Portfolio Update for August 4

Although we expect the federal infrastructure stimulus bill to significantly boost the earnings for our infrastructure-related positions over the course of the 2020s, we are moving our recommendations on NVEE, RYI, BBCP and GVA from buy to hold due to the slow pace of congressional negotiations. Dan gives guidance on all the open positions in the portfolio.

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Nomi Prins’ Rapid Growth Opportunities


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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