Three threats heading into January
The AI trade gets a referee
The new Congress wants a hard look at the tech giants most retirement funds are loaded with, and investigations and new rules rarely move stocks gently.
Gridlock meets a slowing economy
Layoffs and tighter spending tend to show up in stock prices first, and with Washington split, a quick rescue is far from guaranteed.
Spending fights squeeze your dollar
Budget standoffs and deficit pressure keep chipping away at what the cash in your account can actually buy.
The Blue Wave Playbook names 7 stocks with real cash flow, pricing power and balance sheets built for a split Washington, plus 3 popular names we'd want out of a retirement account before January.
A look inside the playbook
7 to own
- A hospital operator positioned to gain if expanded health coverage comes back
- A gold royalty company with no debt, built for a weaker dollar
- The defense contractor whose backlog is already paid for by government budgets
- A household-name staple people keep buying no matter what Washington does
- A regulated utility that has kept paying through every kind of market
- Plus 2 more, with the full name, ticker and reasoning for every pick
3 to avoid
- The AI darling sitting in nearly every index fund, now squarely in Congress's sights
- A high-flyer whose story leaned on friendly policy that may not survive January
- The data center supplier whose biggest growth market just elected a governor who wants to pause new data centers
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