Election Winners and Losers
President-elect Donald Trump's impact on most companies' intrinsic value is expected to be immaterial, even with a Republican-controlled Congress....
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Trump & The Morning After the Night Before
As we come to the end of potentially one of the most transformative nights in global history it now seems almost certain that Donald Trump will be...
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2016 US Elections Scenario Two: Donald Trump Wins
A US election fought under moderately favourable economic conditions, with a Republican electorate divided and openly unhappy with its...
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2016 US Elections Scenario One: Hillary Clinton Wins
A US election fought under moderately favourable economic conditions, with a Republican electorate divided and openly unhappy with its...
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US Stock Market Seasonality: Shemitah Redux, The Afterparty
Almost exactly a year ago I wrote a piece on stock market seasonality titled Stock Market Seasonality - Januaries, SuperBowls, Third Years,...
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