The Trump Trade

Rotation, Dollar, Commodities, Safety & Meme Wars

Just as we were calling for elevated “Election Volatility” into the summer months, someone took a shot at Trump. Literally. This tragic event involved the loss of innocent lives, and anyone who doesn’t condemn what just happened needs a mental check.

As traders, we have to put aside any emotions and think about the implications. “What’s the Trade?” is the question to ask. We can safely deduce that Trump’s chances to get elected have increased, so the “Trump Trade” will be on in full force.

We have been very early in some of the Trump beneficiaries, such as the Prison Stocks, but I wanted to lay out a stream of thought on other “Trump Trades”. Here is goes: