The Real Earnings Recovery Will Come From Government Spending

On Monday, I argued that the stock market is bullish on the likelihood of a tax-and-spend government in January.

Many commenters reacted negatively — but against a point I wasn’t making!

In today’s video, I show you why, regardless of one’s opinions about taxes, investors should agree with Wall Street that government spending is the key to future profit opportunities.

It All Comes Down to Profits

If you want to make money in the stock market, you have to put ideology aside.

Earnings forecasts for the next year are based on an expectation that a new government will pump fiscal stimulus into the economy. Smart investors will act accordingly … even if they don’t like the source.

In this week’s video you’ll discover:

One chart explains why higher taxes can actually boost corporate profits. (0:59-7:05)
Why worries about inefficient government spending completely miss the point. (7:05-11:20)
Here’s the biggest hypocrisy about public policy and the economy. (11:20-13:00)
And more.

Click here to watch this week’s video or click the image below:

As a side note: We don’t provide transcripts for our YouTube videos. Many of you have asked. However, if you would like to see subtitles, you do have that option. Click the “cc” button in the bottom-right corner of the video. The transcription won’t be perfect, but it should help.

Of course, you can also subscribe to my YouTube channel. Just click “Subscribe” on the top-right corner of the landing page. And follow me on Twitter here.

Kind Regards,

Turn Your Images On

Ted Bauman

Editor, The Bauman Letter

October 24, 2020

Economy

About The Author
Latest Posts

Brandan Furnace

VIEW ALL POSTS BY Brandan Furnace

Comments

Indy cutte

May 6, 2021 at 1:24 pm - Reply

Maybelline, the world’s No. 1 quality cosmetics ( เครื่องสำอาง ) , meet all needs. https://www.maybelline.co.th/

stornobrzinol

June 24, 2021 at 12:37 am - Reply

Hello my friend! I wish to say that this post is awesome, great written and come with almost all significant infos. I would like to see extra posts like this .

Undvvp

July 4, 2021 at 6:23 am - Reply

Ojnfgx – ed cure Dbhlgb

Vufvvv

July 7, 2021 at 4:41 pm - Reply

dapoxetine 90mg online – online cialis pharmacy where to buy cialis online uk

Fókuszpályázat

July 7, 2021 at 8:00 pm - Reply

An interesting discussion is worth comment. I think that you should write more on this topic, it might not be a taboo subject but generally people are not enough to speak on such topics. To the next. Cheers

Hzzamy

July 8, 2021 at 9:45 pm - Reply

erectile dysfunction drug – ed pills for sale best erectile dysfunction pills

Mfnelj

July 10, 2021 at 11:59 pm - Reply

prednisone canada pharmacy – prednisone price in india prednisone prescription

Kuluft

July 12, 2021 at 7:24 am - Reply

modafinil addiction – provigil cost modafinil generic

Kwnzpz

July 13, 2021 at 10:34 am - Reply

where can i purchase accutane – buy accutane cream buy accutane online south africa

Lllsoo

July 14, 2021 at 9:12 am - Reply

amoxicillin without a doctorвЂ™s prescription – amoxicillin walgreens buy amoxicillin 500 mg india

Wolcfd

July 15, 2021 at 7:42 am - Reply

online vardenafil uk – comprar vardenafil vardenafil 60 pills

Lfltau

July 16, 2021 at 9:09 am - Reply

ivermectin 24 mg – cost of ivermectin medicine stromectol where to buy

Wvalok

July 17, 2021 at 8:13 am - Reply

cialis 20mg uk online – tadalafil discount cialis generic 60 mg

website

July 17, 2021 at 8:17 am - Reply

certainly like your wweb site but you have to test the spelling on quite a few
of your posts. A number of them are rife with
spelling problems and I in finding it very roublesome
to tell the relity however I will surely come again again.
website