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BoA: The Trump Reflation Trade Is Starting To Unwind

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Rupert Hargreaves
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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.

According to Bank of America Merrill Lynch’s weekly flow shows...

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Rupert Hargreaves

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 Hedge Fund Alpha

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