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At The Peak Of The Cycle, Everyone Is Bullish –
Porter's Journal Issue #7, Volume #2
Porter Stansberry
January 20, 2025
And Everyone Is Wrong
How Emotions Drive The Market
This is Porter & Co.’s free e-letter, the Daily Journal. Paid-up members can access their subscriber materials, including our latest recommendations and our “3 Best Buys” for our different portfolios, by going here.
Table of Contents
Three Things You Need To Know Now:
1. America’s 47th president is set to race out of the gate. Donald Trump today was inaugurated as the new – for the second time – president of the United States. Trump is said to have in the works a flurry of executive orders on immigration, federal worker status, and energy. His first major challenge, though, comes on Tuesday, when the U.S. government hits its debt limit – when the Treasury Department will have to start to take extraordinary measures to pay its bills (as the debt load continues to escalate… see below…).
For months, the “Trump trade” – that is, the assets that will most benefit from the policies of the new administration – discussion has been talking head fodder. The U.S. dollar will do well… Tesla is a buy… sell China… and so on. But thanks in part to Porter’s close connections in the new White House, here at Porter & Co. we have a unique perspective on a handful of stocks – chances are you’ve never heard of them – that are set to rise with the start of the new presidency (one is already up 50%... but is just getting started). If you’re already a Big Secret subscriber or a Partner Pass member, you can access our report, here… and if you’re not, find out more by watching Porter’s special presentation, here.