Portfolio Update For May 19

Limited supply is pushing up prices for lumber, concrete and other building materials as housing prices are soaring. To the extent that supply catches up with demand, we see this as a net positive factor for our Reopening of America theme – especially for builders, utilities, energy and service providers. This includes several names we currently hold. For now, Dan gives guidance and updates on all the open positions in your portfolio, including moving one from a buy status to a hold.

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Nomi Prins

Nomi Prins is a renowned journalist, author and speaker. Her latest book, Collusion: How Central Banks Rigged the World is an expose into the 2007-2008 financial crisis and how the influence of central bankers triggered a massive shift in the world order. Her last book, All the Presidents' Bankers, is a groundbreaking...

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