Winning with President Trump!

Discussion in 'Stocks' started by TopHat, Nov 24, 2016.

  1. ironchef

    ironchef

    I vote for real estates related stocks, ETF REIT.... President elect Mr. Trump has given the rich a recipe on how not to pay any Federal income tax. I am quite sure a lot of other rich Americans realize now they too will not have to pay any taxes so real estates will be very hot. They have to thank the working poor for electing Mr. Trump.:D:caution:
     
    #11     Nov 27, 2016
  2. ktm

    ktm

    Lots of anti-Trump sentiment here - not sure whether to be surprised by that or not.

    Right now, the market is re-pricing in anticipation of lots of Trump campaign promises and expected moves. Lower corporate taxes, provisions for repatriation of funds held outside the US, less regulation overall and a pragmatic approach to running the country are all starting to be priced in to equities right now. On a macro level, the Russell has had a bit of a run in the small cap area. I would expect the small caps to outperform if most of the above happens.

    If Trump moves toward heavy infrastructure spending, I think inflation could pick up dramatically - which SHOULD mean a return to more historically normalized interest rates. There isn't the slack in the labor market to do the work, so wages would have to rise as demand picks up and new workers are scarce.

    A pragmatic approach to this stuff should also yield significantly increased volatility in my opinion. I think Trump will attempt some moves that will yield unexpected results at first - then he will need to make some adjustments. In the end I think he'll do fine, but the path might be quite bumpy.
     
    #12     Nov 27, 2016
  3. A silly argument. Both sides knew how the Electoral College worked, and both sides deployed their resources accordingly -- for instance Trump didn't make any effort to campaign in California to hold down the Democratic surplus there. (BTW, Hillary outspent Trump by >2x... so much for the "money in politics" / "Citizens United" argument Democrats often make.)

    To latch onto the popular vote after the fact is like saying, "The Marlins lost 3-2, but they should be awarded the game because they had more hits!" Runs are the metric that counts, and both teams know that before the game starts.
     
    #13     Nov 28, 2016
  4. Drain the swamp! Drain the swamp! Drain the swamp! Screamed they. Look at the people which he chose.
     
    #14     Nov 28, 2016