David Fleer
Bristlecone Value Partners, LLC
12301 Wilshire Blvd., Suite 320
Los Angeles, CA 90025 USA
Work 1-877-806-4141

Trumpenomics and Your Portfolio

December 13th, 2016

With just a couple weeks left to the year, we naturally ponder the main events of 2016 and how they might shape 2017. We try to abstain from political commentary and limit our opinions (here anyway!) to potential investment consequences from policy decisions.  Although we don’t always succeed, we make every effort not to color our statements with our own political beliefs.

This year, it is admittedly hard to ignore the elephant in the room: Donald Trump’s election has so far been a game changer at many levels, political, diplomatic, etc. It has also had a dramatic impact on markets around the world: currencies, commodities, bonds and equity securities have all been affected. Read the rest of this entry »

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