STREET DOGS
The Trump Factor
There is now a better way to allocate your assets, writes Michel Pireu
President [Donald] Trump won’t "lock up" Hillary Clinton for crimes the FBI said she didn’t commit. He won’t deport millions of immigrants or ban Muslims from the US [but] he will throw enough bones to his supporters to keep them loyal to their Fearless Leader, and that should help boost confidence and stock prices in 2017. — MarketWatch Unpredictable America is the number one global risk in 2017. — Eurasia Group [There is now] a better way to allocate your assets. Direct your attention to the relentless tweeting of the man who will soon be president. There is valuable information in those 140 characters that can move markets and alter perceptions of fundamentals. To help you make sense of this, we have created two indexes based on Donald Trump’s tweets and other utterances. Consider the companies he has been tweeting or commenting about. You will recognise the two distinct groups this creates, each with very different prospects.In one group are companies that have drawn expressions...
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