The Economy Leads Markets, Not Elections.
Our good friend, Richard Bernstein, recently published an article about the impact of a stronger economy on the financial markets over the last year. Many investors are troubled by the issues inside the Beltway in Washington, DC and the risk of policy mistakes to financial markets. Bernstein’s article resonates the point we wrote about before the election in a post titled, “Do Elections Impact Financial Markets?”. A link to Bernstein’s article is attached with permission of RBA Advisors.