3 Contrarian Picks for Trump 2.0 (Yields Up to 7.5%)

At times like these, I’m reminded of a quote from Howard Marks, the most successful value investor you’ve likely never heard of. (Warren Buffett is a fan.) Marks’s monthly “Oaktree Memos” are well worth a read. And in his insightful book, The Most Important Thing: Uncommon Sense for the Thoughtful Investor , he wrote: “What’s clear to the broad consensus of investors is almost always wrong .” This quote has been on my mind lately because everyone is convinced that Trump 2.0 will lead to higher inflation. I’m sure you can see where I’m going: Higher inflation begets higher interest rates.… Read more