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Robin Hood or a Rising Tide Lifts All Boats? A Time to Choose (Part IV)

August 31, 2016

The trade views of the two major presidential candidates is not one that we perceive as positive and bullish for the U.S. and global economy. Assuming that we are correct, what can derail the protectionist direction that either of the candidates, if unimpeded, will take the U.S. economy towards?

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The ValueTiming™ strategy is based on the assumption that politicians and policymakers have particular views of the world, and that they will in general adopt policy measures that are consistent with these views.


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