Subject: Re: Trump and your investing

to be honest, the biden economy continues like an bulldozer with almost every reliable fwd indicator.
near-shoring will continue, as intelligent companies want to break from adversarial countries rather than guess what political corruption will enable that trade to be beneficial over the next few decades.

on the other hand, there is a record amount of holdings in short-term cash and MM, despite the u.s. mkt highs, debt and inflation forecasts, and crypto-like insanity easy to find.
the latter tells me, at least on a weighted basis, some (like myself) are not comfortable knowing when the MAGA train derails a functioning economy\society.

https://www.valueplays.net/202...