BoA: The Trump Reflation Trade Is Starting To Unwind – ValueWalk Premium
23Jan

BoA: The Trump Reflation Trade Is Starting To Unwind

Is the Trump Reflation Trade starting to lose momentum? Maybr

Investors like to buy the rumor and sell the news. Trump’s election as President of the United States at the beginning of November, sparked a wave of buying as investors bet on his pro-growth policies. But it seems now that the billionaire has been inaugurated into the White House, investors are starting to take profits off the table.

Author

Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk

Related Posts

Passive Investing IPOs Market Volatility

Market Report: AMZN, AIG, NAV, MW, ARCT, NOK, FSLR, IR, OREX, MRK, Z

Sep

Market Levels     US:  Dow: 13200.99 (1.18%), S&P 500 Futures: 1419.36 (1.13%), NASDAQ Futures: 3099.20 (0.98%) Europe: CAC: 3450.41 (1.29%), DAX: 7059.33 (1.34%), FTSE: 5700.05 (0.74%). Asia-Pacific: Australia: 4312.90 (0.80%), China:... Read More

China's Old Economy Is Staging A Surprising Rebound

Aug

Last year, Chinese policymakers introduced a wave of measures to try and curb overcapacity in the country’s old economy. As prices for commodities such as coal and steel collapsed,... Read More

Peter Lynch vs. Ben Graham: Finding Undervalued Stocks

Oct

In 1994, Peter Lynch, who was one of the most successful fund managers of all time, penned an article describing the process he used to uncover bargain stocks. Q3 2020... Read More

Lagarde: 'crossing fingers' for the euro zone

Aug

IMF Managing Director Christine Lagarde spoke with Bloomberg Television's Sara Eisen in Jackson Hole, WY today, where she said, "we are all globally on a path to recovery, still... Read More

Investment Geniuses

Are Investment “Geniuses” Just Plain Lucky?

Jun

A 2006 Fortune magazine article described Bill Miller as “one of the greatest investors of our time.” Q1 hedge fund letters, conference, scoops etc BarbaraALane / Pixabay At the time, the US$20 billion mutual... Read More

Chesapeake Energy earnings

Chesapeake CEO Receives New Performance-Based Pay

May

After cutting Chesapeake Energy Corporation (NYSE:CHK) CEO Aubrey McClendon’s 2011 pay by 15%, the energy firm said they will not offer performance-based awards in 2012.  This comes after the highest holding... Read More

Ankur Luthra

Ankur Luthra Uses Learned Disciplines At Balyasny & Ziff To Combine Oil With Water

Jan

Ankur Luthra, the founder and Chief Investment Officer at more than one-year-old Finchwood Capital, has the sound of a Long / Short manager from Balyasny Asset Management that was... Read More

High Return Strategies

Do High Return Strategies Outperform On The Downside?

May

Do High Return Strategies Outperform on the Downside? by Scott England, Covenant Capital Management It is rumored that the great Albert Einstein once said that compound interest was the “greatest... Read More

Post-Market News: GM, BAC, JPM, C, S, T, VZ, KFT, UNH, DJI, TWC, MSFT

Sep

Market Levels  * US: Dow: 13579.50 (-0.13%), S&P 500: 1460.15 (-0.01%), NASDAQ: 3179.96 (0.13%) * Europe: CAC: 3530.72 (0.59%), DAX: 7451.62 (0.83%), FTSE: 5852.62 (-0.03%). * Asia-Pacific: Australia: 4408.30 (0.25%), China: 2026.69... Read More

Electron Capital Up 27% YTD Says Renewable Energy Is Here To Stay

Oct

Electron Capital's flagship Electron Global fund reported a strong third quarter. According to a copy of the firm's third-quarter investor update, a copy of which ValueWalk has been able... Read More

X
Saved Articles
X
TextTExtLInkTextTExtLInk
0