An Early Thanksgiving Dinner Pick
Bitcoin, Palantir, GEO Group, and Tesla were just the appetizers for big gains. Here's the main course, the desert, and the after dinner drinks.
Dear Fellow Expat:
I'm already planning my Thanksgiving dinner conversation with my father-in-law, Tim Melvin...
I can already hear his dogs barking and my wife sneezing from his cats.
For decades, Tim’s focused on value, quality, and niche parts of the markets few people explore. I’ve been on the other side of the bell curve in momentum, alternatives, and macro.
Those who watched us on Money Morning LIVE know he has many opinions, but he also has the facts on his side. And he recently launched a Substack letter, which you can find by clicking here.
Readers and viewers in the Republic have always been fascinated by these dinners. Every year, our conversation inevitably leads to a clear set of financial trends for the coming year.
Today, we planned our visit to Florida to see him. As we talked, he described one of the biggest winners of the Trump 2.0 agenda.
And it's not getting any attention right now in the media.
The Biggest Trump Trend Hiding in Plain Sight
Tim and I tried to launch an inve…
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