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The Great Post-Election Market Rotation

The Great Post-Election Market Rotation

Bonds sink as investors bet on an improving economy and value priced stocks.

December 12, 2016

In the world of investing, nothing is as dependable as cycles. Except, possibly, the near impossibility of timing markets. A little more than a month ago, on election eve, it indeed looked as though the Grinch would steal Christmas, as pundits insisted that a Trump victory would lead to a stock market collapse.

Like all the Whos in Whoville, our collective mouths hung open for a minute or two. But instead of “Boo Hoo, what we have heard and felt sweeping down from the hills these past few weeks is optimism and confidence. And for the American economy nothing -- nada, zilch -- is as important as a positive business psychology. It has the power to become self-reinforcing, to encourage business investment and lift us out of the post 2008 recession hangover of debt and fear. Client-Letter-December-2016.pdf

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