Report Detail Summary

Around the World in 90 Days

March 10, 2017

Recently President Trump addressed a joint session of Congress. In spite of the usual criticism by his most fervent opponents, the polls indicate that the speech was well received by his supporters, independents, and the undecided. The speech was an important one for several reasons. The president made clear that he plans to fulfill his campaign promises. This means that his opponents and the markets should take him at his word.

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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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