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  • jstr November 2016
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John Waggoner: Emerging Markets Sink After Trump Victory

FYI: On a tear before the election, the average fund is down 4.4% after it because of president-elect's rhetoric about countries like Mexico and China
Regards,
Ted
http://www.investmentnews.com/article/20161123/FREE/161129965/emerging-markets-sink-after-trump-victory

Comments


  • The purchase of an equal weighted blend of small cap value, emerging small cap, and large cap value or mid cap growth from the Nov 1 to May 1 period, then switched to utilities, Long U.S. treasuries, or cash ( depending on risk model heuristic ) from May 1 to Nov1 has produced risk adjusted median rolling 15 year total return periods > 1600% tinyurl.com/hh3ymn8 ( or 22.4% CAGR vs. 14.8% for Berkshire Hathaway since 1986 ) since 1954.
    Would rather examine and trust 60+ years of repeatable empirical data as evidence vs. a couple weeks of post election event market behavior and anecdote !
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