Investors Reallocating As President’S Time Table Derails

“As the year started we were more attuned to potential policy changes adding some sort of tailwind to areas of the marketplace.
There are two odd developments there: technology stocks continue to roll and financials are very much part of the Trump trade.
“Most investors realize fiscal policy changes will be a long way off.
We’re coming to the realization that those policy changes are going to be difficult to implement and there may be a long time delay,” he said.
“There’s a stalling out of these Trump trades.

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