directly in the business environment. Whether you agree with President Trump’s policies or not, it’s difficult to ignore that the new administration is reshaping the American economy. Any time you get such a dramatic shift in policy and the business environment, there are bound to be industries that benefit. #-ad_banner-#Positioning in those industries before the good times begin could be one of the strongest investment themes over the next four years. President Trump reiterated his call for a $1 trillion infrastructure plan in his… Read More
At no other time in modern U.S. history has a new administration intervened so directly in the business environment. Whether you agree with President Trump’s policies or not, it’s difficult to ignore that the new administration is reshaping the American economy. Any time you get such a dramatic shift in policy and the business environment, there are bound to be industries that benefit. #-ad_banner-#Positioning in those industries before the good times begin could be one of the strongest investment themes over the next four years. President Trump reiterated his call for a $1 trillion infrastructure plan in his recent speech to Congress. He also reinforced his pledge to boost American manufacturing with a mandate that requires new energy pipelines to be made with domestically-produced U.S. steel. In that mandate, the President may have signaled one of the best investments of the year and made one group some of the top stocks of 2017. Steel Benefits From Increased Demand And Decreased Competition Not only could U.S. steel producers get a sales boost from pipeline projects already approved, but any major infrastructure improvement could mean a surge in non-residential and construction steel. Steel gets a further boost… Read More