By Chris Lowe – Inner Circle (USA) –
Last week, we looked at why a Trump administration is bad for bonds.
This week, we take a look at what it means for stocks.
Bill Bonner’s friend and ex-investment banker Rob Marstrand has been one of the most bearish analysts in our network about the prospects for U.S. stocks.
But last week, he put out an excellent piece of research that I want to put on your radar.
Rob isn’t rushing headlong into the U.S. stock market yet.
But he’s turned cautiously optimistic based on President-elect Trump’s policy proposals.
Especially when it comes to Trump’s plans to slash taxes…