January 2017

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In tune with the previous entry..

I see three sources of uncertainty that the market is ignoring: 1) Donald Trump’s policies may not stimulate growth as much as many investors assume. 2) The president-elect’s policies are unsettled, incoherent or contradictory, leaving uncertainty about whether the net impact will be positive or negative. 3) And some of Trump’s policies may actually retard growth.

Investors ignoring the risks in Trump’s presidency - MarketWatch