Rule one investing global earnings momentum

Global earnings momentum, especially in semiconductors, supports "Rule One Investing" in companies like AMD, which posted 18% YoY revenue growth and increased gross margins to 51%. The book is arguing for two things. It’s arguing for certain near and medium-term reforms. So, I talk about things that are already widely discussed by progressives like adding new states, adding justices to the Supreme Court, getting rid of the electoral college through the National Popular Vote Interstate Compact. These are all things that I think if we really organized around them, if we had the political leadership in the Democratic Party that was invested in democratic reform, we could see that stuff being done in the next 10-15 years. Trump Labor Department Weighs Killing Biden’s ESG 401(k) Rule Daily charts indicate "Rule One Investing"-type companies with low debt-to-equity are outperforming. PepsiCo’s debt ratio below 3x and steady dividend yields make it a defensive hedge in the consumer staples sector.