FYI:
Regards,
Ted
March 31, 2016
Dear WEALTHTRACK Subscriber,
As long time WEALTHTRACK viewers know we rarely cover politics and we only cover elections to compare the agendas of the designated Republican and Democratic presidential nominees. We usually do it once, just before the election to discuss the potential business and market winners and losers under each designated presidential candidate.
We are breaking precedent this year because this is such an extraordinary primary contest in both parties. As Donald Rumsfeld famously phrased it: There are “known knowns”, I would put candidates with long track records and more mainstream agendas within their parties in that group, such as Hillary Clinton and Ted Cruz.
Then there are “known unknowns”, such as Bernie Sanders. He has a long track record but a far left agenda. How would Congress’ only self-described democratic socialist behave in the White House?
Even more unknown, what would Donald Trump do in the oval office? He would be the first president in U.S. history with no experience in government service and one of the few who was never elected to any public office.
We’ll have some answers to those questions on this week’s WEALTHTRACK.
We’ll hear from Andy Laperriere, Founding Partner and Head of U.S. Policy Research for Cornerstone Macro, a top-ranked, independent economic, market and policy research firm. Institutional Investor magazine has ranked Laperriere and his team the number one Washington analyst group for each of the past 12 years, most recently at Cornerstone Macro, and before that at ISI Group.
Laperriere recently sent one of his U.S. policy reports to clients with this headline: “Trump or Sanders Could Crush Stocks - Even Without Congress”. His strong opinions definitely got my attention because Laperriere has always been neutral in these elections. We’ll find out why he thinks this time is different.
If you can’t watch the show on television you can always view it on our website. It’s available to our PREMIUM viewers right now and everyone else over the weekend. You’ll also find an exclusive EXTRA interview with Andy Laperriere there.
Have a great spring weekend, and make the week ahead a profitable and productive one.
Best Regards,
Consuelo
