by Erik Kobayashi-Solomon | Apr 17, 2018 | Commentary
In late November, 2016, shocked and concerned by Donald Trump’s dark horse Presidential victory, we published a research report to Framework members entitled “Investment Implications of a Trump Presidency”. Five hundred days after publishing this document (which is...
by Erik Kobayashi-Solomon | May 5, 2017 | Commentary
The stock market climbed after the US presidential election, and the big market indices set successive new highs. Trump’s Treasury Secretary Steven Mnuchin proclaimed that the index gains represented the markets giving the new administration’s proposals positive marks...
by Erik Kobayashi-Solomon | Mar 29, 2017 | Commentary
The stock market climbed after the US presidential election, and the big market indices set successive new highs. Trump’s Treasury Secretary Steven Mnuchin proclaimed that the index gains represented the markets giving the new administration’s proposals positive marks...
by Erik Kobayashi-Solomon | Mar 15, 2017 | Commentary
A week after Donald Trump was elected the 45th president of the United States, we published an in-depth report detailing our expectations for investing in the Trump Era. The full 25-page report covers three topics – the economic background that lead to the Trump...
