The Market's Election Winners Are Already Decided

If you're anything like us, you're probably growing weary of the tired narrative about Kamala Harris and Donald Trump...

Everywhere you look, you'll find the same newspaper articles... TV ads... and speeches from the "talking heads." All anyone seems to care about are the differences between the candidates.

There's no denying that Harris and Trump have drastically different views on countless social issues. There's a stark difference in their views on immigration, tariffs, and how to manage prices.

But it's far too easy to focus on their contrasting policies. And that makes it easy for investors to panic... and freeze up as they fear for their hard-earned money.

My team and I have pored over decades of government policy in search of something else entirely. And we've found that, through all the noise, one little-known buy signal is flashing now...

This signal has nothing to do with who wins the election...

Or more accurately, it has everything to do with who wins... because no matter who takes office in January, the stocks in one corner of the market are set to soar.

It all comes down to tax policy.

I know – it's not a flashy topic. It certainly doesn't grab headlines the same way as immigration or overseas wars.

And yet, tax policy holds the key to a potential win-win under either administration.

Think about it...

In 1921, President Warren Harding cut taxes, setting up the market's decadelong rally. In the 1960s, the Kennedy administration cut taxes... fueling investment and kicking off a two-year rally.

And of course, President Ronald Reagan's tax cuts fueled investment and innovation... and brought about what amounted to a two-decade bull rally.

On a company level, electric-vehicle ("EV") maker Tesla (TSLA) rode government tax breaks and government-backed loans in the EV and solar markets.

And Big Tech giants Apple (AAPL) and Google parent Alphabet (GOOGL) benefited from government financing and research and development credits.

That's why we're so excited about today's opportunity...

You see, as different as Harris and Trump are on almost every other topic... they're discussing the same exact tax policies in specific parts of the market.

The Biden-Harris administration has been an ardent supporter of the semiconductor industry with the CHIPS and Science Act. The Bipartisan Infrastructure Law is pushing corporations to rebuild the U.S. supply chain.

Harris has talked about the importance of U.S. corporate infrastructure... and keeping our economy and companies competitive. Tax policy will further follow in the steps the current administration has already taken.

Meanwhile, Trump has spent eight years talking about the importance of U.S. industry. Between his tariff policies and his corporate tax breaks, his administration sought to rebuild U.S. corporate infrastructure.

They might use different language. But it all ends in the same outcome.

For the best chance at protecting your portfolio this election cycle, you need to invest in the "supply-chain supercycle"... today's wave of U.S. infrastructure spending.

There will be plenty of these opportunities across the entire market...

But some of the highest upside will come from the smallest companies – the ones most investors don't even know exist.

Our approach could have already doubled your money twice this year. And with the polls closing in a matter of days, my team and I narrowed down five of the most promising tiny stocks set to soar in 2025.

We think this is the only election trade to make today... no matter who you're voting for. Get the full story here.

Between the two candidates, one thing is certain. The U.S. is going to keep investing in its infrastructure, its manufacturing, and its massive AI industry.

As investors, all we have to do is ride the wave.

Regards,

Joel Litman
November 1, 2024