BUY ON TRUMP? SELL ON TRUMP? WHO IS RIGHT? $GOOGL $AAPL $FB $INTC $MSFT $NVDA $C $BAC $JPM $MRK
Donald Trump is starting his first full week as U.S. president. Bearish investors have been out in full force, proclaiming, with high confidence, that it’s time to sell stocks. At the same time, bullish gurus are saying just the opposite.
So who’s right?
Let’s explore the answer. First, we need to develop some concepts through which we can find a sensible conclusion.
The middle road
For those who wish to know what The Arora Report is doing now, I will share with you an annotated chart that shows our actions since the election.
Please click here for the annotated chart.
The Arora Report’s current call is to hold cash or Treasury bills (18%-28% of the portfolio) and short- to medium-term hedges (15%-25%) and very short-term hedges (15%) based on individual risk preference.… Please click here or the title below to read more.