Dear Tejas, This week in The Wide Moat Daily , editor Brad Thomas analyzes the 25% tariffs President Donald Trump threatened on Canada and Mexico (and why they were called off), what a sovereign wealth fund would mean for America, and how high-quality properties may help the declining office building sector see some growth. All of which could impact the way you invest. Read on to catch up on this week's insights from Brad and the team. Let’s Talk About the Trump Tariffs President Trump's tariffs on Canada, Mexico, and China have been a highlight in the media. But as Brad points out, it seems to be a negotiation tactic for a current drug war. And some are taking the bait. Wide-Moat Investments Can Keep You From Panicking The cycle of news regarding some the Trump administration policies – specifically on tariffs – has been sending people into a financial panic. But Brad is not worried. And he shares why it is important to hold wide-moat stocks in your portfolio during times like these. The Great American Sovereign Wealth Machine America may be getting its own sovereign wealth fund... and Brad can't wait for it to succeed. It may just be a great way for the government to turn "hoarded" assets into trillions of dollars of wealth. Long Live (Some) Office Buildings! Because of the work-from-home trend, the office building sector has been declining. But as bigger corporations start to set in-office mandates again, Brad believes that high-quality properties could help this sector grow. Always Adapt Chief Analyst Stephen Hester has seen time and again that favoring strategies when investing won't win out in the end. And keeping an open mind has helped one company build one of the best track records on Wall Street. On Friday, he shows why it can do the same for you. The Most Obvious Recession Nobody Sees This week, our colleague Mike DiBiase shared his predictions on an approaching recession. And while many investors may panic, Mike will show you that there may be great opportunities in bonds with low risk and high potential upside. Regards, The Wide Moat Research Team |