A lot has been written about what the new administration will mean for inflation, interest rates, the economy and equity markets.  Candidly, we find most of what has been written and said to be very presumptuous and much too granular given how much remains unknown at this point.  We believe it is prudent, given the amount of uncertainty, to wait until actions are taken by the new administration to assess their likely impact.  It pays to remember that a successful investor does not need to have clairvoyance of the future, but rather thoughtful assessment of information as it becomes available.  With that said, we will take a stab at our “best guess” pertaining to variables affecting the economy and your investments with the caveat that we won’t really know until 2025 begins to unfold.

Continue Reading: Post Election Market Thoughts