BEP

Brookfield Renewable

Election

Here's How to Play the Election, No Matter the Outcome

We've had a pretty good idea for months now of who would be on the Democrats' and Republicans' 2020 presidential election tickets.

And now that the conventions are sewn up – or, in the case of the Republicans, soon will be – we can turn our attention to the "home stretch."

Now, I'm not here because I'm backing a candidate. While I certainly have my opinions, and you have yours, I'm not here to talk politics or handicap the election. That's a job best left to the talking heads – they're welcome to it, I say.

Rather, from where I'm sitting in the markets, the home stretch is the time when the opportunities and pitfalls of either outcome come into focus. That's what I'm excited about.

And yes, while both parties are predicting doom and destruction should the other side win, the truth is there will be plenty – tons – of moneymaking opportunities after the election.

They're going to be different opportunities, and will require different approaches and positioning, but – mark my words – they will be there. That's what I'm breaking down for you here today to make sure you'll be prepared to profit from either scenario… Full Story

That's what I'm breaking down for you here today to make sure you'll be prepared to profit from either scenario...

stocks

My "Desert Island Stock" Gives You Four Companies for the Price of One

My friends who don't fully get my stock-buying habits often ask "if you could own one stock for the rest of your life," or "if you had just one stock to own while you were stranded on a desert island for years," what that stock might be.

They expect me to name some tech giant trading at multiples so high I'd need a NASA spacesuit to own it, or some biotech "just about" to "change the world," despite the very long odds on blind biotech bets.

Or a driverless car company… or a drone manufacturer… or some other firm making a device that everyone expects to be ubiquitous in a few years…

All super-sexy, exciting businesses, absolutely; fun to read about and speculate on, but not my cup of tea. And they're certainly not "the one stock."

Why? Because I have no idea which tech company will own 90% of the planet in 50 years, or which will be replaced in five years by a couple of dudes in Toledo building a gaming system in their garage.

When and if they reveal themselves, and they're selling cheap, maybe I'll buy 'em – maybe.

But I'd definitely buy the one company that'll make it possible for all these futuristic, expensive, super-sexy mega caps to do business at all...