Trump and tariffs are blamed for the recent market sell off. Or perhaps US equities were grossly overvalued and this kicking, which has infected the rest of the world, was long overdue? Whatever the reason, there is ‘blood on the streets’. We think that US equities remain expensive and so do some UK stocks. But there are also good stocks that have been whacked very unfairly and so now, with blood on the streets, you can make a great return by being brave and buying. Here’s one such idea.
You know that I agree with Donald Trump on this matter but, belatedly, Neil Woodford has also come to speak up for common sense. And he explains why Trump will benefit all of us in this way. Disgraced Neil opines....
My pal the Euroloon Jonathan Price is not wrong about everything. Most things yes but not everything. He takes me to task for, in his view, suggesting that Trump was more fiscally prudent than Kamala Harris. I am not sure I said that but to be clear:
