02-14-2017, 01:32 PM
Couple of new articles, the first sees a correlation between stocks and Trump's popularity ratings, the second an old favorite..
- There seem to be two Trump's, one that's good for markets and one that's bad for markets.
- Investors find it difficult to make sense of this which is adding to a sense of uncertainty and wildly different assessments.
- There are a few ways to trade this though.
Trade The Trump Popularity Index | Seeking Alpha
- Shares of Ellie Mae sold off after the Trump victory as people feared higher mortgage rates would cut their growth.
- But the company has demonstrated before that they can grow even with headwinds from the market, so the worries were overblown.
- They are also investing to service even more of the mortgage origination market; this remains a terrific company with a winning platform.