View this email in your browser

NATO vs Russia/BRICS, Bretton Woods, Mag 7 Stocks, Digital Realty, Project 2025, and more…

Our most recent @76research video content

The New Geopolitical Reality

We discuss the intensifying conflict between the continuously expanding BRICS coalition and Western powers. American foreign policy in Ukraine was designed to marginalize and weaken Russia, yet Russia was recently upgraded by the World Bank to a “high-income country.” Russia continues to function as the diplomatic driving force behind the BRICS challenge to American economic hegemony.

BRICS United Against the West

Bretton Woods 2.0

We review the rise and fall of the post-World War II global monetary system, which originated at a conference held in Bretton Woods, New Hampshire towards the end of the war. At the Mount Washington Hotel, world powers established the U.S. dollar as the global reserve currency and reintroduced the gold standard through dollar-gold convertibility. Today, BRICS central banks are accumulating gold aggressively. These countries are working towards a new monetary arrangement to extricate themselves from dollar dominance.

America’s Rivals Plot a New Gold-Based System

Opportunities Beyond the Mag 7

The Magnificent Seven represent a group of high multiple, high growth tech stocks with enormous market capitalizations. Investors in index funds are heavily exposed to these particular stocks, which have generally performed extremely well. There are, however, other interesting stocks to consider in order to diversify away from Mag Seven exposure. Investors have access to over 30 different stock picks through our Model Portfolios.

Diversifying Away the Magnificent Seven

Digital Realty (DLR)

We discuss the first investment recommendation 76research ever made, a data center REIT called Digital Realty Trust (DLR). When we published our memo on DLR just over a year ago, the shares were discounted because of a misperception that the company would lose business to the cloud. Instead, shares have significantly outperformed as DLR emerges as a major beneficiary of AI, as we anticipated. We still see long-term upside.

The AI Stock NO ONE Is Talking About

NATO vs. Russia

With Biden down in the polls and other key leaders from Western nations having been ejected, are voters expressing a preference for a negotiated solution to the war in Ukraine rather than a dangerous escalation? What is actually happening on the ground in Ukraine from a military perspective? How will Trump pick up the pieces if elected?

Is It Time for Realism?

Fixing our Federal Government

If Trump is elected, a key priority will be to re-staff departments with competent individuals, and not just at the highest rungs. Trump has lately received support from major players from the venture capital and technology sectors—suggesting an opportunity to leverage the talent of the country's most successful and innovative entrepreneurs.

Make Government Competent Again

Click HERE to learn more about our Model Portfolio offerings.

Disclaimer