Hello,
We've seen plenty of commentary about industries that might benefit or lose from a Trump administration, and how his policies might affect the economy. How about specific investments for a Trump presidency?
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in short, if you fear trade wars, small cap stocks are best as their revenues are largely domestic. I commented at length about the market environment post trump somewhere, but can't find it
Makes sense. I think that the rise in bank stocks may be a bit overdone, personally. +15% on speculation that he might be able to repeal Dodd Frank seems like too much, especially since Democrats will fight him harder on this.
I think it's a combo of bump in interest rates, Dodd Frank repeal and improving earnings.
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