Quant Trap saved P&L for hedge funds? That is a new interesting story from one of our favorite analysts. The incorrect consensus view that a Donald Trump victory would lead to market disaster has given way to a new, “dawn of a new day” consensus. In what has become the popular meme, “animal spirits” will be unleashed by a Donald Trump deregulatory and tax push. Never mind the inconsistent Trump statements relative to actions — appointing a deficit hawk, Congressman Mick Mulvaney (R-SC), as budget director while advocating for massive fiscal stimulus, as just one example – Trump will deliver,…
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