Washington Macro Commentaries

Ahead of the Curve ™

Aug 16 2017

Trump Presidency in Historical Context

10 data sets, 4 time-stamps, 6 Presidencies = historical context for current environment. Historical framework for investing in a Trump Administration outside hyper-partisan news cycle, crisis de jour, and Fall fiscal cliffs. Do not lose sight of policy forest for “failed” legislative trees; mosaic shows bigly change with skeleton crew and Judiciary component longest of policy tails.