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If It’s Raining in Brazil, Buy Starbucks by Navarro

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CHAPTER 20BIG BROTHER AND YOUR PORTFOLIO

Ben Graham started delivering the Washington Post as a sophomore in high school, and he was one of the few paperboys who actually read the Post after the end of his long, early morning route. At the breakfast table, Ben would give his older brother the sports section and his younger sister the cartoons. Then Ben would get down to the business of seeing what was happening in the two worlds he loved most—business and politics.

It didn’t take young Ben long to see how these two worlds were ineluctably intertwined. Indeed, he first noticed the intersection when the major drug stocks began to yo-yo wildly during President Bill Clinton’s ill-fated attempt to nationalize health care. After that experience, Ben ...

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