What the Big, Beautiful Law Means for Markets

Dear Tejas,

This week, the big bill becomes law, the S&P 500 notches a record high, and Donald Trump goes to war with his Fed Chair.

In the Wide Moat Daily, Brad and the team share what these stories mean for markets... and investors. And be sure to check out Monday’s issue where Brad will share some hidden deductions that could be a boon for the real estate investment trust ("REIT") space.

Some Big, Beautiful Real Estate Perks

The Big Beautiful Bill is the law of the land. And aside from codifying tax cuts, the bill offers new benefits for homebuyers and REIT investors. Brad expects to see a new wave of real estate investment sweep over the country.

What Congress Should Have Asked Powell

President Trump has had plenty of words about his Fed Chair – few of them good. With new questions over the Fed’s "Palace of Versailles" renovations, the writing in on the wall for Jerome Powell.

Is This Why Musk Is So Furious?

President Trump's Big Beautiful Bill is changing the landscape around green energy and electric vehicles. This means that soon, some electric-vehicle and clean-energy companies will be on their own. On Wednesday, Brad shows readers which alternative energy companies are still worthy of your investment.

I’m Still Not Worried About Trump’s Tariffs

Trump’s trade war continues. On Thursday Brad shares what the new August 1 extension likely means for markets... and how investors can prepare for the inevitable overreactions.

The Wide Moat Show: Big Bill = Big Profits? REITs Ready to Soar!

The recently signed Big Beautiful Bill could be a game changer for corporate earnings and the real estate market. And this week, Brad and Nick take on how the bill's 100% depreciation can boost profitability in key sectors.

The U.S. Is Never Going to Balance the Budget. Here's What to Do.

Since 2020, the U.S. government has spent at least a trillion more than it earned every single year. And the country's debt continues to rise. But what does that mean for investors? It means that all you can do is prepare. On Friday, Stephen Hester shows you how.

Valuation Still Matters

It's easy to see the market hit all-time highs and want to get a little more skin in the game. It's normal to try and ride the hottest stocks higher, betting on more fast gains. But on Saturday, David "Doc" Eifrig pens our weekly guest essay and issues an important reminder – quality still matters.

Regards,

The Wide Moat Research Team

The Wide Moat Show

How do you pick great stocks?

When you get right down to it, it's actually simple – find companies growing their earnings quickly while trading at a fair valuation.

That's because, all else equal, rising earnings means rising share prices. It's the ultimate "show me the money" rule.

It may be simple, but it's not always easy.

That's why, today, Nick and I will share our favorite stocks that check both boxes for us.

Be sure to catch it all right here.

Wide Moat Research
1125 N Charles St, Baltimore, MD 21201
www.widemoatresearch.com

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