It’s morning in America. The shale oil and gas revolution has pushed the US closer to energy independence, giving the country a huge economic advantage over Europe, as well as China and other emerging markets.
The stronger-than-expected revenue growth posted by the S&P 500’s constituents supports our thesis that US economic growth will accelerate meaningfully this year. We also review fourth-quarter earnings from the last two Wealth Builders Portfolio holdings to report results.
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