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Corporate Citizenship Cancelled: Your Playbook for the New Profit-First Era |
Robert Kiyosaki here. Forget everything you've been told about "responsible capitalism." The rules just changed overnight.
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Remember when CEOs wept over climate change? Donated to BLM? Pledged diversity quotas? |
Poof. |
Gone. Vanished. Like morning fog on a Hawaiian beach. |
Corporate America just received a profit-only mandate under Trump's anticipated policies. And Bloomberg's latest reporting reveals what insiders have been whispering for months... |
Companies are strategically abandoning their ethical stances like hot potatoes. No reputational penalty. No shareholder revolt. Just pure, unadulterated profit extraction. |
My rich dad taught me something back in Hilo that I never forgot. He said, "Robert, watch what the big boys DO, not what they SAY." |
Right now? The big boys are doing something extraordinary. |
While weak hands panic about "trust erosion" and "brand damage," I see generational wealth transfer happening in real time. |
This isn't about morality. It's about MONEY. |
And I've identified exactly where the smart money is flowing... |
The ESG Graveyard: Billions in Compliance Costs... GONE |
Let me paint you a picture. |
For years, corporations have been shackled by Environmental, Social, and Governance mandates. Compliance departments swelled. Legal teams multiplied. Entire divisions existed solely to check boxes and file reports. |
The cost? Industry estimates suggest up to $78 billion annually in direct compliance spending alone, according to Deloitte's sustainability research. |
That money didn't build factories. Didn't hire workers. Didn't develop products. It just... evaporated into bureaucratic vapor. |
Now? Those shackles are coming off. |
And here's what the financial media won't tell you... |
That money has to go somewhere. It doesn't just disappear. It gets REALLOCATED. |
Where? |
Share buybacks Dividend increases Capital expenditures Acquisitions
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In other words, shareholder returns. |
When I flew Huey gunships in Vietnam, we had a saying: "Follow the tracers." The tracers showed you exactly where the fire was going. |
Right now, the tracers are pointing directly at sectors most people have written off as "boring" or "dirty." |
I'm talking about steel. Chemicals. Fossil fuels. Manufacturing. |
The very industries that got crushed under ESG mandates are about to experience a profit surge we haven't seen since the Reagan deregulation era. |
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The Hidden Landmines (And Your Short Opportunity) |
Now, before you rush out and buy every industrial stock you can find, let me give you the other side of this coin. |
Because there ARE losers in this new landscape. |
My rich dad used to say, "Every market shift creates two opportunities. One to go long. One to go short. The fools only see one." |
Here's what I'm watching for potential short opportunities... |
The 3 Warning Signs of ESG Backlash Stocks: |
Heavy exposure to younger demographics. Gen Z and Millennials still care deeply about corporate ethics. Companies that built their entire brand on "doing good" are about to face a brutal choice. Abandon their values and lose their core customers. Or maintain their values and watch competitors eat their lunch on price. B-Corp certification or similar "ethical" designations. These companies painted themselves into a corner. They legally committed to stakeholder capitalism. Now they're trapped while competitors sprint toward pure profit. Consumer-facing brands with international exposure. Here's the kicker Bloomberg highlighted. European and Asian markets are DOUBLING DOWN on ESG requirements. American companies that retreat from ethical stances face "heightened vulnerability to ESG-focused international competitors."
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I'm building a watchlist of these companies right now. When the backlash hits—and based on historical patterns it will—these stocks could face significant pressure. |
That's not speculation. That's pattern recognition from 50 years of watching markets punish companies caught between two worlds. |
Your Profit-First Playbook |
Alright, let's get tactical. |
You know I developed the Kiyosaki Scorecard to evaluate private deals. But the same principles apply here. |
When I look at public companies positioned to exploit this deregulation wave, I'm scoring them on three factors: |
Factor 1: Compliance Cost Ratio |
How much of their operating budget went to ESG compliance? The higher the ratio, the bigger the profit surge when those costs disappear. |
Steel companies? Some were spending approximately 5-10% of operating costs on environmental compliance alone, according to EPA data and SEC filings. |
Chemical manufacturers? Even higher—up to 15% for some firms. |
When that spending redirects to the bottom line, earnings explode. |
Factor 2: Domestic vs. International Revenue |
Companies with primarily U.S. revenue streams benefit most. They can fully embrace the new profit-first mandate without worrying about European regulators or Asian market access. |
Look for 70%+ domestic revenue. That's your sweet spot. |
Factor 3: Management Signaling |
This is where my "street smarts" come in. |
Listen to earnings calls. Read between the lines of press releases. Watch for phrases like "streamlining operations" or "refocusing on core competencies." |
That's corporate code for "we're dumping our ESG departments and pocketing the savings." |
The companies telegraphing this shift BEFORE it shows up in earnings? Those are your early entries. |
The Pendulum Always Swings Back |
Here's where I have to give you a warning. |
Some people think this deregulation wave lasts forever. They're wrong. |
I've lived through enough market cycles to know one absolute truth. Every extreme creates its opposite. |
The Reagan deregulation era? Followed by Clinton-era re-regulation. |
The Bush tax cuts? Followed by Obama-era increases. |
This profit-first mandate? Based on historical patterns, it will trigger a backlash. Maybe not in 2025. Maybe not in 2026. But it's coming. |
The smart play isn't just riding this wave. It's positioning yourself to profit TWICE. |
Once on the way up, as deregulation beneficiaries surge. |
And once on the way down, when the pendulum swings back and "ethical" companies become darlings again. |
That's how generational wealth gets built. Not by picking sides in culture wars. By recognizing that BOTH sides create opportunities for those paying attention. |
My rich dad put it simply: "The poor take sides. The rich take profits." |
What I'm Doing Right Now |
I'm not sitting on the sidelines debating whether this shift is "good" or "bad" for society. |
I'm loading up on Pittsburgh steel mills. Oklahoma fracking operations. Midwest chemical manufacturers. |
The unsexy stuff. The "dirty" industries that Wall Street abandoned to chase AI hype. |
These companies are about to report earnings that make analysts choke on their lattes. |
And when they do, I'll be there. Already positioned. Already profitable. |
The question is... will you? |
Stay hungry, |
Kiyosaki's Private Playbook |
P.S. I recently got a look at the work of a man my team calls the "Financial 007". His background is classified, but his system for tracking insider money has delivered returns I haven't seen in years. I've asked him to prepare a special briefing for my readers.
Keep an eye on your inbox. This is something you will not want to miss. |
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