From Federico Tessore – Investor Passport (Argentina) –
Surprise and fear. This is what news of a Trump victory provoked in millions of people around the world.
At Inversor Global, we had neither reaction.
The morning after the election, the front page of our newsletter, “The Daily Investor”, featured Diego Martinez Burzaco’s column on Trump. In today’s Investor Passport, I want to further explore an idea that Burzaco briefly touched on this morning.
I said that we aren’t surprised. That’s because a few weeks ago our international analyst Jim Rickards predicted a Trump victory in his newsletters. On our Twitter account last week (@fedetesso, you can follow me if you don’t already), we also predicted this outcome. We even encouraged a bit of betting among our colleagues…
Nor are we fearful.