Me and the Money Printer

Me and the Money Printer

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Me and the Money Printer
Me and the Money Printer
Three Proven Ways to Play the Rotation To Value
The Capital Wave Report

Three Proven Ways to Play the Rotation To Value

Not all value is the same.

Garrett Baldwin's avatar
Garrett Baldwin
Dec 03, 2024
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Me and the Money Printer
Me and the Money Printer
Three Proven Ways to Play the Rotation To Value
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Action to Take: Dollar moves and Friday's jobs report will drive headlines this week as markets digest Trump's tariff threats and the growing probability of a December rate cut. Positioning becomes increasingly complex, with traders now pricing at a 72% chance amid escalating global trade tensions.

It's worth turning to tried-and-true ideas rather than trying to time these policy shifts. Since highlighting the SRH Total Return Fund (STEW) in October, it's gained 8% while offering a compelling 23% discount on its net asset value. Between its Berkshire foundation, 3.2% dividend, and proven approach, STEW remains a steady option while markets digest everything from Fed signals to trade tensions. Check it out…

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Dear Fellow Expat:

The Russell 2000 has continued its strong path since September. I’ve read, heard, and witnessed a herd-like mentality around one specific trend for 2025.

The rotation to value.

This isn’t the first time I’ve heard it in recent years. Value i…

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