In December we penned an article and wrote a members-only white paper on the investing implications of the Trump presidency. Regardless of one’s political leanings, we believe that the implied policy changes of the incoming administration warranted a look. Needless to say, we weren’t alone in this assertion and the shear number of Trump vs. the Markets articles has proliferated at an astonishing rate.
Ray Dalio, founder at Bridgewater Associates, one of the worlds largest hedge funds and architect of the famed “all weather” portfolio, also felt the need to put his pen to paper on Trump’s possible impact(s) on investing opportunities. This is an excellent read because Dalio is so precise in his language about it and so clear about the knowns, the known unknowns and the unknown unknowns. All are important and so we thought our readers should have a look.
Have your own thoughts or comments on the evolving Trump administration’s impacts on investing? Let us know!
In the meantime, Invest Intelligently.