What Trumphian markets are all about

In Uncategorized on 12/11/2016 at 10:52 am

At the moment, investors are betting that all the policies they like will become reality, while all the policies they dislike will remain campaign rhetoric. Maybe they are right. But it feels like a dangerous bet.

Last sentence of a gd FT piece titled:

Markets indulge in make-believe over a Trump presidency

The curious case of Wall Street fearing a Trump-inspired stock market rout, but then bouncing

  1. Won’t be chasing the stock market – think it got too much on faith. Just hope bond yields continue to rise – as income investor, prefer to pick up bonds than equities. Too much can go wrong in the latter.

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