Hedge Fund CIO: A Trump Victory And Stocks Will Scream Higher

By Eric Peters, CIO of One River Asset Management

Lone Star

“Trump wins and US small caps scream higher,” said Lone Star, passing another couple Ivy’s in the annual performance league tables. “An immediate gap up and then 25% over the next few months,” continued the university endowment CIO from Texas. “Everyone knows how to win with the Trump trade because we’ve seen it once before.” Tariffs, domestic energy policy, deregulation, limited immigration. “He’ll kick out the FTC chair. The M&A markets that she’s frozen will open and we’ll see deals happen again. It’ll be great for private equity.”