Stansberry Research

"You might be inclined to think that Republican pro-business policies spur market outperformance, or that Democrat social programs fuel economic growth. But the truth is, American business and American politics function in separate worlds. Bull runs and bear markets unfold in their own time, regardless of who is in office. To investigate this, I looked at returns in the S&P 500 Index for every presidency going back to Franklin D. Roosevelt. Then, I annualized the data. This gave me an apples-to-apples comparison of stock performance no matter how long a president stayed in office. The chart above shows annualized stock returns by president, including party affiliation. And performance has far less to do with politics than you might assume. Stocks have performed more than twice as well under Democratic presidents [13% average annualized return] as they have under Republicans [6%]. So based on the data above, you might conclude that the Democrats are the better party for stocks. But again, this would be an oversimplification... because we can't know whose policies are driving market gains. For example, take the 25% annualized return during Bill Clinton's presidency. Should we credit the gain to Clinton himself? Or was it the conservative economic policies of his predecessors – Ronald Reagan and George H.W. Bush – taking effect? Or was it simply a case of "right place, right time" as the dot-com boom took over the market? The answer is there's not a surefire way to know," states Sean Michael Cummings.

Big Tech companies have started reporting their latest earnings, and AI is once again the center of attention. AI companies (specifically chipmakers) are facing sky-high expectations, and some of the largest are starting to feel headwinds ➡ https://sbry.media/3YM6t68

In today's Stansberry Conference Exit Interview, Stocktwits CEO Howard Lindzon discusses the concepts of a “degenerate” economy, next-gen technologies, seed investing, and advice for new investors! https://lnkd.in/ecDy6Xbq

In today's Stansberry Conference Exit Interview, AI Futurist Zack Kass discusses how companies will use artificial intelligence to differentiate themselves, adaptability as a strategy, autonomous vehicles, and millennial parenting! https://lnkd.in/eAgeHyN6

Today on Investor Hour, Stansberry Asset Management CEO Austin Root explains how macro factors influence SAM's strategies, why investors should be in productive assets rather than cash, and why to keep politics out of your portfolio management. Watch Interview ➡️ https://lnkd.in/eDUe7WmN

Commodities fall further and for longer than anyone believes possible. But the worse the pain, the stronger the reversal is on the other side. That's starting to happen for one precious metal right now ➡ https://sbry.media/3C2nLmJ

"I left my conference audience last week with the notion that, though there's lots of risk in stocks due to high concentration & valuations, there's also plenty of opportunity in the stocks that aren't overvalued & that investors aren't overconcentrated in," states Dan Ferris ➡️ https://sbry.media/4eYhSFJ

"U.S. investors have been buying Chinese stocks at a record pace. Normally, that would be a warning sign. But we shouldn't worry about the money moving into China today. Instead, this shift is a sign that the boom can continue. The Chinese government is unleashing stimulus to boost the economy and stock market. Chinese stocks have jumped 20%-plus since the low last month, even with a slight pullback along the way. And that quick rally has caught the attention – and dollars of more investors. We can see it by looking at the shares outstanding of the two largest Chinese-stock ETFs... the iShares China Large-Cap Fund (FXI) and the KraneShares CSI China Internet Fund (KWEB). These two funds own different baskets of Chinese stocks. FXI holds the largest Chinese companies that trade in Hong Kong... while KWEB owns foreign-listed Chinese tech stocks. Between the two of them, they have roughly $18 billion in assets. Importantly, ETFs like FXI and KWEB can create and liquidate shares based on investor demand. So, if investors pour money into either fund, that fund will create new shares to meet demand. This makes shares outstanding a valuable sentiment gauge. When share counts are rising, investors are excited about an idea. And that's exactly what we've seen in Chinese stocks. Shares outstanding have soared for both of these funds since the Chinese government announced reforms," explains Brett Eversole.

Just like that, it's over. We're headed back east after a jam-packed three days at the Aria Resort & Casino in Las Vegas... full of financial insight and investment ideas from our team and special invited guests ➡ https://sbry.media/4e3CX0m

In today's Stansberry Conference Exit Interview, Rick Perry – the former governor of Texas and secretary of energy shares why the United States must focus on nuclear energy alternatives, why global net zero will never happen, and provides his thoughts on the upcoming election! https://lnkd.in/eJr4krp3