Despite what they consider the “ludicrous” nature of presumed Republican Presidential nominee Donald Trump’s proposal for building a wall, the analysts at Bernstein have figured out the investing angle on the activity. After noting the logistical hurdles which don’t just rival the Great Wall of China – but in some respects exceed it in foundational complexity – the Bernstein analysis note investment winners. Interestingly, Trump just might be in a position to benefit companies based in Mexico. But what the report didn’t discuss is perhaps its most interesting revelation relative to the 2016 political season. Did Bernstein unwittingly create an…
Martin Marietta, The Best Trump Wall Proxy Stock, Is Flying High Right Now
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.