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Trump Policies Could Boost S&P 500 Earnings By 11%

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Rupert Hargreaves
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Trump Policies Could Boost S&P 500 Earnings By 11%

Buy domestic-focused US stocks with high tax rates and lower labor costs as a percentage of sales; that’s Goldman Sachs’ playbook for 2017 according to the firm’s 2017 US Equity Outlook research booklet which was published at the beginning of this week.

Goldman is looking to play the themes of a stronger dollar, wage growth, and tax reform next year as these themes, which have already started to unfold continue.

On average S&P 500...

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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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