When looking at this more than odd election season, Bank of America’s Chief Investment Strategist Michael Hartnett and his team see opportunity to get ahead of new trends. Buy stocks until near the election, they say, but recognize afterwards there will be clear winners and losers depending on the outcome. When looking deeper into his analysis, perhaps it is themes that are winners regardless of who gets the most votes that might be most interesting. And here a trend related to fiscal stimulus is noticed by the researchers. Buy stocks – How can the US Presidential election even be close?…
BAML: Buy Stocks and Inflationary Assets which Will Benefit From Upcoming "War On Inequality"
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.