Investing for Trump 2.0 Is Trickier Than You Think: John Authers

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Today’s Points:

• Trump 2.0 must be taken very seriously indeed.

• A strong Trump candidacy probably contributes to a strong stock market before the election.

• Attempts to pick “red” and “blue” stocks and sectors would be very unwise.

• De-globalization, tariffs and a weaker dollar are likely after a Trump victory.

• The critical post-election question: Would Trump go through with attacks on main economic institutions?

• TIP: A final dose of love songs; nothing beats the Beatles’ “Here, There and Everywhere.”

Trump 2.0

Yes, it could definitely happen. Everyone grasps that ...