By Kris Sayce – Port Phillip Insider (Australia) –
If you could define 2016 by any two things, the quote above contains both of them: Brexit and Donald Trump.
But 2016 was 2016. It’s the past. As investors, we need to acknowledge the past, while at the same time trying to figure out what lays ahead in the future.
Chief among the issues for the future is whether Brexit and Trump are ongoing opportunities and threats. Extended further, are there other situations, similar to Brexit and Trump, which could also send markets reeling or soaring?
The obvious situation right now is this year’s French presidential election, and the emergence of Marine Le Pen as the far-right candidate.
Could she really win? If so, what would it mean for France, for Europe, and the European Union as a whole? Donald J Trump on one side of the Atlantic, Marine Le Pen on the other…
However, all that could be academic. Our resident global strategist, Jim Rickards, doesn’t believe Le Pen will win. However, that doesn’t mean a potential profit opportunity is off the table…
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