Trump’s win cements what we’ve been saying for months : You can forget about a hard landing or a soft landing—This economy is headed for no landing at all. In the last few weeks, I’ve started to see the mainstream media pick up on our thinking here. Nice to see they’re finally catching up! We’ve got two “refined” trades on Trump 2.0 below (ranked in order of appeal). They’re both growing their dividends, and they’ve both been unfairly left behind in this year’s rally. Before we get to them, let’s take a look at the post-election state of play so we can get a grip on exactly how we’re going to move ahead here.… Read more