Trump

Our take on the investing, financial, & economic themes of the day

Predicting the Staying-Power of the Trump Rally

13 December, 2016 by Matthew O'Brien, Ph.D. in Commentary
Broken clocks have the virtue of being right twice a day.  What about broken stock market strategists?  They’re usually worse than broken clocks, because most of them change their predictions after they fail to materialize.  Thus I read today this snippet in the Wall Street Journal: ... read more...

Post-Election Reflections

10 November, 2016 by Mark O'Brien in Commentary
What If Trump wins which, we are told, is more likely than the polls would suggest?  The result could be a bit like the aftermath of the Brexit vote:  a sharp selloff, and then a rebound as investors rediscover that the president is part of a much larger system of overlapping and competing ... read more...