Political Uncertainty
as Viewed Through an
Investment Lens
The first quarter saw steady gains throughout January and February and then a bit of a slowdown in March. The overriding theme that has engulfed markets since November, particularly stocks, has been Donald Trump and the general belief that he will enact policies that will spur economic growth and boost corporate profits. Never mind any lingering anxieties that his more controversial positions might detract from
economic growth. In retrospect, there are good reasons for the rally. Over time, markets are driven by a combination of hard data fundamentals such as Gross Domestic Product (GDP), …….Read More